Issued on behalf of Prairie Operating Co.
VANCOUVER – Baystreet.ca News Commentary – OPEC now projects that global oil demand will keep climbing past 2050, even after it trims near‑term growth estimates. A key driver is the surge in Middle‑East data centers that power AI applications, while the U.S. Energy Information Administration’s (EIA) 2025 outlook still sees robust domestic crude and gas output through 2030. Analysts add that recent U.S. policy signals are steering fresh capital toward non‑OPEC producers such as Prairie Operating Co. (NASDAQ: PROP), Talos Energy Inc. (NYSE: TALO), NuVista Energy Ltd. (TSX: NVA) (OTCPK: NUVSF), Houston American Energy Corp. (NYSE-American: HUSA), and W&T Offshore, Inc. (NYSE: WTI).
Refilling the Strategic Petroleum Reserve to its former peak would cost about $20 billion and take years, according to Energy Secretary Chris Wright. That long timeline, combined with rising AI‑related power demand, is boosting the appeal of reliable, domestically sourced barrels and molecules.
While Prairie Operating Co. (NASDAQ: PROP) may still fly under most radars, during the past four months the Houston‑based driller has quietly expanded its Denver–Julesburg Basin footprint while preserving the kind of capital discipline that appeals to retail investors.
In its latest bolt‑on move, Prairie paid $12.5 million for a slice of Edge Energy acreage, adding about 11 000 net acres, 190 boe/d of current output, and 40 drill‑ready locations.
“This strategic and highly accretive bolt-on acquisition enhances our existing footprint in the DJ Basin,” said Edward Kovalik, Chairman and CEO of Prairie. “With a high working interest, established cash flow, and development-ready drilling locations, this transaction aligns with our capital allocation strategy and adds near-term value and long-term inventory.”
Prairie covered the acquisition with its reserve‑based credit facility, avoiding any share dilution. The room to maneuver comes from a June update in which Prairie confirmed a $1 billion RBL led by Citibank; on 9 June the lender group—now including Bank of America and West Texas National—reaffirmed the $475 million borrowing base after reviewing the company’s bigger reserve book.
Operations are moving at a similar clip. In late April Prairie began completing nine drilled‑but‑uncompleted Opal Coalbank wells that should reach first oil this summer. Those wells trail the 11‑well Rusch Pad, spudded on 1 April, with alternating 2‑mile laterals in the Niobrara and Codell. Initial production from Rusch is slated for early August, giving investors two quick volume catalysts.
Prairie’s expansion is anchored by its $602.8 million purchase of Bayswater Exploration assets, which closed in late March. The transaction lifted daily production by about 25,700 boe, added 77.9 MMboe of proved reserves, and delivered more than 600 future drilling sites across 24,000 acres. At less than 0.7× proved PV‑10, the price leaves solid asset backing under the shares.
“The addition of the Bayswater Assets further establishes Prairie as a leading operator in the DJ Basin,” said Gary Hanna, President of Prairie. “These assets are a strong complement to our existing portfolio, and we remain focused on maximizing operational efficiencies, optimizing production, and delivering sustainable growth for shareholders.”
Today Prairie controls roughly 60,000 net DJ acres, over 550 economic locations, and keeps leverage near 1× EBITDA. Liquids should account for about 70% of output—an attractive mix as AI‑driven power demand pushes both crude and associated‑gas needs higher. With first flows from Opal Coalbank and Rusch on the horizon, investors will soon see whether the blueprint stays on schedule.
CONTINUED… Read this and more news for Prairie Operating Co. at:
https://usanewsgroup.com/2025/07/14/ai-power-demand-set-to-jump-165-meet-the-sub-5-oil-stock-racing-to-help-keep-the-grid-alive/
In other recent industry developments and happenings in the market include:
Talos Energy Inc. (NYSE: TALO) has rolled out an enhanced strategy that positions the company as a pure‑play offshore explorer and producer focused on the Gulf of Mexico and other conventional basins.
“We anticipate a shift in the global exploration and production market, with offshore basins expected to play an increasing role in global oil production,” said Paul Goodfellow, President and CEO of Talos Energy. “We view this anticipated shift as a unique opportunity to increase our scale through disciplined execution and selective accretive growth opportunities that will enhance returns for our shareholders."
Talos targets roughly $100 million in added annualized cash flow by 2026 through operational efficiencies, high‑margin organic projects, and disciplined bolt‑on deals. The plan calls for returning up to 50% of yearly free cash flow to shareholders while holding leverage at 1× EBITDA or lower and building a long‑life portfolio that can generate steady cash through cycles.
NuVista Energy Ltd. (TSX: NVA) (OTCPK: NUVSF) cut its 2025 production forecast to roughly 83 000 boe/d after third‑party delays at the Pipestone gas plant and a longer‑than‑planned Wapiti turnaround. NuVista still expects output to top 100 000 boe/d in Q4 once 43 new wells come online, and it targets about $150 million in free adjusted funds flow in the back half of 2025 to fund buybacks.
“So far this year, we have achieved a new record production in the first quarter of just under 90,000 Boe/d and have repurchased 7.9 million shares representing a 3.3% reduction to the number of shares outstanding at the beginning of the year,” said NuVista in a company statement. “With 43 new wells ready for production once the facility work is complete, we will be in a strong position to produce above 100,000 Boe/d in the fourth quarter of the year.”
The company intends to keep debt below $350 million while advancing its condensate‑rich Montney growth strategy.
Houston American Energy Corp. (NYSE-American: HUSA) recently secured a 24‑month equity line allowing it to sell up to $100 million of stock to an institutional investor at a 4% discount to VWAP.
“This capital commitment is a significant milestone for Houston American Energy and a validation of our long-term vision,” said Ed Gillespie, CEO of Houston American. “It provides us with enhanced flexibility to execute our growth strategy and advance our project pipeline.”
Houston American plans to deploy the capital for strategic acquisitions and to scale its entry into low‑carbon fuels and chemicals following the Abundia purchase. Individual drawdowns are capped at $2 million, and the company will register the resale of shares with the SEC.
W&T Offshore, Inc. (NYSE: WTI) won a favorable magistrate recommendation that denies surety providers’ motions to force the company to post more than $100 million in collateral. W&T says the ruling nullifies current collateral demands and, together with a prior settlement, removes an immediate liquidity threat.
“Never again should any oil and gas producer have to cave to unjustified collateral demands,” said Tracy W. Krohn, Chairman and CEO of W&T. “It admittedly takes courage and calculated risk to resist collective ultimatums from surety providers, but we hope the Court’s decision inspires others to follow suit in standing up to bullying tactics.”
The company will continue to contest the sureties’ lawsuit while maintaining Gulf of Mexico operations without added cash strain.
Source: https://usanewsgroup.com/2025/07/14/ai-power-demand-set-to-jump-165-meet-the-sub-5-oil-stock-racing-to-help-keep-the-grid-alive/
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