Battalion Oil Corp Signs New Gas Treating Agreement, Shares Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy BATL?
Source: stocktwits
- Stock Surge: Battalion Oil Corp's shares skyrocketed 242% on Monday after announcing a gas treating agreement with a large-cap midstream company, drawing retail traders' attention and expectations for continued price increases.
- Production Capacity Increase: With the new midstream partnership, Battalion expects to process nearly all gas volumes from its Monument Draw Field following a facility expansion completed in Q4 2025, resulting in an increase of approximately 1,200 net barrels of oil per day in January compared to December.
- Agreement Termination: Battalion terminated its Gas Treating Agreement with Wink Amine Treater due to the cessation of operations at its acid gas injection facility since August 11, 2025, exercising its contractual rights to end the agreement.
- Bullish Market Sentiment: Retail sentiment on Stocktwits trended extremely bullish, with users predicting the stock could close above $5, and some speculating that geopolitical tensions could push the stock price to over $100.
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Analyst Views on BATL
About BATL
Battalion Oil Corporation is an independent energy company. It is focused on the acquisition, production, exploration and development of onshore liquids-rich oil and natural gas assets in the United States. Its properties and drilling activities are focused on the Delaware Basin. Its principal properties consist of leasehold interests in developed and undeveloped oil and natural gas properties and the reserves associated with these properties. Its working interests in over 40,476 net acres in the Delaware Basin are in Pecos, Reeves, Ward and Winkler Counties, Texas. This resource play is characterized by high oil and liquids-rich natural gas content in thick, continuous sections of source rock that can provide repeatable drilling opportunities and significant initial production rates. Its primary targets in this area are the Wolfcamp and Bone Spring formations. It has approximately 91 operated wells producing in this area in addition to minor working interests in 13 non-operated wells.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Changes: Florida-based Diveroli Investment Group and its affiliate Kingbird Ventures LLC disclosed in an amendment on Tuesday that they have disposed of all shares in Battalion, indicating a significant shift in their investment strategy regarding the company.
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- Stock Surge: Battalion Oil Corp's shares skyrocketed 242% on Monday after announcing a gas treating agreement with a large-cap midstream company, drawing retail traders' attention and expectations for continued price increases.
- Production Capacity Increase: With the new midstream partnership, Battalion expects to process nearly all gas volumes from its Monument Draw Field following a facility expansion completed in Q4 2025, resulting in an increase of approximately 1,200 net barrels of oil per day in January compared to December.
- Agreement Termination: Battalion terminated its Gas Treating Agreement with Wink Amine Treater due to the cessation of operations at its acid gas injection facility since August 11, 2025, exercising its contractual rights to end the agreement.
- Bullish Market Sentiment: Retail sentiment on Stocktwits trended extremely bullish, with users predicting the stock could close above $5, and some speculating that geopolitical tensions could push the stock price to over $100.
See More
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