Tellurian (TELL) Stock

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One of the biggest questions is their need to acquire 1-2 bcf/d of gas to feed the proposed system. From what I’ve heard they don’t want to rely on other upstream Haynesville / East Texas operators’ volumes; they want a majority of the volumes to come from Tellurian-owned production (which makes sense). Tellurian bought a small Haynesville package back in 2017 so they have a starter base. But the issue is they are having capital funding issues and can’t seem to close on a larger Haynesville / E. TX acquisition. A ton of opportunities exist in the basin and I’ve been told they have flirted with most of them. Not sure if a final investment decision will be made until the upstream situation is sorted out.