OKLAHOMA CITY, July 16, 2024 /PRNewswire/ -- Chesapeake Energy Corporation (NASDAQ:CHK) today announced that it will release its 2024 second quarter operational and financial results after market close on Monday, July 29, 2024. A conference call to discuss the results has been scheduled on Tuesday, July 30, 2024 at 9:00 am EDT. The telephone number to access the conference call is 1-888-317-6003 / INT TOLL: 1-412-317-6061, passcode 4204243. A webcast link to the conference call will be provided on Chesapeak ...

会议主要讨论的核心内容 - 公司正在推进与Southwestern的合并,预计在下半年完成,目前已收到FTC的第二次要求 [3][4] - 公司在2023年初主动减产和降低资本支出,让产量下降,这一做法得到了市场的理解和认可 [6][7][8][9] - 公司可以灵活调整产量以响应市场需求,包括立即恢复被压缩的产量、快速启动已完井未投产的井以及完成未完井的作业 [20][21][22][23][24][25][26] - 公司已解决Momentum管道相关的诉讼问题,对Haynesville地区的管输能力和出口渠道感到乐观 [28][29][30][31][32] - 公司正在探索通过与Gunvor的交易等方式,将部分天然气销往国际LNG市场,以获得更好的价格 [37][38][39][40][41][42] - 公司认为适度套期保值是合理的做法,可以降低资本支出风险 [48][49][50][51][52] - 公司未来可能会考虑适当参与油品业务,但目前仍将重心放在天然气上 [55][56][57] - 公司的资本回报政策得到投资者的认可,未来会继续保持灵活性 [59][60][61][62] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 公司和行业在产量恢复方面会面临什么挑战 [64] **Jiazhen Zhao 回答** 公司通过适度调整钻井和完井计划来管理产量恢复,避免出现悬崖式下降 [66][67] 问题2 **Yang Bai 提问** 近期天然气供需和价格变化是否超出公司预期 [71] **Jiazhen Zhao 回答** 公司认为行业整体的产量下降趋势是可预期的,价格变化反映了这一趋势,但目前天然气供应仍有一定过剩 [72][73][74][75][76] 问题3 **Joyce Ju 提问** 公司未来是否会考虑重新进入油品业务 [54] **Lei Chen 回答** 公司目前没有进入油品业务的计划,但也不排斥未来有合适的机会 [55][56][57]

OKLAHOMA CITY, June 11, 2024 /PRNewswire/ -- Chesapeake Energy Corporation (NASDAQ:CHK) today published its 2023 Sustainability Report, marking the company's 12th year reporting on its environmental, social and governance (ESG) performance and the company's resilience in a lower carbon future. This reporting reflects the company's commitment to transparency, enhanced disclosures and measurable progress. "We believe in a future where responsible energy production supports global climate ambitions and meets t ...

Chesapeake Energy Corporation (CHK) has announced job cuts after the sale of its oil assets in the Eagle Ford shale play, as part of a planned divestiture. The company was on the verge of bankruptcy in 2020, following the exponential fall in oil and gas prices. Since then, the company has recovered by focusing on its gas assets in the Marcellus shale in Appalachia and Haynesville shale play in Louisiana, while also reducing its presence in the oil-rich Eagle Ford shale. Chesapeake sold part of its assets in ...

财务数据和关键指标变化 - 第一季度资本支出比指导低16%,主要是由于时间性因素和成本节约 [19][20][21] - 公司计划在全年内保持资本支出在指导范围的低端 [21] 各条业务线数据和关键指标变化 - 公司在第一季度推迟了22口井的投产,并建立了24口已钻未完井 [11] - 公司从2月开始减产,第一季度平均每天减产2亿立方英尺,第二季度预计减产4亿立方英尺 [11] 各个市场数据和关键指标变化 - 公司注意到天然气市场供给过剩,正专注于纪律、运营效率和自由现金流的生成 [10] - 公司认为未来几年美国天然气需求将大幅增加,包括LNG出口、发电和工业活动 [13][14] - 公司认为未来天然气市场将更有建设性,公司的资产组合有利于满足需求 [13][14] 公司战略和发展方向及行业竞争 - 公司正在积极与LNG买家进行谈判,但不会因数据中心需求增加而放缓这一进程 [30][31] - 公司认为未来可能会出现供给和需求的竞争,但公司有信心满足各市场的需求 [25][26][27] - 公司将专注于保持低成本结构、深厚的资源储备和卓越的执行力,以满足不断增长的能源需求 [33][34] 管理层对经营环境和未来前景的评论 - 管理层认为天然气市场短期内供给过剩,但长期来看需求将大幅增加 [10][13][14] - 管理层表示公司有能力在市场需求回升时迅速增产,并有灵活性根据市场情况调整产量 [61][64][65] - 管理层认为LNG市场未来可能出现供给过剩,但公司有信心保持成本优势,满足市场需求 [76][77][78] 问答环节重要的提问和回答 问题1 **Nitin Kumar 提问** 询问公司2024年资本支出和DUC建设的具体情况 [18] **Josh Viets 回答** 解释了资本支出低于指导的原因,以及DUC建设进度符合全年计划 [19][20][21][22][23] 问题2 **Bertrand William Donnes III 提问** 询问公司是否有新的LNG协议,以及数据中心需求是否会影响LNG业务 [30] **Nick Dell'Osso 回答** 表示公司仍在积极与LNG买家洽谈,数据中心需求不会影响LNG业务拓展 [31][32] 问题3 **Zach Parham 提问** 询问公司减产策略的具体情况,以及是否已经纳入全年指引 [37][38][39][40][41] **Nick Dell'Osso 和 Josh Viets 回答** 解释了减产的目的和计划,以及如何根据市场情况调整产量 [38][39][40][41]

Key Points Chesapeake stock is down after reporting first-quarter 2024 earnings, though fundamental trends keep the stock a potential target. Stockpiling natural gas inventory and wells, the company is betting that natural gas prices will catch up to crude oil. Analysts see 230% EPS growth ahead and a double-digit upside, reiterating the 'catch up' play as a reality. 5 stocks we like better than Southwestern Energy Professional traders often say that the first move is always wrong; how much traction that sa ...

2024 1Q EARNINGS APRIL 30, 2024 Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities stock or Southwestern’s common stock; the risk of any unexpected costs or expenses resulting from the proposed transaction; the risk of any litigation relating to the proposed transaction; Exchange Act of 1934. Forward-looking statements include our current expec ...

Chesapeake Energy (CHK) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $1.87 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -12.50%. A quarter ago, it was expected that this oil and gas company would post earnings of $0.42 per share when it actually produced earnings of $1.31, delivering a surprise of 211.90%. Over the last four quart ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-13726 CHESAPEAKE ENERGY CORPORATION (Exact name of registrant as specified in its charter) Oklahoma 73-1395733 (State or other jurisdiction of in ...

Exhibit 99.2 CHESAPEAKE ENERGY CORPORATION - SUPPLEMENTAL TABLES Table of Contents: Page Condensed Consolidated Balance Sheets 2 Condensed Consolidated Statements of Operations 3 Condensed Consolidated Statements of Cash Flows 4 Natural Gas, Oil and NGL Production and Average Sales Prices 5 Capital Expenditures Accrued 5 Non-GAAP Financial Measures 6 Reconciliation of Net Income to Adjusted Net Income 7 Reconciliation of Earnings Per Common Share to Adjusted Diluted Earnings Per Common Share 7 Reconciliatio ...