Question · Q4 2025
Zach Van Everen asked about the Haynesville rig count increase into early 2026, seeking insights into conversations with producers and overall capacity needs in the basin. He also requested an update on the Northeast market, including the Vector open season, producer growth, and the ability to expand Nexus, its potential size, and current conversations.
Answer
Executive Chairman and CEO David Slater noted robust Haynesville volumes expected, pointing to XE's public disclosures as a key indicator of activity, alongside growth from other producers. For the Northeast, Mr. Slater described a 'domino effect' where Vector's expansion creates upstream needs. He highlighted Nexus as easily expandable with compression (hundreds of millions of cubic feet per day) and a key focus for unlocking additional egress from Appalachia to meet the 5-8 Bcf/d growth in the Upper Midwest.
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