RE:GXE is done like dinnerThe US also imports ~6 mb/d. It is only the Permian private operators not maintaining capital discipline. DUC wells will run out, Tier 1 acreage remaining will have higher depletion rates and Permian wells are becoming gassier.
Never count the Americans out but their quest for increased production will encounter increased headwinds. It can be assumed that TMP volumes will supply the US west coast as Alaskan volumes fade.
Whether or not GXE becomes more than its meager potential indicates is moot as it will remain profitable in the medium term.