Vivakor, Inc.'s commodities trading platform, Vivakor Supply & Trading, LLC (VST), has entered into a new recurring Cushing crude oil transaction that lifts its annualized contracted revenue opportunities to about $420 million. This expansion builds upon the company's existing activity in key North American crude oil trading hubs, including the Bakken and Permian Basin, and advances its goal of building a platform capable of supporting more than $1 billion in annualized commercial activity.

Vivakor Supply & Trading, LLC entered into an agreement covering about 100,000 barrels of WTI crude oil per month through the Enterprise Products Cushing Terminal. The deal is expected to run from August 2026 through July 2027. Based on expected volumes and current market pricing, Vivakor expects the transaction to generate about $7.5 million per month, or approximately $90 million in annualized gross revenue.

Key Transaction Details

The financial and operational scope of the agreement highlights the scale of the commitment made by Vivakor Supply & Trading, LLC. The figures below outline the projected metrics based on the contract terms.

Strategic Implications

By securing this supply agreement, Vivakor aims to further stabilize its revenue streams within the volatile energy market. The deal leverages the company's existing infrastructure and logistical expertise to handle significant volumes of crude oil. The transaction demonstrates Vivakor's ability to leverage its integrated infrastructure network to originate, transport, market, and deliver crude oil volumes while increasing utilization across its operating asset base.

Vivakor noted that VST generally recognizes only a small percentage of total contract value as revenue because it acts as an intermediary in the physical commodity supply chain. Actual revenue will depend on market conditions, commodity pricing, transaction structure, and delivered volumes.

"This transaction further strengthens our commercial presence in one of North America’s most important crude oil trading hubs," said James Ballengee, chairman and CEO of Vivakor.

Vivakor, Inc. (NASDAQ: VIVK) emphasized the strategic value of its integrated midstream operating assets across major U.S. producing basins amid elevated crude oil price volatility and increasing demand for domestic energy logistics infrastructure. The company operates oil terminals, trucking fleets, pipeline injection stations, and crude oil pipeline infrastructure across the Permian, Delaware, Haynesville, and Eagle Ford basins. Vivakor's network in New Mexico, Oklahoma, and Texas includes pipeline-connected injection stations, terminaling infrastructure, transportation assets, and storage operations designed to support regional crude oil movement and market connectivity.

Vivakor Chairman and Chief Executive Officer James Ballengee commented on the strategic advantage provided by the company's assets. "Periods of elevated crude oil volatility typically increase the importance of strategically located transportation, storage, and pipeline-connected infrastructure across domestic oil producing regions," said Ballengee. "We believe Vivakor's operating footprint across highly active oil basins positions the Company to support increasing regional crude oil movement through strategically connected logistics, storage and terminaling infrastructure."

The company's pipeline-connected infrastructure network comprises 10 pipeline injection stations in Texas and New Mexico, supported by a fleet of more than 100 tanker trucks. These stations connect to several major pipelines in Texas, including the Centurion Pipeline (Lotus), Plains Basin Pipeline, Cactus II, Permian Express, and The West Texas System (Enterprise). The network also features the Crude Oil Terminal (White Claw Colorado City), which has a storage capacity of 120,000 bbl and connects to the Enterprise Pipeline and Scurry Gathering System, with optionality to tie into the Midland Basin System.

Infrastructure Assets

Crude oil markets have experienced significant volatility during 2026, with Brent crude prices rising sharply due to geopolitical tensions and supply concerns in the Middle East. Analysis from the Federal Reserve Bank of Dallas indicates that U.S. drilling activity tends to accelerate when oil prices rise above the $70 to $80 per barrel range. At current price levels, the economics for regional crude production in the Southwestern U.S. are substantially improved, driving demand for existing transportation, storage, terminaling, and pipeline-connected infrastructure throughout the region.