Natural Gas

Kodiak Gas Services, Inc. (NYSE: KGS) will release its third-quarter 2025 financial results on November 5, 2025. A conference call and live webcast will be held at 11:00 a.m. Eastern Time to discuss the results and provide insights into the company’s performance and outlook. As a leading contract compression services provider, Kodiak plays a critical role in natural gas infrastructure, benefiting from robust demand and increasing midstream investments. The company reminds investors of potential risks and uncertainties in forward-looking statements, as detailed in their SEC filings.

Tamboran Resources announced the pricing of its stock offering of 2,324,445 shares at $21.00 per share, expected to close on October 24, 2025, pending standard conditions. The offering, managed by RBC Capital Markets, Wells Fargo Securities, and BofA Securities, anticipates gross proceeds of approximately $48.8 million. Tamboran plans to use the funds for its development plan in the Beetaloo Basin, working capital, and general corporate purposes. The Beetaloo Basin represents a significant natural gas resource for Australia but faces risks including price fluctuations and regulatory hurdles.

Vistra (VST) received FERC approval to acquire seven natural gas generation facilities from Lotus Infrastructure Partners, adding approximately 2,600 megawatts to its portfolio. The facilities, located across PJM, New England, New York, and California, will enhance Vistra’s power generation capabilities and grid reliability. The deal is expected to close by Q1 2026, pending standard conditions and NYPSC approval. Analysts see the acquisition as aligning with Vistra’s strategy to optimize its generation fleet and capitalize on natural gas demand. The acquired facilities represent modern, efficient natural gas assets, potentially positively impacting Vistra’s earnings.

Georgia Power is adding three new natural gas turbines to Plant Yates, its first such project in a decade, to meet growing energy demand. The first American-made turbine from Mitsubishi Power, weighing 350 tons, has arrived. The expansion will add 1,300 MW of capacity and create 600 construction jobs and 15 permanent roles. The advanced turbines offer quick start-up times and can blend hydrogen for cleaner energy, supporting Georgia’s economic growth.