RE:Fungible gas: From Empress to Dawn Thank you. Yes. except I believe tou and pey do their own gathering and have pipes connected to trp. tou has over 3k kilometers of pipe.
I am wondering. Have you backed off your original thesis? Or still a believer? As I recall you said the source of the problems in Alberta lies with what TCPL is doing in Eastern Canada, with more important USA customers.
let's drill down on your idea some. What informs your view that the marcellus customers are more important than WCSB customers? do you have a revenue and profit breakdown by customer? There must be some evidence.
Second, why would servicing one customer effect the servicing of another customer? and how do you quantify that and prove that argument. how do you support that thesis? remember WCSB producers are massive customers on the NGTL as well as the mainline. what incentive does TCPL have to ignore these customers at the expense of Marcellus producers? TCPL is under a microscope in Canada. If they were doing this it could damage their repuation beyind repair.
I understand your theory. I just feel like it's not supported. willing to hear you out and add to my understanding...thanks..