I would love to read your additional thoughts on some of your “pretty certain” beliefs shown in the outer circles in Figure 1. I think your opinion on why they may or may not be true, and the impact on different players in the value chain would be very interesting reading. For example, Permian operators targeting gas production and what that means for gas, liquids, and oil prices? Or your listing of gas system heat rates increase. How would that impact natural gas producers or pipelines, if at all?
I would love to read your additional thoughts on some of your “pretty certain” beliefs shown in the outer circles in Figure 1. I think your opinion on why they may or may not be true, and the impact on different players in the value chain would be very interesting reading. For example, Permian operators targeting gas production and what that means for gas, liquids, and oil prices? Or your listing of gas system heat rates increase. How would that impact natural gas producers or pipelines, if at all?
For sure, will be tackling most of these in more detail in future posts!
Love the mom anecdote!