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Permian Basin production facility aerial view

Gas Holds While Oil Slips: EQT and Expand Energy's Structural Advantage at $75 WTI

CIR Editorial 19 Jun 2026
Two Completion Stocks, Two Stories: KLXE's Revenue Hole vs. FET's Order Surge at Sub-$75 WTI

Two Completion Stocks, Two Stories: KLXE's Revenue Hole vs. FET's Order Surge at Sub-$75 WTI

CIR Editorial 18 Jun 2026
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

CIR Editorial 18 Jun 2026
The Rollover Clock Is Running: H&P, PTEN, and Nabors Face a $75 WTI Day-Rate Reset

The Rollover Clock Is Running: H&P, PTEN, and Nabors Face a $75 WTI Day-Rate Reset

CIR Editorial 17 Jun 2026
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)

CIR Editorial 17 Jun 2026
Production tank battery on Permian caliche pad

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

CIR Editorial 16 Jun 2026
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

CIR Editorial 16 Jun 2026

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