Chevron sells 70% stake in East Texas gas assets

Published 01/04/2025, 02:10
Chevron sells 70% stake in East Texas gas assets

HOUSTON - Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (NYSE: CVX), has finalized the sale of a majority interest in its East Texas natural gas properties to TG Natural Resources LLC (TGNR), a joint venture partly owned by Tokyo Gas Co., Ltd. and Castleton Commodities International LLC. The $525 million deal includes a $75 million cash payment and a $450 million capital carry, which will fund further development in the Haynesville Shale. With a market capitalization of $295 billion and a strong financial health rating according to InvestingPro analysis, Chevron continues to demonstrate strategic portfolio management while maintaining its position as a prominent player in the Oil, Gas & Consumable Fuels industry.

Chevron will retain a 30% non-operated working interest and an overriding royalty interest in the joint venture with TGNR. Tokyo Gas and Castleton Commodities International own approximately 93% and 7% of TGNR, respectively.

The transaction aligns with Chevron’s strategic initiative to streamline its portfolio and is expected to yield over $1.2 billion in value for the company at current Henry Hub gas prices. The value is derived from the capital carry arrangement, the retained working interest, and the overriding royalty interest.

This move is part of Chevron’s broader plan to divest $10-15 billion in assets by 2028 to optimize its global energy portfolio. The company is focusing on growing its oil and gas business while reducing carbon intensity and expanding into new energy sectors such as renewable fuels, carbon capture, and hydrogen.

The sale is indicative of Chevron’s approach to accelerate the development of non-core assets efficiently, ensuring future growth potential through the joint venture structure.

The information in this article is based on a press release statement from Chevron Corporation.

In other recent news, Sumatrix reported a notable decline in revenue for the fourth quarter of 2024, with figures dropping to $10.4 million from $19.6 million in the same period the previous year. Despite this downturn, the company remains optimistic about 2025, forecasting it as a record year for both revenue and EBITDA. CEO Randy Boomhower highlighted the company’s focus on growth and customer satisfaction as key drivers for future performance. Sumatrix’s annual revenue for 2024 was $35.4 million, down from $53.3 million in 2023, yet the gross margin increased to 29% in Q4 2024. The company has a strong cash position with $10.3 million on hand and long-term debt reduced to $1.1 million. Analysts from Beacon Securities have noted the company’s potential, with expectations for continued growth driven by its backlog and strategic expansions into Southern and West Coast states. Sumatrix plans to explore potential expansions and maintain a similar backlog to the previous year, while also addressing minimal impact from tariffs. The company’s management expressed confidence in their valuation, citing a significant undervaluation of their share price.

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