Jan. 23 at 2:07 PM
$EQT — A Prime Winner From the Natural Gas Demand Boom ⛽
U.S. natural gas demand is projected to surge from ~110 Bcfd in 2024 by an additional +22 Bcfd by 2030, with AI data centers emerging as a major new demand driver.
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$EQT stands out as the largest vertically integrated natural gas producer in the U.S., benefiting from industry-leading low-cost production.
Cash Flow Power:
• Generated
$2.3B in free cash flow over the last 12 months
• Capital allocated to debt reduction, share buybacks, and dividend growth
Massive Resource Base:
• Over 1 million acres of undeveloped inventory
• Provides visibility into 30+ years of production and cash generation
$ORCL $RDW
Upside Catalysts:
• New pipeline capacity
• LNG export agreements unlocking global demand
With demand accelerating and costs under control,
$EQT is positioned to monetize the next structural leg higher in U.S. natural gas.