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Kurdistan's Ceyhan Lifeline: What Iraq's Pipeline Restart Means for Atlantic Basin Supply and the Brent-WTI Spread

Kurdistan's Ceyhan Lifeline: What Iraq's Pipeline Restart Means for Atlantic Basin Supply and the Brent-WTI Spread

Iraq's PM directed Kurdistan operators to restart Thursday, targeting 450,000 bbl/d through the Iraq-Turkey Pipeline to Ceyhan. CIR Analysis on what it means for Atlantic Basin supply and the Brent-WTI spread.

Wireline at $95 WTI: KLX, Forum, and HAL Head Into H2 Contract Repricing

Wireline at $95 WTI: KLX, Forum, and HAL Head Into H2 Contract Repricing

KLXE | NYSE:KLXE | FET | NYSE:FET | HAL | NYSE:HAL | Source data: Q1 2026 10-Q filings (SEC EDGAR), Q1 2026 8-K earnings release (Halliburton), Yahoo Finance Wireline and completions service companies are heading into H2 contract negotiations with WTI sitting above $92 per barrel, the strongest pricing backdrop the

The Hedge Tax: Who's Capturing $95 WTI and Who's Leaving It on the Table

The Hedge Tax: Who's Capturing $95 WTI and Who's Leaving It on the Table

Source data: Q1 2026 10-Q filings (EOG Resources, EQT Corporation, Expand Energy, Diamondback Energy, SEC EDGAR). Current commodity prices: Yahoo Finance, June 4, 2026. The Hedge Tax WTI is sitting at $95.13 this morning. Henry Hub is at $3.254. If you're an E&P