Tellurian Upstream Sale: On To Greener Pastures
Novi
MAY 31, 2024
Below, we reflect on the deal and walk through what might be next for the play now that gas prices are back in the mid $2/Mcf range. A Quick Refresher on Haynesville Economics To be blunt, the Haynesville is essentially not economic with gas sub $3/Mcf, although we note that some pockets can work down to the $2.50/Mcf Bcf/d in Q1/24.
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