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What Is Driving Golar LNG (NASDAQ:GLNG) With TTF at a 2022 High?

Front-month European gas, the TTF benchmark, rose as high as 95.73 euro per megawatt hour on October 26, 2026, its highest since 2022, with EU storage at about 74.62% full against a five-year average near 86% and Qatari LNG flows described as a trickle …

Vinay Lochav | 26 October 2026

What Does Oil Near 100 Mean for Patterson-UTI (NASDAQ:PTEN)?

Brent traded near USD 114.52 and WTI near USD 100.83 on October 26, 2026, a level at which shale operators generally add rigs, and Patterson-UTI Energy (NASDAQ:PTEN) is one of the largest United States drillers and pressure pumpers. It averaged 92 rigs working over …

Vinay Lochav | 26 October 2026

Why Did Kodiak Gas (NYSE:KGS) Raise Guidance With Oil Near 100?

Brent traded near USD 114.52 on October 26, 2026, and that level supports Permian drilling, which generates the gas that Kodiak Gas Services (NYSE:KGS) compresses and moves. The company rents compression units under multi-year contracts, so revenue is steady, but the second quarter showed …

Vinay Lochav | 26 October 2026

Why Is Calumet (NASDAQ:CLMT) at 49.79 as Oil Nears 100?

Calumet (NASDAQ:CLMT) makes solvents, waxes, lubricants and other specialty products from crude and also runs the Montana Renewables plant. The second quarter showed how an oil spike can help a specialty refiner: the Specialty Products and Solutions segment earned USD 161.7 million of adjusted …

Vinay Lochav | 26 October 2026

Why Is Comstock (NYSE:CRK) on an 8.27 P/E as Energy Surges?

Brent traded near USD 114.52 on October 26, 2026, and Europe's gas benchmark rose as high as 95.73 euro per megawatt hour, its highest since 2022, with EU storage near 74.62% against a five-year average of about 86% and Qatari LNG flows still reduced. …

Vinay Lochav | 26 October 2026

Why Is Icahn Enterprises (NASDAQ:IEP) Yielding 34.69% Now?

Icahn Enterprises (NASDAQ:IEP) owns about 71% of CVR Energy, a refiner and nitrogen fertilizer producer, along with investment funds, automotive, food packaging and other businesses. That is why it appears in an oil-up basket, but the second quarter shows the link does not always …

Vinay Lochav | 26 October 2026

What Makes Williams (NYSE:WMB) a Quiet Winner If Oil Rises?

Brent crude changed hands near USD 114.51 (about USD 114) and West Texas Intermediate near USD 101.04 (about USD 100) on October 26, 2026, but Williams (NYSE:WMB) is a natural gas infrastructure company, so crude is a second-order driver. Its earnings come from fee-based …

Vinay Lochav | 26 October 2026

How Low Is EOG Resources (NYSE:EOG) Breakeven as Oil Tops USD 100?

Brent crude changed hands near USD 114.51 (about USD 114) and West Texas Intermediate near USD 101.04 (about USD 100) on October 26, 2026. EOG Resources (NYSE:EOG) says its 2026 free cash flow is projected at about USD 8 billion using strip pricing and …

Vinay Lochav | 26 October 2026

Why Is Kinder Morgan (NYSE:KMI) Backlog Up USD 4.7 Billion?

Kinder Morgan reported third-quarter earnings per share of USD 0.34, up 21%, and adjusted EPS of USD 0.35. Adjusted EBITDA was USD 2.18 billion, up 9% from the third quarter of 2025. Free cash flow was USD 545 million, which is USD 120 million …

Vinay Lochav | 26 October 2026

Why Is Occidental (NYSE:OXY) a Leveraged Bet on USD 100 Oil?

Brent crude changed hands near USD 114.51 (about USD 114) and West Texas Intermediate near USD 101.04 (about USD 100) on October 26, 2026. Occidental Petroleum (NYSE:OXY) is often treated as a high-beta play on crude because of its large production base and its …

Vinay Lochav | 26 October 2026
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