Recorded on November 4, 2022
Episode 64 of the PetroNerds podcast is a natural gas special with guest Toby Rice, CEO of EQT. EQT is the largest natural gas producer in the US, producing roughly 6 Bcf/day. Trisha and Toby chat about the state of the gas market, LNG and global macro, ESG, unleashing US shale, the prolific Marcellus, and the lack of pipeline capacity throttling EQT’s growth capabilities.
Trisha pushes Toby on his positioning and stance around C02 and ESG, especially in the context of energy security. She does not think they agree. He thinks they agree on everything. This is a great back and forth you are not going to want to miss. WTI $91.32, Brent $97.48, Henry Hub $6.15, Dutch TTF $/MMBtu $36, 30 Year Mortgage 7.29%, 10 Year Yield 4.17%