Browsing Tag
Delaware Basin
36 posts
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.
LandBridge (NYSE: LB) and PowerBridge seal 2 GW data center campus deal in West Texas as AI-driven land monetisation accelerates
LandBridge and PowerBridge target a 2 GW data center campus in West Texas. Here is what the Alpha Digital Campus deal means for investors and the AI infrastructure race. Read more.
Intrepid Potash stock in focus as NYSE: IPI sells South Ranch for $70m to sharpen fertilizer strategy
Intrepid Potash sold Intrepid South Ranch for $70 million. Read what the deal means for NYSE: IPI, fertilizer strategy, cash flow, and investor sentiment.
Can Devon Energy’s $58bn merger with Coterra Energy redefine shale efficiency in 2026?
Devon and Coterra are merging to create a $58 billion shale leader focused on the Delaware Basin. Explore what this deal means for energy investors and the U.S. sector.
Berkshire Hathaway bets $9.7bn on OxyChem—why Occidental Petroleum is walking away from chemicals
Berkshire Hathaway is acquiring Occidental’s OxyChem for $9.7B. Learn how this divestment reshapes Occidental’s debt profile, upstream strategy, and shareholder returns.
WaterTectonics and Clearvale Capital form WT Oil & Gas to expand high-volume water recycling solutions in the Permian Basin
WaterTectonics and Clearvale Capital launch WT Oil & Gas to deliver large-scale produced water recycling for Permian Basin operators.
Why Western Midstream’s $1.5bn move for Aris Water Solutions could redefine produced-water management in the Permian Basin
Western Midstream’s $1.5 billion acquisition of Aris Water Solutions could transform produced-water management in the Permian Basin.
Permian Resources reports record free cash flow in Q1 2025, to acquire APA’s Delaware Basin assets
Permian Resources Corporation posted its strongest quarterly financial performance to date in Q1 2025, driven by disciplined capital allocation, record free cash flow, and the strategic acquisition of APA Corporation’s Northern Delaware Basin assets. The Midland-headquartered firm continues to expand its low-cost, high-return asset base in the Permian Basin while maintaining capital efficiency and shareholder return focus.
Devon Energy Q1 2025 earnings beat forecasts as free cash flow rises and optimization cuts spending
Devon Energy lifts 2025 guidance after strong Q1, cuts capital by $100M, targets $1B in cost gains. Here’s what the market’s saying about DVN’s path ahead.
Western Midstream expands Delaware Basin operations with Pathfinder Pipeline and long-term Occidental agreement
Western Midstream Partners, LP (NYSE: WES) has announced a major expansion of its midstream infrastructure in the Delaware…