Post by Kayrros

Before earnings are released, the real story is already unfolding. U.S. shale operators entered 2026 focused on capital discipline, but oil prices above $100 are testing that stance. Using satellite data, we can move beyond guidance and earnings calls to observe real activity on the ground: tracking rigs, frac crews, and DUC inventories across key U.S. basins. This reveals early divergences in behavior: who is quietly ramping up, who is holding firm, and how U.S. supply dynamics may evolve into Q2 and beyond. Join us our experts Rafael Guedes de Carvalho and Saeed Ali M. on April 29, 2026 at 11:00 AM EST / 5:00 PM CEST to explore these leading indicators and get an early read on what the market is likely to miss ahead of earnings season. Register here: https://lnkd.in/eRZyQ3Pd #OilandGas #EnergyMarkets #Shale #Upstream #EarningsSeason #CommodityTrading #BrentOil #EnergyTransition #CapitalDiscipline #SatelliteData #E&P #SupplyOutlook #OilMarkets #EnergyAnalytics #Geoanalytics