upstream-analysis
Halliburton Q1 2026: What the D&E/C&P Split Signals About the Next Drilling Cycle
WTI Crude Oil Price Forecast 2026: OPEC+, U.S. Production, and Upstream Investment Implications
Where WTI Is Headed in 2026 — and What It Means for Upstream Capital
The WTI crude oil price forecast for 2026 has become one of the most consequential variables in upstream budgeting. After WTI averaged just $60/bbl in January and $64.51/bbl in February, a sharp geopolitical shock
Devon-Coterra: What the Pro Forma Reveals About Leverage, Basin Priority, and Capital Allocation
Chevron's Pre-Release 8-K: What It Signals About Permian Margins, Realized Prices, and Q1 Earnings Season
The Drilling Contractor Dilemma: Rig Count Stalls While WTI Holds $92
E&P Earnings Tracker 2026: Production Guidance, Capex, and Operator Scorecards
Q1 2026 upstream earnings season is underway. WTI above $100/bbl, energy +38% in Q1. CIR tracks ExxonMobil, Chevron, FANG, EOG, and the full E&P scorecard — realized prices, capex, and what guidance revisions signal for the sector.