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Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday

Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday

Diamondback Energy opened Q1 2026 earnings season with a clean beat Monday evening, and Devon Energy's merger vote with Coterra passed overwhelmingly. Tuesday's session opens with WTI holding near $100 as the upstream sector digests what both mean for operator spending in a market that keeps

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

Devon Energy shareholders voted today on the Coterra merger as WTI held above $107. The combined Delaware Basin competitive map, the backstop supply story, and what the restrained rig count means for service company pricing.

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

Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin

Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin

WTI Breaks $107 as Devon-Coterra Vote Opens: The Week That Resets US Upstream

WTI Breaks $107 as Devon-Coterra Vote Opens: The Week That Resets US Upstream

WTI opens at $107.42 as Devon Energy and Coterra Energy shareholders vote on their all-stock merger. The frac sector discount to crude is running out of fundamental justification.

Devon-Coterra Votes Sunday While WTI Holds $100: The Week's Last Open Question

Devon-Coterra Votes Sunday While WTI Holds $100: The Week's Last Open Question

The Sunday Test WTI closed out the first full week of May above $100 for the first time in the modern shale era, and Devon Energy shareholders walk into Sunday's special meeting with that number in the back of their minds. The vote on the Devon-Coterra merger — scheduled

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