Published: October 24, 2025
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Interesting in Gas this Week (1) AECO starting to reflect the tighter basin dynamics with LNG Canada pulling ~1 Bcfpd (1/2 way!) and production growth in no position to keep up. Personal view is we see pricing go from $3.15/gj today towards $4/gj in the coming 2-3 months. (2)
@JamieHeard5 Oh and don’t forget the 1.75bcf/day of LTFP falling back onto AECO lap in 2027.
@JamieHeard5 Which producer was hedging cal 26 at $2.60?
@JamieHeard5 Jamie, aren't we just going to glut the LNG market? ... just kidding... I had to do it before someone pastes a Goldman report in here. 😀 Nice work.