Southwestern Energy – Investor Presentation – April 2022
https://s2.q4cdn.com/525076814/files/doc_presentations/2022/April-2...
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Permalink Reply by Steve P on new word for the week: Optionality - shows up at least 3 times in their presentation. I think we can all figure out what they mean, but what is the difference between "optionality" and "options"?
Permalink Reply by Skip Peel - Mineral Consultant on 'ality" as opposed to "s". :-) Since the term is used in conjunction with "portfolio", I take it to mean that capital allocations can toggle between the M-U and the Haynesville-Bossier. With 60% of capital going to Haynesville currently, SWN is climbing on the LNG bandwagon. Though the optionality sounds good, the Haynesville will always be the better market. M-U gas has a transportation cost disadvantage to the most profitable markets. SWN has been especially aggressive with its Haynesville drilling program which ramped up immediately after the acquisitions.
The History of GoHaynesvilleShale.com
GoHaynesvilleShale.com (GHS) was launched in 2008 during a pivotal moment in the energy industry, when the Haynesville Shale formation—a massive natural gas reserve lying beneath parts of northwest Louisiana, east Texas, and southwest Arkansas—was beginning to attract national attention. The website was the brainchild of Keith Mauck, a landowner and entrepreneur who recognized a pressing need: landowners in the region had little access to…
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