RE:RE:Kelt AGM PlaybackI'm invested in Antero Resources ("AR" not "AM" the midstream), a lot of their natgas sales are in the LNG "Fairway" ie selling to the LNG exporters. Something like selling to station2 once LNG Canada is up and running. Its been somewhat beneficial it seems - cant put a number on it, they dont either... - but not the panacea that being the actual exporter has been. Understandably so - the exporters are incentivized to pay as little as possible for their supply and they seem to have done a good job with that...