Apache Corporation (APA) Apache realized an initial 22% reduction in their Permian breakeven oil...
SynMax Research:
BKV Corporation (BKV)
BKV sees strong opportunity in its power business, supported by ERCOT load growth, rising AI and data-center demand, and available capacity at the Temple I and II plants. BKV’s Q4 2025 production is expected to be 10% sequentially higher than Q3 2025 production.
The company’s Q3 2025 natural gas production was higher than midpoint guidance. Full year 2025 production guidance is revised higher from the prior reporting quarter with CapEx guidance remaining unchanged from the prior reporting quarter.
Occidental Petroleum (OXY)
Occidental’s Q3 2025 total company average production exceeded the high end of guidance. The company achieved notable outperformance across their oil and gas assets. Occidental continues to deliver efficiency gains in the US with a 14% reduction in Permian well costs due to efficiency gains and a 12% reduction in Rockies well costs due to efficiency gains.
Q3 2025 Lower 48 natural gas production was higher than midpoint guidance. Full year 2025 production guidance is revised higher from the prior reporting quarter.
