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

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

CRK | NYSE | WMB | NYSE | Source data: CRK Q1 2026 10-Q (SEC filed May 6, 2026); WMB Q1 2026 10-Q (SEC filed May 4, 2026); Yahoo Finance intraday, June 10, 2026 The AI/natural gas demand thesis has been written from the producer side: EQT's Marcellus scale,

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

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

EOG | NYSE | FANG | NASDAQ | Source data: Q1 2026 10-Q (EOG filed 2026-05-05, FANG filed 2026-05-06), EOG Q1 2026 earnings release (8-K filed 2026-05-05), Diamondback Q1 2026 earnings release (8-K filed 2026-05-04), Yahoo Finance WTI at $89.98/bbl and

Wellhead Equipment at Sub-$90 WTI: Cactus, Core Labs, Archrock, and Expro (WHD, CLB, AROC, XPRO)

Wellhead Equipment at Sub-$90 WTI: Cactus, Core Labs, Archrock, and Expro (WHD, CLB, AROC, XPRO)

At sub-$90 WTI, spending pressure lands differently across wellhead equipment and production services. Archrock's contracted compression backlog insulates it; Cactus faces direct US completion exposure. Core Labs and Expro have international buffers — but not immunity.

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

EQT | NASDAQ | EXE | NASDAQ | Source data: Expand Energy Q1 2026 10-Q (EDGAR, filed April 28, 2026); EIA weekly natural gas price data; Yahoo Finance commodity prices, June 9, 2026 While WTI trades at $87.93 and Saudi Arabia's second consecutive OSP cut confirms the demand signal on

WTI Gap Fades to $91: EIA Wednesday and Baker Hughes Friday Set the Week's Range

WTI Gap Fades to $91: EIA Wednesday and Baker Hughes Friday Set the Week's Range

WTI gap-fades to $91 after a morning spike on Iran headlines. EIA inventories Wednesday and Baker Hughes rig count Friday are the week's key data. CIR looks at what each print needs to deliver to hold the $90 floor.

Frac Sector H2 Repricing: The $91 WTI Test for PUMP, PTEN, and LBRT

Frac Sector H2 Repricing: The $91 WTI Test for PUMP, PTEN, and LBRT

PUMP | PTEN | LBRT | NYSE | Source data: Q1 2026 10-Q filings (ProPetro April 30, Patterson-UTI April 28, Liberty Energy April 23), SEC EDGAR, Yahoo Finance intraday pricing June 8, 2026 The frac sector entered Q2 carrying margin structures built for $65 WTI. With crude at $91.76 intraday Monday

Kurdistan's Ceyhan Lifeline: What Iraq's Pipeline Restart Means for Atlantic Basin Supply and the Brent-WTI Spread

Kurdistan's Ceyhan Lifeline: What Iraq's Pipeline Restart Means for Atlantic Basin Supply and the Brent-WTI Spread

Iraq's PM directed Kurdistan operators to restart Thursday, targeting 450,000 bbl/d through the Iraq-Turkey Pipeline to Ceyhan. CIR Analysis on what it means for Atlantic Basin supply and the Brent-WTI spread.