deep-dive

The Contract Divide: Which OFS Companies Are Exposed at $70 WTI, and Which Are Not

WTI closed the week at $69.84. Drilling contractors face Q4 contract renewal risk at a price level that was not in operators planning models. Production services companies with contracted compression and lift do not. The bifurcation is already in the filing data.

The Rig Count That Defied $70: BHI's Week-Close Signal for US Upstream

WTI closed at $69.91. Baker Hughes reported 573 rigs — up 10 week-over-week. The rig count is rising as price breaks $70. Here's what that signal means.

Archrock and RPC at Sub-$70: Contracted Compression Holds, Transactional Services Squeeze

Week Closes Below $70: WTI's New Floor Test and Devon's Balance Sheet Move

WTI broke below $70 at this morning's open. Devon completed its Coterra note exchange. Baker Hughes rig count due at 1pm CT. The week's setup for US upstream.

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