Commodity Price RiskAnalyst cautions that weaker natural gas prices and wider regional differentials could compress realized revenue and reduce margin upside.
Growth DeprioritizationAnalyst notes management has de-prioritized volume growth amid softer gas pricing, focusing on maintaining current production rather than expanding output, which limits near-term production upside.
Regional Supply And Demand VolatilityAnalyst warns that shifts in private operator activity and federal actions affecting power generation could create regional supply and demand volatility, challenging production stability and price realization.