RE:RE:Something up? Comparing valuations in Texas close to deep ports and refineries vs landlocked Alberta. What else? In fact, markets in the U.S. view AB as Canada run by Trudeau while TX is seen as more independent.
Wembly/Pipestone production is currently on hold, pending expansion of Pipestone facility. According to Keyera, that is scheduled for Q1/24, if on schedule and no delays.
Until then, there are too many players in the area, some holding relatively small acreage. For instance, it would be great if Kelt absorbs lands held by Advantage and others or some kind of consolidation would be great before full scale development.