Permian Resources: Don't Forget Waha Leverage
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Permian Resources is facing low price realizations in 2024 due to negative Waha prices. However, its free cash flow could improve with modest natural gas price increases. New pipeline projects in 2025 and 2026 are expected to alleviate capacity issues and enhance price realizations.
February 02, 2025 | 7:15 am
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Permian Resources is currently experiencing low price realizations due to negative Waha prices. However, the company's free cash flow could improve with even modest increases in natural gas prices. Upcoming pipeline projects in 2025 and 2026 are expected to alleviate capacity issues and improve price realizations.
Permian Resources is directly affected by negative Waha prices, impacting its price realizations. However, the potential for increased natural gas prices and the development of new pipeline projects in the coming years could significantly boost its free cash flow and improve price realizations.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100