US Export Gas - Mexico demands30 Apr 2018 12:00
See last para - maybe Eddie is thinking outside the box. Mexico has huge demands - note the planned infrastructure this year. Don't forget Eddie is very well connected in Mexico - anyone remember the deal he did there?
"Pipeline shipments from the United States supplied around 87% of January�s imports, while liquefied natural gas (LNG) covered the remaining 660 MMcf/d.
"Mexico has been an annual net importer of gas since 2016. Its reliance on imports has been rising since 2000, in line with declining domestic output from maturing fields and, more recently, the startup of pipeline infrastructure along the U.S. border.
NET Mexico, which crosses the border at Ciudad Camargo in Tamaulipas state, remained the top export pipeline with 1.89 Bcf/d in January, or 43% of all pipeline shipments into Mexico. Kinder Morgan�s Mier-Monterrey pipeline, in the neighboring Nuevo Leon state, was the month�s number two exporter at 516 MMcf/d.
Both pipelines move gas from hubs in South Texas, which is currently the leading supply source into Mexico.
Gas from this region is �sourced from the Eagle Ford, other supplies along the Texas coast and a mixture of inbound supplies from the Midcontinent and the Northeast on the growing network of pipelines designed to move Marcellus and Utica production to growth markets,� according to a recent report from OPIS by IHS Markit
Imports from the Permian Basin, however, remain constrained by infrastructure delays south of the border. Several Mexican pipelines located downstream from the major border-crossing points for Permian supply have yet to come into service, although most are due for start-up later this year."
http://www.naturalgasintel.com/articles/113938-mexico-natural-gas-imports-hit-505-bcfd-in-january
Why would Eddie be thinking about producing gas if there was a glut at home? Simples. Bigger picture imo
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