In short: Used as the archetype of the shale-era price elasticity that destroyed storage economics: "when the price would go to two bucks or three bucks, Chesapeake would turn on drill-baby-drill times… and when you got down to a dollar, they would shut in." Historical illustration of a behaviour he argues is now gone, not a stance.
33:11From a storage perspective though, that shale was the number one competitor to natural gas storage. When the price would go to two bucks or three bucks, Chesapeake would turn on drill-baby-drill times, right? And all of a sudden the price would drop and then when you got down to a dollar, they would shut in.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.