RE:RE:RE:RE:RE:RE:RE:Question?Excellent point.
You see the LNG deal ARX signed with Cheniere and expanded two days ago. If you're small, you may not get those opportunities. Marketing diversifiation via US hubs is kind of deja vu. .
Plus Permian continues to grow and seeminglly willing to sell their natgas at any price.
So there is probably a need for consolidation to lower costs, drill longer wells, drill better wells, secure LNG deals. This is the fork in the road that these dry gas producers are either at or will be IMO. Go Left (acquire) or Go Right (be acquired).