USL - The Glut Is Over: Waha Hub Natural Gas Supply Falls Below Pipeline Capacity; Deficit May Continue For Years
- Waha Hub has swung from glut to deficit.
- Implications for midstream and upstream oil and gas companies, LNG and chemicals.
- This shift is poorly understood and may not be priced in.
For further details see:
The Glut Is Over: Waha Hub Natural Gas Supply Falls Below Pipeline Capacity; Deficit May Continue For Years