Sign in Subscribe

upstream-e-p

Compression M&A at $75 WTI: NGS Buys Flatrock for $120M, Adds 86,000 HP in Permian and Eagle Ford

Compression M&A at $75 WTI: NGS Buys Flatrock for $120M, Adds 86,000 HP in Permian and Eagle Ford

NGS | NYSE | Source data: SEC 8-K filing (June 12, 2026, accession 0001104659-26-074744), acquisition conference call transcript (June 15, 2026, EDGAR Exhibit 99.1), Yahoo Finance equity prices Natural Gas Services Group closed its acquisition of Flatrock Compression Holdings on June 12, adding 86,000 rented horsepower and

Legacy production facility on Permian Basin caprock

Diamondback's $3B Credit Expansion Is a Message to Lenders: Permian Operators Aren't Panicking at $75 WTI (FANG)

FANG | NASDAQ | Source data: Diamondback Energy 8-K filed June 15, 2026 (SEC accession 0001104659-26-074049); FANG Q1 2026 earnings release; EIA data; Yahoo Finance live spot pricing Diamondback Energy expanded its revolving credit facility from $2.5 billion to $3.0 billion last week. The deal closed June

Diamondback Expands Credit to $3B at $81 WTI: What FANG's RBL Move Says About the Selloff

Diamondback Expands Credit to $3B at $81 WTI: What FANG's RBL Move Says About the Selloff

Diamondback filed a $3B RBL expansion at $81 WTI while the crude selloff was live. That's the capital markets signal the price chart won't show you.

Matador at $80 WTI: The Delaware Stress Test the Balance Sheet Was Built to Absorb (MTDR)

Matador at $80 WTI: The Delaware Stress Test the Balance Sheet Was Built to Absorb (MTDR)

MTDR | NYSE | Source data: Q1 2026 earnings release and 8-K filed May 6, 2026 (SEC accession 0001520006-26-000019); MTDR 10-Q filed May 8, 2026 (accession 0001520006-26-000023); Yahoo Finance commodity prices, June 15, 2026 The Hormuz deal that cratered WTI to $80.92 this morning did

Trans Mountain Full Capacity and the Ovintiv Montney Condensate Thesis (OVV)

Trans Mountain Full Capacity and the Ovintiv Montney Condensate Thesis (OVV)

OVV | NYSE | Source data: Ovintiv Q1 2026 10-Q (SEC accession 0001193125-26-217087, filed 2026-05-11), Ovintiv Q1 2026 earnings release; commodity prices: Yahoo Finance, June 11, 2026 The Pipeline Changes the Math Trans Mountain Expansion reached full commercial capacity in early 2026, and Ovintiv is positioned better

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

CRK | NYSE | WMB | NYSE | Source data: CRK Q1 2026 10-Q (SEC filed May 6, 2026); WMB Q1 2026 10-Q (SEC filed May 4, 2026); Yahoo Finance intraday, June 10, 2026 The AI/natural gas demand thesis has been written from the producer side: EQT's Marcellus scale,

Permian Premium at Sub-$90: EOG and Diamondback Are Running Different Playbooks

Permian Premium at Sub-$90: EOG and Diamondback Are Running Different Playbooks

EOG | NYSE | FANG | NASDAQ | Source data: Q1 2026 10-Q (EOG filed 2026-05-05, FANG filed 2026-05-06), EOG Q1 2026 earnings release (8-K filed 2026-05-05), Diamondback Q1 2026 earnings release (8-K filed 2026-05-04), Yahoo Finance WTI at $89.98/bbl and