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NYSE: PHXE-P Phoenix Energy One, LLC 8-K

Phoenix Energy draws $75M from credit facility, reducing availability to $150M

Filed August 17, 2026 · Period ending August 12, 2026 · ~1 min read

3 key changes 2 high relevance 2 sections

Key Changes

  • high

    Drew full $75M under new delayed draw term loan commitments on Aug 12, reducing remaining discretionary capacity from $225M to $150M; proceeds earmarked for oil & gas property development per approved plan.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • high

    Amended repayment premiums now require lenders achieve 1.15x MOIC on this draw and recent loans (1.18x on older tranches) upon any repayment, acceleration, or maturity, raising effective debt cost.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • medium

    Filing also reports the draw as creation of a direct financial obligation under Item 2.03.

    Item 2.03 — Creation of a Direct Financial Obligation verify on EDGAR →

Summary

Phoenix Energy drew the full $75 million available under new delayed draw term loan commitments on August 12, 2026, reducing its remaining discretionary borrowing capacity from $225 million to $150 million. The proceeds will finance oil and gas property development according to the company's approved development plan.

The draw carries a 3.00% original issue discount and matches the interest rate and maturity terms of previously drawn loans under the credit agreement. The amendment also restructured repayment premiums to ensure lenders achieve specific return thresholds.

Any repayment—whether voluntary prepayment, acceleration, or maturity payment—must now include premiums sufficient to deliver a 1.15x multiple-on-invested-capital (MOIC) for this draw and certain recent loans, and 1.18x for older tranches. This structure increases the effective cost of the debt and limits the company's flexibility to refinance or repay early without triggering substantial premiums. Investors should monitor how the reduced availability and premium structure affect Phoenix Energy's capital deployment options and financial flexibility as it executes its development plan.

Section-by-Section Diff

Event · Item 2.03 — Creation of a Direct Financial Obligation

~46 words

Item 2.03 — Creation of a Direct Financial Obligation filed; see Key Changes for terms.

1 Added
Added Item 2.03 — direct financial obligation (cross-ref) medium

Added in current filing · verify on EDGAR →

Item 2.03 Creation of a Direct Financial Obligation or an Obligation Under an Off-Balance Sheet Arrangement of a Registrant. The information required by Item 2.03 is contained in Item 1.01 and is incorporated herein by reference.

The 8-K includes a labeled Item 2.03 section. Its body incorporates the primary Item (typically 1.01) by reference rather than restating terms — do not treat that thinness as 'Item 2.03 absent.' The company is signaling creation of a direct financial obligation alongside the agreement disclosure; keep Item 2.03 visible in the report.

Event · Item 1.01 — Entry into a Material Definitive Agreement

~600 words

Item 1.01 — Entry into a Material Definitive Agreement filed; see Key Changes for terms.

2 Added
Added Credit facility draw and amendment high

Added in current filing · verify on EDGAR →

Amendment No. 10, among other things, established $75 million aggregate principal amount in Amendment No. 7 Discretionary Delayed Draw Term Loan Commitments, all of which were drawn as of the Amendment No. 10 Effective Date, and thereby reduced the aggregate principal amount available on a discretionary basis from $225 million to $150 million from time to time during the Amendment No. 7 Delayed Draw Term Loan Availability Period

Phoenix Energy drew the full $75 million available under new delayed draw term loan commitments on August 12, 2026. This draw reduces the company's remaining discretionary borrowing capacity from $225 million to $150 million. The new loans carry a 3.00% original issue discount and have the same interest rate and maturity terms as previously drawn loans under the credit agreement.

Added Use of proceeds medium

Added in current filing · verify on EDGAR →

The Company and Phoenix Operating will use the proceeds of the Amendment No. 7 Discretionary Delayed Draw Term Loan Commitments to finance the development of their oil and gas properties in accordance with the approved plan of development as provided in the Credit Agreement.

The $75 million in proceeds will be used to finance oil and gas property development according to the approved development plan specified in the credit agreement. This indicates ongoing capital deployment into the company's core asset base.

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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 18, 2026 · How we verify