Lower 48 operator model updates

Permian pure-plays, gas-focused E&Ps, and multi-basin conglomerates have all been through a tumultuous year of deal-making, cost inflation and price volatility. For some, strategy shifts are starting to unfold, which better positions their portfolio for the 2030s. The attached slide deck highlights key model changes, value drivers, and upcoming catalyst events to watch for 15 important Lower 48 E&Ps in our coverage universe. Download the entire presentation to understand high-impact sections of analysis that flow into our Lens data sets. Companies covered include: Pioneer, Diamondback, Permian Resources, Callon, Matador, EQT, Southwestern, Chesapeake, Comstock, Ascent, ConocoPhillips, EOG, Occidental, Devon, and Coterra.