Weatherford's H2 Recovery Thesis Just Lost Its Price Deck (WFRD)
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$70 WTI and What the Market Just Told Us: Day-Close Verdict for US Upstream
WTI crude settled near $70 on Thursday, and the market's verdict is clearer than the headlines suggest: OPEC's cohesion is cracking, US upstream operators are repricing their second-half assumptions, and the companies that moved earliest to consolidate their balance sheets are now sitting in the
Shell at $70 WTI: What the Integrated Model Absorbs, and What It Doesn't
Iraq Threatens OPEC Exit as WTI Breaks $70: Thursday's Supply Math Just Changed
WTI broke below $70 overnight as Iraq threatened to quit OPEC over production quotas, Qatar restored LNG output, and the floor debate that defined June gets answered.