Is any data available on break even points (based on gas prices) at various production geographies (Marcellus,Eagle ford,Spirit River etc) ?
Is any data available on drilled but not connected wells?How big of a factor could this be ?With more distribution capacity couldnt one expect more supply in hitherto unconnected places but with good economics?
Given all the innovation/effeciencies in the space to make drilling worthwhile at prices du jour, it seems like the classic standing on toes to view the street parade (that Warren Buffet often talks about). Everyone seems to figure out how to make 10-15 percent on well cost only to have prices drop.
The production drop in the Marcellus is obviously a big part of the bull case,is it fair to assume anyone with a lower cost of production than Marcellus will eventually to be uneconomical?
-cmakam