Post by Kayrros

Name: The real story often unfolds before earnings are released. In 2026, U.S. shale operators have empha
Uploaded: 2026-04-28T09:04:42.012Z
Channel: Kayrros
Description: The real story often unfolds before earnings are released. In 2026, U.S. shale operators have emphasized capital discipline, but $100 oil prices are putting that strategy under pressure. Satellite da

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The real story often unfolds before earnings are released. In 2026, U.S. shale operators have emphasized capital discipline, but $100 oil prices are putting that strategy under pressure. Satellite data lets us move past company guidance and earnings calls, providing a direct view of on-the-ground activity across key basins, from rigs and frac crews to DUC inventories. This data picks up behavioral shifts as soon as they emerge: which operators are accelerating, which remain disciplined, and what it means for U.S. supply heading into Q2 and beyond. Join our experts Rafael Guedes de Carvalho and Saeed Ali M. on April 29, 2026 at 10:00 AM CDT / 5:00 PM CEST to explore these leading indicators and gain an early edge 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

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