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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.

WTI Recovers to $96 as EIA Inventory Data Looms: Wednesday Capital & RBL Season Wrap

WTI Recovers to $96 as EIA Inventory Data Looms: Wednesday Capital & RBL Season Wrap

WTI opens Wednesday at $96.34 as EIA weekly inventory data looms and spring RBL redetermination season wraps. The $87-$97 range of the past ten days has put operator capital decisions — and lender price decks — squarely in focus.

The Day-Rate Thesis at $90: What H&P, PTEN, and Nabors Need From Here

The Day-Rate Thesis at $90: What H&P, PTEN, and Nabors Need From Here

HP | NYSE | PTEN | NASDAQ | NBR | NYSE | Source data: H&P Q2 FY2026 earnings release (8-K, May 6, 2026), Patterson-UTI May 2026 investor presentation (8-K Item 7.01, May 26, 2026), Nabors Q1 2026 earnings (8-K Item 2.02, April 28, 2026), FRED WTI daily price

Drilling Contractors at the $98 Threshold: H&P, PTEN, Nabors and Whether the Day-Rate Thesis Survives

Drilling Contractors at the $98 Threshold: H&P, PTEN, Nabors and Whether the Day-Rate Thesis Survives

HP | NYSE | PTEN | NASDAQ | NBR | NYSE | Source data: Baker Hughes US rig count (week ending May 16, 2026), Helmerich & Payne Q2 FY2026 guidance (SEC 8-K), Patterson-UTI Q1 2026 10-Q, Nabors Industries Q1 2026 10-Q, EIA Drilling Productivity Report May 2026, FRED DCOILWTICO WTI daily close

Murphy Oil Q1 2026: Eagle Ford Efficiency, Chinook Deepwater, and Vietnam on the Horizon

Murphy Oil Q1 2026: Eagle Ford Efficiency, Chinook Deepwater, and Vietnam on the Horizon

Murphy Oil spent the first quarter proving that a mid-cap independent with a genuine international portfolio still plays differently than the Permian-only operators that have dominated CIR coverage this earnings season. The company reported Q1 production of 174,236 BOEPD — exceeding the high end of its guidance range

The Demand Signal Is Here: What the Q1 E&P Sweep Means for H&P, PTEN, and Nabors

The Demand Signal Is Here: What the Q1 E&P Sweep Means for H&P, PTEN, and Nabors

HP | NYSE | PTEN | NASDAQ | NBR | NYSE | Source data: Baker Hughes North America rig count (week ending May 2, 2026); Q1 2026 earnings releases and 8-K filings for Devon Energy, Diamondback Energy, EOG Resources; EIA crude oil price series The Q1 2026 E&P earnings sweep is nearly complete,

DUC Wells by Basin 2026: Inventory Tracker and Production Implications

DUC Wells by Basin 2026: Inventory Tracker and Production Implications

What Are DUC Wells? A drilled-but-uncompleted well is exactly what it sounds like: the wellbore has been drilled to total depth, casing has been run, and the hole is ready for hydraulic fracturing — but the completion work hasn't happened yet. The well sits in inventory, representing