permian
The Hedge Tax: Who's Capturing $95 WTI and Who's Leaving It on the Table
The Inventory Thesis: Four Consecutive Draws Put $96 WTI on Different Footing
Wednesday's EIA report did something the geopolitical headlines couldn't: it made the $96 WTI price look cheap on fundamentals.
Commercial crude inventories came in at 433.7 million barrels for the week ending May 29 — a draw of 7,974 Mbbl from the prior week'
The Day-Rate Thesis at $96: What H&P, PTEN, and Nabors Need From Here
EIA Confirms the Draw: What $96 WTI Means for Spring RBL Borrowing Bases and the Fall Redetermination Setup
WTI Recovers to $96 as EIA Inventory Data Looms: Wednesday Capital & RBL Season Wrap
WTI opens Wednesday at $96.34 as EIA weekly inventory data looms and spring RBL redetermination season wraps. The $87-$97 range of the past ten days has put operator capital decisions — and lender price decks — squarely in focus.
