daily-article

The Day-Rate Thesis at $96: What H&P, PTEN, and Nabors Need From Here

EIA Confirms the Draw: What $96 WTI Means for Spring RBL Borrowing Bases and the Fall Redetermination Setup

The Completion Proxy Doesn't Lie: Water Services Revenue Down 15% YoY at $91 WTI

When Oil Fades, Gas Holds: What $92 WTI Means for EQT and Expand Energy's H2 2026 Positioning

First Blood in the Shadow War: France Seizes Russian Tanker, and the Enforcement Map Just Changed

The Bounce Back: What $94 WTI Does to the H2 Frac Repricing Calculus for PUMP, PTEN, and LBRT

Saudi OSP Cuts Confirm What WTI Already Said: The Demand Premium Is Gone