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These Three Companies Will Increase Drilling & Completion Over The Next 3 Year
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In the span of fifteen months, three Japanese energy companies committed more than $10.3 billion to U.S. natural gas production assets — a buying spree that has transferred roughly 27% of Haynesville Shale output into Japanese strategic hands.
The catalyst is structural, not cyclical. Japan’s LNG import dependency creates a multi-decade demand floor that domestic U.S. buyers cannot match on timeline. With Henry Hub at $2.88/MMBtu and U.S. LNG export capacity set to double by 2028, the Haynesville — sitting astride the Gulf Coast export corridor — is the single most logical place to own upstream gas in the world.
The result is visible in the rig count data. Over the past 66 weeks, Haynesville rigs have risen from 31 to 56 — up 81%. Permian rigs have fallen 20% over the same period. The…
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