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Permian Basin Rig Count 2026: Weekly Tracker, Midland vs. Delaware, and Production Implications

Permian Basin Rig Count 2026: Weekly Tracker, Midland vs. Delaware, and Production Implications

The Permian Basin rig count in 2026 sits around 185-195 active rigs, but that number understates basin activity. Here's the full picture: Midland vs. Delaware, operator behavior, and what the count actually signals for production.

Goldman's $120 Call: What Sustained $100 Brent Means for Upstream Capital

Goldman's $120 Call: What Sustained $100 Brent Means for Upstream Capital

Goldman Sachs warns oil could hit $120 if the Iran conflict extends through summer — and the timing lands squarely in semi-annual RBL redetermination season for upstream lenders.

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. Six

Oilfield workers at wellhead at golden sunset

Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning

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

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