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Jack Weixel

Jack Weixel

Jul 9, 2026

8:27
Could you go into a little bit more detail on that for us?
8:30
Yeah.
8:30
Yeah.
8:31
Great question.
8:33
So if we flashback four years ago to 2022, right? you had enough storage withdrawal capacity to cover 108% of demand.
8:50
Even with current and existing proposed storage projects going forward, you're not adding enough withdrawal capacity to cover incremental demand growth.
9:03
So you're adding about 18 bcf a day of withdrawal capacity i'm not talking about cavern size i'm talking about the ability to move it in and out uh but you're you know you're you're dipping below a hundred percent of demand coverage now some could argue that's fine you know shale has been proven to you know be able to you know kind of lever up and lever down but one instance where it's not fine is you put all this demand on the Gulf Coast of the U.S.
11:34
Could the market actually swing from a position of chronic congestion to excess takeaway capacity? And what would that mean for Waha?

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