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• ☕️What Else is Brewing Wednesday Morning
  CVS’s turnaround plan appears to be working. The...
  CVS’s turnaround plan appears to be working. The pharmacy giant raised its 2025 profit outlook for the fourth time and projected more growth in 2026 following CEO David Joyner’s efforts to lift the company out of a tumultuous period across the industry due to rising medical costs. CVS’s overhaul included cost cuts and exits from underperforming markets, CNBC reported. The moves have excited investors: CVS shares have skyrocketed more than 70% this year and were up ~3% yesterday.
  
  The border conflict between Cambodia and Thailand has escalated in recent days, killing a number of civilians and forcing tens of thousands to flee.
  
  PepsiCo is cutting prices and eliminating nearly 20% of its products as part of a deal with an activist investor.
  
  Stellantis said it will offer its tiny Fiat electric car in the US less than a week after President Trump called Japan’s small “kei” cars “really cute.”
  
  McCormick’s 2026 Flavor of the Year is black currant. Congrats, black currant.
  
  The Indianapolis Colts will sign 44-year-old retired quarterback Philip Rivers—a literal grandfather—to their practice squad after the team’s top three QBs were injured.
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• DAILY OIL PRICE: December 9, 2025
  Crude Oil: 58.25   (-0.63)....
  
  
  • Crude Oil: 58.25   (-0.63).
  
  
  • Nymex MTD AVG: 59.3278.
  
  
  • Natural Gas: 4.574   (-0.338).
  
  
  • Gasoline: 1.7897   (-0.0084).
  
  
  • Spreads: January/February (+0.17)     February/March (+0.12).
  
  
  • Plains WTI Posting: 54.73   (-0.63).
  
  

  
  Source: Odessa American
  
  
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• Stock Market Closing Report - Tuesday, December 9, 2025
  U.S....

  U.S. stocks ended mixed on Tuesday as investors took a cautious stance ahead of the Federal Reserve's final policy decision of the year, with markets largely in a holding pattern. Major Index Performance:

  
  S&P 500: closed just below the flatline (essentially flat)
  
  Nasdaq Composite: turned around from early losses to gain around 0.1%
  
  Dow Jones Industrial Average: declined 0.4%, dragged down by shares of JPMorgan
  
  Russell 2000: closed at an all-time high ahead of Wednesday's Fed rate decision
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• Conflicts, sanctions drive year-end shipping rates surge
  Shipping rates for commodities including crude oil and LNG have surged...
  Shipping rates for commodities including crude oil and LNG have surged at year-end, driven by conflicts, sanctions and increased production. Daily earnings for crude transport have risen 467% this year, while LNG and iron ore shipping rates have more than quadrupled and doubled, respectively. Shipping executives expect the market to remain tight into early 2026, although uncertainty about the future market is leading to caution on fleet investment.
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• From WoodMac: Step-Outs in Western Haynesville, Eagle Ford to Dominate in ’26
  Operators are set to expand beyond core acreage...

  Operators are set to expand beyond core acreage in 2026, targeting appraisal zones to secure long-term inventory for power generation and LNG exports. Wood Mackenzie’s latest outlook identifies the Western Haynesville, southwest Eagle Ford, and deep Pennsylvania Utica as prime targets for increased wildcatting. While the Western Haynesville is projected to deliver significant volumes by 2035, the industry landscape is increasingly bifurcating into two commodities.

  
  

  Oil-focused regions face headwinds, with total Lower 48 oil production expected to stall for the first time since the pandemic. Despite this, core Permian zones, including the Delaware and Midland Wolfcamps, are forecast to generate over 50% of U.S. onshore liquids next year. Efficiency gains remain a key driver, allowing operators like Diamondback Energy to maintain output despite a projected drop in the horizontal rig count to below 500.

  
  

  Conversely, the M&A market is pivoting toward gas-weighted opportunities following a lackluster 2025. International players are expected to enter the fray, seeking physical hedges against LNG export volumes. As Permian-associated gas rises and dedicated gas plays accelerate, the market anticipates a firm floor under long-term pricing, driven by strategic capital chasing supply security.

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