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Diamondback Energy, Inc.

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Solitude Pipeline Announcement Benefits Both Devon And Diamondback

Seeking Alpha · Wed, 16 Sep 2026 11:28:20 -0400

Devon Energy and Diamondback gain significant upside from the Solitude Pipeline, securing substantial Permian gas takeaway capacity. Solitude's 4.5 Bcf/d capacity, with major producer backing, should structurally improve Waha basis but may shift congestion risk to Katy. DVN and FANG could see $1.00/mmbtu margin uplift, translating to $410mm and $120mm annual profit boosts, respectively, if Katy basis holds.

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