Attachie in 2025!A nice look at Attachie's economic add in the next 8 years
Notice that they are pegging the numbers @ $70 WTI and $3.50 AECO
Now WTI is much higher (it should also be noted that they sell based on WCS which has increased and the that the spread has narrowed even more since then with the TMX open.) and even though AECO is lower (but expected to increase with LNG Canada coming onstream by then) that the ratio is 60% Condensation and NGLs to 40% NG. The metrics are decidely better for the increased oil prices even with the lower NG pricing out of AECO even though ARX markets a lot of gas out of other hubs and hedges AECO.
I'll try another image shot as this one is JPEG (SH does not seem to like png)
And again post the link just in case. Thanks to Adam @ X for this one.
https://x.com/VanIsleInvestor/status/1788717016192578016/photo/1 GLTA ARX BULLS