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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Expand Energy
Expand Energy (EXE) investor relations material
Expand Energy Goldman Sachs Energy, CleanTech & Utilities Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Energy, CleanTech & Utilities Conference summary6 Jan, 2026
Macro outlook and market dynamics
Constructive on the macro for natural gas, expecting volatility but viewing it as opportunity for well-positioned portfolios.
U.S. natural gas production saw significant sequential growth, with Haynesville leading, driven by both inventory drawdown and productivity gains.
Forward strip for 2026-2027 is healthy, aligning with mid-cycle price expectations of $3.50-$4, supporting stable business planning.
Industry efficiency continues to improve, delivering more gas with current rig counts, though growth motivation requires prices above $3.50.
Power demand, especially from data centers, is a key driver, with weather-adjusted gas burns strong and some demand underreported due to distributed systems.
International and LNG market trends
Russian gas is expected to return to the market, potentially impacting European and Henry Hub prices.
Global LNG supply growth may lead to temporary U.S. LNG turnbacks in 2028-2029, with price cyclicality expected.
U.S. LNG supply moderation is likely if prices fall below marginal delivery costs, but demand is expected to rebound quickly.
Capital allocation and hedging strategy
Hedge-to-Wedge strategy hedges eight quarters forward to protect capital and reduce cash flow volatility.
Mix of collars and swaps used to balance downside protection and upside exposure, with aggressive hedging above $4.
Capital allocation between Marcellus and Haynesville remains stable, with Marcellus constrained by infrastructure and Haynesville optimized for mid-cycle prices.
Western Haynesville cost curve concerns
U.S. gas supply curve beyond Haynesville
Hedge to wedge strategy adaptation to market signals
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Next Expand Energy earnings date
Q4 202517 Feb, 2026
Expand Energy
Next Expand Energy earnings date
Q4 202517 Feb, 2026
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Chesapeake Energy Corporation engages in the acquisition, exploration, and development of properties for the production of oil, natural gas, and natural gas liquids from underground reservoirs in the United States. Its primary operations are in Oklahoma, Louisiana, Texas, Arkansas, New Mexico, Ohio, Wyoming, Colorado and Pennsylvania. The company was founded in 1989 and is based in Oklahoma City, Oklahoma.
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