Welligence SuperDUG 2026 | US shale’s next phase: converting resource to inventory as LNG and data centers compete for gas

Welligence was at the Hart Energy SuperDUG 2026 conference in Houston to attend various presentations, and met with key stakeholders across the energy sector. Basins are expanding inventory through cost cuts, not new discovery. LNG demand is outrunning the market’s pricing. Data centers are a funnel. Capital is chasing new deal structures.

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