2026年资本支出与生产计划 - 2026年资本支出计划呈现前高后低分布 上半年资本支出约占全年总额的60% 以维持全年产量基本持平 并为下半年根据市场条件加速完井活动提供灵活性 [2][5] - 公司不打算追逐短期现货价格走强 增加资本活动的决策需与长期需求催化剂挂钩 例如新基础设施或新发电厂等能推高2027-2029年远期价格的因素 [1] - 尽管面临严寒天气事件 公司通过提前数周准备 保持了现场运行 已发布的业绩包含了所有预期的生产中断影响 预计不会有额外的重大短期中断 [2][3] 深部尤蒂卡页岩项目进展 - 2026年计划完成约5口深部尤蒂卡水平井 钻井成本约为每英尺1700美元 初期井的业绩符合预期 [4][7] - 目前正在进行两项井间距测试 测试间距分别为1300英尺和1500英尺 以评估最优开发方案 [4][18] - 2026年尤蒂卡井投产时间表较短主要是一个时间安排问题 而非信心变化 公司计划在下半年恢复尤蒂卡完井活动 并开采宾夕法尼亚州西南部的经济库存 [6] 可再生天然气与45Z税收抵免 - 宾夕法尼亚州一级可再生能源证书价格自去年春季以来基本稳定 近期因政府更替略有软化 当前价格水平大致反映了PJM电网区域支持新太阳能和风能开发所需的价格 [4][10] - 根据初步拟议指南 按当前生产水平计算 公司45Z税收抵免相关价值可产生约每年3000万美元的经常性收入 但最终指南尚未确定 结果可能包含调整 [4][11] - 管理层认为 REC价格的长期上涨驱动因素将是更严格的可再生能源贡献标准 [10] 对冲策略与煤炭甲烷业务 - 公司目标是在接近2027年时对冲约80%的产量 目前已对冲了该年份略超60%的产量 加权平均纽约商品交易所对冲价格约为每百万英热单位4美元 [5][13] - 煤炭甲烷气量变化主要受地下矿山活动驱动 预计未来气量将保持类似范围 该弗吉尼亚州的冶金煤矿寿命为20年以上 气量波动反映了长壁开采进度和瓦斯排放需求 [12] 技术倡议与商业化 - 公司已在其自身运营中全面内部化并采用AutoSep技术 用于返排作业 实现了成本节约以及环境和安全效益 [14] - AutoSep技术的更广泛商业化推广已外包给一家油田服务公司 由其负责在阿巴拉契亚地区扩大应用 2026年可能是该技术采用率提升的一年 但目前尚未对财务业绩产生实质性贡献 [14] - 其他技术相关商业概念仍在考虑中 但目前没有实质性进展可更新 [15]

EQT Corporation (NYSE:EQT) is one of the best inexpensive stocks to buy now. On January 21, Scotiabank analyst Cameron Bean lowered the firm’s price target on EQT Corporation to $63 from $67 with a Sector Perform rating.  Scotiabank revised its price targets for North American natural gas stocks, driven by a bullish outlook on the sector. The firm anticipated persistent supply deficits in both the US and Western Canada, a fundamental imbalance that it believes will push both commodity prices and energy equ ...

Expand Energy Corporation (NASDAQ:EXE) is one of the best inexpensive stocks to buy now. On January 21, Barclays lowered its price target on Expand Energy to $126 from $136 while keeping an Overweight rating. In a Q4 2025 preview of the E&P sector, Barclays updated its ratings and price targets and noted that the upstream industry’s model for returning cash to shareholders remains durable despite broader market volatility. The firm identified promising opportunities within the US onshore operations. Howev ...

January 2026 DIVERSIFIED OIL & GAS PRODUCER FOCUSED ON LONG TERM VALUE CREATION www.grantierra.com GENERAL ADVISORY The information contained in this presentation does not purport to be all-inclusive or contain all information that readers may require. You are encouraged to conduct your own analysis and review of Gran Tierra Energy Inc. ("Gran Tierra", "GTE", or the "Company") and of the information contained in this presentation. Without limitation, you should read the entire record of publicly filed docum ...

Coterra Energy Inc. (CTRA) is a Texas-based independent exploration and production company focused on natural gas, oil, and natural gas liquids. Valued at $20.9 billion by market cap, it has a diversified asset base across major shale regions, including the Marcellus Shale, Permian Basin, and Anadarko Basin. CTRA has declined 1.1% over the past year, trailing the broader S&P 500 Index ($SPX), which rallied nearly 16.1%. However, the stock has staged a notable turnaround in recent months, rallying 16.5% o ...

SM Energy Company (NYSE:SM) is one of the 10 Cheap Stocks with Huge Upside Potential. Tim Rezvan of KeyBanc reaffirmed his Buy rating on SM Energy Company (NYSE:SM) stock, along with the price target of $28, on January 17. Earlier in the same week, on January 13, RBC Capital analyst Scott Hanold lowered his price target on the stock from $35 to $29. However, the analyst kept his Hold rating on the shares. The analyst explained in a research note that the firm updated its estimates after completing its fina ...

公司评级与目标价调整 - 2025年1月18日 Jefferies分析师Lloyd Byrne将EQT目标价从68美元上调至71美元 维持买入评级[1] - 2025年1月16日 美国银行将EQT目标价从84美元下调至74美元 维持买入评级[2] - 2025年1月9日 Bernstein将EQT目标价从72美元上调至73美元 维持跑赢大盘评级[3] 公司财务与运营预期 - Jefferies预计公司第四季度EBITA将达到此前指引区间的高位[1] - 公司业务为在阿巴拉契亚盆地生产、收集和输送天然气 并向营销商、公用事业和工业客户销售天然气及天然气液体[4] 行业与市场观点 - 美国银行认为尽管天然气市场情绪在过去18个月保持看涨 但预计2027年供应过剩风险将增加[2] - 由于对供应过剩的担忧及价格预测下调 美国银行对其覆盖的天然气相关勘探与生产公司的平均目标价下调了12%[2] - Bernstein对2026年石油市场持平衡看法 预计短期波动后将呈现长期走强[3]

Kolibri Global Energy (NasdaqCM:KGEI) Conference January 22, 2026 03:15 PM ET Company ParticipantsWolf Regener - CEOGary Johnson - CFOConference Call ParticipantsSteve Ferazani - Senior Equity AnalystSteve FerazaniGood afternoon, everyone. I'm Steve Ferazani, an Analyst at Sidoti. I can see the room is still filling in, so I'll give it a couple of seconds before I introduce the next presenter. But before that, I would like to remind everyone following the presentation, should it be quite informative, we wil ...

We recently compiled a list of the 15 High Growth Mid-Cap Stocks to Buy. Chord Energy Corporation tops our list for being one of the best high growth stocks.  TheFly reported on January 17 that Jefferies lowered its price target on CHRD to $99 from $104 and maintained a Hold rating on the shares as part of a Q4 earnings preview. As new drilling projects increase, the firm anticipates that its capital efficiency will progressively improve, potentially outperforming consensus capital expenditure predictions ...

Houston, Texas-based Coterra Energy Inc. (CTRA) is an independent oil and gas company that develops, explores, and produces oil, natural gas, and natural gas liquids. Valued at $19.6 billion by market cap, the company develops oil and natural gas with a focus on protecting and preserving air quality, water resources, and the land on which it operates. The oil giant is expected to announce its fiscal fourth-quarter earnings for 2025 in the near term. Ahead of the event, analysts expect CTRA to report a pr ...