EQT
EQT is an independent natural gas production company. It focuses its operations in the cores of the Marcellus and Utica shales, located in the Appalachian Basin in the Eastern United States. Its main customers include marketers, utilities, and industrial operators in the Appalachian Basin. The company has three reportable segments in production, gathering, and its transmission segment, which is now an operated joint venture with Blackstone. All the firm's operating revenue is generated in the US, with most revenue flowing from the Marcellus Shale field and through the sale of natural gas.www.eqt.com
28
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14
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12
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Search complete. 28 mentions across 14 episodes found for "EQT".
Oct 14, 2026
Stu TurleyHOST
Boom.
Stu TurleyHOST
You know? And we'll have one for you in 48 hours or schedule whatever it is, have different tiers of maintenance on those reactors, and you've got a profit center because when you take a look at, uh, why is EQT the great, um, Toby Rice changed his natural gas exploration company to a utility.
Stu TurleyHOST
It's about cash flow.
Samuel GibsonGUEST
Yeah.
DevinHOST
This is the old Homer City coal plant, two gigawatts, shut in mid-2023.
DevinHOST
The replacement is a 4.4 to 4.5 gigawatt combined cycle plant on seven GE Vernova 7HA.02 turbines, with EQT agreeing in principle to supply Marcellus gas and first power targeted for 2027. largest gas plant in the country, if it gets built.
CassidyHOST
Scale check from Baxter.
CassidyHOST
The entire Pittsburgh market tracks 284 megawatts.
DoombergGUEST
We're going to do a doom zoom on refineries, we think, for October.
DoombergGUEST
We were going to do one on EQT, but their earnings are on October 28th, and that's a little tight for us.
DoombergGUEST
So we're going to do refinery 101 for our pro tier, but let me give you the highlights.
DoombergGUEST
We haven't built the refineries.
24 MINS LATER
Charlie GarciaGUEST
He bought an energy company in May or June in Jacksonville.
Charlie GarciaGUEST
I think he's going to get into the energy sector big time.
Stu TurleyHOST
I mean, you see the Chevrons and you see EQT.
Stu TurleyHOST
I absolutely love Toby Rice.
Brandon BeyloHOST
cargo should win the bid every time.
Brandon BeyloHOST
Natural gas producer EQT tried to put a finer point on the numbers as they relate to the global LNG market specifically.
Brandon BeyloHOST
They estimate the market has gone from a 0.5 billion cubic feet per day deficit before the complex started to a 3.5 BCF per day deficit as of the end of April 2026. but more importantly, has gone from a 1.5 plus or minus BCF per day surplus in 27-28 to now a slight deficit.
Brandon BeyloHOST
With Qatar Energy continuously pausing production restart at the Ras Laffin complex, the biggest LNG export plant in the world, and with a 20% reduction in output and a multi-year timeline to bring it back online, force majeure is getting extended for some supply beyond August.
speaker_1UNKNOWN
That optimism about abundance really shows up in the energy conversation too.
speaker_1UNKNOWN
Toby Rice of EQT says the AI revolution will drive huge demand for natural gas, both for data centers and the grid more broadly.
speaker_1UNKNOWN
His message is simple.
speaker_1UNKNOWN
Energy security, AI growth, and manufacturing all point toward more natural gas,
Molly O’SheaHOST
Welcome to Sorcery.
Molly O’SheaHOST
We're here with Toby Rice, founder and CEO of EQT Energy, America's champion energy provider.
Toby RiceGUEST
Of natural gas.
Toby RiceGUEST
Of natural gas.
Toby RiceGUEST
But I will tell you this.
Toby RiceGUEST
Really? Yeah, and if you want to talk energy, you know, the biggest gas field in the world is not in Texas.
Toby RiceGUEST
It's in Pennsylvania, West Virginia, Ohio, the Marcellus Shale, and that's where EQT operates.
Molly O’SheaHOST
So we're going to Pittsburgh.
Tim PowellHOST
I just want to bounce some stuff off of you and let you opine for a little bit.
Tim PowellHOST
You got your major operators in Appalachia, the EQTs, the Interos, CNXs, etc.
Tim PowellHOST
Is there anything that jumps to mind? I saw an article the other day that Kobe and EQT are doing five or five and a half mile laterals now.
Tim PowellHOST
It's the first time that's ever happened.
Charlie GarciaGUEST
Right
Stu TurleyHOST
... really firing up for some big problems coming around the corner, and I see some, uh, great ways to make money on some of the, uh, EQT.
Stu TurleyHOST
Love EQT up there.
Stu TurleyHOST
Uh-
Charlie GarciaGUEST
Yeah
Charlie GarciaGUEST
Yeah.
Charlie GarciaGUEST
Yeah, no. Toby, uh, Rice, um, what a great operator.
Charlie GarciaGUEST
I own EQT also.
Anne-Sophie CorbeauGUEST
It's putting them in a good spot, but they are still saying that there are some parts of the regulation, which are, you know, too complicated for them.
Anne-Sophie CorbeauGUEST
So that's why, you know, they were like, okay, can we just get the equivalent? I think in the United States, you have some gas producers like EQT, like the majors in general, who are like, okay, I mean, we understand, you know, I mean, EQT is always saying, you know, we are low methane emissions gas producers.
Anne-Sophie CorbeauGUEST
So, but it's really meeting the specific requirements, which sometimes is giving a problem.
Anne-Sophie CorbeauGUEST
Now, I mean, you know, we may start everything in 2027 and there will be some oops there and there and in the end a little bit like you know everything seemed to be outrageously complicated when the ETS started and eventually you know okay there might have been a couple of issues there and there but people thought I think you know we should not dismiss the fact that Many suppliers are actually making a lot of effort to actually reduce their emissions, and this is happening.
Jamie HeardGUEST
But to your point, storage becoming more valuable, operators being asked to play a more of a role on just-in-time production, um, monitoring activity, and thinking about ways to have an appreciation of inventory available.
Jamie HeardGUEST
Can you, can you look at an operator and, and think about how many wells they have available to flow at any one time? Or, you know, we just went through a cold winter in the east, and we definitely saw some reflexivity by EQT, where when prices were great, they were able to flex up meaningfully.
Jamie HeardGUEST
It'd be a day flex.
Jamie HeardGUEST
And so, okay, we've seen that once.
4 more episodes mention EQT.
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