https://d1io3yog0oux5.cloudfront.net/_57e31cfd597d5b5e6bb80322c7a6b2fa/anteroresources/db/732/7260/pdf/AR+Investor+Presentation_Mar-23_03.06.2023_vF1.pdf
Interesting, they observed haynesville drilling activity falls when NG below 3
Also shows some comps
They dropped the arb slide on liquid's arbritage probably due to weak prices and propane glut.
All propane users; you can fill up tanks without restrictions
Antero new presentation
Re: Antero new presentation
Fed increased 25 basis points. Haynesville and Marcellus drillers must cut completions by 25% balance of year.
Re: Antero new presentation
Just read this
https://content.clusterx.com/cluster-article/321-strong-waterborne-imports-support-east-coast-propane-market
One company that has really helped shore up supply into the region this winter season has been Blackline Midstream which has imported four cargoes into their Sea-3 terminal at Newington, NH
Blackline’s Newington terminal has
So New England has to import propane from Africa instead of receiving it from AR in PA.Totally insane. We used to buy NG from Russia
https://content.clusterx.com/cluster-article/321-strong-waterborne-imports-support-east-coast-propane-market
One company that has really helped shore up supply into the region this winter season has been Blackline Midstream which has imported four cargoes into their Sea-3 terminal at Newington, NH
Blackline’s Newington terminal has
- received import shipments of propane from Africa
So New England has to import propane from Africa instead of receiving it from AR in PA.Totally insane. We used to buy NG from Russia
Re: Antero new presentation
That's totally clown world.