Southwestern Energy – Investor Presentation – April 2022
https://s2.q4cdn.com/525076814/files/doc_presentations/2022/April-2...
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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"?
'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.
In researching the decades-old Tuscaloosa Trend and the immense wealth it has generated for many, I find it deeply troubling that this resource-rich formation runs directly beneath one of the poorest communities in North Baton Rouge—near Southern University, Louisiana—yet neither the university ( that I am aware of) nor local residents appear to have received any compensation for the minerals extracted from their land.
This area has suffered immense environmental degradation…
ContinuePosted by Char on May 29, 2025 at 14:42
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