Tellurian Chairman Charif Souki on LNG and Energy Market

The transcript discusses the US's ability to produce gas cheaply, focusing on the northeast and Permian Basin. It highlights infrastructure challenges and the need for more export terminals. The global gas market is becoming more liquid, with increased competition and price sensitivity. The discussion also covers business models, cost efficiency, and investment strategies, emphasizing the importance of being a low-cost producer.

What is the expected timeline for the Driftwood LNG project to begin exporting?

What are the implications of having a liquid global natural gas market?

What strategies are mentioned for becoming a low-cost producer in the gas market?

How does the involvement of institutional players affect the project discussed?