Dafinchi AI

Northwest Natural Holding Company

NWN

Energy & Utilities

2w

Rapid Customer Growth in Texas Gas Utilities Driven by SiEnergy and Pines Acquisition

SiEnergy posted a customer backlog exceeding 217,000 future meters, including 12,000 meters from the Pines acquisition.
Combined SiEnergy and Pines served approximately 83,000 customers as of June 30, 2025.
The backlog growth and acquisition integration are progressing smoothly, with high growth potential making SiEnergy a significant future revenue contributor.

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.

Unitil Corporation

UTL

Energy & Utilities

2w

Progress and Potential Settlement in Maine Natural Gas Acquisition Review

The regulatory review of Maine Natural Gas is on schedule with a decision deadline of November 5.
The Office of the Public Advocate did not object to the acquisition, which is a positive sign.
Technical conferences are planned for August and September, with a possibility of reaching a settlement that could lead to an earlier decision.

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.

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.

Targa Resources Corp.

TRGP

Energy & Utilities

1w

Permian Volume Growth and Infrastructure Expansion

Targa reported record Permian volumes averaging 6.3 billion cubic feet per day in Q2, up 11% year-over-year, driven by new processing plants and infrastructure.
The company added a processing plant worth of gas in Q2 and another in July, with continued strength into August, indicating sustained volume growth.
Major infrastructure projects include the Pembrook 2 plant in Midland, expected to start in Q4 2025, and Bull Run 2 in Delaware, ahead of schedule, with operations beginning in Q4 2025.
An extension of the Bull Run pipeline in the Delaware Basin will add 43 miles of 42-inch pipeline, enhancing gas takeaway and connectivity, scheduled for service in Q1 2027.

Chevron Corporation

CVX

Energy & Utilities

2w

Chevron's Record Production Milestone in the Permian and U.S.

Achieved a quarterly record in production, with Permian averaging over 1 million barrels of oil equivalent per day, on schedule after a 5-year target.
U.S. production nearly 60% higher than two years ago, reflecting significant growth and operational success.