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Spring RBL Redeterminations at $98 WTI: Who Has Exposure and What the 30-Year Yield Adds

Spring RBL Redeterminations at $98 WTI: Who Has Exposure and What the 30-Year Yield Adds

FANG | NASDAQ | H&P | NYSE | PTEN | NASDAQ | Source data: Federal Reserve FRED series (30-year Treasury yield), EIA FRED DCOILWTICO (WTI daily close), Diamondback Energy 8-K filed May 20 2026 (SEC accession 0001539838-26-000090), Baker Hughes US rig count, SEC EDGAR spring RBL precedent filings The spring

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

At $2.82 Henry Hub, both basins are economic — but infrastructure is determining who captures the AI-driven power demand increment. EQT's MVP connectivity and Expand Energy's LNG positioning point toward a split market in H2 2026.

Produced Water Above the Noise: What TETRA and Select Water’s Q2 Guidance Signals About H2 Frac Activity

Produced Water Above the Noise: What TETRA and Select Water’s Q2 Guidance Signals About H2 Frac Activity

TTI | NYSE | WTTR | NYSE | Source data: TETRA Technologies Q1 2026 10-Q (SEC accession 0000844965-26-000040, filed April 29, 2026); Select Water Solutions Q1 2026 earnings release 8-K (SEC accession 0001140361-26-019129, filed May 5, 2026) The most honest read on completion activity in Q1 2026 wasn&

NextEra Buys Dominion: The Largest Utility Merger in History Is a Natural Gas Demand Story

NextEra Buys Dominion: The Largest Utility Merger in History Is a Natural Gas Demand Story

NextEra Energy is acquiring Dominion Energy in an all-stock deal creating the world's largest regulated utility. The exchange ratio, the 130 GW large-load pipeline, and what it means for Appalachian gas producers at $101 WTI.

Crude oil storage terminal with large numbered tanks

$38 Billion and Counting: What 2026's M&A Pace Says About Operator Confidence

Sources: SEC EDGAR 8-K filings (DVN, CTRA, OVV, NOG, OXY); NOG Q1 2026 earnings press release (April 28, 2026); Ovintiv Q1 2026 earnings press release (May 11, 2026); OXY Q4 2025 earnings release; EIA Short-Term Energy Outlook The Deal Environment Has Already Reset US upstream M&A

Frac's H2 Repricing Problem: Why $102 WTI Isn't Translating Into Spread Gains Yet

Frac's H2 Repricing Problem: Why $102 WTI Isn't Translating Into Spread Gains Yet

WTI at $102 and frac stocks are still lagging crude. The reason: H2 contract repricing negotiations between PUMP, PTEN, and LBRT and their operator clients are contested, and the outcome over the next 60 days will close or widen the spread.

Commonwealth LNG FID: What It Means for Haynesville and Appalachian Gas Producers

Commonwealth LNG FID: What It Means for Haynesville and Appalachian Gas Producers

Commonwealth LNG pulled the trigger on a $13B FID backed by Kimmeridge and Mubadala. Here's what it means for Haynesville and Appalachian gas producers positioning for the next wave of LNG offtake contracts.