Top Tweets for #CONDENSATE
Here's a fun Data Sheet folks
Canada E&P s March 23, 2020
Check out who is gone and the Stock Prices - Boys were Left for Dead
https://t.co/AajRtjVBGW .36
$TVE.TO .49
$ATH.TO .13
$WCP.TO .90
$tou $7.44
$PEY.TO $1.22
$BTE .37
$arx.to $3.08
#oott
3/n ... Texas RRC #crude and #natgas out up to June 2026: my corrected data for #crudeoil+#condensate vs #EIA data .
2/n ... Texas RRC data for #crude and #natgas out up to June 2026: my corrected data for #condensate only
I don't need to look to know that it's mother $SHEL that is (post consolidation) at the time of writing, the largest #Condensate producer in Canada.
Shell has eaten Canada's lunch here while many CAD producers have been asleep at the wheel.
#Consolidation #Montney
You donβt even have to look to see who picked up the mantleβ¦
$OVV.TO
Not too many public SMID cap #Montney resource developers left.
$KEL.TO
$AAV.TO
$SDE.TO
$CEI.V
$BIR.TO
#Consolidation #NaturalGas #Condensate
US is the world's largest #oil #condensate producer.
It is a major net exporter of petroleum products at ~6-7 mmb/d.
But US is also a net importer of oil at ~1-2 mmb/d, which includes net oil imports from Canada at ~3.5 mmb/d.
US/Canada historical strong relations led to Canada's oil pipeline system going to supply US Midwest refineries that could not be supplied by waterborne imports. And an effective Captive Buyer/Captive Seller oil situation.
Thx @EIAgov
#oott
The REDBOX Mini range of pumps from @PumpHouseLtd
REDBOX Trunk is the National ACR & Heat Pump Awards AC product of the year!
See more...
https://t.co/Uj3SytDukb
#simplifyyoursupply #thediversitechway #Condensate #pumps #solutionsprovider #solutionsnotproblems
Agree with this take.
Models have WTI $85-$110 USD given S/D & (now, new) global supply risks.
Not in the "$200/bbl" camp, but these prices can occur momentarily, met with demand response.
> $70 is 'good' for low cost CAD #Oil & #Condensate producers.
>$80 is 'excellent'.
I can count to 700,000 BOE / per flowing day. So can $WCP $WCP.TO
Let's hope we all can see the day. Most likely it's too juicy for a bigger fish not to bite.
#CanadianOilandGas #Canada #Montney #Duvernay #OIL #NaturalGas #Condensate #WhitecapResources
Coverage by @MarketOpenAUS
$EXR Elixir Energy confirmed Diona 1 as a discovery in the Taroom Trough, proving recoverable gas and condensate with 0% CO2 gas.
#ASX #NaturalGas #Condensate #EnergyStocks
$EXR Elixir Energy confirmed Diona-1 as a discovery in Queenslandβs Taroom Trough after proving a recoverable gas and condensate resource, an overpressured system and 0% CO2 gas. The JV will now progress a Contingent Resource booking.
@ElixirEnergyASX
#ASX #NaturalGas #Condensate #EnergyStocks
https://t.co/XaIqrXlmC8
Low cost, low decline (no decline in Oil Sands Mining) & very reliable π¨π¦ #OilSands #Condensate looking very good here to me & will continue to add to core positions in my portfolio opportunistically.
US petroleum inventory like
πWith a stroke of a pen, $SHEL becomes Canada's largest #Condensate producer.
I'll add they also become the 2nd largest 'marketable' #NatGas producer (given $CNQ's internal use > 1Bcf/d of their Gas production).
π₯ $TOU.TO (NYSE listing) :)
π₯ $CNQ
π₯ $SHEL
#Consolidation
The 'screen' price you see for WTI is the May contract.
Producers = ~ $100 bbl for April.
π₯Q2 strip WTI price at the time of writing.
= $97 USD / $135 CAD.
No April fools this April 1st !
#OilSands #Condensate #LNG
Positive to #Condensate #LPG and #Oil valuations if extensive damage to Qatar LNG production facilities cut LNG export volumes for some time as liquid-rich #Natgas produces #LNG, Condensate and LPGs. Especially if Iran South Pars condensate production/exports are hurt.
This will impact current #Condensate #LPG production and also near term new barrels.
See my π01/14/25 post. @Jamie__Ingram highlighted the near term Qatar LNG expansions were going to add
500,000 b/d of condensate.
#oott
Reset of #NatGas valuations in areas like Canada, US, etc that supply LNG?
Qatar says "extensive damage" to its main LNG production facility, Ras Laffan Industrial City, which is the largest most significant LNG production facility in the world.
"Extensive damage' sounds like some portion of Qatar LNG is off the market for some time ie. more value to other LNG projects.
This is exactly why Saudi Arabia, UAE, Qatar etc didn't want to hit Iran's major #oil #NatGas facilities.
#oott #LNG #NatGas
Canadian #Condensate ( > $140 bbbl CAD).
π $ARX.TO Canada's largest producer.
$TOU.TO $CNQ.TO 'significant' condensate production.
$ARX.TO now up +28% from the pullback.
Thank you.
More to come...
#Investing #LNG #NaturalGas #Condensate
Last weeks $ARX.TO pullback in my view 'was a gift'.
Those adds = +6.5% at the time of writing.
Thank you.
#LNG #NaturalGas #Consolidation
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