Analyst: Appalachian Drillers Done Buying Pipeline Space

For twenty years, the gospel in Appalachia has been simple: build every pipe you can, because the only thing standing between a Marcellus well and real money is a way out of the basin. Denver-based East Daley Analytics now says that gospel is being quietly abandoned — by the drillers themselves. In its August Monthly Production Stream webinar, the firm laid out evidence that M-U producers are letting long-haul pipeline contracts lapse on purpose, betting that the best customer for Appalachian gas is no longer a Gulf Coast LNG dock but a data center down the road.

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