RE:NAT GAS 3$+with associated gas removed at ~8bcf/d south of the border, it's certainly setting up HH pricing between $3.50- $4 right now and that could be on the low end if LNG exports pickup leading to a deficit. Wildcards are in the inventory of duc's and how quickly EP will be to put capital back in for gas wells ... that and how reservoirs are/have been impacted with the shut ins.
NVA has 48% of gas hedges still locked but coming off soon. By Jan 1 2021, 85% will be floating which should provide significant upside to current year gas revenues; but the real money maker is in the liquids. NVA needs to sell WTI @ $40-45 to maintain steady operations and $45-50 to start to make meaningful free cash flow. DUC's will help next year but 2022 needs a five handle on TI.