Crude Intelligence Report
  • Home
  • About
  • Free Articles
  • Subscribe
Sign in Subscribe

capital-markets

RBL Season Meets a $120 Oil Call: What Goldman's Upside Scenario Changes for E&P Capital

RBL Season Meets a $120 Oil Call: What Goldman's Upside Scenario Changes for E&P Capital

CIR Editorial 29 Apr 2026
Goldman's $120 Call: What Sustained $100 Brent Means for Upstream Capital

Goldman's $120 Call: What Sustained $100 Brent Means for Upstream Capital

Goldman Sachs warns oil could hit $120 if the Iran conflict extends through summer — and the timing lands squarely in semi-annual RBL redetermination season for upstream lenders.
CIR Research Desk 29 Apr 2026
Mega-Major Preview: XOM and CVX Report Thursday — What $96 WTI Means for Permian Scale and Cash Returns

Mega-Major Preview: XOM and CVX Report Thursday — What $96 WTI Means for Permian Scale and Cash Returns

CIR Editorial 27 Apr 2026
Weekly Setup: $101 Brent, Mega-Major Earnings Thursday, Devon-Coterra Countdown

Weekly Setup: $101 Brent, Mega-Major Earnings Thursday, Devon-Coterra Countdown

The week opens with WTI at $96 and Brent back above the $100 handle, as two of the biggest market events in months land on this week's calendar. ExxonMobil and Chevron report Q1 2026 results Thursday. The Devon-Coterra shareholder vote fires next Monday, May 4. This is
CIR Research Desk 27 Apr 2026

Subscribe to Crude Intelligence Report

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
  • Sign up
Crude Intelligence Report © 2026. Powered by Ghost