Coterra Vitality Inc. (CTRA) Goldman Sachs Vitality, CleanTech & Utilities Convention January 6, 2026 3:00 PM EST
Firm Contributors
Shannon Younger – Government VP & CFO
Corey Douglas Code
Convention Name Contributors
Neil Mehta – Goldman Sachs Group, Inc., Analysis Division
Presentation
Neil Mehta
Goldman Sachs Group, Inc., Analysis Division
All proper. Fantastic. Thanks, everybody, for being right here. We have got an all-star panel right here to speak in regards to the diversified shale E&P enterprise mannequin Corterra, Devon, Ovintiv and Northern Oil and Gasoline. Thanks all for being right here in Sunny Florida, and a lot to speak about throughout the ecosystem. So I wish to spend a while on the macro, then every of you guys have had some necessary capital tasks. I wish to unpack that after which get to no matter is in your thoughts as properly.
And so one of many debates that we have heard across the convention is the concept of being pure play versus being diversified. And there have been some at our particular discussion board final evening and even this morning who argue there’s a whole lot of benefit to being concentrated in a single basin. Every of you have got had a barely completely different enterprise mannequin the place you have got argued that there is benefit to having a portfolio. So possibly we begin with you, Shane, and speak about the advantages of working a diversified upstream portfolio. And — and the way do you suppose the — what’s wanted to get the market to higher recognize working in a number of foundation?
Query-and-Reply Session
Shannon Younger
Government VP & CFO
Sure. Nicely, thanks. To start with, Glad New 12 months, and everyone up right here, and thanks for having us on the convention once more this yr. Look, it is an excellent query. It is one we take into consideration fairly a bit on the administration stage. It is one which we evaluation and speak about with the Board on a
