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Anonymous

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Anonymous ID:ov6lcV8I Fri 21 Nov 2025 21:18:48 No.23645546 View View Report

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>>23645295
Henry Hub will go to $5. It is the necessary long term price to support incremental Waynesville production which is pretty much the only place that can grow meaningfully to meet the surge in AI+LNG demand beyond Permian gas byproduction and other Appalachia production.

Cumsock and EQT chads will inherit the Earth.

Anonymous

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Anonymous ID:Rwb7Iz9A Thu 30 Oct 2025 14:03:15 No.23535169 View View Report

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>>23535044
WAGMI globie baggies
>>23535050
Google has also been hard at work planning data centers near natgas hubs. Henry Hub has to go to $5 to support dry gas supply growth from Appalachia and Haynesville. Permian byproduct gas growth isn't enough to meet LNG and data center demand

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