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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

CIR Editorial 20 May 2026
Trump's 'Quick' War Comment Hits Crude: WTI Drops $5.73 as Capital Markets Add Pressure

Trump's 'Quick' War Comment Hits Crude: WTI Drops $5.73 as Capital Markets Add Pressure

WTI crude shed $5.73 to $98.44 Wednesday morning after President Trump stated the US would end the Iran war "very quickly" — the largest single-session pullback since the Hormuz geopolitical premium began building in late February. The move doesn't signal resolution. It signals how
CIR Research Desk 20 May 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

CIR Editorial 19 May 2026
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

CIR Editorial 18 May 2026
The LNG Inflection Week: FIDs, Waha's Floor, and What Production Services Still Misses at $110 WTI

The LNG Inflection Week: FIDs, Waha's Floor, and What Production Services Still Misses at $110 WTI

CIR Editorial 15 May 2026
KLX, Forum, and the Devon-Coterra Effect: What Q1 Completions Data Says About the Rest of 2026

KLX, Forum, and the Devon-Coterra Effect: What Q1 Completions Data Says About the Rest of 2026

CIR Editorial 14 May 2026
KLX Energy Q1 2026: Northeast Gas Lifts While Permian Drags — Q2 Guidance Signals Recovery (KLXE)

KLX Energy Q1 2026: Northeast Gas Lifts While Permian Drags — Q2 Guidance Signals Recovery (KLXE)

CIR Editorial 13 May 2026

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