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Kodiak Gas Services Q1 2026: Record Compression, $190M EBITDA, and a 2-Gigawatt Power Play

Kodiak Gas Services Q1 2026: Record Compression, $190M EBITDA, and a 2-Gigawatt Power Play

KGS | NYSE | Source data: Q1 2026 earnings release (8-K Item 2.02, filed May 11, 2026, SEC accession 0001767042-26-000041) Kodiak Gas Services didn't just have a strong first quarter — it used Q1 to redefine what kind of company it is. Record contract compression revenue, record

Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday

Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday

Diamondback Energy opened Q1 2026 earnings season with a clean beat Monday evening, and Devon Energy's merger vote with Coterra passed overwhelmingly. Tuesday's session opens with WTI holding near $100 as the upstream sector digests what both mean for operator spending in a market that keeps

EQT's Backyard Moment: Why AI Data Centers Are the Best Thing to Happen to Appalachian Gas

EQT's Backyard Moment: Why AI Data Centers Are the Best Thing to Happen to Appalachian Gas

EQT | NYSE | Source data: Q1 2026 earnings release (8-K filed April 21, 2026), Q1 2026 10-Q (filed April 22, 2026), EIA U.S. dry natural gas production data, EIA electric power sector natural gas consumption data, FRED Henry Hub daily price series EQT's first-quarter earnings

Baker Hughes Q1 2026: The Services Company That Left Oilfield Services Behind

Baker Hughes Q1 2026: The Services Company That Left Oilfield Services Behind

IET orders grew 54% year-over-year in Q1 2026 to $4.887 billion while OFSE fell 7%. Baker Hughes is becoming an industrial energy infrastructure company — and the numbers prove it.

BKR Q1: Services Splits in Two — IET Soars While OFSE Stalls

BKR Q1: Services Splits in Two — IET Soars While OFSE Stalls

Baker Hughes Q1 confirms the services bifurcation: IET orders up 54% YoY at record $33.1B RPO while OFSE faces Middle East pressure. WTI holds $91 after a wild $10 swing. Helix and Hornbeck merge deepwater assets.

U.S. land drilling rig against open sky, upstream oil and gas operations

Well Productivity Trends: Are We Getting Better or Just Drilling Longer?

CIR | Issue 14 | April 21, 2025 The shale industry's productivity story has become one of the most misread narratives in energy markets. Operators report record per-well oil production. EIA's Drilling Productivity Report shows new-well production per rig climbing steadily. Investor presentations are loaded with

Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

DUC Wells: The Hidden Production Buffer the Market Ignores

DUC Wells: The Hidden Production Buffer the Market Ignores Published: March 24, 2025 Category: Upstream Analysis Access: Free Most energy market commentary focuses on the rig count as the primary indicator of future U.S. production. Analysts watch the Baker Hughes weekly number, correlate it with futures prices, and build