Citi Says Permian Entering Multi-Year Natural Gas Expansion Driven by Infrastructure Additions
Citi analysts contend the Permian Basin is moving into a multi-year, infrastructure-led expansion for natural gas. New pipeline and related project announcements, combined with rising U.S. LNG exports and demand from data centers, are expected to ease deep price differentials at the Waha Hub and bolster oil-directed drilling economics through 2030.