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EIA Confirms the Draw: What $96 WTI Means for Spring RBL Borrowing Bases and the Fall Redetermination Setup

EIA Confirms the Draw: What $96 WTI Means for Spring RBL Borrowing Bases and the Fall Redetermination Setup

E&P Capital Markets | Source data: EIA Weekly Petroleum Status Report (week ending May 29, 2026), FRED Treasury yield series (June 1, 2026), Yahoo Finance commodity prices (June 3, 2026) The spring RBL season is playing out under conditions most bank engineers didn't model a year ago:

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

EU Storage Mandates Bend, US LNG Surges: What Brussels' Retreat Means for EQT, Expand Energy, and the Drilling Contractors

EU Storage Mandates Bend, US LNG Surges: What Brussels' Retreat Means for EQT, Expand Energy, and the Drilling Contractors

Brussels is backing toward storage mandate flexibility as the EU's US LNG dependency heads toward 80%. EQT and Expand Energy are built for exactly this cycle.

EU Blinks on Storage, SM Clears Legacy Debt: Wednesday Capital Markets Brief

EU Blinks on Storage, SM Clears Legacy Debt: Wednesday Capital Markets Brief

SM Energy retires $400M in legacy Bonanza Creek notes. The EU backs flexibility on gas storage mandates. SLB locks in $2B at 10-year rates. WTI holds $101.