Global Energy Research Highlights: Week Ending Jul 24, 2026

研报英文原文证据摘录

Global Energy Research Highlights: Week Ending Jul 24, 2026

J P M O R G A N Global Equity Research

24 July 2026

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Global Energy Research

Highlights

Week Ending Jul 24, 2026

This report provides a summary of the research produced by J.P. Morgan Global Global Equity Research

ACEnergy Equity Research. Key highlights from the past week are below: Global Equity Research

• Matador Resources Company: Delaware Basin Deal Bonanza Continues: gr_publications@jpmorgan.comJ.P. Morgan Securities LLC

Updating Forecasts for Paloma Resources and Ridge Runner Acquisitions

• Liberty Energy Inc: 2Q26 Post Mortem and Model Update: Unexpected

Capex Raise Raises the Stakes for an ESA in 2026 Given LPI Financing Needs

• Crescent Energy Co: 2Q26 Preview: Expecting Another Update Print Post

VTLE; Expecting Cash Flow Beat and Further Synergy Capture Upside

• JPMC Utilities Daily: 24 July: CNA, RWE, IBE

• Cheniere: Thoughts Into 2Q26: CCL3 Contributions, No Turnaround Activity

Set Up Strong Quarter

• Sunoco L.P.: Thoughts into 2Q26: Strong Quarter & Guidance Raise Expected

• Centrica: 19% TSR at 13x FY27E earnings with an underlevered balance

sheet - we stay OW

• JPM Mining Daily: Iron Ore +1.4%, Gold -1.9%, SFR d/g to N, Freeport,

Kaiser Aluminum, Alcoa & More

• Independent Power Producers: Sparks & Quarks: Power Moves Favor

IPPs over BTM Names; NARUC Takeaways; News Flow; IPPs Lag

• Repsol: Catching the (refining) wave; TP +10%

• North American Utilities: 2026 NARUC Summer Summit Takeaways;