2022 Investor Day Presentation
ANR
Columbia Gulf
LNG OPPORTUNITIES
Strategic alignment with next wave
of LNG
•
Increasing LNG feedgas market share - as high as 35% by 2025
Haynesville and Appalachia production are core to meeting
Louisiana demand
Gillis Access will feed Louisiana markets and next-wave LNG
• Permian key to meeting Texas and Mexico demand
Global LNG Pricing
Permian
Basin
Haynesville
21+ Bcf/d
U.S. LNG exports by 2030
Global LNG demand and supply forecast
US$/MMBtu
$120
$80
$40
$0
2019
-TTF
-JKM
-Henry Hub
Bcf/d
80
2020
2021
2022
Source: Bloomberg (prices); IHS Markit's Annual Strategic Workbook, 2022 (now a part of S&P Global Commodity Insights),
©2022 by S&P Global Inc. All rights reserved.
60
Other
Europe
Other
Other
40
Europe
Canada
Other
Asia
Qatar
20
Asia
Qatar
U.S.
U.S.
0
Demand Supply
Demand Supply
49
2022
2030View entire presentation