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European Data Centers Are Outgrowing Their Power Deals — and US Gas Is Filling the Gap

European Data Centers Are Outgrowing Their Power Deals — and US Gas Is Filling the Gap

Source data: EIA U.S. natural gas export data (monthly), FRED Henry Hub daily price series, Louisiana and Pennsylvania marketed production data (EIA), Equinor public commentary on European storage (May 2026), company profiles via Financial Modeling Prep Europe entered the summer gas storage refill season with a problem that has

Strikes Reopen the Iran Premium: WTI Bounces to $92 as Tuesday's Market Tests the New Floor

Strikes Reopen the Iran Premium: WTI Bounces to $92 as Tuesday's Market Tests the New Floor

WTI rebounds to $92.23 from the $90.88 holiday floor after overnight U.S. strikes on Iranian targets complicate the deal narrative. QatarEnergy extends force majeure through August. India cuts demand growth 40%. Technology Tuesday: European data centers outgrowing clean power.

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

At $2.82 Henry Hub, both basins are economic — but infrastructure is determining who captures the AI-driven power demand increment. EQT's MVP connectivity and Expand Energy's LNG positioning point toward a split market in H2 2026.

Produced Water Above the Noise: What TETRA and Select Water’s Q2 Guidance Signals About H2 Frac Activity

Produced Water Above the Noise: What TETRA and Select Water’s Q2 Guidance Signals About H2 Frac Activity

TTI | NYSE | WTTR | NYSE | Source data: TETRA Technologies Q1 2026 10-Q (SEC accession 0000844965-26-000040, filed April 29, 2026); Select Water Solutions Q1 2026 earnings release 8-K (SEC accession 0001140361-26-019129, filed May 5, 2026) The most honest read on completion activity in Q1 2026 wasn&

CIR Morning Brief — Tuesday, May 19, 2026

CIR Morning Brief — Tuesday, May 19, 2026

Oil prices eased modestly at Tuesday's open as the market absorbed Monday's geopolitical premium. WTI settled back from Monday's $104.38 close to $103.09, and Brent slipped from $112.10 to $110.14, a move that looks more like technical consolidation than any

Compression Technology Tuesday: NGS Record Quarter, Select Water Infrastructure Beat, and the TETRA Sector Read-Through

Compression Technology Tuesday: NGS Record Quarter, Select Water Infrastructure Beat, and the TETRA Sector Read-Through

NGS delivered record rental revenue, HP utilization, and EBITDA in Q1 2026. Select Water posted record Water Infrastructure revenue. TETRA outpaced a 24% frac decline. Three companies. One signal: the infrastructure build is running.

OVV Completes the Reset: NuVista Closed, Anadarko Gone, Net Debt Under 0.8x at $101 WTI

OVV Completes the Reset: NuVista Closed, Anadarko Gone, Net Debt Under 0.8x at $101 WTI

Ovintiv exited Q1 2026 with its portfolio transformation essentially complete. The $2.8 billion NuVista acquisition closed during the quarter, adding 100 MBOE/d of Montney production and 930 net well locations. The $2.85 billion Anadarko divestiture, which closed in April, funded a $700 million debt redemption and pushed