ARC Resources Ltd T.ARX

Capex cut?

[Sunsurfer12]

Given the Sunrise shut in starting to wonder if ARX isn't going to go easier on 2025 Capex spending..I'd be happy to see production flat if it means realizing higher prices on what we are producing..more or less same outclme net of capex...as opposed to spending Capex to get more bbls/d but AECO pricing?

[Quintessential1]

Yeah, either reduce cap-ex or reallocate it to higher liquids percentage holdings like Kakwa or Attachie.  With LNG Canada and a bitterly cold forecasted winter coming they may not do either as NG prices are already starting to rebound and things are looking dire for Europe again with Russian supplied NG adding to what may be higher global demand and pricing.  I think we can count on