{
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  "docSlug": "d88c05b337d144e86652788865a07b15",
  "documentTitle": "Antero Midstream Partners | Investor Conference Presentation Deck | 40 slides",
  "authorId": "antero-midstream-partners",
  "authorName": "Antero Resources",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2019-02-01 00:00:00",
  "orientation": "landscape",
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  "pageNumber": 22,
  "pageCount": 40,
  "prevPage": 21,
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  "slideType": "comparison_table",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "The slide uses two pie charts to segment the 77 Tcf of new supply needed through 2023.",
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  "slideHref": "/slides/019de50f-4e66-7538-99b7-531a49dfe81b/22",
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  "components": [
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      "kind": "callout",
      "text": "Higher Gas Prices Needed to Incentivize the Drilling Required to Meet New Supply Forecasts",
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      "kind": "chart",
      "text": "New Supply Contribution by Basin",
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      "kind": "chart",
      "text": "Economic vs Non-Economic New Supply",
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      "kind": "disclaimer",
      "text": "1) Platts Analytics forecasted supply growth. 2) Breakeven analysis source: J.P. Morgan Equity Research estimates. Defined as half cycle pre-tax ROR of 25%. Assumes $50/Bbl WTI crude oil.",
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      "kind": "title",
      "text": "47% of new gas supply needed in the 2019-2023 period is forecast to come from plays with breakeven gas prices that are higher than the long-term 2020-2023 strip ~$2.67/MMBtu",
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      "kind": "title",
      "text": "New Gas Supply Breakdown",
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      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The presentation identifies the problem of U.S. gas supply and base decline",
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      "parentBeatName": "Complication",
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  "loops": [
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      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
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      "evidence": "The presentation addresses the potential consequences of not taking action in the current market",
      "position": 0,
      "objective": "Does natural gas strip reflect current fundamentals?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
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