Who ends up with Coterra's Marcellus asset?
This comes down to more than just rock quality
Kimmeridge has now said out loud what the market has expected since the Cabot–Cimarex1 deal was announced: the Delaware and Marcellus assets don’t belong together. The company’s Delaware production will keep growing, whether as part of a slimmed-down Coterra or folded into a larger Permian portfolio. The more interesting question is the northeast Pennsyl…
