Riley Exploration Permian, Inc.

REPX

$41.32

-1.84%

N/A-$0.78

Energy

Oil & Gas Exploration & Production

AMEX

Active Trading

Riley Exploration Permian, Inc. (REPX) functions as an independent energy company, engaged in the entire process of hydrocarbon extraction—from acquiring properties and ...

Supply Chain of REPX

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

SLB Limited (Schlumberger)

Halliburton Company

Baker Hughes Company

Weatherford International plc

NOV Inc. (National Oilwell Varco)

Tenaris S.A.

Cactus, Inc.

MRC Global Inc.

SLB Limited (Schlumberger)

NYSE:SLB

Drilling and completion services - wireline, well testing, drilling fluids

Halliburton Company

NYSE:HAL

Drilling, completion, and well services - cementing, fracturing

Baker Hughes Company

NASDAQ:BKR

Drilling services, pressure pumping, completion tools

Weatherford International plc

NASDAQ:WFRD

Well completion and workover services, artificial lift systems

NOV Inc. (National Oilwell Varco)

NYSE:NOV

Drilling rig equipment, drill pipe, wellhead systems, pumping units

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

Crude Oil Commodity Purchasers

Plains All American Pipeline, L.P.

RPC Power, LLC (Joint Venture with Conduit Power)

Midstream-Linked Buyers

Targa Resources Corp.

Crude Oil Commodity Purchasers

Direct crude oil sales to end purchasers/refiners; crude stored in tanks and picked up by purchasers

Plains All American Pipeline, L.P.

NASDAQ:PAA

Crude oil pipeline and transportation services; midstream offtake partner

RPC Power, LLC (Joint Venture with Conduit Power)

Natural gas offtake for power generation; JV owned 50% by REPX, processes produced gas into electricity for oilfield operations

Midstream-Linked Buyers

Natural gas and NGL purchasers connected via gathering and processing infrastructure

Targa Resources Corp.

NYSE:TRGP

Gas gathering and processing; acquired Dovetail Midstream from REPX in Dec 2025; ongoing midstream services provider

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

Diamondback Energy, Inc.

Permian Resources Corporation

SM Energy Company

Targa Resources Corp.

Halliburton Company

Diamondback Energy, Inc.

NASDAQ:FANG

Permian Resources Corporation

NYSE:PR

Mid-cap Permian Basin E&P with similar scale and operational footprint; serves as proxy for regional drilling activity and capital allocation trends

SM Energy Company

NYSE:SM

Pure-play Permian Basin operator with comparable production profile; proxy for oilfield services utilization and drilling efficiency metrics

Targa Resources Corp.

NYSE:TRGP

Major Permian Basin midstream operator that acquired REPX's Dovetail Midstream; represents upstream-downstream integration pattern in the region

Halliburton Company

NYSE:HAL

Leading oilfield services provider serving Permian Basin E&P companies; proxy for drilling and completion activity intensity affecting REPX's cost structure

Geographic

Region-level exposures that can distort the supply network.

Geographic

West Texas / Permian Basin

New Mexico / Northwest Shelf

ERCOT (Texas Grid)

Crude Oil Commodity Purchasers

Targa Resources Corp.

RPC Power, LLC

West Texas / Permian Basin

Primary upstream production and reserves; Yoakum County Champions field

Crude Oil Commodity PurchasersPrimary crude oil offtake from Texas operations

New Mexico / Northwest Shelf

Post-acquisition production from Silverback assets in Eddy County; midstream assets divested to Targa

Targa Resources Corp.NYSE:TRGPGas gathering and processing for Red Lake operations; acquired Dovetail Midstream Dec 2025

ERCOT (Texas Grid)

Power generation joint venture utilizing produced natural gas

RPC Power, LLCJV converts REPX natural gas production to electricity for oilfield operations

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

High

SEC filings indicate majority of crude oil sold to two primary customers in Kansas region; customer concentration risk is material

Foundry

Medium

Reliance on major oilfield services providers (Halliburton, SLB, Baker Hughes, Weatherford) for drilling and completion; service availability and pricing power concentrated among 4 major players

Equipment

Medium

Steel casing and tubing sourced from limited premium OCTG manufacturers; supply disruptions can delay well development programs

Geographic

Medium

All operations concentrated in Permian Basin (Yoakum County TX, Eddy County NM); local infrastructure constraints, takeaway capacity, and regional competition for services

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Crude Oil

99.8%

$0.4B

Dominant revenue driver; defines upstream demand for drilling services, completion equipment, and steel casing. Oil price sensitivity is the primary risk factor.

Natural Gas and NGLs

Minimal net contribution due to hedging losses. Natural gas production feeds into RPC Power JV for on-site power generation.

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Riley Exploration Permian, Inc.

Supply Chain of REPX

Upstream

SLB Limited (Schlumberger)

Halliburton Company

Baker Hughes Company

Weatherford International plc

NOV Inc. (National Oilwell Varco)

Tenaris S.A.

Cactus, Inc.

MRC Global Inc.

View More

Downstream

Crude Oil Commodity Purchasers

Plains All American Pipeline, L.P.

RPC Power, LLC (Joint Venture with Conduit Power)

Midstream-Linked Buyers

Targa Resources Corp.

Proxies

Diamondback Energy, Inc.

Permian Resources Corporation

SM Energy Company

Targa Resources Corp.

Halliburton Company

Geographic

West Texas / Permian Basin

New Mexico / Northwest Shelf

ERCOT (Texas Grid)

Supply Chain of REPX

Upstream

SLB Limited (Schlumberger)

Halliburton Company

Baker Hughes Company

Weatherford International plc

NOV Inc. (National Oilwell Varco)

Tenaris S.A.

Cactus, Inc.

MRC Global Inc.

View More

Downstream

Crude Oil Commodity Purchasers

Plains All American Pipeline, L.P.

RPC Power, LLC (Joint Venture with Conduit Power)

Midstream-Linked Buyers

Targa Resources Corp.

Proxies

Diamondback Energy, Inc.

Permian Resources Corporation

SM Energy Company

Targa Resources Corp.

Halliburton Company

Geographic

West Texas / Permian Basin

New Mexico / Northwest Shelf

ERCOT (Texas Grid)