The Egyptian General Petroleum Corporation (EGPC) has entered into three new agreements with international companies for oil and gas exploration in the country's Western Desert, Gulf of Suez and North Sinai regions, reported Egypt Oil & Gas. The contracts, signed with Egypt-based Berenco Egypt, United Arab Emirates (UAE)-based Dragon Oil and US-based Apache, are aimed at enhancing the country's energy resources. Egypt’s Minister of Petroleum and Mineral Resources Karim Badawi said: “The deals reflect the ...

Among the worst-performing portions of the market of 2025, the energy sector may be ripe for a shake-up. Demand growth for some energy products is slowing while many investors seek to divest their holdings from fossil fuels, prompting companies to reduce their exploration budgets. Advances in renewables throughout much of the world have also threatened to upend some traditional energy outfits, while developments in battery tech have opened up the space to new participants. But the single biggest reason the ...

Crescent Energy (CRGY) shares ended the last trading session 5.8% higher at $8.7. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 12% loss over the past four weeks.The surge can be attributed to a favorable commodity price environment and Crescent Energy’s strong presence in Texas and the Rockies. The company is active in the prolific Eagle Ford Basin and the Uinta Basin of the United States. The Eagle Ford Basin s ...

Key Takeaways Prairie Operating expanded rapidly in the DJ Basin, but faces high costs and dilution risks.Ring Energy delivered record oil sales, strong free cash flow, and lower lease operating costs.PROP stock dropped 74% in a year, while REI fell 40%, highlighting investor skepticism on growth.In the world of smaller oil/energy companies, Prairie Operating Co. ((PROP) and Ring Energy ((REI) are two prominent names. Both companies explore for and produce oil and gas in the United States, their stocks trad ...

  GRANDE PRAIRIE, ALBERTA (September 10, 2025) – TheNewswire - ANGKOR RESOURCES CORP. (TSXV: ANK) (“ANGKOR” OR “THE COMPANY”) announces its subsidiary, EnerCam Resources Co. Ltd. (Cambodia) (“EnerCam”) has received approval  from government authorities of Ministry of Mines and Energy for an additional 220 square kilometers added within the Block VIII boundaries, referred to as the Mussel Basin.  With the added area, Block VIII now is 4277 square kilometers in size, having removed all parks and protected ar ...

Ticker GLND Reserved (Pelican currently trades under PELI on NASDAQ)$215 Million Implied Valuation for up to 70% ownership.Closing Expected 4th Quarter. NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Pelican Acquisition Corporation (NASDAQ: PELI) (“Pelican”), a publicly listed special purpose acquisition company, today announced the signing of a definitive Agreement and Plan of Merger with Greenland Exploration Limited (“Greenland Exploration”) and March GL Company (“March GL”). Upon the closing of the transa ...

Key Takeaways Shell signs a $120M deal with EGAS to drill three Mediterranean wells, boosting exploration.Egypt secures $340M in agreements with global firms to strengthen oil and gas output.Declining domestic production drives Egypt to expand partnerships and secure an energy supply.Shell plc (SHEL) , along with some other companies, has entered into agreements with Egypt in order to strengthen the nation’s energy sector through international partnerships. Egypt entered into deals with various companies, v ...

Key Takeaways Prairie Operating lifted Q2 production to 21,052 Boe/d, over five times its Q1 output.The company drilled 18 wells, finished nine, and used U-shaped laterals to boost efficiency.PROP cut drilling times to just over five days and deployed an electric frac fleet to cut emissions.Prairie Operating Co. ((PROP), an oil and gas operator in the DJ Basin, has taken a big leap forward in production. In the second quarter of 2025, the company pumped out an average of 21,052 barrels of oil equivalent per ...

收购完成与协同效应 - 康菲石油完成对马拉松石油公司的收购 显著增加低成本优质油气资源[1] - 公司预计年化成本协同效应从最初5亿美元提升至超过10亿美元[3] - 协同效应预计在2025年底前完全实现 且无需新增钻井[3] 资产价值与区域优势 - 二叠纪盆地资产价值超出预期 该区域为美国最高产油气盆地[4] - 收购使公司获得比预期更具价值的油气资源[4] - 同业公司雪佛龙拥有超过200万净英亩二叠纪土地 已运营超100年[5] - Diamondback Energy作为纯二叠纪运营商 拥有大量油气井库存[5] 财务表现与估值 - 公司股价过去一年下跌10.9% 优于行业17.5%的跌幅[6] - 企业价值倍数(EV/EBITDA)为5.44倍 显著低于行业平均的11.03倍[9] - 2025年盈利预期在过去七天内被上调[11] 战略定位与行业地位 - 低成本资源组合使公司在商品价格低迷时期更具韧性[1] - 收购效益表现超出公司最初预期[2] - 公司作为上游能源巨头通过收购强化行业地位[2]

业绩总结 - 2025年上半年收入为3.083亿美元，同比下降25%[49] - 基本EBITDAX为2.01亿美元，较2024年上半年下降25%[24] - 基本净利润（NPAT）为4500万美元，较2024年上半年下降61%[24] - 2025年上半年自由现金流为负6380万美元，主要由于计划停产和其他费用[57] - 2025年上半年财务费用为2930万美元，同比上升45%[49] - 2025年上半年单位生产成本为12.6美元/桶，同比上升0.1美元/桶[53] - 2025年上半年收入税费用率为42%，高于2024年同期的29%[52] 生产与资源 - 2025年上半年生产量较2024年上半年增长4%[24] - Baúna项目的2P储量净增加1370万桶，源于储量修订和资产寿命延长[24] - Neon项目的2C资源增加44%，已进入定义阶段[24] - Who Dat项目在2025年上半年实现总生产量为560万桶油当量，符合预期[100] - Baúna项目的油田寿命从2032年延长至2039年，反映出运营支出的降低[83] 未来展望 - 2025年下半年预计总生产量为970万至1050万桶油当量[63] - 2025年下半年单位生产成本预计在12.0至15.0美元/桶之间[63] - 2025年下半年资本支出预计在1.2亿至1.4亿美元之间[63] - 预计2026年将投资5500万至6500万美元用于Baúna的复兴工作[75] - 预计Who Dat East的初步开发将在2025年底或2026年初做出最终投资决定[105] 并购与资产管理 - Baúna FPSO收购已完成，公司将运营该FPSO，需获得监管批准[24] - Baúna FPSO收购完成，交易总额为1.15亿美元，包含850万美元的交易成本[75] - Baúna项目的运营支出预计在过渡后每年减少约3000万至4000万美元[75] 股东回报与资本管理 - 中期股息为每股2.4澳分（未扣税）[24] - 自2024年8月以来，公司回购了约9%的已发行资本[24] - 预计2025年下半年的资本需求将低于2025年上半年的水平[106] - 预计2025年每年将有约500万美元的Baúna FPSO维持资本支出[75] 研发与技术创新 - 公司在2025年上半年（1H25）计划进行XX百万美元的研发（R&D）投资，以推动技术创新[118] - 预计2025年上半年（1H25）Scope 1和Scope 2温室气体排放强度（Emission intensity）将降低至XX kgCO2e/boe[118]