In reviewing some of the MUM presentations, I want to identify some key information in order to provide overview of the conference. Crestwood Midstream – Edmund Knolle • NE Marcellus reserves will supply the region for generations.• More infrastructure required to bring regional gas to regional markets• NE market demand will grow significantly over next 10 years driven by coal retirements and new gas fired power plants sited near low cost reserves• Increased regional use of natural gas for electric generation will increase short term volatility and the need for regional liquidity and balancing services Navigator Energy Services – John O’Shea • Producer Budgets 2015o Cabot +4.3%o Southwestern +8.3%o EQT +4.2%o Range (18.2%)o Rex (44.4%)o Antero (41.0%) Kinder Morgan – Karen Kabin Kinder Morgan Projects• Utopia East – 330 miles, 12”o Ethane/Ethane Propane Mixo Harrison County, OH to Windsor Ontarioo January 1, 2018 in-service
http://www.shaledirectories.com/blog/barone-observations-marcellus-utica-midstream/
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