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XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question

XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question

XOM | NYSE | CVX | NYSE | Source data: Q1 2026 earnings releases (8-K filed May 1, 2026), per ExxonMobil and Chevron Corp SEC filings ExxonMobil and Chevron reported Q1 2026 earnings this morning against a backdrop that didn't fully exist yet. The numbers cover January through March, when Brent

May Begins With WTI at $100: UAE Exits OPEC, Supermajors Report, Production Services Pivots

May Begins With WTI at $100: UAE Exits OPEC, Supermajors Report, Production Services Pivots

April closed with WTI at $99.89 and Brent above $113 — the first month since mid-2022 where crude held above $95 for the entire four weeks. That consistency is the story. Not a single spike, not a one-day event. A floor built on OPEC structural change, Hormuz premium,

The $100 Question: COP's Qatar Signal and What April's Close Means for May

The $100 Question: COP's Qatar Signal and What April's Close Means for May

WTI ended April at $99.89/bbl — less than $0.12 from a psychological level that would have seemed remote six months ago. ConocoPhillips reported Q1 results this morning that carry the first clear structural imprint of the Middle East conflict on a major US upstream operator’s production guidance.

ConocoPhillips Q1 2026: Marathon's Machine Runs, But Qatar's Shadow Looms

ConocoPhillips Q1 2026: Marathon's Machine Runs, But Qatar's Shadow Looms

COP | NYSE | Source data: Q1 2026 earnings release (8-K filed April 30, 2026, accession 0001163165-26-000016), Q1 2025 10-Q, and supplemental financial information filed as Exhibit 99.2 Executive Summary ConocoPhillips delivered Q1 2026 adjusted earnings of $2.3 billion, or $1.89 per share — down 10%

Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven

Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven

Antero posted record Q1 production of 3.9 Bcfe/d and $657M in free cash flow — and its LNG fairway exposure and NGL export strategy are delivering a material price premium over Appalachian peers.

Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future

Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future

EXE delivers $1.96B adjusted EBITDAX and signs a 20-year Delfin LNG SPA, locking in Gulf Coast market access through 2051. Net debt approaches zero. The gas-demand super-cycle thesis is now on paper.

Oilfield workers at wellhead at golden sunset

Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning

Solaris Q1 2026: power segment now 65% of revenue and 86% of EBITDA. Logistics confirms the frac discount — 104 systems deployed but revenue down 11% QoQ. The rebrand from SOI to SEI wasn't marketing. It was a pivot.