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Oil Down $6, Gas Holds $3: Wednesday's Price Split and What It Signals

Oil Down $6, Gas Holds $3: Wednesday's Price Split and What It Signals

WTI fell $5.73 while Henry Hub held $3.07. Williams Companies filed a new $1B credit facility. Diamondback completed its leadership transition without drama. What Wednesday's split in crude and gas signals for Thursday.

EOG Resources 2026: Production Strategy, Well Economics, and Why the Benchmark E&P Keeps Outperforming

EOG Resources 2026: Production Strategy, Well Economics, and Why the Benchmark E&P Keeps Outperforming

EOG Resources, Inc. | NASDAQ: EOG | Source data: EOG Q1 2026 earnings release, 10-Q filing, EIA Drilling Productivity Report (May 2026), Baker Hughes rig count data EOG Resources set the benchmark for US upstream capital efficiency in 2025 — and its Q1 2026 results suggest that discipline is holding even as

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

HP | NYSE | PTEN | NASDAQ | NBR | NYSE | Source data: Baker Hughes US rig count (week ending May 16, 2026), Helmerich & Payne Q2 FY2026 guidance (SEC 8-K), Patterson-UTI Q1 2026 10-Q, Nabors Industries Q1 2026 10-Q, EIA Drilling Productivity Report May 2026, FRED DCOILWTICO WTI daily close

Spring RBL Redeterminations at $98 WTI: Who Has Exposure and What the 30-Year Yield Adds

Spring RBL Redeterminations at $98 WTI: Who Has Exposure and What the 30-Year Yield Adds

FANG | NASDAQ | H&P | NYSE | PTEN | NASDAQ | Source data: Federal Reserve FRED series (30-year Treasury yield), EIA FRED DCOILWTICO (WTI daily close), Diamondback Energy 8-K filed May 20 2026 (SEC accession 0001539838-26-000090), Baker Hughes US rig count, SEC EDGAR spring RBL precedent filings The spring

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

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

TTI | NYSE | WTTR | NYSE | Source data: TETRA Technologies Q1 2026 10-Q (SEC accession 0000844965-26-000040, filed April 29, 2026); Select Water Solutions Q1 2026 earnings release 8-K (SEC accession 0001140361-26-019129, filed May 5, 2026) The most honest read on completion activity in Q1 2026 wasn&

CIR Morning Brief — Tuesday, May 19, 2026

CIR Morning Brief — Tuesday, May 19, 2026

Oil prices eased modestly at Tuesday's open as the market absorbed Monday's geopolitical premium. WTI settled back from Monday's $104.38 close to $103.09, and Brent slipped from $112.10 to $110.14, a move that looks more like technical consolidation than any