Mach Natural Resources

(MNR)

Crude oil-primary · Multi-basin · 9 hedge positions disclosed

As of 10-Q 2026-08-06 · Aug 6, 2026.

Mach Natural Resources may have added, unwound, or restructured hedges since this filing, and the changes won't appear here until their next quarterly disclosure. Treat all numbers below as a point-in-time snapshot. View source on SEC EDGAR →

Equity Market Cap

$1.8B

Production /d

367

MBoe or MMcfe per filing

% Natural Gas

60%

FCF Breakeven

$31.00

$/Boe

Estimated value of hedges vs current strip

-$42Mout of the money vs current forward curve

BoxWood estimate, intrinsic value of the disclosed WTI + Henry Hub positions marked against the Sep 3, 2026 CME forward curve. Positive = locked in above today's market. This is an estimate from public data, not Mach Natural Resources's own mark. It excludes basis, option time value, SOFR discounting, and the positions themselves may have changed since the filing.

Crude Oil hedge shape

Blended protection by quarter · $/Bbl

Blended collar (floor to ceiling) Avg hedge price

Swaps and collars volume-weighted into one effective collar · a swap is a floor equal to its ceiling.

Hedged volume by quarter · bbls/d

Sum of disclosed daily hedge volume active in each quarter.

Natural Gas hedge shape

Blended protection by quarter · $/MMBtu

Blended collar (floor to ceiling) Avg hedge price

Swaps and collars volume-weighted into one effective collar · a swap is a floor equal to its ceiling.

Hedged volume by quarter · MMBtu/d

Sum of disclosed daily hedge volume active in each quarter.

Crude Oil positions

Type	Period	Volume	Price level
Swap	Jul 2026 - Dec 2026	8,418 bbls/d	$64.51
Swap	Jan 2027 - Dec 2027	6,616 bbls/d	$63.94
Swap	Jan 2028 - Dec 2028	2,112 bbls/d	$65.58
Collar	Jul 2026 - Dec 2026	2,000 bbls/d	$60.00 × $78.52
Collar	Jan 2027 - Dec 2027	496 bbls/d	$62.50 × $71.25

Natural Gas positions

Type	Period	Volume	Price level
Swap	Jul 2026 - Dec 2026	101,582 MMBtu/d	$3.52
Swap	Jan 2027 - Dec 2027	41,858 MMBtu/d	$3.50
Swap	Jan 2028 - Dec 2028	9,508 MMBtu/d	$3.69
Swap	Jan 2029 - Dec 2029	12,449 MMBtu/d	$3.43

Sourced from Mach Natural Resources's 10-Q 2026-08-06 dated Aug 6, 2026. Hedge positions disclosed in 10-K / 10-Q filings reflect the company's book as of the filing date. Material activity may have occurred since. BoxWood does not estimate post-filing position changes. The estimated value above marks those disclosed positions against the current CME forward curve (intrinsic only) and is not the company's own mark-to-market.

See your own book the same way.

Mach Natural Resources is one of 9 peers BoxWood tracks against its public filings. On the live demo you'll see this same table for every peer, plus live MTM, AI confirmation matching, and a 50-year price deck on a curve you control. One click, no card.

Try BoxWood →

About BoxWood

BoxWood is commodity hedge management software for oil and gas producers, fuel consumers, refiners, and trade houses: AI-checked trade confirmations, one-click daily mark-to-market, counterparty reconciliation, settlements, scenario analysis, and automated daily reports for natural gas, NGL, crude, refined-product, and basis hedges. The Peer Hedge Atlas is the public, filing-sourced part of it.

How BoxWood compares with AEGIS and CTRM software →Try it on a demo book →