This is one of the reasons I like CRK and SBOW

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dan_s
Posts: 34672
Joined: Fri Apr 23, 2010 8:22 am

This is one of the reasons I like CRK and SBOW

Post by dan_s »

Over the next two years, an additional six billion cubic feet of LNG exports will come online
at Golden Pass, Plaquemines, and Corpus Christi. Another 1.6 bcf/d is due to come online
at Port Arthur in 2027. Where will these facilities source their gas?

Comstock Resources (CRK) is already selling ~20% of their gas directly to LNG exporters along the Gulf Coast.
Dan Steffens
Energy Prospectus Group
uberCOAT
Posts: 110
Joined: Tue Jun 15, 2021 6:00 am

Re: This is one of the reasons I like CRK and SBOW

Post by uberCOAT »

Yes, I read that was well. Good update by Goehring & Rozencwajg.
ChuckGeb
Posts: 970
Joined: Thu Nov 21, 2013 2:46 pm

Re: This is one of the reasons I like CRK and SBOW

Post by ChuckGeb »

Don't forget EOG's Dorado gas field in South Texas. They are drilling a lot of DUCs there in anticipation of takeaway coming online.

AR & EQT have a lot of dedicated gas on pipelines going to the Gulf Coast LNG fairway. Hopefully a new administration will allow more pipelines to be added to take more ng to the markets from Marcellus and Utica.
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