Peyto Exploration & Development Corp T.PEY

Climate Update Some here may remember Grand Solar Cycle Mini

[llerrad5]

Climate Set-Up 1) La Nina is weakening as Enso 3.4 has warmed almost to non-La Nina set readings while eons 1+2 remains colder but is also warming.

2) -QBO has started to weaken but will remain negative until the Fall Suppressing the Hurricane Season

3) AMO has been cooling while the TSA and the TNA have also been cooling. This helps suppress the hurricane season and increase drier west African weather risks.

4) The IOD has been becoming more negative which helps dry out west Africa, dry out India and add flooding risk to SE Asia.

5) The GLAAM while negative now is expected to move into El Nio like positive territory by July which will help suppress hurricane activity and improve a cooler wetter finish in the US.

6) The SOI index has seen its first negative El Nino like readings since the La Nina began in the fall of 2020 suggesting the transition away from La Nina has slowly begun.

7) The 11-Year Solar Cycle is Reaching the initial leading edge of the peak phase that sets the bar for the average amplitude for the current solar cycle 25.

It will be similar to solar cycle 24 verifying that a grand solar cycle minimum is well entrenched keeping weather volatility high.

s The above scenario continues to support and overall better weather pattern for the northern hemisphere growing season than last year with a US/EU late June to mid-July hot dry weather scare likely before giving way to a great finish to the crops.

It also means an above normal hurricane season but not as active as the last 2 years and more focused on the mid-Atlantic states. It should support a good Indian monsoon season after a late start and should offer a worsening weather situation in west Africa.

[Oldnagger]

Do you have predictions for European weather over the next 6 mos?. It seems the LNG trade to Europe is weakening quite rapidly. So they will need some hot weather this summer or colder this fall Take a look at this chart from Celsiusenergy.net to see what I mean . Also , the hurricane season in the USGC does not affect US supply very much anymore as total offshore production is now only 2.1 bcfpd.

[llerrad5]

Nice find on that European storage site! As a subcriber I've e mailed him that questrion on European weather over the next few months. I would not be surprised to see a bit of a Nat Gas corecxtion over the next month. These Nat Gas intermediates and juniors have been on a wild ride in the last 2 weeks. Profit taking is bound to happen in any bull market. It's healthy and may provise

[Quintessential1]

Perhaps there will be a shoulder season after all? However smaller and shorter. Old habits are hard to break. GLTA

[llerrad5]

The Grand Solar Cycle repates to a VERY cold period strating aabout 2030 and lasting 5 + years. So far just watching but the VERY cold period is preceded by volitile weather. On track.

[Oldnagger]

Thanks once again .I really appreciate your concise and pertinent inputs. As far as I can see weather is still one of the leading factors in making investment decisions in this sector Fortunately, in spite of some minor hiccups which are to be expected, the longer term looks spectacular on so many counts !! Investors should be aware that it is not only the LNG sector that is subject to disruptions

[llerrad5]

Hacket's primary focus is on the Ag market, so I need to dig info. fout of him. I sent a mess. to your inbox. A 8 year time horizon is quite aways off on my time schedule but if we had a mini ice age for 5 or 10 years it would get very interesting.