CTRA - Coterra Energy (CTRA) Presents at JP Morgan Energy Power and Renewables Conference - Company Call Transcript
2024-06-18 10:46:04 ET
Coterra Energy Inc. (CTRA)
Company Conference Call
June 18, 2024 8:00 am ET
Company Participants
Tom Jorden - President, Chief Executive Officer
Conference Call Participants
Arun Jayaram - JP Morgan
Presentation
Arun Jayaram
Well, good morning and welcome to Day 2 of JP Morgan’s 9 th Annual Energy Conference. My name is Arun Jayaram. I’m JP Morgan’s E&P and OFS analyst, and thrilled to have Coterra to lead off Day 2, thrilled to have President and CEO, Tom Jorden, and we’ll host a fireside chat today.
We think that Coterra is one of the most unique E&P investment opportunities in the space. Not only do they provide access to a long-live inventory base in low cost rocks in the Permian Basin, but they have a lot of leverage to U.S. natural gas with the low cost position in the Appalachian Basin, which I think could get more airplay as we think we’re in a really positive, longer term supply-demand balance for natural gas.
Tom, how are you?
Tom Jorden
Doing very well, thank you.
Arun Jayaram
Just for some of the generalists in the audience today, I was wondering if you could spend some time, Tom, on your strategy and what you think is unique about Coterra, relative to your upstream peers....
Coterra Energy (CTRA) Presents at JP Morgan Energy, Power and Renewables Conference - Company Call Transcript