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Why Could Oil Near 100 Lift California Resources (NYSE:CRC), Talos Energy (NYSE:TALO), Northern Oil and Gas (NYSE:NOG) and Crescent Energy (NYSE:CRGY)?

California Resources produces about 149 thousand barrels of oil equivalent per day, roughly 81% oil, and realized USD 91.55 per barrel before derivative settlements in the second quarter, USD 76.43 after them. Guidance assumes Brent at USD 84.51, so spot crude of USD 114.52 …

Vinay Lochav | 26 October 2026

How Could Tight Gas Help CNX Resources (NYSE:CNX), Comstock Resources (NYSE:CRK), Gulfport Energy (NYSE:GPOR) and Golar LNG (NASDAQ:GLNG)?

CNX Resources reported free cash flow for the 26th straight quarter and guides about USD 525 million for 2026 using NYMEX gas at USD 3.55, which is roughly 9.6% of its USD 5.44 billion market value, simple arithmetic. It has retired about 34% of …

Vinay Lochav | 26 October 2026

Why Are Refiners Delek US (NYSE:DK), Par Pacific (NYSE:PARR), Calumet (NASDAQ:CLMT) and Icahn Enterprises (NASDAQ:IEP) in Focus With Oil Near 100?

Refiners profit from the crack spread, the gap between fuel prices and crude cost, so Brent near USD 114.52 on October 26, 2026 helps only if product prices rise faster. In the second quarter Delek processed 315,555 barrels per day across Tyler, El Dorado, …

Vinay Lochav | 26 October 2026

What Are the Top 5 Energy Yield Plays: Plains GP (NASDAQ:PAGP), Northern Oil and Gas (NYSE:NOG), Kodiak Gas (NYSE:KGS), Icahn Enterprises (NASDAQ:IEP), Archrock (NYSE:AROC)?

Plains GP holds an interest in the general partner of Plains All American, which earns fees per barrel moved, so the 5.71% yield rests on volumes rather than on crude prices. Second quarter crude EBITDA was USD 690 million, up 19%, and Permian volumes …

Vinay Lochav | 26 October 2026

What Do Raised Outlooks at Solaris Energy (NYSE:SEI), Kodiak Gas (NYSE:KGS), Crescent Energy (NYSE:CRGY) and Talos Energy (NYSE:TALO) Signal?

Solaris Energy Infrastructure lifted its outlook after adjusted EBITDA rose about 30% sequentially to USD 108.3 million. Three expanded contracts, including a turnkey plant of about 660 megawatts for up to 18 years and a microgrid customer moving from 60 to about 80 megawatts …

Vinay Lochav | 26 October 2026

How Are CNX Resources (NYSE:CNX), Gulfport Energy (NYSE:GPOR), Northern Oil and Gas (NYSE:NOG) and Delek US (NYSE:DK) Returning Cash to Shareholders?

CNX Resources has retired about 34% of its shares since the third quarter of 2020, at an average of USD 20.43 against a current USD 36.77. After the second quarter it bought about 1.2 million more shares for USD 40 million at USD 33.03. …

Vinay Lochav | 26 October 2026

Why Is Newmont (NYSE:NEM) Down 1.13% After a USD 1.9B Cash Quarter?

Gold traded near USD 4,028 on October 26, 2026, about 3.9% below its USD 4,190.60 level on October 12, while silver traded near USD 53.85, about 11.0% lower over the same two weeks, in published market data. Against that backdrop, Newmont (NYSE:NEM) reported attributable …

Vinay Lochav | 26 October 2026

Why Is AngloGold (NYSE:AU) Yielding 5.41% With Gold at USD 4,028?

Gold traded near USD 4,028 on October 26, 2026, about 3.9% below its USD 4,190.60 level on October 12, while silver traded near USD 53.85, about 11.0% lower over the same two weeks, in published market data. Against that backdrop, AngloGold Ashanti (NYSE:AU) reported …

Vinay Lochav | 26 October 2026

Why Is Royal Gold (NASDAQ:RGLD) Up 0.92% While Gold Slips?

Gold traded near USD 4,028 on October 26, 2026, about 3.9% below its USD 4,190.60 level on October 12, while silver traded near USD 53.85, about 11.0% lower over the same two weeks, in published market data. Royal Gold (NASDAQ:RGLD) bucked the pullback with …

Vinay Lochav | 26 October 2026

Why Is Coeur Mining (NYSE:CDE) Down 1.75% Before Q3 Results?

Gold traded near USD 4,028 on October 26, 2026, about 3.9% below its USD 4,190.60 level on October 12, while silver traded near USD 53.85, about 11.0% lower over the same two weeks, in published market data. For Coeur Mining (NYSE:CDE), the quarter ended …

Vinay Lochav | 26 October 2026
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