lng
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, and an
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.
Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven
Antero's Record Quarter, TETRA's Ten-Year High, and the XOM/CVX Earnings Morning
Antero Resources posted record quarterly production Wednesday, and its CEO used the earnings release to explain exactly why Hormuz matters to Appalachian gas producers. The market has been slow to price the connection. That's the story for Thursday, April 30.
WTI: $99.89/bbl | Brent: $113.89/bbl
Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future
Iran Offers Hormuz Deal as Supermajor Earnings Week Begins
Iran offers to end Hormuz chokehold if US lifts naval blockade. Brent reported above $107. ExxonMobil and Chevron report Q1 Thursday. Matador CFO/COO swap filed.