Management remarks
Call period: 2026 Q2 · 2026-08-04
Guidance: Kaes Van't Hof: There have been a couple of wells below $400 a foot, but I think we expect to consistently get to around that $400 or less per foot number to make returns competitive with the base plan.Analyst Q&A
Analyst Neal Dingmann asked: Turning to my first question. I really want to talk about your macro view, specifically, your remarks last night. You seem to indicate your thoughts that worldwide inventory levels will remain low for the foreseeable future. So as such, am I correct in thinking that you all will continue to strategically grow production well into '27, given this low inventory backdrop and positive oil backdrop? Management Kaes Van't Hof answered: We were the first to respond to the price signals in March to increase our production for the year by 3% or 4% versus original plan. The team executed on that very, very quickly to where we are today, up somewhere around 4% from where we started the year. And I think the goalposts are for us going into next year, do we hold production flat, which we're kind of doing from these higher elevated levels right now in Q3, or do we grow organically off of this number in a capital-efficient way.管理层陈述
电话会期间：2026 Q2 · 2026-08-04
指引：凯斯·范特霍夫表示，已有几口井的成本低于每英尺400美元，但我们预计将稳定达到每英尺400美元或更低，以使回报与基准计划相比具有竞争力。分析师问答
分析师尼尔·丁曼提问：结合你昨晚的发言，你认为全球库存水平在可预见未来仍将处于低位，在此背景下你们是否会在2027年之前持续战略性提升产量？管理层凯斯·范特霍夫回应称，公司3月已响应价格信号将全年产量较原计划提升3%至4%，目前已较年初提升约4%，明年公司将在维持当前第三季度的高位产量平稳运行，还是以此为基础以资本高效的方式实现有机增长之间做出选择。This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
