High Yield Energy: Energy Weekly

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High Yield Energy: Energy Weekly

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High Yield Energy

Energy Weekly

RRC poised for nat gas growth in 2028 24 July 2026

Range Resources (RRC) reported strong results. The company sees increased demand for High Yield Credit

natural gas in Appalachia driven by datacenter activity. The company increased its high United States

case for incremental demand and takeaway capacity by 3 Bcf/d through 2030 to ~5-11 Energy

Bcf/d from ~5-8 Bcf/d primarily due to data center demand. The outlook for beyond

2030 could include another ~9 Bcf/d of data center driven demand capacity. The Table of Contents

company growth trajectory through 2027 will continue at the measured pace, but the

company is poised for in-basin demand growth it sees coming in 2028. Notably, our Sector Performance 2

equity team published a behind-the-meter overview to describe the current landscape Commodity Prices 3

for on-site nat gas demand. See Integrateds, Refining, and Midstream: Behind the Meter Relative Value & Comparable Company Information 3

Bonanza: Part 1 – What is the current landscape? 23 July 2026. E&P Downside Sensitivity Analysis 3

Midstream & Distribution Downside Sensitivity

WFRD sees energy security turning to commitments Analysis 3

Weatherford (WFRD) reported this week, minorly reducing 2026 EBITDA guidance as Oilfield Services Downside Sensitivity Analysis 3

Middle East headwinds continue. Raised 2026 FCF conversion guidance to the mid-to- Company News 3

high 40% range reflecting strong collections. Importantly, WFRD believes energy- Midstream Overview 3

security concerns have shifted from narrative to executable capital plans, with NOCs and E&P Hedging Overview 3

governments anchoring investment in supply capacity, redundancy and more resilient Earnings Calendar 3