v3.26.1
Note 10 - Derivative Instruments
6 Months Ended
Jun. 30, 2026
Notes to Financial Statements  
Derivative Instruments and Hedging Activities Disclosure [Text Block]

(10) Derivative Instruments

 

The Company is exposed to commodity price risks relating to its ongoing business operations. From time to time, the Company will manage commodity price risks by entering into certain derivative financial instruments. Derivative instruments are carried at fair value on the unaudited condensed consolidated balance sheets as assets or liabilities, with the changes in the fair value included in the unaudited condensed consolidated statements of income for the period in which the change occurs. With respect to the Company’s derivative assets and liabilities measured at fair value, refer to Note 9, “Fair Value Disclosures,” for discussion of their classification within the fair value hierarchy. The Company has elected not to designate any of its derivative contracts for hedge accounting. Accordingly, the Company records the net change in the mark-to-market valuation of these derivative contracts, as well as all payments and receipts on settled derivative contracts, in “Gain (loss) on Derivative instruments, net” on the unaudited condensed consolidated statements of income.

 

As of June 30, 2026, the Company’s derivative financial instruments consisted of fixed price swaps indexed to West Texas Intermediate (“WTI”) crude oil, whereby the Company receives or makes payments based on a differential between fixed and variable prices for the volumes under contract. The derivative agreements do not contain credit-risk-related contingent features. There are no amounts of related financial collateral received or pledged. The Company does not use any of its derivative instruments for speculative or trading purposes.

 

The following table summarizes the location and fair value amounts of all commodity derivative contracts in the unaudited condensed consolidated balance sheets as of June 30, 2026, and December 31, 2025 (in thousands):

 

Balance sheet location

 

June 30,

2026

   

December 31,

2025

 

Current assets

  $ 2,199     $  

Noncurrent assets

           

Total assets

  $ 2,199     $  
                 

Current liabilities

  $     $  

Noncurrent liabilities

           

Total liabilities

  $     $  

 

The following table summarizes the location and amounts of the Company’s realized and unrealized gains and losses on derivative contracts in the Company’s unaudited condensed consolidated statements of income (in thousands):

 

   

Location of gain (loss) on derivative

 

Three Months Ended June 30,

 

Type

  contracts on Statement of Income   

2026

   

2025

 

Commodity contracts:

                   
Oil derivatives - Unrealized gain (loss)  

Gain (loss) on derivative instrument, net

  $ 4,135     $  

Oil derivatives - Realized gain (loss)

 

Gain (loss) on derivative instrument, net

    (2,203 )   $  

Total net gain (loss)

  $ 1,932     $  

 

 

   

Location of gain (loss) on derivative

 

Six Months Ended June 30,

 

Type

  contracts on Statement of Income  

2026

   

2025

 

Commodity contracts:

                   

Oil derivatives - Unrealized gain (loss)

  Gain (loss) on derivative instruments, net   $ 2,199     $  

Oil derivatives - Realized gain (loss)

 

Gain (loss) on derivative instruments, net

    (2,203 )   $  

Total net gain (loss)

  $ (4 )   $  

 

As of June 30, 2026, the Company had the following open crude oil derivative contracts:

 

   

2026

 

NYMEX WTI Crude Swaps:

       

Total volumes (Bbls)

    367,000  

Weighted average price

  $ 74.84  

 

As of June 30, 2026, the Company is party to derivative contracts with one counterparty. The Company believes the counterparty is of acceptable credit risk, and the creditworthiness of the counterparty is subject to periodic review. The assets and liabilities are netted given that all positions are held by a single counterparty and subject to a master netting arrangement. The combined fair value of derivatives included in the unaudited condensed consolidated balance sheets as of June 30, 2026, and December 31, 2025, is summarized below (in thousands):

 

   

Assets from Derivative Contracts

    Liabilities from Derivative

Contracts

 

Offsetting of Derivative Assets and Liabilities

 

June 30,

2026

   

December 31,

2025

   

June 30,

2026

   

December 31,

2025

 

Gross amounts of recognized assets and liabilities

  $ 2,199     $     $     $  

Gross amounts offset in the balance sheet

                       

Net amounts of assets and liabilities presented in the balance sheet

  $ 2,199     $     $     $