RE:TD Gas LineTruth is Golboro would get 100% of supply from Western Canada. Its just "presentation politics" that Pieridae says any of it will come from elsewhere. But eeven PEA has revised that nominal amount up from 60%... TD is referencing old promo material. When speaking outside of promo material (live promotion), they always speak of all of it coming from the west.
MrBigger wrote: In the following charts, we summarize the key data points for the North American natural gas supply and demand dynamics. In this week's edition, we highlight the following: 1. This week, we observed an injection of 70 bcf, which was ahead of consensus of 62 bcf and the five-year average of 58 bcf (Exhibit 2). 2. Preliminary expectations for next week are for a 40-50 bcf injection, which would be below the five-year average of 76 bcf. This is the first above-average injection we have seen in nearly two months. 3. Last week, we saw the announcement of a proposed business combination between Ikkuma Resources and Pieridae Energy (see note). Pieridae is planning to set up an LNG terminal in Goldboro, Nova Scotia, and intends to source ~60% of its long-term gas supply (initial design capacity of ~1.6 bcf/d) from Western Canada.