Market Volatility - Natural gas market is defined by short-term volatility [1][3] - Market tightness has been observed in the natural gas sector over the past couple of years [1] Infrastructure Bottlenecks - Demand for natural gas has grown 50% while pipeline infrastructure only grew 25% and storage infrastructure only grew 10% [2] - Infrastructure cancellation movement in the United States has contributed to the bottlenecks [1] - Bottlenecks will persist until infrastructure is built and permit reform is implemented [4] - Eastern part of the country, like Boston, are paying the highest gas prices despite proximity to large gas fields [3] Company Strategy - EQT is positioned to thrive in a volatile natural gas price environment by having a low-cost structure [3][4] Government Policy - The Trump administration understands the need for affordable and reliable energy and the importance of infrastructure development [5]
Here's where the EQT CEO says nat gas prices are going to surge #energy
Bloomberg Television·2025-11-03 21:44