RE:Thoughts on peytoPeyto has a lot of basis deals in place so US natgas prices matters for them. A good source of info about US natgas is Celsius energy (search Celsius Energy natgas twitter on google set for past week) - They are saying the next 2 weeks could see record heat. Also said production is trending down. We'll see. Decent trading volume the last 2 days. Except for the amount of debt and now elevated interest cost, its a very good profit model. The eye opener for me was that while Haynesville breaks even at $3.50HH, Peyto would literally print money if they realized $3.50 (US) for their natgas.