---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-063490"
form_type: "8-K"
ticker: "TBN"
cik: "0001997652"
company_name: "Tamboran Resources Corp"
filed_at: "2026-09-25T10:06:14+00:00"
generated_at: "2026-10-12T13:17:29.188900+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Tamboran reports first Beetaloo gas sales; 178-stage stimulation; SPCF US$9M under budget

## Summary
- First gas sales from Beetaloo Basin into NT network began early September 2026; NT Government nominating 25 TJ/d, ramping to contracted plateau 40 TJ/d.
- BJV completed largest Beetaloo stimulation: 178 stages across three ~10,000-ft laterals using Liberty Energy fleet; averaged 6.7 stages/day and hit record 12 stages in one day.
- SPCF construction completed August 2026 on time and ~US$9M below forecast; commissioning to finish in 4Q 2026; expansion to up to 100 TJ/d decision planned mid-2027.
- SS1-4H and SS1-6H reached TD with 9,329-ft and 9,505-ft laterals; SS1-2H drilling ongoing; JS-1H in EP 161 spudded early September 2026, ~5,600 ft MD.
- Acquired Falcon Oil & Gas in May 2026 via subsidiaries after BC court approval; issued 6,537,503 shares; cash US$225M, net drawn debt US$30M, undrawn debt US$31M.

## SEC filing metadata
- accession: 0001628280-26-063490
- form_type: 8-K
- ticker: TBN
- cik: 0001997652
- company_name: Tamboran Resources Corp
- filed_at: 2026-09-25T10:06:14+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1997652/000162828026063490/0001628280-26-063490-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1997652/000162828026063490/trc-20260925.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-063490
- JSON: https://secwatch.observer/filing/0001628280-26-063490.json
- Plain text: https://secwatch.observer/filing/0001628280-26-063490.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.