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Industrial frac pumping equipment and pipes at an oilfield completion site

ProFrac at $80 WTI: H2 Spread Count and Simulfrac Repricing Will Test a Broken Balance Sheet (ACDC)

ACDC | NASDAQ | Source data: ProFrac Holding Corp. Q1 2026 10-Q (SEC accession 0001193125-26-214605, filed 2026-05-08), Yahoo Finance equity data, Yahoo Finance commodity prices The Hormuz deal didn't rescue ProFrac's second-half outlook. WTI's crash to $80.08 this morning

Hormuz Deal Confirmed, WTI Crashes to $80: Monday's Reset

Hormuz Deal Confirmed, WTI Crashes to $80: Monday's Reset

The Iran premium is gone. WTI drops $4.74 to $80.14 on confirmed Hormuz deal — resetting every H2 assumption for operators, frac pricing, and RBL borrowing bases.

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

WTI Gaps to 4 on Weekend Strike Escalation: Monday Frac Sector Setup

WTI Gaps to 4 on Weekend Strike Escalation: Monday Frac Sector Setup

WTI opened Monday at $94.64/bbl, a $4.10 gap-up from Friday’s $90.54 close, as weekend reports of new U.S. air strikes on Iranian nuclear enrichment infrastructure reignited the geopolitical premium that had spent most of last week deflating. Brent moved in tandem, opening near

The Bounce Back: What $94 WTI Does to the H2 Frac Repricing Calculus for PUMP, PTEN, and LBRT

The Bounce Back: What $94 WTI Does to the H2 Frac Repricing Calculus for PUMP, PTEN, and LBRT

PUMP | NYSE | PTEN | Nasdaq | LBRT | NYSE | Source data: Q1 2026 earnings releases, 10-Q filings (PUMP Apr 30, PTEN Apr 28), Baker Hughes rig count data, Yahoo Finance, June 1, 2026 WTI hit $87.91 Friday. Looked like the geopolitical floor was cracking. Then the weekend brought US strikes on

Oil tanker at sea amid rough conditions

Strikes Reopen the Premium: WTI Bounces to $90 as France Seizes Sanctioned Russian Tanker

WTI rebounds to $90.63 as weekend U.S. strikes and Israel-Lebanon escalation reverse Friday's selloff; France seizes sanctioned Russian tanker in first Atlantic interdiction; Goldman flags demand destruction as counter-weight to supply shock.

The $90 Stress Test: What Memorial Day's WTI Selloff Means for PUMP, PTEN, and LBRT

The $90 Stress Test: What Memorial Day's WTI Selloff Means for PUMP, PTEN, and LBRT

WTI hit $90.88 in thin Memorial Day trading on Iran deal speculation. The frac sector — already fighting a repricing battle at $100 WTI — now faces its first real sub-$95 stress test of the cycle.