Parex Resources Announces Nomination of Six Directors to GeoPark’s Board
Parex Resources, which owns approximately 11.8% of GeoPark, has nominated six independent director candidates for election to GeoPark’s Board of Directors. This action follows Parex's efforts to explore value-maximizing transactions for GeoPark, including a prior acquisition proposal. The nominated individuals possess deep industry expertise and a track record of maximizing shareholder value, aimed at ensuring an independent evaluation of options for GeoPark shareholders.
Ecopetrol achieves highest reserve additions in four years
Ecopetrol reported its highest reserve additions in four years at the close of 2025, with net proven reserves increasing by 2.7% to 1.944 billion barrels of oil equivalent (MBPE). Despite a decrease in the Brent benchmark price, the company achieved a Reserves Replacement Index (IRR) of 121%, adding 300 MBPE of proven reserves. This success was attributed to enhanced recovery projects, optimized operational management in key fields, and contractual agreements, demonstrating Ecopetrol's commitment to value generation.
Kosmos Energy (KOS) Leads Oil and Gas Stock Surge in 2026
Kosmos Energy (KOS) has shown a remarkable 95.06% year-to-date increase, leading the oil and gas sector's surge in 2026, with other companies like Texas Pacific Land and W&T Offshore also seeing significant gains. Despite this impressive stock performance, Kosmos Energy faces financial challenges including a negative operating margin, high debt-to-equity ratio, and a distressed Altman Z-Score, coupled with recent insider selling. Investors are advised to consider these financial health risks and market volatility, even as institutional ownership remains strong.
One Train Down at Atlantic LNG for Emergency Repairs
One of the trains at Atlantic LNG's facility in Trinidad and Tobago is currently down for emergency repairs, impacting global LNG supply. This comes as federal regulators have granted Cheniere Energy Inc. approval to introduce feed gas and refrigerants to the first string of the fifth train's cold end at its Corpus Christi LNG Stage 3 expansion project, bringing it closer to production. The article also notes Cheniere's request to flow gas to the cold end of string 2, signaling the final steps before LNG production is set to begin at the expansion project.
Citigroup looks at the scenarios for crude as tensions rise
Citigroup has analyzed various scenarios for crude oil prices amidst rising U.S.-Iran tensions, which are causing oil prices to see their first weekly gain in three weeks. The bank presents a bull case of $70-75/bbl for Brent if supply risks persist without a Strait of Hormuz blockage, a base case averaging $67/bbl in Q1'26 dropping to $62/bbl later in 2026, and a bear case of $50/bbl due to weak demand and increased OPEC+ output. The report highlights that an escalation leading to transit disruptions in the Strait of Hormuz could cause further price increases.
CenterBook Partners LP Trims Stake in Select Water Solutions, Inc. $WTTR
CenterBook Partners LP significantly reduced its stake in Select Water Solutions, Inc. (NYSE:WTTR) by 72.6% in the third quarter, selling 696,126 shares and retaining 263,146 shares. Other institutional investors made varied changes to their positions, while company CEO John Schmitz also sold a substantial number of shares. Analyst ratings for WTTR are generally positive with an average "Buy" rating and a price target of $15.50, despite recent negative news regarding a dilutive public offering and an EPS miss.
Infinity Natural Resources Increases Stake in Antero Ohio Acquisition with $350M Equity Investment
Infinity Natural Resources, Inc. announced a $350 million strategic equity investment from Quantum Capital Group and Carnelian Energy Capital Management, allowing it to increase its stake in the Antero Ohio Utica Shale Acquisition from 51% to 60%. This investment significantly reduces Infinity's pro forma leverage, boosts liquidity, and positions the company for accelerated development and further strategic consolidation in the Appalachian Basin. The acquisition is expected to close by the end of the first quarter of 2026.
YPF chief readies war chest for shale push as Milei bolsters oil
YPF SA is preparing funds to maintain investment in the Vaca Muerta basin, even if oil prices drop, as the company aims to become a global shale leader under President Javier Milei's administration. CEO Horacio Marín stated that spending would remain consistent regardless of oil prices, with a target to surpass 200,000 barrels a day of shale oil this year. Milei's government has also expanded investor incentives to include shale oil drilling in the Vaca Muerta, which is crucial for stabilizing Argentina's economy.
Helmerich & Payne JV Gets $1B Contract Renewal from BP in Caspian Sea
BP has renewed a $1 billion contract with a joint venture involving Helmerich & Payne (H&P) for operations in the Caspian Sea. This indicates BP's continued investment in Azerbaijan. Helmerich & Payne is an oilfield services company based in Tulsa, Oklahoma.
Analysts Estimate Coterra Energy (CTRA) to Report a Decline in Earnings: What to Look Out for
Analysts expect Coterra Energy (CTRA) to report a year-over-year decline in earnings but higher revenues for the quarter ended December 2025. The company's upcoming earnings report on February 26 will reveal how actual results compare to the consensus estimate of $0.45 per share on $1.88 billion in revenue. The Zacks Earnings ESP model indicates a negative outlook for Coterra, suggesting that a beat is unlikely.
Oil Index ETF (OILT) Touches New 52-Week High
The Texas Capital Texas Oil Index ETF (OILT) has reached a new 52-week high, surging 50.5% from its low. This performance is attributed to geopolitical tensions, strong U.S. petroleum net exports, and a market rotation into undervalued energy stocks. The fund, which focuses on Texas-based oil and gas extraction companies, is expected to continue its upward trend.
Kimbell Royalty (KRP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Kimbell Royalty (KRP) is anticipated to report a significant year-over-year increase in earnings and higher revenues for the quarter ending December 2025. While analysts expect $0.15 per share and $78.44 million in revenue, the Zacks Earnings ESP suggests analysts have recently become more bullish on KRP's prospects, yet its Zacks Rank makes a definitive prediction of an earnings beat difficult. Investors are advised to consider other factors alongside these estimates when evaluating the stock.
SOCAR, Canada's Gran Tierra launch strategic onshore energy project
The State Oil Company of the Azerbaijan Republic (SOCAR) and Canada’s Gran Tierra Energy Inc. have signed an agreement to explore, develop, and produce hydrocarbon resources in an onshore block in Azerbaijan's Guba–Caspian region. Gran Tierra Energy will operate the project with a 65% interest. The agreement awaits ratification by Azerbaijan’s Milli Majlis (Parliament) before becoming effective.
Apa stock hits 52-week high at $28.56
APA Corporation's stock has reached a new 52-week high of $28.56, reflecting a strong performance with significant price returns over the last year. The company maintains a "GREAT" financial health score, appears undervalued by InvestingPro, and has a consistent dividend payment history, with its next earnings report due in seven days. Analysts from Benchmark, RBC Capital, Wolfe Research, and William Blair have provided varying price targets and ratings, highlighting the company's strategic initiatives and asset base.
Apa stock hits 52-week high at $28.56 By Investing.com
APA Corporation's stock reached a new 52-week high at $28.56, reflecting a strong performance with a 36.74% return over the past six months and a 20.52% increase over the last year. The company maintains a "GREAT" financial health score and is considered undervalued, with analysts reiterating positive ratings and price targets. Upcoming earnings and strategic developments, including the sale of the Allgas network, are expected to influence future performance.
Earnings Preview: APA (APA) Q4 Earnings Expected to Decline
APA (APA) is projected to report a year-over-year decline in Q4 2025 earnings and revenue, with analysts forecasting $0.62 EPS and $1.92 billion in revenue. Despite a slightly positive Earnings ESP of +0.28%, the company's Zacks Rank of #4 makes a definitive earnings beat difficult to predict. Investors are advised to consider other factors alongside these estimates, as Matador Resources (MTDR) in the same industry also faces similar challenges with its upcoming earnings report.
TechnipFMC declares $0.05 quarterly dividend payable in April By Investing.com
TechnipFMC plc (NYSE:FTI) announced a quarterly cash dividend of $0.05 per share, payable on April 1, 2026, to shareholders of record as of March 17, 2026. The company, a technology provider for energy industries, has seen a 103% price increase over the past year. TechnipFMC also recently secured large contracts for subsea projects with bp, Chevron, Eni S.p.A., and Ithaca Energy.
APA Corp (APA) Shares Down 3.46% on Feb 17
APA Corp (APA) shares fell by 3.46% on February 17, reaching an intraday low of $26.77 before closing slightly higher at $26.96. This price is 5.62% below its 52-week high and 98.43% above its 52-week low. Wall Street analysts have an average target price of $26.24 for APA, implying a minor downside, and the consensus recommendation is "Hold."
Why Energy Stocks Are Rallying While Oil Prices Stall
Energy stocks are rallying despite stalled oil prices due to a combination of strong earnings, diversified revenue streams, and a market rotation towards cash-rich sectors. Investors are favoring energy companies for their attractive dividends and disciplined capital allocation. Geopolitical factors and rising natural gas demand also contribute to the sector's appeal, positioning it as a defensive play and inflation hedge.
OneSubsea Gets Gullfaks Subsea Compression Upgrade by Equinor
OneSubsea, a joint venture, has secured an EPC contract from Equinor to upgrade the subsea compression system at the Gullfaks field in the Norwegian North Sea. This involves delivering two next-generation compressor modules to enhance recovery and extend the field's life. The upgrade aims to increase differential pressure and flow capacity while minimizing downtime and reducing costs.
Eni makes Calao South discovery offshore Côte d’Ivoire’s CI-501
Eni has announced a significant gas and condensate discovery, dubbed Calao South, in Block CI-501 offshore Côte d’Ivoire. The discovery, with estimated volumes up to 5 trillion cubic feet of gas and 450 million barrels of condensate, represents the second-largest find in the country after the Eni-operated Baleine field. Eni holds a 90% operating stake in the block, with Petroci Holding owning the remaining 10%.
Falcon Oil & Gas Ltd. - Notice of Cancellation of Admission to Trading on AIM
Falcon Oil & Gas Ltd. (TSXV: FO, AIM: FOG) announced the forthcoming cancellation of its common shares' admission to trading on AIM, following the completion of its transaction with Tamboran Resources Corporation. This cancellation is contingent upon shareholder and court approvals, with the transaction expected to close around March 16, 2026. Falcon shareholders supporting the transaction are effectively voting for the AIM Cancellation, which is anticipated to be effective March 18, 2026.
COTERRA ENERGY INC (NYSE:CTRA) Emerges as a Prime GARP Selection
Coterra Energy Inc. (NYSE:CTRA) is presented as a strong Growth at a Reasonable Price (GARP) candidate due to its robust growth metrics, reasonable valuation, and solid financial health. The company exhibits double-digit revenue and EPS growth, with analysts projecting continued expansion, and its price multiples are attractive compared to both the broader market and its industry peers. Despite some liquidity concerns, Coterra's high profitability margins and manageable debt contribute to its appeal for GARP investors seeking quality growth without overpaying.
Illinois Municipal Retirement Fund Has $3.12 Million Position in APA Corporation $APA
The Illinois Municipal Retirement Fund significantly increased its stake in APA Corporation, holding 128,555 shares valued at $3.12 million after an 88% increase in Q3. APA recently announced a quarterly dividend of $0.25 per share, yielding 3.6%, and trades near its average price target of $26.35 with a "Hold" consensus rating from Wall Street analysts. The company operates in the exploration and production of oil and natural gas, with major holdings in the Permian Basin.
BP, Eni Discover More Oil offshore Angola
Azule Energy, a joint venture between Eni SpA and BP PLC, has announced a new oil discovery in Angola's offshore Lower Congo Basin, estimated to hold about 500 million barrels. This discovery, named Algaita-01, is the 23rd in Block 15/06 and is located close to existing production facilities, making monetization swift. Angolan authorities have lauded the find, emphasizing its potential positive impact on national production and state revenues.
Amplify Energy’s Stock Tests Investor Nerves As Volatility Returns To A Small-Cap Oil Name
Amplify Energy's stock has experienced significant volatility, reflecting fragile investor sentiment around this small-cap oil and gas company. Despite a decline over the past year, its price swings attract risk-tolerant traders, with its performance closely tied to commodity prices and operational risks. Wall Street coverage remains thin and cautious, suggesting it's a niche play, suitable for investors willing to undertake their own detailed analysis due to limited institutional sponsorship.
VEN Plans to Grant More Oil Blocks to Chevron and Repsol
Venezuela intends to grant additional oil production blocks to Chevron Corp. and Repsol SA as the Trump administration pushes for private companies to revitalize the nation's energy sector. This move aims to increase Venezuela's oil production, which has severely declined, and to diminish the influence of China and Russia in the region. US Energy Secretary Chris Wright highlighted Chevron's potential to significantly expand its operations and production in Venezuela.
Oil Co. Presses IRS For $3.2M In Refunds From Merger
HighPeak Energy, an oil and natural gas company, is suing the IRS for failing to issue nearly $3.2 million in tax refunds. The refunds are related to losses incurred during a 2020 merger. The company filed the lawsuit after the IRS did not act on its refund requests.
Propetro stock hits 52-week high at $12.19
Propetro Holding Corp.'s stock has reached a 52-week high of $12.19, reflecting a 29.84% increase over the past year and a 130.94% surge in six months. The company recently announced an upsized public offering and an amended credit agreement, alongside plans for its PROPWR division to provide power for distributed microgrids in the Permian Basin. Despite appearing overvalued, these developments highlight Propetro's strategic growth and operational efficiency.
IEA Outlook Dampens IXC Gains as Oversupply Fears Return
The iShares Global Energy ETF (IXC) experienced a 1.80% decline in net asset value following a report from the International Energy Agency (IEA) warning of potential oil market oversupply. Despite this recent dip, the fund still shows a year-to-date gain of 20.52%. The IEA's cautious outlook is based on persistent economic uncertainty and growing non-OPEC+ production, alongside a significant rise in US crude oil inventories.
This Insider Has Just Sold Shares In Timken
Richard Kyle, a Director at The Timken Company (NYSE:TKR), recently sold shares worth US$3.2 million at an average price of US$107, reducing his total holding by 11%. This was the largest insider sale at Timken in the past year, and there have been no insider purchases during the same period. Despite insiders owning a significant 3.8% of the company, the analysis of these transactions suggests a lack of confidence, prompting a recommendation to review potential risks.
Western Midstream stock hits 52-week high at $42.82
Western Midstream Partners LP (WES) stock has reached a new 52-week high of $42.82, showing a 5.31% increase over the past year. This performance reflects investor confidence and the company's strategic navigation of the energy sector, supported by positive analyst price target adjustments from RBC Capital and Wells Fargo. The company has also seen recent structural changes through an amendment to its Limited Partnership Agreement following mergers with Aris Water Solutions.
Earnings call transcript: Tamboran Resources Q2 2025 focuses on gas market expansion
Tamboran Resources held its Q2 2025 earnings call, highlighting strategic advancements and financial performance, including a cash balance of $91 million and significant progress on its Sturt Plateau Compression Facility, which is 80% complete. The company aims for first gas sales by Q3 2026 and is expanding its focus on the Northern Territory and Asia LNG markets. CEO Todd Abbott emphasized the company's commitment to drilling "great gas wells" and learning from operational data to drive future growth and meet market objectives.
TotalEnergies Expects Mexico’s Energía Costa Azul LNG Terminal to Enter Service This Year
TotalEnergies SE anticipates that new LNG export projects, including the Energía Costa Azul terminal in Mexico and facilities in Qatar, will begin operations this year. These projects are expected to counteract a decline in global natural gas prices by increasing supply. The company is actively expanding its LNG portfolio and foresees a rise in its oil and gas production.
Venezuela to grant more oil drilling blocks to Chevron, Repsol, Bloomberg News reports
Venezuela is reportedly preparing to grant additional oil exploration and production blocks to Chevron and Spain's Repsol SA. This move, reported by Bloomberg News, comes as officials in Caracas are expected to award these blocks as soon as this week. The development follows a statement last month from U.S. President Donald Trump about major U.S. companies investing in Venezuela's oil sector.
Analysts Offer Insights on Energy Companies: Riley Exploration Permian (REPX) and ARC Resources (OtherAETUF)
Two energy companies, Riley Exploration Permian (REPX) and ARC Resources (AETUF), have received bullish sentiments from analysts. William Blair analyst Neal Dingmann maintained a Buy rating on Riley Exploration Permian, while Jefferies analyst Sam Burwell maintained a Buy rating on ARC Resources with a price target of C$26.00. Both companies have an analyst consensus of Moderate Buy, with price targets suggesting potential upside from current levels.
APA Corporation $APA Shares Sold by Versor Investments LP
Versor Investments LP significantly reduced its stake in APA Corporation by 70.9% in the third quarter, selling 54,000 shares. Despite this, other institutions like Goldman Sachs increased their holdings. APA also announced a quarterly dividend of $0.25 per share, resulting in an annualized yield of 3.5%, and analysts currently hold a consensus "Hold" rating with an average target price of $26.35.
APA Corporation (NASDAQ:APA) Receives Average Recommendation of "Hold" from Analysts
APA Corporation (NASDAQ:APA) has received an average "Hold" recommendation from 28 brokerages, with opinions ranging from "sell" to "buy." The average 12-month price target for APA shares is $26.3478. The article also details recent analyst reports, stock performance metrics, dividend announcements, and institutional investments in the company.
The Truth About W&T Offshore Inc (WTI): Cheap Energy Stock or Total Trap?
W&T Offshore Inc (WTI) is gaining attention as a highly volatile, small-cap energy stock, particularly on social media. The article explores whether it represents a cheap energy play or a risky trap, highlighting its dependence on oil and gas prices and its appeal to short-term traders. It suggests that while WTI offers high-octane speculative opportunities for experienced traders, it is not suitable for casual or long-term investors due to its inherent risks and instability.
The Truth About W&T Offshore Inc (WTI): Cheap Energy Stock or Total Trap?
The article analyzes W&T Offshore Inc (WTI), an independent offshore oil and gas company, questioning whether it's a cheap energy stock or a trap. It highlights the stock's low price and high volatility, driven by social media buzz among day traders and its direct linkage to fluctuating oil and gas prices. While acknowledging its potential for high gains due to direct exposure to commodity prices, the article cautions against its inherent risks as a small-cap, cyclical, and non-diversified energy player, advising it's suitable only for experienced traders willing to lose their investment, rather than casual investors seeking stability.
Earnings call transcript: Tamboran Resources Q2 2025 focuses on gas market expansion
Tamboran Resources held its Q2 2025 earnings call, highlighting strategic advancements and financial performance with a $91 million cash balance. The company is targeting first gas sales by Q3 2026, expanding into Northern Territory and Asia LNG markets, and addressing potential impediments in well stimulations. CEO Todd Abbott emphasized a focus on drilling quality gas wells and continuous learning from operations.
Tamboran advances Beetaloo pilot as funding and infrastructure build gather pace in Q2
Tamboran Resources Corporation is on track to deliver first gas from the Beetaloo Basin in Q3 2026, with significant progress made in drilling, infrastructure development, and securing funding. The company has advanced its Shenandoah South Pilot Project, including batch drilling and stimulation campaigns, and infrastructure like the Sturt Plateau Compression Facility and Pipeline are nearing completion. Tamboran's financial position was strengthened through public offerings and private investments, positioning it for active development in the Beetaloo Basin this year under new CEO Todd Abbott.
Would Civeo (NYSE:CVEO) Be Better Off With Less Debt?
Civeo Corporation (NYSE:CVEO) increased its debt to US$187.9m by September 2025, with net debt at US$175.9m. Despite a market capitalization of US$323.2m, the company has fallen into an EBIT loss of US$2.0m and seen an 11% revenue drop to US$628m over the last year. This financial performance, coupled with significant liabilities and negative cash flow, suggests a risky balance sheet that could benefit from reduced debt.
US shale market ‘appears to be stabilising’: top drilling CEO
The US shale market is showing signs of stabilization, according to Nabors Industries CEO Anthony Petrello, despite a decrease in the average rig count over the past year. Nabors Industries, a major drilling company, remains optimistic about the Lower 48 region.
FLEX LNG (FLNG) Reports Strong Q4 Earnings and Dividend Continuity
FLEX LNG (FLNG) reported strong financial results for Q4 2025, with revenues of $87.5 million and declaring a $0.75 per share dividend for the 18th consecutive time. The company forecasts 2026 revenues between $310 million and $340 million but faces financial health concerns, including a high debt-to-equity ratio and an Altman Z-Score indicating potential distress. Valuation metrics show the stock trading near historical highs, with analysts suggesting a "hold" position.
Earnings call transcript: Tamboran Resources Q2 2025 focuses on gas market expansion
Tamboran Resources (TBN) held its Q2 2025 earnings call, highlighting strategic advancements and financial performance, including a $91 million cash balance and a 0.59% pre-market stock uptick. The company is targeting first gas sales by Q3 2026 with the Sturt Plateau Compression Facility 80% complete and is expanding its focus on the Northern Territory and Asia LNG markets. Despite identifying potential impediments in well stimulations, Tamboran remains optimistic, bolstered by a $32 million PIPE transaction and expected proceeds from an acreage sale.
APA Corp (APA) Shares Up 3.1% on Feb 11
APA Corp (APA) saw its shares rise by 3.10% to $28.30 on Feb 11. The stock is currently 0.91% below its 52-week high and 108.33% above its 52-week low. Analyst forecasts show an average target price of $26.24, suggesting a potential downside, with GuruFocus estimating a fair value (GF Value) of $22.09.
SM Energy is seeking buyers for Eagle Ford natural gas assets, sources say
SM Energy is reportedly selling some of its natural gas assets in South Texas's Eagle Ford shale basin to reduce debt following its $13 billion merger with Civitas. The company aims to raise over $1 billion from divestitures within the first year of the merger, with the Eagle Ford assets expected to fetch more than $500 million. RBC Capital Markets has been hired to manage the auction of these assets, which produce around 250 million cubic feet equivalent of oil and gas per day.
Zacks Research Upgrades Equinor ASA (NYSE:EQNR) to Hold
Zacks Research has upgraded Equinor ASA (NYSE:EQNR) from a "strong sell" to a "hold" rating following the company's strong Q3 earnings, which surpassed analyst expectations. Despite varied analyst sentiment resulting in an overall "Reduce" rating and an average price target of $24.71, Equinor reported $0.81 EPS against an expected $0.60 and $25.3 billion in revenue against $21.31 billion expected. The company's stock is currently trading around $27.88, within its 52-week range of $21.41–$28.26.
Is Woodside Energy Group (ASX:WDS) Price Justified After Recent Share Gains?
This article analyzes whether Woodside Energy Group's (ASX:WDS) current share price of A$25.93 is justified after recent gains. Using a Discounted Cash Flow (DCF) model and Price/Earnings (P/E) ratio, Simply Wall St presents a mixed valuation, with DCF suggesting overvaluation and P/E indicating undervaluation. The article also introduces "Narratives" for investors to tailor their valuation assumptions, offering bull and bear case scenarios for Woodside Energy Group.
