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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

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

TETRA Technologies Q1 2026 Water & Flowback Services outpaced a 24% YoY decline in US frac activity. Select Water Solutions reports today. Here's what the produced water sector is telling us about completion activity.

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

Frac sector | Sources: PUMP 10-Q (filed April 30, 2026), LBRT 10-Q (filed April 23, 2026), PTEN 10-Q (filed April 28, 2026); SEC EDGAR; Alpha Vantage price data as of May 1, 2026; EIA production data The frac sector can't catch a break — even at $107

The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

CIR Weekly Deep Dive | Source data: SEC EDGAR Q1 2026 10-Q filings (NPK International, ConocoPhillips, Antero Resources); ExxonMobil and Chevron Q1 2026 earnings releases; FRED daily commodity price series (WTI, Brent, Henry Hub); Baker Hughes weekly rig count; RPC Inc. 10-K FY2025 SEC filing WTI spent this week

Completions Thursday: KLX Recovering, Forum at 11-Year Backlog High, RPC Holds Dividend

Completions Thursday: KLX Recovering, Forum at 11-Year Backlog High, RPC Holds Dividend

KLXE | NASDAQ | FET | NYSE | RES | NYSE | Source data: KLX Energy Services Q4 2025 8-K (filed April 8, 2026), Forum Energy Technologies Q4 2025 8-K (filed February 20, 2026), RPC Inc. dividend 8-K (filed April 28, 2026) The completions sector is sending a split-panel read on Q1

Drillers at the Supermajor Inflection: H&P, PTEN, and Nabors Ahead of XOM/CVX Thursday

Drillers at the Supermajor Inflection: H&P, PTEN, and Nabors Ahead of XOM/CVX Thursday

HP | NYSE | PTEN | NASDAQ | NBR | NYSE | Source data: Q1 2026 earnings releases, SEC 8-K filings, company investor presentations The three major U.S. contract drillers reported their first quarters before XOM and CVX walk to the podium Thursday morning. What the numbers say isn't complicated: rig counts

Flowback's Frac Signal: What Solaris and TETRA Are Telling Us About Q1 Completion Activity

Flowback's Frac Signal: What Solaris and TETRA Are Telling Us About Q1 Completion Activity

Solaris Logistics revenue fell 11% QoQ in Q1. TETRA held flat on share gains, not activity. The frac discount is flowing downstream — here's what the flowback sector is actually signaling.