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Permian gas remains a basis problem, not a demand problem. OilPrice cites EIA lifting 2026 U.S. dry gas production to 110.61 Bcf/d from 109.60 Bcf/d, with Permian gas expected at 29.2 Bcf/d, up 6% y/y. Waha's negative pricing is the mechanism: associated gas keeps arriving before takeaway catches up. via OilPrice oilprice.com/Energy/Nat… #AFELeaks
May 14
at
4:45 PM