NOG raised 2026 output guidance to 147,000–150,000 Boe/d after record 3Q production of 156,239 Boe/d (48% oil), while holding USD 850–900M capex. SEC: sec.gov/Archives/edgar… #AFELeaks
0
0
0
154
EOG's Q3 U.S. crude and condensate volumes averaged 547.7 MBbl/d, while U.S. natural-gas volumes averaged 2.882 Bcf/d; total U.S. production was 1.385 MMboe/d. via SEC EDGAR sec.gov/Archives/edgar… #AFELeaks
0
0
2
326
COP Q3: 2.302 MMBOE/d, $7.2B CFO; quarterly dividend up 11% to $0.93/share. conocophillips.com/news-media/sto… #AFELeaks
0
0
0
116
BKV averaged 981.2 MMcfe/d in Q3 and lifted Temple modular power to 400 MW from 200 MW. A cost agreement covers up to USD 179M pending offtake. SEC: sec.gov/Archives/edgar… #AFELeaks
0
0
0
145
Talos Q3 production was 91.5 MBoe/d, down 3.7 MBoe/d y/y; 3.1 MBoe/d reflected its Shelf and Gulf Coast divestiture. via SEC EDGAR sec.gov/Archives/edgar… #AFELeaks
0
0
0
181
APA raised FY26 U.S. oil guidance to 124,000 bbl/d after Q3 produced 128,000 bbl/d. sec.gov/Archives/edgar… #AFELeaks
0
0
1
239
Ovintiv's Permian output was 235 MBOE/d in 3Q, 77% liquids; it turned 31 net wells in line. FY26 plan: ~5 rigs and 130–140 net wells. via Ovintiv sec.gov/Archives/edgar… #AFELeaks
0
0
3
549
San Mateo plans a 300 MMcf/d Marlan gas-processing train and 20 miles of pipe by YE28 under 2 Delaware contracts. via Matador matadorresources.com/news-releases/… #AFELeaks
0
0
0
192
SM: USD 1.1B of 3Q operating cash flow and about USD 400M of Civitas-merger synergies, above its USD 375M revised target. 2026 capital is about USD 2.75B. via SEC sec.gov/Archives/edgar… #AFELeaks
0
0
1
222
Diamondback reported 525 MBO/d of 3Q oil production and raised 2026 oil guidance to about 524 MBO/d, from 522+ MBO/d. The 4Q oil range is 518–528 MBO/d as cash capital guidance moves to USD 3.95B–USD 4.00B. via Diamondback Energy
sec.gov/Archives/edgar…
#AFELeaks
sec.gov/Archives/edgar…
sec.gov/Archives/edgar…
#AFELeaks
sec.gov/Archives/edgar…
0
0
3
489
Continental Resources — Q3 2026
- Oil, gas and NGL sales: $2.14 billion, up 17% year over year. GAAP total revenues, including derivatives and service operations, were $1.38 billion.
- Net income attributable to Continental: $69.8 million versus $556.0 million a year earlier.
- Derivative losses: $797.7 million—$586.7 million non-cash and $211.0 million in net cash settlement losses.
- Production: 454,417 boe/d, down 5%. Oil production fell 13% to 225,853 bbl/d. Bakken production declined 17%; Permian rose 2% and Anadarko rose 4%.
Nine-month cash flow and capital:
- Operating cash flow: $3.63 billion, down 1%.
- Capital spending excluding acquisitions: $1.88 billion, plus $2.84 billion of acquisitions.
- Full-year capex budget excluding acquisitions: approximately $2.8 billion.
- September 30 cash: $415.9 million, with a $1.8 billion undrawn revolver. Management expects to use cash and revolver borrowings to repay $800 million of notes due November 15.
Higher realized prices lifted commodity sales despite lower oil volumes, but cash hedge settlements and non-cash derivative losses weighed on earnings. Acquisitions were a major use of cash.
Source: Q3 10-Q, filed October 30.
- Oil, gas and NGL sales: $2.14 billion, up 17% year over year. GAAP total revenues, including derivatives and service operations, were $1.38 billion.
- Net income attributable to Continental: $69.8 million versus $556.0 million a year earlier.
- Derivative losses: $797.7 million—$586.7 million non-cash and $211.0 million in net cash settlement losses.
- Production: 454,417 boe/d, down 5%. Oil production fell 13% to 225,853 bbl/d. Bakken production declined 17%; Permian rose 2% and Anadarko rose 4%.
Nine-month cash flow and capital:
- Operating cash flow: $3.63 billion, down 1%.
- Capital spending excluding acquisitions: $1.88 billion, plus $2.84 billion of acquisitions.
- Full-year capex budget excluding acquisitions: approximately $2.8 billion.
- September 30 cash: $415.9 million, with a $1.8 billion undrawn revolver. Management expects to use cash and revolver borrowings to repay $800 million of notes due November 15.
Higher realized prices lifted commodity sales despite lower oil volumes, but cash hedge settlements and non-cash derivative losses weighed on earnings. Acquisitions were a major use of cash.
Source: Q3 10-Q, filed October 30.
0
0
7
1,957
Antero 3Q: record 4.234 Bcfe/d production (+23% y/y), $634M adjusted EBITDAX (+99%). Optimized 400 MMcf/d of firm transport. anteroresources.com/news-events/pr… #AFELeaks
0
0
0
171
ProPetro 3Q revenue rose 16% q/q to USD 355M; adjusted EBITDA rose 33% to USD 60M as completions utilization and PROPWR deployments increased. SEC: sec.gov/Archives/edgar… #AFELeaks
0
0
1
214
NOV reported USD 2.23B of 3Q revenue and USD 281M adjusted EBITDA. Its DAYTONA motor drilled 6,322 ft in the Haynesville at 131 ft/hr. SEC: sec.gov/Archives/edgar… #AFELeaks
0
0
1
156
EQT reported 583 Bcfe of Q3 sales volume, with 21 Bcfe of strategic curtailments. Q4 outlook: 550–600 Bcfe and 16–26 net wells turned online. SEC: sec.gov/Archives/edgar… #AFELeaks
0
0
0
195
Baker Hughes: 3Q OFSE orders USD 4.05B (+19% q/q); North America revenue USD 955M (+2% q/q, -3% y/y). International-led orders, modest NA service cadence. SEC: sec.gov/Archives/edgar… #AFELeaks
0
0
0
141
Expand reported 7.54 Bcfe/d in Q3; 2026 plan is 11–12 rigs and ~USD 3B capex. Gas-supply cadence stays in focus. via SEC sec.gov/Archives/edgar… #AFELeaks
0
0
1
256