Browsing Tag
Delaware Basin
41 posts
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.
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.
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.
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.
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.
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.