Northern Oil and Gas(NOG) - 2023 Q4 - Earnings Call Transcript

If we were to see material curtailments from natural gas producers to benefit the overall NYMEX price and 2024, obviously this could help guidance throughout the year. As a reminder, our Q3 reporting embeds transport costs and pricing instead of a separate GP&T line item, and the fixed costs that are absorbed like realizations go down when the absolute price is so low. To the extent gas prices rise materially or a flat prices and NGL stick around. There's room to the upside. But for now, this is where we're ...