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Devon's $2.6 Billion BLM Move: Two Weeks After Coterra, Delaware Basin Inventory Expands

Devon's $2.6 Billion BLM Move: Two Weeks After Coterra, Delaware Basin Inventory Expands

CIR Research Desk | Source data: Devon Energy 8-K filed May 21, 2026 (SEC accession 0001193125-26-233515), ADNOC/Reuters wire, EIA/FRED commodity prices, Yahoo Finance intraday Devon Energy has been the combined Devon-Coterra entity for exactly two weeks. Today it spent $2.6 billion. Through the Bureau

Wireline and Coil at $98: KLXE's Q2 Rebound Meets Devon-Coterra's Procurement Clock

Wireline and Coil at $98: KLXE's Q2 Rebound Meets Devon-Coterra's Procurement Clock

Saudi Exports Hit Record Low as Goldman Sounds Stockpile Alarm: Thursday's Global Supply Brief

Saudi Exports Hit Record Low as Goldman Sounds Stockpile Alarm: Thursday's Global Supply Brief

JODI data shows Saudi Arabia's crude exports at record lows as Hormuz physical constraints bite. Goldman Sachs escalates its global stockpile alarm. WTI $98.07, Brent $104.48.

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

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