Browsing Tag
Delaware Basin
45 posts
Targa Resources signs 20-year ExxonMobil Permian agreements and lifts 2026 growth capital to $5bn
Targa Resources has secured ExxonMobil Permian commitments through 2046, triggering 825 MMcf/d of new processing capacity, Bull Run II and a higher $5 billion 2026 growth-capital programme.
August 19, 2026
Devon Energy backs 4.5 Bcf/d Solitude Pipeline as Permian gas strategy moves beyond Waha
Devon Energy has taken a 25% stake and firm transportation capacity in the 4.5 Bcf/d Solitude Pipeline System, extending a strategy designed to move Delaware Basin gas away from Waha and closer to Gulf Coast LNG and power demand.
August 18, 2026
Devon Energy generates $1.7bn as Coterra integration accelerates
Devon beat production guidance and returned $1.1 billion as merger synergies, debt reduction and Permian expansion reshape its outlook.
August 4, 2026
Viper Energy (Nasdaq: VNOM) closes $522m Riverbend royalty acquisition to deepen Permian Basin position
Viper Energy ($VNOM) closes the Riverbend royalty acquisition with $337 million in cash and 3.7 million shares. The next test is whether 4,000 BOE per day of acquired production can increase distributable cash flow per share.
July 15, 2026
Western Midstream (NYSE: WES) tests whether Permian wastewater can become its next growth business
Western Midstream is testing whether Permian produced water can become a new freshwater business. Discover what JIP 2 means for WES investors.
June 18, 2026
Devon Energy (DVN) stock in focus after $8bn Marcellus offer from Stone Ridge Asset Management
Devon Energy’s $8B Marcellus offer tests shale portfolio discipline after Coterra. See why asset sales may reshape its strategy.
May 31, 2026
Can Matador Resources’ (MTDR) $1.1bn Delaware Basin deal justify the price of shale inventory?
Matador’s $1.1B Delaware Basin deal raises the shale inventory question. Read why acreage scarcity is testing investor discipline.
May 26, 2026
How Kimbell Royalty Partners, LP’s $147m Permian Basin acquisition could reshape its royalty portfolio
Find out how Kimbell Royalty Partners, LP’s $147 million Permian Basin acquisition could reshape U.S. royalty consolidation and cash flow growth.
May 19, 2026
The next phase of shale consolidation has arrived with Devon Energy’s Coterra deal
Devon Energy Corporation and Coterra Energy Inc. have completed their merger. Discover what the deal means for shale consolidation and investors.
May 7, 2026
ConocoPhillips Q1 2026 results: COP beats consensus on EPS but trims production guidance as Qatar war exposure forces an outlook reset
ConocoPhillips beat Q1 estimates, then pulled Qatar from guidance. The Iran war just moved from sentiment to balance sheet for COP shareholders.
May 1, 2026