Sign in Subscribe

delaware-basin

Delaware Basin's New Giant: Devon-Coterra Closes as SM Energy Proves the Integration Thesis

Delaware Basin's New Giant: Devon-Coterra Closes as SM Energy Proves the Integration Thesis

Devon-Coterra closes today. SM Energy delivers its first post-Civitas beat. WTI at $109 with Hormuz disruption intact. Here's where US upstream stands Thursday morning.

Devon Q1 2026: The $1 Billion Optimization Play That Sets Up Tomorrow's Close

Devon Q1 2026: The $1 Billion Optimization Play That Sets Up Tomorrow's Close

DVN | NYSE | Source data: Q1 2026 earnings release, 8-K filed May 5, 2026, Devon Energy supplemental financial data Devon Energy delivered its last earnings report as a standalone company Tuesday. The numbers matter less as a scorecard of what Devon was than as a preview of what the combined

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

Devon Energy shareholders voted today on the Coterra merger as WTI held above $107. The combined Delaware Basin competitive map, the backstop supply story, and what the restrained rig count means for service company pricing.

Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin

Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin

Devon and Coterra shareholders vote today on a merger priced when WTI was in the low $40s. With crude at $107, the deal's free cash flow math has fundamentally changed — and the combined asset map is what analysts should be studying.