Latest
Kodiak Gas Services Q1 2026: Record Compression, $190M EBITDA, and a 2-Gigawatt Power Play
KGS Hits Record Quarter, Pivots to Data Centers — WTI Gaps Up $2 on Iran Rejection
WTI Gives Back $10 on the Week: What the Rig Count Says About Operator Conviction at $95
APA Corporation Q1 2026: The Pivot Is Working — FCF, Deleveraging, and a US Oil Beat at $109 WTI
Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building
SLB's Margin Problem and Liberty's $505 Million Power Bet: OFS Repricing at $95 WTI
free
CIR Morning Brief — Thursday, April 23, 2026
WTI $93.56 | Brent $97.01 | HH $2.87 — SLB Q1 preview: Middle East hit vs recovery signals, Guyana/TMX/Venezuela Atlantic supply diversification, completions service beat.
CIR Afternoon Update — April 22, 2026
WTI Crude Oil Price Forecast 2026: OPEC+, U.S. Production, and Upstream Investment Implications
CIR Morning Brief — Wednesday, April 22, 2026
CIR Afternoon Update — April 21, 2026
CIR Morning Brief — Tuesday, April 21, 2026
CIR Afternoon Update — April 20, 2026
permian
ProPetro Q1 2026: The Weather Was the Excuse, the Tightening Is the Story
KGS Hits Record Quarter, Pivots to Data Centers — WTI Gaps Up $2 on Iran Rejection
WTI Gives Back $10 on the Week: What the Rig Count Says About Operator Conviction at $95
APA Corporation Q1 2026: The Pivot Is Working — FCF, Deleveraging, and a US Oil Beat at $109 WTI
Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building
Week in Review: Devon-Coterra Closes, WTI Retreats From $110
Devon-Coterra Is Closed, Permian Resources Is Investment Grade, and WTI Holds $109
earnings
APA Corporation Q1 2026: The Pivot Is Working — FCF, Deleveraging, and a US Oil Beat at $109 WTI
Permian Resources Q1 2026: Cost Machine Hits Investment Grade, $513M Free Cash Flow
SM Energy Q1 2026: Civitas Integration Delivers, Synergy Target Jumps 25%
Murphy Oil Q1 2026: Eagle Ford Efficiency, Chinook Deepwater, and Vietnam on the Horizon
EOG Resources Q1 2026: Encino Pays Off, Gas Realization Surge Rewrites the Story
Devon Q1 2026: The $1 Billion Optimization Play That Sets Up Tomorrow's Close
