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Wireline at $95 WTI: KLX, Forum, and HAL Head Into H2 Contract Repricing

Wireline at $95 WTI: KLX, Forum, and HAL Head Into H2 Contract Repricing

KLXE | NYSE:KLXE | FET | NYSE:FET | HAL | NYSE:HAL | Source data: Q1 2026 10-Q filings (SEC EDGAR), Q1 2026 8-K earnings release (Halliburton), Yahoo Finance Wireline and completions service companies are heading into H2 contract negotiations with WTI sitting above $92 per barrel, the strongest pricing backdrop the

The Hedge Tax: Who's Capturing $95 WTI and Who's Leaving It on the Table

The Hedge Tax: Who's Capturing $95 WTI and Who's Leaving It on the Table

Source data: Q1 2026 10-Q filings (EOG Resources, EQT Corporation, Expand Energy, Diamondback Energy, SEC EDGAR). Current commodity prices: Yahoo Finance, June 4, 2026. The Hedge Tax WTI is sitting at $95.13 this morning. Henry Hub is at $3.254. If you're an E&P

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

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

HP | NYSE | PTEN | NYSE | NBR | NYSE | Source data: Q1 2026 earnings releases, 10-Q filings (PTEN filed 2026-04-28; NBR filed 2026-05-01), PTEN investor presentation (8-K Item 7.01, May 2026), SEC EDGAR, Baker Hughes rig count data, Yahoo Finance WTI closed June 3 at $96.

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

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

E&P Capital Markets | Source data: EIA Weekly Petroleum Status Report (week ending May 29, 2026), FRED Treasury yield series (June 1, 2026), Yahoo Finance commodity prices (June 3, 2026) The spring RBL season is playing out under conditions most bank engineers didn't model a year ago:

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

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

TETRA Technologies and Select Water Solutions Q1 2026 data reveals US completion-activity-sensitive water services revenue fell 15% year-over-year despite $93 WTI. What the proxy signal means for Q2.

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

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

EQT | NYSE | EXE | NASDAQ | Source data: Q1 2026 earnings releases and 10-Q filings, EIA natural gas production and power sector consumption data, FRED Henry Hub daily price series, Yahoo Finance intraday commodity prices (June 2, 2026) WTI is at $91.94/bbl and still fading from June 1'

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

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

Geopolitical | Source data: French Navy public statements, EIA U.S. crude production data (March 2026), Yahoo Finance commodity prices (June 1, 2026) The French Navy's boarding and seizure of the sanctioned Russian crude tanker Atlantic marks the first time a European naval force has physically interdicted a shadow