Insight
Appalachia under stress
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Persistent low gas prices in the United States has led to concerns about (1) high leverage and potential breaches of covenants, and (2) doubts about sustainability of production. In this report, we estimate shale-focused US producers’ (1) required gas price to maintain current production without increasing leverage and (2) Debt-to-EBITDAX (a key covenant ratio) under strip and Wood Mackenzie price assumptions and assuming a flat production outlook.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Metallurgical Coal Markets - The Fortnight Flash 30 October 2026
Seaborne metallurgical coal markets remain soft as weaker Chinese demand outweighs buying from India and Southeast Asia.
$1,100
Insight
China economic focus October 2026: why exports will slow in 2027
China's export boom is set to slow in 2027 as policy support fades, the RMB strengthens and AI-hardware price inflation cools.
$1,150
Asset Report
Authier - Lithium mine project
A detailed analysis of the Authier lithium mineral project.
$2,250
