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ARC Resources Ltd T.ARX

Alternate Symbol(s):  AETUF

ARC Resources Ltd. is a Canadian energy company. It is focused on the exploration, development, and production of unconventional natural gas, condensate, natural gas liquids (NGLs), and crude oil in western Canada. Its operations are focused in the Montney region in Alberta and northeast British Columbia. Its operations in Alberta are located near Grande Prairie and the region includes Kakwa and Ante Creek. Kakwa is a condensate-rich and high-deliverability natural gas play with top-tier development opportunities. Its operations in northeast British Columbia are located near Dawson Creek and the region includes Greater Dawson, Sunrise, Attachie, and Septimus and Sundown. The Greater Dawson operating area includes Dawson Phases I, II, III and IV and Parkland. The Attachie is a condensate-rich, natural gas play primed for large-scale development. Sunrise is a dry natural gas play with a low-cost structure, well deliverability and direct connectivity to liquefied natural gas Canada.


TSX:ARX - Post by User

Post by Farmer12on Sep 19, 2021 10:42am
211 Views
Post# 33884365

Rig counts

Rig countsThe rig count numbers are creeping up and this is an ominous sign for future prices. U.S. rig count is +- 527, up 257 from a year ago, Canada +-154, up 90, and international 777, up 30. These numbers are from the Baker Hughes website. These rigs are not only more numerous, but also more productive. This is a good time to pay off debt and get the balance sheet in top shape for the next downturn in the cycle. Arc takes a lot of heat for their unrealized losses on their hedge book. If prices fall, as they will at some point, these unrealized losses might fade somewhat. But for now, prices are great, often between $5-$7. I think the Dawn delivery point price was $6.50?, if I remember right, but only a small 8% of Arc production. 
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