Company Report
Southwestern Energy corporate report
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Report summary
Southwestern is moving in the right direction. Following the sale of its Fayetteville Shale assets in 2018, the company has emerged as a financially stronger, more focused player. Its narrowing focus on the liquids-rich pockets of the Appalachian Basin has translated into commendable improvements in capital efficiency metrics. We are increasingly positive on the company. This is all the more impressive given the precarious state of its balance sheet just two years ago.
Table of contents
- Other Southwestern research
- Executive summary
-
Strategy
- Valuation
-
1. Debt levels have steadied, but material free cash flow remains elusive
- Cash flow outlook is finally balanced
- 2. Production outlook brims with promise
-
3. Operational execution remains paramount
- IP rates tell a tale of two regions
- What is being done to keep a lid on costs?
- Type curves have improved
- Portfolio summary
-
Valuation
- Wood Mackenzie base case valuation metrics
-
Investment
- Wood Mackenzie base case investment and cost metrics
-
Production
- Wood Mackenzie base case production metrics
-
Reserves and resources
- Wood Mackenzie base case reserves and resources metrics
- Economic assumptions
Tables and charts
This report includes 48 images and tables including:
- Other Southwestern research: Image 1
- SWOT analysis
- Benchmark: net debt evolution since 2014
- Benchmark: gearing ratio evolution since 2014
- Southwestern: production outlook to 2030
- Benchmark: Northeast production outlook
- Benchmark: Northeast production growth rates
- Benchmark: NE Marcellus lateral length trend
- Benchmark: SW Marcellus lateral length trend
- Portfolio summary: Image 1
- Key assets
- Exploration acreage
- Base price assumptions (nominal terms)
- Base price assumptions (nominal terms)
- Base, high, and low Brent (nominal terms)
- High price assumptions
- Low price assumptions
- Value assumptions
- Foreign exchange rate assumptions
- Share price performance
- Strategy: Image 2
- Southwestern: base case cash flow outlook
- Southwestern: cash flow sensitivities
- Benchmark: 2019 hedging exposure
- Benchmark: long-term hedging positions
- Strategy: Image 9
- Benchmark: NE Marcellus IP gas trend
- Benchmark: SW Marcellus IP gas trend
- Benchmark: NE Marcellus breakevens
- Benchmark: SW Marcellus breakevens
- Benchmark: NE Marcellus type curves by year
- Benchmark: SW Marcellus type curves by year
- Upstream EV vs. Upstream NPV,10
- Upstream portfolio sensitivities vs. NPV,10
- Current NPV,10 vs. Future NPV,10
- Base case upstream NPV,10
- Forecast development expenditure (nominal)
- Forecast operating expenditure (nominal)
- New project returns
- Reported development costs
- Reported and WM forecasted production
- Oil vs. Gas
- Liquid production
- Gas production
- Total reserves; Wood Mackenzie commercial
- Total reserves: reported vs. Wood Mackenzie
- Total reserves: reported vs Wood Mackenzie
- Reserve life: reported vs Wood Mackenzie
What's included
This report contains:
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