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Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building

Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building

CIR Editorial 08 May 2026
SLB's Margin Problem and Liberty's $505 Million Power Bet: OFS Repricing at $95 WTI

SLB's Margin Problem and Liberty's $505 Million Power Bet: OFS Repricing at $95 WTI

CIR Editorial 08 May 2026
Delaware Basin's Completion Consolidation: What the Devon-Coterra Close Means for KLX, Forum, and SLB Wireline

Delaware Basin's Completion Consolidation: What the Devon-Coterra Close Means for KLX, Forum, and SLB Wireline

CIR Editorial 07 May 2026
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

CIR Editorial 06 May 2026
EOG and OXY Q1 2026: Discipline Pays at $100 WTI

EOG and OXY Q1 2026: Discipline Pays at $100 WTI

EOG Resources and Occidental Petroleum both reported Q1 2026 results today, and the pattern is unmistakable: disciplined operators with well-positioned acreage are converting high commodity prices into exceptional financial performance. Both companies exceeded their own guidance. Both are running tighter balance sheets than a year ago. The market rewarded
CIR Research Desk 05 May 2026
Flowback's Verdict: TETRA's Q1 Beat and What WTTR's Report Today Says About Completion Activity

Flowback's Verdict: TETRA's Q1 Beat and What WTTR's Report Today Says About Completion Activity

CIR Editorial 05 May 2026
The Frac Discount Re-Rating: Why PUMP, PTEN, and LBRT Are Finally Catching a Bid at $107 WTI

The Frac Discount Re-Rating: Why PUMP, PTEN, and LBRT Are Finally Catching a Bid at $107 WTI

CIR Editorial 04 May 2026

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