GLNG - Tick Tock Goes The NG Transport Clock

Macro:

There's 6 Bcf/d of additional pipelines from the Permian to the Texas Gulf Coast scheduled to come online over the next two years.

Source: RBN Energy

Meanwhile estimates indicate there's already 1 Bcf of natural gas currently being flared in the Permian each day. An incredible waste of resources.

Source: Google Earth

In addition, there's over almost 4,000 DUCs (drilled but uncompleted wells) in the Permian alone just waiting for the pipelines above to come online so they can get product to market.

That's going to mean a lot more ancillary natural gas moving

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