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U.S. Natural Gas Activity Hasn’t Bottomed Yet, but Will Need to Soon

NGI’s Hub & Flow

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The Investment Committee Will Accept More Growth Among the Publics

Wall Street analysts say US natural gas production among publicly traded independent E&P companies will grow 4.8% next year. John Defterios: It wouldn't surprise me to see the investment committee become somewhat more forgiving of publicly traded producers for growing their gas production at more than maintenance, providing two things happen. The incremental production increase is for the international markets and therefore doesn't flood the domestic market. And that incremental production generates a positive return on invested capital.

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