GREY:CNKEF - Post by User
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ValueCan1on Jan 21, 2020 6:28pm
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Post# 30580251
RE:The great AIMco SNAFU - Part Two
RE:The great AIMco SNAFU - Part Two I agree that clearly mistakes have been made in past on transportation, however I would expect there is a good chance they have taken out some capacity on the new tcpl. North Montney Mainline. That will at least get them away from Station 2 pricing which could be weak this summer due to maintenance and expansion. Aeco price/Henry hub basis has improved due to low storage, lagging production and nova storage protocol change for the summer. That basis could blow out a little when the north Montney comes on but even if it does it may be just as good of a netback as Chicago near term.