Dafinchi AI

Coterra Energy Inc.

CTRA

Energy & Utilities

2w

Localized Issues and Remediation Success in Culberson Harkey Program

Coterra is on track with addressing issues encountered in Windham Harkey flowbacks, with evidence indicating problems are localized and not widespread.
Six new Harkey wells near Windham Row have been brought online and are performing well, confirming the localization of issues.
Remediation efforts are nearly complete, with improvements in pressure drawdown and water cuts, but full incremental oil recovery is expected to take time.

DT Midstream, Inc.

DTM

Energy & Utilities

2w

FID on $600 Million of New Organic Growth Projects with 90% in Pipeline Segment

Reaching FID on approximately $600 million of new projects, with about 90% within the growing pipeline segment.
Key projects include a 15% capacity expansion of Guardian Pipeline anchored by a 20-year negotiated rate contract with an investment-grade utility.
First phase of interstate pipeline modernization focusing on Guardian Pipeline to improve reliability, supported by regional power demand growth and LNG connectivity.

Clearway Energy, Inc.

CWEN

Energy & Utilities

1w

Accelerated Wind Repowering Schedule and Pipeline Expansion

Projects identified for repowering are progressing on schedule, with some projects potentially moving into service before 2028.
The repowering projects include Mount Storm, Goat Mountain, San Juan Mesa, and Tuolumne, with specific phases and expected CODs in 2026 and 2027.
The pipeline of repowerable wind projects has grown, with additional opportunities emerging later in the decade, reflecting strong customer demand and technical readiness.

Noble Corporation Plc

NE

Energy & Utilities

2w

Strategic Focus on High-End Drilling Rigs for 2026 Opportunities

Noble is primarily focused on contracting its 15 high-end drillships, with key rigs like BlackRhino, Viking, and Gerry de Souza as priorities.
Most of these rigs have robust opportunities for programs starting in 2026, with ongoing discussions with customers.
The company is managing a pipeline of potential multi-year contracts, aiming for 2 of the 3 rigs to be contracted.
This focus aligns with the expectation of a market recovery and supports cash flow stability in the near term.

SM Energy Company

SM

Energy & Utilities

2w

Successful Integration and Optimization of Uinta Basin Assets

Completed integration of Uinta Basin assets, entering optimization phase.
Active pursuit of margin-enhancing opportunities across the value chain.
Drilled the first 3-mile lateral in the upper cube, setting stage for higher future returns.
Achieved record daily volume transported from Price River Terminal via rail, with waxy crude commanding a market premium.
Relocated remote e-fleet to frac over 30 wells into 2026 using 100% recycled water, enhancing sustainability and cost efficiency.

Murphy Oil Corporation

MUR

Energy & Utilities

1w

Financial Performance Summary

Eagle Ford Shale wells showed 30% higher performance on a 2-month cumulative oil basis compared to past activity.
Murphy Oil delivered a sequential increase in production to 190,000 barrels of oil equivalents per day, exceeding the high end of guidance.
Second quarter capital expenditures were $251 million, better than quarterly guidance.
Total company lease operating expenses were $11.80 per barrel of oil equivalent, below guidance.
Tupper Montney wells averaged 19.2 million cubic feet per day for 30-day initial production, with some wells constrained by plant capacity.

Crescent Energy Company

CRGY

Energy & Utilities

2w

Operational Excellence and Record Production Achievements

Crescent posted record production of 263,000 barrels of oil equivalent per day, exceeding expectations.
Operational savings driven by increased efficiency in drilling and completions, with well costs reduced by approximately 15% in key basins.
Strong well performance and capital efficiencies contributed to outperforming key metrics and reaffirming full-year outlook.

Select Energy Services, Inc.

WTTR

Energy & Utilities

1w

Strategic Growth in Water Infrastructure with Long-term Contracts

Signed several new long-term agreements for large gathering, recycling, distribution, and disposal projects in the Northern Delaware Basin.
Added approximately 60,000 acres of leasehold dedication and 385,000 acres under right of first refusal agreements.
Contracts encompass full water cycle including gathering, recycling, disposal, and distribution.
Contracts support expansion of recycling facilities and pipeline infrastructure.
Expectation of 20% YoY growth in water infrastructure revenue in 2026, building on double-digit growth in 2025.

Riley Exploration Permian, Inc.

REPX

Energy & Utilities

1w

Impact of Infrastructure Challenges on Production and Mitigation Strategies

Natural gas processing issues in New Mexico caused well shut-ins and deferred oil production, but the impact on revenue was minimal as oil revenue is the primary driver.
Disruptions are timing issues rather than well performance problems, presenting opportunities for midstream and power projects aimed at improving flow assurance.
The company is advancing midstream and power generation projects, including compressor station expansions, to mitigate future infrastructure constraints and support stable production.

VAALCO Energy, Inc.

EGY

Energy & Utilities

1w

Côte d'Ivoire FPSO Project Progress and Schedule

The FPSO in Côte d'Ivoire ceased operations on January 31, 2025, with final crude lifting in early February and the vessel moved to Dubai for refurbishment in mid-May 2025.
The project remains ahead of schedule, with reconnection and start-up expected in late March 2026, maintaining the original timeline.
Refurbishment investment is significant but supported by a license extension and 125% cost oil recovery, ensuring economic viability.
Significant development drilling in Côte d'Ivoire is projected to begin in 2026 after FPSO returns to service, with potential for substantial production increases from the Baeobab field.