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Crude Ignores Iran's Hormuz Offer: What the Non-Move Says About the Market

Crude Ignores Iran's Hormuz Offer: What the Non-Move Says About the Market

Iran put a Hormuz negotiation on the table this morning. Crude oil shrugged. That non-reaction is the story of Tuesday's session. WTI held near $96 and Brent sat above $103 with barely a tick lower as diplomatic signals from Tehran suggested openness to talks about Strait access.

Oilfield workers at wellhead at golden sunset

Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning

Solaris Q1 2026: power segment now 65% of revenue and 86% of EBITDA. Logistics confirms the frac discount — 104 systems deployed but revenue down 11% QoQ. The rebrand from SOI to SEI wasn't marketing. It was a pivot.

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.

Iran Offers Hormuz Deal as Supermajor Earnings Week Begins

Iran Offers Hormuz Deal as Supermajor Earnings Week Begins

Iran offers to end Hormuz chokehold if US lifts naval blockade. Brent reported above $107. ExxonMobil and Chevron report Q1 Thursday. Matador CFO/COO swap filed.

Mega-Major Preview: XOM and CVX Report Thursday — What $96 WTI Means for Permian Scale and Cash Returns

Mega-Major Preview: XOM and CVX Report Thursday — What $96 WTI Means for Permian Scale and Cash Returns

XOM | NYSE • CVX | NYSE | Source data: XOM Q4 2025 earnings release (8-K filed January 30, 2026), XOM Q1 2026 Earnings Considerations (8-K filed April 8, 2026), CVX Q1 2026 preliminary operational and financial guidance (8-K filed April 9, 2026), SEC EDGAR accessions 0000034088-26-000033, 0000034088-26-

Weekly Setup: $101 Brent, Mega-Major Earnings Thursday, Devon-Coterra Countdown

Weekly Setup: $101 Brent, Mega-Major Earnings Thursday, Devon-Coterra Countdown

The week opens with WTI at $96 and Brent back above the $100 handle, as two of the biggest market events in months land on this week's calendar. ExxonMobil and Chevron report Q1 2026 results Thursday. The Devon-Coterra shareholder vote fires next Monday, May 4. This is

Production Services Q1 Verdict: North America Holds, But the Thesis Needs Revising

Production Services Q1 Verdict: North America Holds, But the Thesis Needs Revising

Baker Hughes Q1 data scores the 2026 production optimization thesis: North America steady at +1%, international under pressure. RPC and Newpark haven't reported yet. What $91 WTI means for service spend — and why CO2-EOR may be the sector's next demand driver.