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LandBridge's water royalties rise amid Delaware Basin growth, with digital leases boosting future revenue potential.

Market News
17 Sep 2026
Seeking Alpha
View Source
Neutral
LandBridge's water royalties rise amid Delaware Basin growth, with digital leases boosting future revenue potential.

LandBridge Company LLC is seeing increased water royalty volumes despite slower drilling, driven by more wastewater from aging Delaware Basin wells. A forecasted disposal-capacity shortfall in the basin over the next decade should help push royalty rates higher. Additionally, LandBridge is exploring data-center leases that could add up to 10 GW, potentially lifting trailing twelve months revenues by 6%. While the stock shows some bullish momentum, it trades above historical and peer valuation benchmarks and faces monthly resistance, making it a risky buy at present.

LandBridge's valuation and business outlook provide context for energy market activity. For readers following the energy sector, here is Pluang's market snapshot as of Sep 18, 2026 02:22 WIB: 24 of 30 priced energy-sector US stocks rose today while 6 fell. Notable movers include VLO at USD 411.90 with 76% buy orders, MPC at USD 422.25 with 83% sell orders, and EOSE at USD 4.01 with 59% sell orders.

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