Market Talk Roundup: Harbour Energy's Record Production Coincides with Higher Prices

Dow Jones08-06 18:33

Harbour Energy said first-half earnings rose on higher oil and gas prices and record production. It raised its free cash flow guidance for 2026 and announced a $250 million share buyback.

 

Harbour Energy's Operational Excellence on Show

 

0728 GMT - Harbour Energy is delivering operational excellence as first-half earnings demonstrate the benefits of the rapid integration of its U.S. assets, Barclays analyst Lydia Rainforth writes. With conflict in the Middle East pushing oil and gas prices higher, Harbour has upgraded its free cash flow guidance. It has also launched a $250 million buyback for 2026 and has scope for further returns later in the year, she says. Shares rise 3.7% to 241 pence. (adam.whittaker@wsj.com)

 

Harbour Energy's LLOG Portfolio Supports Record Production

 

0746 GMT - Harbour Energy posts a positive first-half update as integration of the LLOG portfolio in the U.S. helps deliver record production, Berenberg analysts write. Production growth coincides with a supportive macroeconomic backdrop that is driving cash flow and cutting net debt, they write. The energy company is also making good progress on longer-term growth projects, especially in Mexico and Argentina, they say. Harbour bought Louisiana-based LLOG Exploration in a $3.2 billion deal last December. Shares rise 3.7% to 241 pence.(adam.whittaker@wsj.com)

 

Harbour Energy Could Boost Its Returns Further

 

0825 GMT - Harbour Energy investors will want to know if there is further upside to returns, Jefferies analysts write. The company upgrades its free cash flow guidance to around $1.8 billion but already delivered this over the first half of the year. The company plans to return a minimum of $800 million to shareholders over 2026. This comes after it was able to capture the higher oil and gas prices with a strong operational performance, they write. Shares rise 7% to 248.4 pence. (adam.whittaker@wsj.com)

 

Harbour Energy's Tax Payments to Hit Second-half Free Cash Flow

 

0857 GMT - Harbour Energy's second-half free cash flow will be hit by Norway and U.K. tax payments, J.P. Morgan analysts Alejandra Magana and Riddhi Agarwal write. The company has guided for free cash flow of around $1.8 billion over the year but delivered this in the first-half. This means cash flow over the remainder of the year will be broadly neutral, they write. Shares rise 7% to 248.4 pence.

 

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