Expand has a strong position in the Haynesville, which accounts for around 41% of its 2025 production and 54% of its 2025 D&C capex. Expand may be able to generate $3+ billion per year in free cash flow in 2026 and 2027 at current strip (of around $4 NYMEX natural gas). Although oil prices are relatively weak, most of Expand's revenue comes from natural gas and weak oil prices also can have a s...
Natural gas producer Expand Energy on Tuesday said it expects U.S. Gulf Coast LNG export capacity to double to about 28 billion cubic feet (bcf) a day by 2030.
Expand Energy is now the largest U.S. gas producer, leveraging LNG exports and scale for future growth post-merger. Despite a recent 23% pullback, EXE offers a compelling entry point, but faces headwinds from oversupply and weak gas prices. Analyst sentiment is bullish, with strong buy ratings and high price targets, hinging on winter demand and future LNG/data center growth.
The S&P 500 has risen steadily since a tumble in early April alongside the Trump administration's major tariff announcement. But returns of more than 8% year-to-date (YTD) after a sharp decline at the start of the second quarter may obscure broad uncertainty in the market.
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