U.S. oil production is on a tear, hitting 13.58 Million barrels per day in June—its highest level ever.
Record production in Texas, New Mexico, and the Gulf meets hungry domestic demand, and markets are responding.
Gasoline demand is near a one-year high, and jet fuel consumption has climbed to levels not seen since 2018. This healthy balance between supply and demand shows the U.S. oil market is on firm ground.
What’s driving this boom? It’s not just more drilling—it’s smarter drilling. Advanced techniques and operational efficiency in major basins, including the Permian and Williston, are pushing output higher without relying solely on price spikes.
For investors, this is a strong signal: U.S. oil companies with the right assets and operational expertise are positioned to capitalize.
Three Energy Names to Keep an Eye On
- Chord Energy (CHRD): Focused on the Williston Basin, Chord operates 1.3 Million net acres and produces roughly 275,000 barrels of oil equivalent per day. Its long-lateral drilling approach, low-cost operations, and disciplined capital allocation allow strong free cash flow, much of which goes back to shareholders through dividends and buybacks.
- Diamondback Energy (FANG): Operating entirely in the Permian Basin, Diamondback’s roughly 850,000 net acres across Midland and Delaware Basins support an oil-heavy production mix. Combined with its stake in Viper Energy Partners, the company has both scale and diversification, helping generate reliable cash flow.
- Civitas Resources (CIVI): Born from a merger of three independent producers, Civitas spans the DJ, Midland, and Delaware Basins, producing about 317,000 barrels of oil equivalent daily. The company balances oil, gas, and NGLs while prioritizing debt management and shareholder returns, making it a solid choice for growth-minded investors.
Investor Perspective
With U.S. oil production at record levels and demand remaining strong, upstream-focused companies with solid operations and cash flow look especially compelling.
Chord, Diamondback, and Civitas combine efficiency, scale, and financial discipline, potentially a worthy endeavor for investors seeking growth in the energy market.
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