TheGlobe.com Inc (TGLO)

[JAB65]

I didn't listen to the earnings report, but they did highlight Delfin in their Press Release in their Investor section.

Does Chesapeake represent an additional supply source to Devon and/or a hedge against Devon? I know Devon says they will have an equity interest in Delfin but so far, no additional news out of Devon regarding their pending SPA.

2024 Outlook Highlights:
Lowering prior capital expenditure guidance approximately 20% to $1.25 – $1.35 billion through rig count reductions and deferring completions and turn-in-lines
Capital plan generates a baseline guide of 2.65 – 2.75 bcf/d
Announced Southwestern Energy merger targeted to close in the second quarter
Signed LNG SPAs with offtake from Delfin LNG and sale to Gunvor at a JKM linked price

https://investors.chk.com/2024-02-20-CHESAPEAKE-REPORTS-FOURTH-QUARTER-AND-FULL-YEAR-2023-FINANCIAL-AND-OPERATING-RESULTS-AND-ISSUES-2024-OUTLOOK