Yes... I know it's been mild. But, just this week I was speaking with some mid-stream executives and asking about this. They said drilling activity had been shifting to areas with high gas yields. They're intentionally drilling for more gas, and expecting to be able to export it to Europe at higher prices.
Right now, our export terminals are struggling to keep up. That, and the very mild winter, is causing a local glut.
Off topic—but I know you have posted a lot about this—latest from Zero Hedge on East Palestine: