Battalion Oil (NYSE: BATL) lifts gas output after new processing deal

Rhea-AI Filing Summary

Battalion Oil Corporation reported operational updates after shifting how it processes natural gas from its Monument Draw Field. The company terminated its Gas Treating Agreement with Wink Amine Treater, LLC after that provider’s acid gas injection facility remained offline since on or about August 11, 2025, and used its contractual right to end the agreement due to the continued service interruption.

Following this, Battalion entered into an agreement with a publicly traded large‑cap midstream provider to process its gas at an alternative facility. A facility expansion completed in the fourth quarter of 2025 now allows this provider to handle substantially all of Battalion’s gas volumes from Monument Draw. As expanded capacity came online, gas volumes processed increased to more than 30 MMcf/d, compared with a December average of about 17.4 MMcf/d, and the company’s average oil production rose by roughly 1,200 net barrels of oil per day month‑to‑date in January 2026 versus its December average, improving flow assurance and operational reliability.

Insights

Energy infrastructure and operations analyst

Shift to a new gas processor has boosted throughput and oil output.

Battalion Oil Corporation has moved away from Wink Amine Treater, LLC after its acid gas injection facility stayed offline since on or about August 11, 2025. Using a contractual termination right under the Gas Treating Agreement, Battalion formally ended that relationship and consolidated gas processing with a large‑cap midstream provider that had already been handling volumes during the outage.

A key development is the midstream provider’s facility expansion completed in the fourth quarter of 2025, which now permits processing of substantially all gas volumes from the Monument Draw Field. Through late December 2025 and January 2026, Battalion increased volumes to this plant, with recent throughput exceeding 30 MMcf/d compared to a December average of approximately 17.4 MMcf/d, supporting better flow assurance.

This higher and more reliable gas handling has coincided with a rise in average oil production of about 1,200 net barrels of oil per day month‑to‑date in January 2026 versus the company’s December average. The long‑term significance will depend on how sustainably these processing levels and associated oil uplift can be maintained, as reflected in future operating updates and financial reports.

8-K Event Classification

3 items: 7.01, 8.01, 9.01

3 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

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FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or Section 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 19, 2026 

Battalion Oil Corporation

(Exact name of registrant as specified in its charter)

Delaware		001-35467		20-0700684
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

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820 Gessner Road Suite 1100 Houston, Texas		77024
(Address of principal executive offices)		(Zip Code)

Registrant’s telephone number, including area code: (832) 538-0300

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(Former name or former address, if changed since last report)

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

◻    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

◻    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

◻    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

◻    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

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Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol		Name of each exchange on which registered
Common Stock par value $0.0001		BATL		NYSE American

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ◻

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻
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Item 7.01 Regulation FD Disclosure

On January 23, 2026, Battalion Oil Corporation (the “Company”) issued a press release announcing several operational updates related to its gas treating arrangements and production performance. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Exhibit 99.1 shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and will not be incorporated by reference into any registration statement filed under the Securities Act of 1933, as amended, unless specifically identified therein as being incorporated therein by reference.

Item 8.01 Other Events

On January 19, 2026, the Company terminated its Gas Treating Agreement (“GTA”) with Wink Amine Treater, LLC (“WAT”) following the continued cessation of operations at WAT’s acid gas injection (“AGI”) facility, which has remained offline since on or about August 11, 2025. Pursuant to the terms of the GTA, the Company exercised its contractual right to terminate the agreement due to the continued interruption in service.

Following termination of the GTA, the Company entered into an agreement with a publicly traded large‑cap midstream provider to process the Company’s gas production at an alternative facility. The Company has utilized this provider since the AGI facility went offline, and a significant facility expansion completed in the fourth quarter of 2025 now enables the provider to process substantially all of the Company’s gas volumes from the Monument Draw Field.

As expanded capacity became available, the Company increased production volumes directed to this alternate processing facility throughout late December 2025 and January 2026. Most recently, the facility has processed more than 30 MMcf/d of the Company’s gas production, compared to a December average of approximately 17.4 MMcf/d. This increased processing capability has enhanced flow assurance and operational reliability and has resulted in an increase in the Company’s average oil production of approximately 1,200 net barrels of oil per day month‑to‑date in January 2026 compared to the Company’s December average.

Item 9.01 Financial Statements and Exhibits.

(d)Exhibits. The following exhibits are furnished as part of this Current Report on Form 8-K:

Exhibit No.		Description
99.1	​	Press Release issued by Battalion Oil Corporation dated January 23, 2026.
104	​	Cover Page Interactive Data File (embedded within the Inline XBRL document).

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	BATTALION OIL CORPORATION
January 23, 2026	By:	/s/ Matthew B. Steele
	Name:	Matthew B. Steele
	Title:	Chief Executive Officer

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FAQ

What operational change did Battalion Oil (BATL) disclose in this 8-K?

Battalion Oil terminated its Gas Treating Agreement with Wink Amine Treater, LLC after that provider’s acid gas injection facility remained offline, and entered an agreement with a publicly traded large‑cap midstream provider to process its gas at an alternative facility.

Why did Battalion Oil end its Gas Treating Agreement with Wink Amine Treater?

The company exercised its contractual right to terminate the Gas Treating Agreement due to the continued cessation of operations at Wink Amine Treater’s acid gas injection facility, which has been offline since on or about August 11, 2025.

How has Battalion Oil’s gas processing volume changed with the new provider?

After a facility expansion by the new midstream provider in the fourth quarter of 2025, the alternative facility recently processed more than 30 MMcf/d of Battalion’s gas production, compared with a December average of approximately 17.4 MMcf/d.

What impact did the new gas processing arrangement have on Battalion Oil’s production?

The increased processing capability has enhanced flow assurance and operational reliability and has led to an increase in Battalion’s average oil production of about 1,200 net barrels of oil per day month‑to‑date in January 2026 compared with the company’s December average.

Which field’s gas volumes are affected by Battalion Oil’s new midstream agreement?

The new agreement with the large‑cap midstream provider enables processing of substantially all of Battalion Oil’s gas volumes from the Monument Draw Field.

What did Battalion Oil include as Exhibit 99.1 in this 8-K filing?

Exhibit 99.1 is a press release issued by Battalion Oil Corporation dated January 23, 2026, describing operational updates related to its gas treating arrangements and production performance.