The Oil Price and US Rig Count Disconnect and Its Impact on 2027 Planning
Oil prices have been spiking for nearly 3 months now, since the onset of the Iran War. But US rig counts aren’t budging. And while
May 31, 2026
Oil prices have been spiking for nearly 3 months now, since the onset of the Iran War. But US rig counts aren’t budging. And while
Eni and its partners are accelerating a $4 billion expansion to an Ivory Coast oil & gas project. As the COO says, “the macro is
“Natural gas has a bright future.” That’s the consensus. It’s also a hand-waving claim. So I built a model to test it. I generated three
“Bill credits”. “Robust employee protections”. “Enhanced charitable giving”. NextEra and Dominion are already playing defense on their announced merger. NextEra and Dominion are two of
On Thursday I attended a first-rate AI event hosted by Microsoft here in Houston. The evolution on display is mind-boggling. You can read every book,
Oilfield service companies are pushing into power. Perhaps no one is pairing power with their core offering more cleanly than Kodiak Gas Services. Chad Lenamon
