Post by
Ariahp on Sep 25, 2021 12:31pm
3rd qtr
Question: What are our expectations for 3rd qts. I am hoping it will be solid and help the SP to move up.
Any thoughts?
GLTA
Comment by
PabloLafortune on Sep 25, 2021 5:40pm
Honestly dont see too much future in a lot of this business. Why? NG industry is going to consolidate, producers want to control all aspects esp plant, they want to increase their margins, and now that they have little debt, they will. See TOU press release. Producer debt is good for banks, hedge markets, mid streamers. And vice versa. YMMV.
Comment by
Ariahp on Sep 25, 2021 7:48pm
Pablo: I disagree with your assumption that this no future in this business. Seee my article on potential future uses of pipelines