Implications for US E&P's: | APA Message Board Posts


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Msg  372 of 392  at  10/31/2023 6:10:53 PM  by

billmax


Implications for US E&P's:

Implications for US E&P's: reinforcing the 'case for gas' From an E&P perspective, we continue to believe the dynamics of US natural gas are changing, as the incremental cost of supply necessary to meet incremental demand moves up as capital discipline leaves future growth from the Permian muted. Isolating potential implications to the Permian, we believe the 'pull' on regional gas has potential to reset regional basis pricing, with the biggest beneficiaries led by APA and CTRA      BofA Global Research


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