Energy Prospectus

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.

Yes, I read that was well. Good update by Goehring & Rozencwajg.

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.