daily-article

Matador at $80 WTI: The Delaware Stress Test the Balance Sheet Was Built to Absorb (MTDR)

ProFrac at $80 WTI: H2 Spread Count and Simulfrac Repricing Will Test a Broken Balance Sheet (ACDC)

The Iran Premium Is Gone. Now Production Services Has a Pricing Problem (KGS, NPKI)

Halliburton's Latin America Bet Is Paying Off — and Vaca Muerta Is the Reason (HAL)

Trans Mountain Full Capacity and the Ovintiv Montney Condensate Thesis (OVV)

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

Permian Premium at Sub-$90: EOG and Diamondback Are Running Different Playbooks