Fracking vs non fracking resources?More news has been coming out on the potential negatives of nat gas fracking with regards to the chemicals (and radiation) and huge amount of water used and possibly polluting water supplies. Obviously if fracking was limited or significantly reduced nat gas production would drop significantly, perhaps fall of a cliff, and the price would soar. So one HUGE question is what nat gas companies are particularly exposed to fracking and which ones are not and and have a good bit of regular production and a good bit of "normal" assets in inventory?
Of course the next question is what is PMT's fracking vs non fracking mix? I know Montney is fracking, anyone have a guess on their fracking vs non fracking reserves and current production?
MK