Riley Exploration Permian: Significant Oil Production Growth Expected In 2026

Elephant AnalyticsInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryRiley's Q4 2025 oil production was 5% above the midpoint of its guidance.It also expects 12% oil production growth in 2026 compared to 2H 2025 levels.Riley's oil production growth is driven by general outperformance plus increased upstream investments.Riley's midstream divestiture improved its balance sheet and also allowed it to put $80 million in 2026 midstream capex towards upstream development instead.Riley is also projected to generate $83 million in 2026 free cash flow at current strip prices ($75 WTI oil).Looking for more investing ideas like this one? Get them exclusively at Distressed Value Investing. Learn More » halbergman/iStock via Getty Images Riley Exploration Permian (REPX) has decided to put more capex towards upstream development in 2026 now that it has relieved itself of its midstream capex obligations by selling its Dovetail Midstream subsidiary. Riley is nowThis article was written byElephant Analytics11.81K FollowersFollowAaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Entertainment. He used his analytical and modeling skills to design the in-game economic models for two mobile apps with over 30 million in combined installs. He is the author of the investing group Distressed Value Investing, which focuses on both value opportunities and distressed plays, with a significant focus on the energy sector. Learn more>>Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.