Tellurian Investments CEO on LNG Prices

The video discusses the global LNG market, highlighting the increased demand from countries like China and Japan. It explores the downward trend in LNG prices due to oversupply and how this affects demand. The US is expected to double its LNG capacity, driven by increased gas production. The strategy for resource acquisition focuses on the Haynesville and Permian regions, emphasizing low acquisition and transport costs.

What role does associated gas play in the production of LNG according to the discussion?

How does the strategy to purchase resources in the Haynesville relate to the overall LNG supply chain?