Why the Oilfield Services Recovery Is a 2027 Story — Not 2026

Why the Oilfield Services Recovery Is a 2027 Story — Not 2026

The oilfield services sector is not broken or early-cycle—it is in a disciplined holding pattern where demand growth is inevitable, ...
Baker Hughes:Why the Oilfield Services Upcycle Likely Starts in 2027

Baker Hughes:Why the Oilfield Services Upcycle Likely Starts in 2027

The oilfield services upcycle is unlikely to begin before 2027 because global markets must first absorb spare capacity, convert LNG ...
Patterson-UTI:Why Multi-Year Growth in Drilling Is No Longer Optional

Patterson-UTI:Why Multi-Year Growth in Drilling Is No Longer Optional

Patterson-UTI said the U.S. industry will require multi-year growth in drilling and completions to meet rising natural gas demand from ...
Helmerich & Payne, Inc.: U.S. Rig Demand Is Moderating — Not Breaking

Helmerich & Payne, Inc.: U.S. Rig Demand Is Moderating — Not Breaking

U.S. rig demand has moderated by design, not distress, with Helmerich & Payne forecasting a 132–148 rig full-year range that ...
Ovintiv Closes $2.7B NuVista Energy Acquisition - Western Canada

Ovintiv Closes $2.7B NuVista Energy Acquisition – Western Canada

Ovintiv Inc. closed its $2.7B acquisition of NuVista Energy Ltd., adding ~140,000 net acres and ~930 high-return Montney locations that ...
Bonterra Doubles Down on Bonanza Play in Western Canada with Facility Upgrade

Bonterra Doubles Down on Bonanza Play in Western Canada with Facility Upgrade

Bonterra is reinforcing its Bonanza-area strategy post-acquisition by pairing active Charlie Lake drilling with targeted facility upgrades that expand compression ...
Why Oil Prices and Geopolitics Matter Less to Suncor Canadian Oilsands Than Ever

Why Oil Prices and Geopolitics Matter Less to Suncor Canadian Oilsands Than Ever

Suncor explained that oil prices and geopolitics now have a limited impact on its business because its fully integrated model ...
Why the Canadian Deep Basin Still Matters

Why the Canadian Deep Basin Still Matters

The Canada Deep Basin has evolved into a low-decline, infrastructure-backed cash engine where operators prioritize optimization, cost compression, and free ...
Brazos Midstream’s Sundance II: From August 2025 Announcement to Early-2026 Execution

Brazos Midstream’s Sundance II: From August 2025 Announcement to Early-2026 Execution

Brazos Midstream’s Sundance II project moved from a high-profile August 2025 state-backed announcement to on-the-ground execution in early 2026, with ...
Continental Resources — Nobles White Pad

Continental Resources — Nobles White Pad

Continental Resources’ Nobles White pad in Midland County is a fully permitted, factory-style shale development, with standardized horizontal wells, centralized ...