Expand Energy Corp
NASDAQ:EXE
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Expand Energy Corp
Chesapeake Energy Corp. engages in the acquisition, exploration, and development of properties for the production of oil, natural gas and natural gas liquids from underground reservoirs. The company is headquartered in Oklahoma City, Oklahoma and currently employs 1,000 full-time employees. The company went IPO on 2021-02-09. The firm is focused on developing a supply of natural gas, oil and natural gas liquids to expand energy access for all. Its large-scale assets are concentrated across more than 938,000 net acres in the Appalachia and Haynesville basins. Its Hayneville Shale is rich in natural gas with close proximity to LNG export infrastructure. Its Northeastern Appalachia position is located in the Marcellus Shale. Its operation in Ohio and West Virginia targets the Marcellus and Utica shales and provide oil and natural gas liquid. The firm's operations include drilling, completion, and production.
Chesapeake Energy Corp. engages in the acquisition, exploration, and development of properties for the production of oil, natural gas and natural gas liquids from underground reservoirs. The company is headquartered in Oklahoma City, Oklahoma and currently employs 1,000 full-time employees. The company went IPO on 2021-02-09. The firm is focused on developing a supply of natural gas, oil and natural gas liquids to expand energy access for all. Its large-scale assets are concentrated across more than 938,000 net acres in the Appalachia and Haynesville basins. Its Hayneville Shale is rich in natural gas with close proximity to LNG export infrastructure. Its Northeastern Appalachia position is located in the Marcellus Shale. Its operation in Ohio and West Virginia targets the Marcellus and Utica shales and provide oil and natural gas liquid. The firm's operations include drilling, completion, and production.
Efficiency Gains: Expand Energy delivered strong cost reductions and productivity improvements, spending less capital for higher production, notably in the Haynesville where well costs are now over 25% lower and productivity is up 40% versus basin averages.
Breakeven Costs: Management emphasized that company-wide breakeven costs are now well below $3, with Haynesville asset breakevens at $2.75, a significant improvement versus earlier guidance.
Capital Guidance: CapEx for 2026 is expected to be flat with 2025 at about $2.85 billion, supporting 7.5 Bcf per day of production. These cost levels include appraisal spending for Western Haynesville.
Debt Reduction & Returns: Since the merger, the company has eliminated $1.2 billion in gross debt and returned $850 million to shareholders, with future focus still on debt reduction but maintaining flexibility for capital returns.
Marketing Strategy: Expand announced a premium supply deal with Lake Charles Methanol, highlighting a shift from value protection to value creation. The marketing team expects to add margin and sees substantial deal opportunities ahead.
Western Haynesville Expansion: The company secured 75,000 net acres in Western Haynesville, viewing early development as high-potential but still cautious, with appraisal drilling ongoing and a measured approach planned.
Macro Outlook: Management expects strong demand growth along the Gulf Coast due to LNG, power, and industrial needs, and believes the company is well-positioned with its large inventory and market connectivity.
Hedge Program: Expand continues to layer on hedges for downside protection, with about 47% of 2026 production hedged, and sees recent hedging as effective in volatile markets.
