Back from vacation yesterday, so today we nerded out, spending all afternoon reading Q2 earnings call transcripts and IR slide decks. Below are a few takeaways. E&P Capital Discipline Persists – Focus on Debt Reduction, Liquidity Enhancement Efficiency Gains – Drilling & Completion Improvements…
EQT earnings out this morning 2020E capex remains at $1.075B to $1.175B The YTD spend = $565M, leaving $560M to be spent in 2H’20 (at the mid-point of guidance). However, drilling and completion efficiencies will allow EQT to lower its activity metrics. For 2020,…