Investor Presentaiton
Where Will the Natural Gas Supply Come From?
U.S. Natural Gas Demand Growth (Next Two Years)
(Bcf/d)
6.5
LNG
0.7
0.1
Mexico Exports
Industrial
Flat
7.3
PowerBurn/
Rescomm
Total
Demand A
Flat despite increasing
annually since 2014
New Fortress, Golden
Pass, Plaquemines,
Corpus Christi
Increased Mexico
power and
industrial demand
U.S. Natural Gas Supply Growth (Next Two Years)
(Bcf/d)
1.1
0.1
3.6
10
0.1
4.9
Permian
Fills 100% of
pipeline capacity
Haynesville
Moderated activity
levels
| Antero Resources (NYSE: AR)
Appalachia
Appalachia pipeline
constrained
Source: S&P Global Platts
Other
Total
Supply A
Note: Demand change assumes LNG utilization rate of 90% through 2025. Canadian Imports included in supply category.
2.4 Bcf/d
short of Demand
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