Sign in Subscribe

capital-markets

EOG at $74: The Cost Structure That Makes the New Price Floor Look Like a Buying Opportunity

EOG at $74: The Cost Structure That Makes the New Price Floor Look Like a Buying Opportunity

EOG | NYSE | Source data: Q1 2026 10-Q (SEC accession 0000821189-26-000104, filed May 5, 2026), Q1 2026 earnings release, Diamondback Energy Q1 2026 10-Q (SEC accession 0001539838-26-000077) EOG Resources didn't stumble into the $74 WTI environment. It built for it. The Q1 2026

Compression M&A at $75 WTI: NGS Buys Flatrock for $120M, Adds 86,000 HP in Permian and Eagle Ford

Compression M&A at $75 WTI: NGS Buys Flatrock for $120M, Adds 86,000 HP in Permian and Eagle Ford

NGS | NYSE | Source data: SEC 8-K filing (June 12, 2026, accession 0001104659-26-074744), acquisition conference call transcript (June 15, 2026, EDGAR Exhibit 99.1), Yahoo Finance equity prices Natural Gas Services Group closed its acquisition of Flatrock Compression Holdings on June 12, adding 86,000 rented horsepower and

Legacy production facility on Permian Basin caprock

Diamondback's $3B Credit Expansion Is a Message to Lenders: Permian Operators Aren't Panicking at $75 WTI (FANG)

FANG | NASDAQ | Source data: Diamondback Energy 8-K filed June 15, 2026 (SEC accession 0001104659-26-074049); FANG Q1 2026 earnings release; EIA data; Yahoo Finance live spot pricing Diamondback Energy expanded its revolving credit facility from $2.5 billion to $3.0 billion last week. The deal closed June

FANG Expands Credit to $3B at $75 WTI: Wednesday's Capital Markets Signal

FANG Expands Credit to $3B at $75 WTI: Wednesday's Capital Markets Signal

Diamondback Energy expanded its RBL to $3 billion as WTI sits at $75.54. Antero launches a $1.65B commercial paper program. Wednesday's capital markets read from the Permian.

Production tank battery on Permian caliche pad

Chord Energy at $75 WTI: Integration Delivered, Now Comes the Price Test (CHRD)

CHRD | NASDAQ | Source data: Q1 2026 10-Q (SEC accession 0001486159-26-000023, filed May 7, 2026), Yahoo Finance intraday price data The Integration Delivered. Now Comes the Price Test. Chord Energy closed out Q1 2026 with its Williston Basin consolidation fully absorbed and the production machine humming: 275,615

Cheniere's Raised Guidance Signals a New LNG Demand Floor — and AI Data Centers Are Writing the Checks

Cheniere's Raised Guidance Signals a New LNG Demand Floor — and AI Data Centers Are Writing the Checks

Cheniere raised full-year 2026 guidance to $7.25B–$7.75B Adjusted EBITDA. The reason isn't commodity prices — it's contracted volumes, CC Stage 3 trains coming online, and a structural LNG demand inflection that AI data centers are accelerating.

WTI Hits $77 as Banks Reprice and China Cracks: Tuesday's Double Selloff Signal

WTI Hits $77 as Banks Reprice and China Cracks: Tuesday's Double Selloff Signal

WTI falls to $77 as Morgan Stanley and Goldman slash Brent forecasts, China refinery throughput hits a four-year low, and tanker operators signal Hormuz won't reopen overnight.