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Vivakor Updates Guidance of Crude Oil Marketing Platform to Approximately $1.5 Billion Annually

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Vivakor (Nasdaq: VIVK), via subsidiary Vivakor Supply & Trading, executed two additional long‑term recurring physical crude oil marketing programs expected to add about $400 million of annualized commercial activity. This lifts its announced crude oil marketing platform to roughly $1.5 billion in annualized commercial activity, based on current market pricing.

The new programs cover about 500,000 barrels per month, bringing total recurring volume to roughly 1.54 million barrels per month, or 18.4 million barrels annually, for the term August 1, 2026 to July 31, 2027. According to Vivakor, VST earns only a small percentage of total contract value as gross profit, which will vary with prices, differentials, structure and delivered volumes.

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Positive

  • Annualized commercial platform increased to approximately $1.5 billion from about $700 million within weeks
  • Incremental annualized commercial activity of approximately $400 million from two new long-term programs
  • Recurring crude volume scaled to about 18.4 million barrels annually (1.54 million barrels per month)
  • Contract term visibility from August 1, 2026 through July 31, 2027 on new recurring programs

Negative

  • Gross profit margin only a small percentage of total contract value under standard intermediary structure
  • Commercial activity and profit will vary with commodity prices, market differentials, delivered volumes and timing

Market reaction after $1.5 billion guidance update: VIVK +23.71% in the Jul 29 session

+23.71% 3.2x vol
132 alerts
+23.71% Session close to close
+59.8% Peak in 5 hr 10 min
$2.30M Market Cap
3.2x Rel. Volume

In the Jul 29 session, VIVK gained 23.71%, reflecting a significant positive market reaction. Argus tracked a peak move of +59.8% during that session. Our momentum scanner triggered 132 alerts that day, indicating very high trading interest and price volatility. Trading volume was very high at 3.2x the daily average, suggesting strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +23.7% in the session following this news. Historical event 1086712 recorded a 37.2...
Analysis

The stock surged +23.7% in the session following this news. Historical event 1086712 recorded a 37.26% 24-hour reaction to a comparable commercial-platform announcement. The current update expands disclosed volume, but reported gross profit remains only a portion of commercial activity; the effective S-3 shelf is an additional capital-structure risk.

Key Figures

Annualized commercial activity: approximately $1.5 billion Incremental commercial activity: approximately $400 million Monthly physical volume: approximately 500,000 barrels +4 more
7 metrics
Annualized commercial activity approximately $1.5 billion current market pricing assumptions
Incremental commercial activity approximately $400 million additional annualized activity from two programs
Monthly physical volume approximately 500,000 barrels recurring monthly purchase and sale transactions
Monthly marketing platform approximately 1.54 million barrels announced recurring commercial platform
Annual physical volume approximately 18.4 million barrels announced recurring commercial platform
Program term August 1, 2026 to July 31, 2027 new recurring commercial programs
Previous annualized platform approximately $700 million management comparison with current platform

Historical Context

5 past events · Latest: Jul 24 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 24 Commercial platform expansion Positive +37.3% Two recurring crude programs added annualized commercial activity.
Jul 21 Commercial platform expansion Positive +49.1% Four recurring crude transactions expanded marketed volume and annualized activity.
Jul 14 Reverse stock split Negative -25.5% Reverse split combined shares and began trading under new CUSIP.
Jul 02 Midstream asset sale Positive -5.2% Proposed Oklahoma midstream asset sale retained a July closing target.
Jun 30 Special dividend update Positive -1.8% Special dividend payment date was reset while other terms remained unchanged.

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

Pattern Detected

Recent commercial-platform announcements were followed by positive reactions, while the proposed asset sale and special-dividend update diverged negatively.

Key Terms

market differentials, physical commodity marketing transactions
2 terms
market differentials technical
"Actual commercial activity will vary based on commodity prices, market differentials,"
The difference in price, yield or value for the same asset, commodity or financial instrument when traded in different places, forms or times. Like seeing one grocery store sell the same item for $2 less than another, market differentials show where value is higher or lower across regions, exchanges, grades or delivery dates. Investors use them to spot relative value, measure trading costs or assess incentives for moving goods or capital between markets.
physical commodity marketing transactions financial
"Consistent with standard physical commodity marketing transactions, VST only recognizes"
Agreements and trades that buy, sell, store or move physical raw materials—like oil, metals, coal or grain—rather than financial contracts. They include spot sales, forward contracts, storage and transportation arrangements, and related risk-management deals that turn a physical product into a marketable shipment. Investors care because these transactions determine a seller’s revenue timing, inventory levels, logistical costs and exposure to price or delivery risks, much like how a grocery store’s buying and stocking choices affect its cash flow and profits.

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

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New recurring commercial programs increase total physical crude oil marketing platform to approximately 18.4 million barrels annually.

Dallas, TX, July 29, 2026 (GLOBE NEWSWIRE) -- Vivakor, Inc. (Nasdaq: VIVK) ("Vivakor" or the "Company"), through its wholly owned subsidiary Vivakor Supply & Trading, LLC ("VST"), today announced the execution of two additional long-term recurring physical crude oil marketing programs expected to generate approximately $400 million of additional annualized commercial activity, increasing the Company's announced commercial marketing platform to approximately $1.5 billion in annualized commercial activity, based on current market pricing assumptions.

The new commercial programs consist of recurring physical crude oil purchase and sale transactions totaling approximately 500,000 barrels per month, increasing Vivakor's announced recurring commercial marketing platform to approximately 1.54 million barrels per month, or approximately 18.4 million barrels annually.

The announcement represents more than a doubling of Vivakor's announced annualized commercial marketing platform in just a matter of weeks, reflecting the Company's continued execution of its strategy to build a scaled, recurring physical crude oil marketing business and further demonstrating the rapid growth of its commercial platform.

Key Highlights

  • Commercial Platform: Approximately $1.5 billion* annualized commercial activity
  • Incremental Commercial Activity: Approximately $400 million annualized
  • Physical Volume: Approximately 18.4 million barrels annually
  • Recurring Monthly Volume: Approximately 1.54 million barrels
  • Term: August 1, 2026 – July 31, 2027

*Based on current market pricing assumptions. Actual commercial activity will vary based on commodity prices, market differentials, delivered volumes and timing.

"Our Supply & Trading platform continues to execute at a strong pace," said James Ballengee, Chairman and Chief Executive Officer of Vivakor. "In just a matter of weeks, we've expanded our announced commercial marketing platform from approximately $700 million to approximately $1.5 billion in annualized commercial activity. This growth reflects the strength of our commercial relationships, our team's disciplined execution, and continued demand for physical crude oil marketing solutions. As we continue to build recurring commercial programs, we believe our integrated platform is well positioned to support additional growth while creating long-term value for our shareholders."

The continued expansion of Vivakor's commercial marketing platform complements the Company's integrated portfolio of transportation, terminaling, storage, and environmental services. Management believes the continued growth of recurring physical crude oil marketing activities enhances asset utilization, strengthens long-term commercial relationships, and creates additional opportunities to leverage Vivakor's expanding integrated energy infrastructure platform.

Consistent with standard physical commodity marketing transactions, VST only recognizes a small percentage of the total contract value as gross profit, reflecting its role as an intermediary in the physical crude oil supply chain. Accordingly, the gross profit recognized by VST will represent only a portion of the estimated commercial activity described above and will vary based on market conditions, commodity pricing, transaction structure and delivered volumes.

About Vivakor, Inc.
Vivakor, Inc. is an integrated provider of sustainable energy transportation, storage, reuse, and remediation services, operating one of the largest fleets of oilfield trucking services in the continental United States. Its corporate mission is to develop, acquire, accumulate, and operate assets, properties, and technologies in the energy sector. Vivakor’s integrated facilities assets provide crude oil, storage, transportation, reuse, and remediation services under long-term contracts. Once operational, Vivakor's interest in oilfield waste remediation facilities will facilitate the recovery, reuse, and disposal of petroleum byproducts and oilfield waste products.

For more information, please visit our website: http://vivakor.co

Cautionary Statement Regarding Forward-Looking Statements
This news release may contain forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based upon the current beliefs and expectations of our management and are inherently subject to significant business, economic and competitive uncertainties and contingencies, many of which are difficult to predict and generally beyond our control. Actual results and the timing of events may differ materially from the results anticipated in these forward-looking statements. Forward-looking statements may be identified but not limited by the use of the words "anticipates," "expects," "intends," "plans," "should," "could," "would," "may," "will," "believes," "estimates," "potential," or "continue" and variations or similar expressions. Our actual results may differ materially and adversely from those expressed in any forward-looking statements as a result of various factors and uncertainties, including, but not limited to, the expected transaction and ownership structure, the valuation of the transaction, the likelihood and ability of the parties to successfully and timely consummate planned acquisitions, the risk that any required regulatory approvals are not obtained, are delayed or are subject to unanticipated conditions that could adversely affect Vivakor or the expected benefits of the such transaction, our ability to maintain the listing of our securities on The Nasdaq Capital Market, the parties failure to realize the anticipated benefits of pending transactions, disruption and volatility in the global currency, capital, and credit markets, changes in federal, local and foreign governmental regulation, changes in tax laws and liabilities, tariffs, legal, regulatory, political and economic risks, our ability to successfully develop products, rapid change in our markets, changes in demand for our future products, and general economic conditions.

These risks and uncertainties include, but are not limited to, risks and uncertainties discussed in Vivakor's filings with the U.S. Securities and Exchange Commission, which factors may be incorporated herein by reference. Actual results, performance or achievements may differ materially, and potentially adversely, from any projections and forward-looking statements and the assumptions on which those forward-looking statements are based. There can be no assurance that the data contained herein is reflective of future performance to any degree. You are cautioned not to place undue reliance on forward-looking statements as a predictor of future performance as projected financial information and other information are based on estimates and assumptions that are inherently subject to various significant risks, uncertainties and other factors, many of which are beyond our control. All information set forth herein speaks only as of the date hereof in the case of information about Vivakor or the date of such information in the case of information from persons other than Vivakor, and we disclaim any intention or obligation to update any forward-looking statements as a result of developments occurring after the date of this communication. Forecasts and estimates regarding annualized commercial activity are based on commodity prices, market differentials, delivered volumes and timing; however, there can be no assurance these forecasts and estimates will prove accurate in whole or in part.

Investor Contact:
P:469-480-7175
info@vivakor.com


FAQ

What did Vivakor (VIVK) announce about its crude oil marketing guidance on July 29, 2026?

Vivakor updated guidance, indicating its crude oil marketing platform now represents about $1.5 billion in annualized commercial activity. According to Vivakor, this reflects recent long-term recurring crude oil purchase and sale programs added to its physical marketing business.

How much new annualized commercial activity did Vivakor (VIVK) add to its crude oil platform?

The two new long-term programs are expected to add roughly $400 million in annualized commercial activity. According to Vivakor, this incremental activity helped increase its announced crude oil marketing platform to approximately $1.5 billion annually, based on current market pricing assumptions.

What crude oil volumes are included in Vivakor’s updated marketing platform for VIVK?

Vivakor’s updated platform covers about 1.54 million barrels per month, or roughly 18.4 million barrels annually. According to Vivakor, the new programs specifically add around 500,000 barrels per month of recurring physical crude oil purchase and sale transactions.

What is the contract term for Vivakor’s new crude oil marketing programs for VIVK?

The new recurring crude oil marketing programs run from August 1, 2026 to July 31, 2027. According to Vivakor, this term provides a full year of recurring physical crude oil purchase and sale activity under the newly executed programs.

Does the $1.5 billion crude oil marketing figure for Vivakor (VIVK) equal its expected profit?

No. According to Vivakor, its subsidiary VST only recognizes a small percentage of total contract value as gross profit. Profit will represent just a portion of the estimated $1.5 billion commercial activity and will vary with market conditions and delivered volumes.

How quickly did Vivakor (VIVK) scale its crude oil marketing platform to $1.5 billion?

Vivakor expanded its announced annualized commercial marketing platform from about $700 million to roughly $1.5 billion in a few weeks. According to Vivakor, this reflects rapid growth in its recurring physical crude oil marketing programs and commercial relationships.