RE:No worries I'm just talking, no real insight here. But this is monthly NGL production (in cubic meters) by plant
Pipestone, no surprise, produces a ton of liquids, but the BRC also produces a surprising amount and, unlike Pipestone, has some spare capacity.
Pipestone is fully contracted and fully utilized and, other than expansion or their recently permitted 'de-bottlenecking' to add ~10mmcf/d. The BRC is different, spare capacity, multiple egress options, and activity is picking up in the region. I think Westbrick and Baytex are the biggest customers there. With the Pioneer proceeds they'll be able to pursue small, high return growth projects again and I think there is a lot of potential around Brazeau. Rigs are working in the area, Keyera has shut in some plants. They again have the ability to do something creative.
The frac hasn't returned to pre-pandemic levels yet:
