permian
The $75 Floor and the Gas Divergence: Friday's Week-in-Review Setup
WTI settled at $75.79 on Thursday — a number that would have looked like crisis pricing two months ago, now looks like a floor. The Hormuz supply flood Gareth has been tracking since June 15 continues to reprice crude, but natural gas is telling a different story. Henry Hub held
The Floor Debate: Why $75 WTI Recovered From This Morning's $74 and What Friday's Rig Count Tells Us
WTI hit $74.19 this morning and closed at $75.35. The $1.16 recovery is a market actively debating where the floor is — and the IEA surplus math vs. depleted SPR inventory is the crux of it.
Two Completion Stocks, Two Stories: KLXE's Revenue Hole vs. FET's Order Surge at Sub-$75 WTI
EOG at $74: The Cost Structure That Makes the New Price Floor Look Like a Buying Opportunity
60 Million Barrels Head to Asia: WTI Falls to $74 as the Hormuz Supply Flood Begins
WTI fell to $74.19 this morning as 60 million barrels of previously constrained crude route toward Asia. Goldman warns Hormuz traffic may never recover. What it means for Thursday's Permian setup.
Compression M&A at $75 WTI: NGS Buys Flatrock for $120M, Adds 86,000 HP in Permian and Eagle Ford
NGS | NYSE | Source data: SEC 8-K filing (June 12, 2026, accession 0001104659-26-074744), acquisition conference call transcript (June 15, 2026, EDGAR Exhibit 99.1), Yahoo Finance equity prices
Natural Gas Services Group closed its acquisition of Flatrock Compression Holdings on June 12, adding 86,000 rented horsepower and