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Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building

Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building

RES | NYSE | NPKI | NYSE | Source data: RPC Inc. Q1 2026 earnings release (8-K filed May 7, 2026), RPC Inc. Q1 2026 10-Q (filed May 8, 2026), NPK International Q1 2026 earnings release (8-K filed April 30, 2026), Baker Hughes U.S. rig count data week ending May

The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

CIR Weekly Deep Dive | Source data: SEC EDGAR Q1 2026 10-Q filings (NPK International, ConocoPhillips, Antero Resources); ExxonMobil and Chevron Q1 2026 earnings releases; FRED daily commodity price series (WTI, Brent, Henry Hub); Baker Hughes weekly rig count; RPC Inc. 10-K FY2025 SEC filing WTI spent this week

Production Services Q1 Verdict: North America Holds, But the Thesis Needs Revising

Production Services Q1 Verdict: North America Holds, But the Thesis Needs Revising

Baker Hughes Q1 data scores the 2026 production optimization thesis: North America steady at +1%, international under pressure. RPC and Newpark haven't reported yet. What $91 WTI means for service spend — and why CO2-EOR may be the sector's next demand driver.