Post by
EstevanOutsider on Dec 17, 2020 6:47am
condensate diffs are very strong compared to wcs
makes me wonder how long the divergence can last. I was expecting stronger WCS differentials, at least into 2021 as hopefuly refinery utilisation picks up but it is indeed, very promising to see extremely strong edmonton condy diffs since september.
flirting with a premium since early sept and do discount until april at -.50.
condensate is the place to be at the current time, in addition to maybe natural gas exposure and a service company like trican.
imho.
Comment by
regardless on Dec 17, 2020 2:20pm
I can't figurenitnout as to why this stock is dead the last few days oul running , dow, gas trading above hedge and we can't break 6.60$ strange...: