upstream-analysis
Permian Basin Operators Are Repricing 2026: Hedge Books, Breakevens, and the $90–$100 World
When Hormuz Closes: The Atlantic Basin Scramble
Haynesville Shale: 2026 Production Outlook, Rig Activity, and LNG Export Demand
April 8, 2026 — Crude Intelligence Report
The Haynesville Shale has become one of the most strategically important natural gas plays in North America — not simply because of its size, but because of where it sits: a pipeline ride away from six of the largest LNG export terminals on the Gulf
Q1 2026 Earnings Preview: Which U.S. E&Ps Are Positioned for Windfall Cash Flows — and What Will They Do With Them?
The Hormuz Reckoning: What the Iran Oil Shock Means for U.S. Upstream
