Expand Energy Corporation (EXE) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript

Ati Modak
Goldman Sachs Group, Inc., Research Division

All right. Well, we’re going to shift now from the Permian to the Marcellus and the Haynesville and have a conversation around natural gas. I’m joined by my colleague, Samantha Dart, and of course, you all know, Nick, CEO of Expand.

We’re going to talk first on the macro, then on the micro. But before that, we’re going to turn it over to Nick to make some opening comments. Nick, what do you think is most underappreciated about the story? And what are your key objectives here in 2026? And then we’re going to hop right into macro.

Domenic Dell’Osso
President, CEO & Director

Great. Thanks. Well, listen, we really appreciate everybody’s time today, and thank you all for being here. So the conference is a great way to start off the year, set the tone for the year and think about what’s in front of us. And for us this year, we think that it’s a pretty interesting setup. And I know Sam is going to ask me a lot of questions about macro in a few minutes. So to avoid getting too far in front of all those questions, I’ll just say that we remain pretty constructive on the macro for gas. It’s been beaten up the last couple of days. That’s not surprising to us. While we remain pretty constructive on the macro for gas, we expect there to be a lot of volatility. And that volatility we think, comes with opportunity.