Strategy Low ng prices and the low ng curve from 2025-2028 is even more of a reason to keep growth growing hard in peace river for rest of 2024.
the whole cardium becomes way less drillable for 2025 if natural gas doesn't go above 2 bucks.
Spending capital in 2024 makes the company more stable if oil is 65-70 and ng is bound in 1.40-2.5 range for 2025.
I can see both Bne and Obe redoing their 2025 capex plans to have even less drilling on their cardium stuff.
key Obe success is to keep hitting lots of wells in peaceriver.