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BLM Approves Right-of-Way for Cadiz Northern Pipeline

(Neutral)
(Very Positive)
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Cadiz (NASDAQ: CDZI) received a final right-of-way grant from the U.S. Bureau of Land Management authorizing conversion and long-term operation of its 220-mile Cadiz Northern Pipeline from natural gas to water conveyance under Title V of FLPMA.

The ROW covers BLM-managed lands for up to 50 years, enabling delivery of up to 25,000 acre-feet of new water annually from the Mojave Groundwater Bank to High Desert and Inland Empire communities. Cadiz has long-term offtake agreements and construction contracts and is finalizing project financing. The Mojave Groundwater Bank, developed with Lytton Rancheria, is planned to provide over 2.5 million acre-feet of supplemental supplies and up to 1 million acre-feet of storage capacity.

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Positive

  • Federal ROW approval for Northern Pipeline conversion and operation on BLM lands for up to 50 years
  • Up to 25,000 acre-feet of new annual water deliveries via Northern Pipeline when in service
  • Long-term offtake agreements with public water agencies and investor-owned utilities in place since 2024
  • Large-scale project scope targeting 2.5 million acre-feet of supplemental supplies and 1 million acre-feet of storage

Negative

  • None.

News Market Reaction – CDZI

+10.28% 4.5x vol
34 alerts
+10.28% Session close to close
+16.7% Peak in 1 hr 12 min
$342.23M Market Cap
4.5x Rel. Volume

In the Jul 10 session, CDZI gained 10.28%, reflecting a significant positive market reaction. Argus tracked a peak move of +16.7% during that session. Our momentum scanner triggered 34 alerts that day, indicating elevated trading interest and price volatility. Trading volume was very high at 4.5x the daily average, suggesting strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +10.3% in the session following this news. A sharp gain could reflect investors rew...
Analysis

The stock surged +10.3% in the session following this news. A sharp gain could reflect investors rewarding BLM’s 50-year ROW approval enabling up to 25,000 acre-feet per year of deliveries. Past project milestones often preceded upside moves, though elevated short interest could later amplify reversals.

Key Figures

Northern Pipeline length: 220 miles Original ROW term: 30 years New ROW duration: 50 years +5 more
8 metrics
Northern Pipeline length 220 miles Length of existing Northern Pipeline purchased from EPNG
Original ROW term 30 years Mineral Leasing Act right-of-way renewed in 2020
New ROW duration 50 years FLPMA right-of-way term based on projected operational life
Annual water delivery 25,000 acre-feet New water supplies per year when Northern Pipeline is in service
Supplemental supplies 2.5 million acre-feet Total supplemental water to Lower Colorado River Basin when fully developed
Storage capacity 1 million acre-feet Groundwater storage capacity at full Mojave Groundwater Bank buildout
Land holdings 45,000 acres Cadiz-owned land in California's Mojave Desert
Pipeline assets 220 miles Total pipeline assets owned in Mojave Desert

Historical Context

5 past events · Latest: Jul 02 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 02 Water supply MOU Positive +2.7% MOU for up to 10,000 acre-feet per year Mojave water supply.
Jun 22 Preferred dividend Positive +1.8% Declaration of Q2 2026 cash dividend on Series A preferred.
May 26 Federal funding pact Positive +7.9% Funding agreement with Bureau of Reclamation for project evaluation.
Mar 24 Preferred dividend Positive +5.6% Q1 2026 cash dividend declared on Series A preferred shares.
Feb 17 WIFIA loan invite Positive +6.9% Selection to apply for up to $194M WIFIA loan for pipeline.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent company news, including project and financing milestones, has typically been followed by positive one-day price reactions.

Key Terms

right-of-way, environmental assessment, finding of no significant impact, acre-feet
4 terms
right-of-way regulatory
"BLM issued a final decision approving the right-of-way grant that allows"
Right-of-way is a legal permission to use someone else’s land or a public corridor for a specific purpose—such as building a road, laying pipes or cables, or allowing vehicle or foot passage—without owning the land. Think of it like a reserved lane on a property map that lets a company operate infrastructure or access a site. For investors, right-of-way affects project costs, timelines, asset value and legal risk because losing or not securing it can halt construction, reduce revenue potential or create costly disputes.
environmental assessment regulatory
"BLM's Decision Record, Environmental Assessment and Finding of No Significant Impact"
An environmental assessment is a process that evaluates how a project or activity might impact the natural surroundings, such as air, water, land, and wildlife. It helps identify potential environmental risks and ensures that any negative effects are managed or minimized. For investors, this assessment provides insight into the sustainability and long-term viability of projects, which can influence their financial decisions and risk management.
finding of no significant impact regulatory
"Decision Record, Environmental Assessment and Finding of No Significant Impact for the Northern"
A finding of no significant impact is a formal government determination that a proposed project or action is unlikely to cause meaningful environmental harm, so a full, lengthy environmental study is unnecessary. For investors, it reduces regulatory risk and shortens approval timelines—like getting a quick green light instead of being sent back for a full inspection—affecting the likelihood and timing of permits, costs, and expected cash flows.
acre-feet technical
"enable delivery of up to 25,000 acre-feet of new water supplies annually"
An acre-foot is a unit of water volume equal to enough water to cover one acre of land to a depth of one foot, roughly 325,851 gallons (about 1,233 cubic meters). Investors see it as a practical measure for valuing water assets, rights, reservoirs and the revenue of utilities or agricultural operations—think of it like counting barrels of oil but for water supply and demand.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Federal approval for conversion of pipeline clears path for construction

LOS ANGELES, July 10, 2026 /PRNewswire/ -- Cadiz, Inc. (NASDAQ: CDZI/CDZIP, the "Company") is pleased to announce today that the U.S. Bureau of Land Management ("BLM") issued a final decision approving the right-of-way ("ROW") grant that allows the Company to begin construction on conversion of the Cadiz Northern Pipeline from natural gas to water conveyance. BLM's approval of the ROW, when fully executed by the Company, authorizes the conversion and operation of the Northern Pipeline for the conveyance of water on BLM-managed lands under the authority of Title V of the Federal Land Policy and Management Act ("FLPMA").

Cadiz, Inc. Clean Water Solutions Logo

"We're excited to achieve this pivotal milestone," said Susan Kennedy, Chair and CEO of Cadiz.  "After many years of planning and environmental review, the project is now ready to begin the construction stage."

The Northern Pipeline will convey water from the Mojave Groundwater Bank, one of the largest new water supply projects in the Colorado River Basin, to High Desert and Inland Empire communities in California's San Bernardino County, and is expected to provide one of the lowest-cost sources of new water in the drought-plagued Southwest.

"With long-term offtake agreements and construction contracts in place, this federal permit marks a key milestone as we finalize project financing with prospective investors."

Cadiz completed the purchase of the existing 220-mile Northern Pipeline from El Paso Natural Gas ("EPNG") in 2020.  The buried steel pipeline was maintained as a natural gas pipeline under a 30-year Mineral Leasing Act ROW that was renewed in 2020 and assigned in part to Cadiz in 2023.  Last year, Fenner Gap Mutual Water Company ("FGMWC")—the mutual water company formed by Cadiz in 2010 to manage and operate the Mojave Groundwater Bank, applied for a FLPMA ROW to change the use of the pipeline from gas to water including the construction of pump stations and related facilities, The decision by the BLM announced today approves a new FLPMA ROW authorizing the conversion of the existing pipeline.

The ROW authorizes use of the pipeline to convey water across BLM managed lands and permits the long-term operation of the Northern Pipeline. The ROW will extend for 50 years after the grant, based on the projected operational life of the pipeline. 

In 2024, Cadiz entered into commercial water supply agreements with public water agencies and investor-owned utilities to provide dedicated water supplies through the Northern Pipeline under long-term contracts. The Mojave Groundwater Bank is supported by fully adjudicated water supply permits, completed environmental studies, and is in advanced stages of engineering, procurement and construction contracting. When placed into service, the Northern Pipeline will enable delivery of up to 25,000 acre-feet of new water supplies annually, with the ability to expand as additional Mojave Groundwater Bank facilities are developed.

To view copies of the BLM's Decision Record, Environmental Assessment and Finding of No Significant Impact for the Northern Pipeline conversion, please visit the Project Home Page on BLM's NEPA Register website.

About the Mojave Groundwater Bank
The Mojave Groundwater Bank is a new water supply and groundwater storage project in San Bernardino County, California, being developed by Cadiz, Inc. in partnership with Lytton Rancheria of California, a federally recognized Native American Tribe. When fully developed, the project is expected to provide more than 2.5 million acre-feet of supplemental water supplies to the Lower Colorado River Basin and up to 1 million acre-feet of groundwater storage capacity. The project is located within the Fenner Valley Aquifer System, a naturally recharged alluvial groundwater basin in California's eastern Mojave Desert near the Arizona/Nevada border where Cadiz is the largest private landowner. To learn more, please visit www.mojavegroundwaterbank.com .

About Cadiz, Inc.

Cadiz, Inc. (NASDAQ: CDZI) is a water solutions and natural resources company developing long-term water supply, storage, conveyance and treatment solutions for communities, businesses, farmers and public agencies across the Southwest. Founded in 1983, Cadiz owns approximately 45,000 acres of land and 220 miles of pipeline assets in California's Mojave Desert. Its assets include Cadiz Ranch, the largest agricultural operation in San Bernardino County; the Mojave Groundwater Bank, one of the largest new water supply and groundwater storage projects in the Lower Colorado River Basin; and ATEC Water Systems, which provides specialized groundwater treatment technology throughout the western United States. For more information, visit https://www.cadizinc.com

Cautionary Note About Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "expect," "plan," "intend," "projected," "believe," "anticipated," "target," "will," "may," "could," "should," "would," and variations of such words and similar expressions.

These forward-looking statements include, without limitation, statements regarding the Company's expectations concerning commencement of the construction stage of the Mojave Groundwater Bank, and obtaining requisite project financing for construction to commence; the potential favorable impact of regulatory approvals and permitting, including BLM's approval of the ROW as described herein; and the overall timing and success of the Company's project development and financing activities.

Although the Company believes that the expectations reflected in these forward-looking statements are reasonable as of the date made, there can be no assurance that such expectations will prove to be correct. Actual outcomes and results may differ materially due to a variety of factors, including, without limitation: the ability to negotiate and execute definitive agreements with project investors and partners; delays in construction schedules; delays or setbacks in obtaining any additional required permits and regulatory approvals; changes in applicable laws, regulations, or federal and state policies; the availability and terms of project financing; increases in project costs or adverse shifts in market conditions, including those related to tariffs, inflation, or supply chain disruptions; and broader political, environmental, or economic developments that may affect the Company's operations, assets, or financing strategy. Additional information regarding factors that may affect the Company's forward-looking statements can be found in the Company's filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and any subsequent filings under the Securities Act and Exchange Act. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise, except as required by law.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/blm-approves-right-of-way-for-cadiz-northern-pipeline-302822790.html

SOURCE Cadiz, Inc.

FAQ

What did the BLM approve for Cadiz (NASDAQ: CDZI) on July 10, 2026?

The BLM approved a final right-of-way grant allowing Cadiz to convert and operate its Northern Pipeline for water conveyance. According to Cadiz, this FLPMA Title V ROW covers BLM-managed lands and authorizes long-term use of the pipeline for water deliveries.

How long does the new BLM right-of-way for the Cadiz Northern Pipeline last?

The right-of-way for the Cadiz Northern Pipeline will extend for 50 years after the grant. According to Cadiz, this duration reflects the projected operational life of the pipeline for water conveyance across BLM-managed lands.

How much water can the Cadiz Northern Pipeline deliver once converted?

The Northern Pipeline is expected to deliver up to 25,000 acre-feet of new water supplies annually when in service. According to Cadiz, capacity could expand as additional Mojave Groundwater Bank facilities are developed over time.

What is the Mojave Groundwater Bank project linked to Cadiz (CDZI)?

The Mojave Groundwater Bank is a water supply and groundwater storage project in San Bernardino County. According to Cadiz, full development is expected to provide over 2.5 million acre-feet of supplemental supplies and up to 1 million acre-feet of storage capacity.

Which communities will benefit from the Cadiz Northern Pipeline water deliveries?

The Northern Pipeline will convey water to High Desert and Inland Empire communities in California’s San Bernardino County. According to Cadiz, supplies originate from the Mojave Groundwater Bank, designed as a new source for the drought-affected Southwest region.

Does Cadiz already have water offtake agreements for the Northern Pipeline project?

Yes, Cadiz entered commercial water supply agreements in 2024 with public water agencies and investor-owned utilities. According to Cadiz, these long-term contracts dedicate water supplies to be conveyed through the Northern Pipeline once it is placed into service.

Who is Cadiz partnering with on the Mojave Groundwater Bank development?

Cadiz is developing the Mojave Groundwater Bank in partnership with Lytton Rancheria of California. According to Cadiz, this federally recognized Native American tribe collaborates on creating new water supply and groundwater storage capacity in the Fenner Valley Aquifer System.