PEY
TSX · Deep Basin natural gas · 7 desk pieces in archive
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The U.S. Energy Information Administration said working gas reached 3,567 Bcf for the week to October 9. The October 16 report showed a 67 Bcf build. Stocks are 45 Bcf above the five-year average and 143 Bcf below last year. That is Lower 48 storage, not Western Canada.
The U.S. Energy Information Administration said working gas was 3,500 Bcf as of Friday, October 2. The print landed Thursday at 10:30 a.m. Stocks sit 130 Bcf under last year and 68 Bcf over the five-year average. The next weekly report is October 15.
The U.S. Energy Information Administration said working gas was 3,351 Bcf as of Friday, September 18. The print landed Thursday at 10:30 a.m. Stocks sit 146 Bcf under last year and 95 Bcf over the five-year average. The next weekly report is October 1.
The U.S. Energy Information Administration said working gas was 3,298 Bcf as of Friday, September 11. The print landed Thursday at 10:30 a.m. Stocks sit 122 Bcf under last year and 118 Bcf over the five-year average. The next weekly report is September 24.
Western LNG said September 14 Santos agreed key terms for 1 million tonnes a year of Ksi Lisims LNG for up to 20 years, FOB. Ottawa posted it September 15 as a third international offtake this year. Santos called the HOA non-binding. Supply is aimed around 2031.
Peyto's September 3 shareholder letter said production on the former Repsol Deep Basin lands rose from about 23,000 to 53,000 boe per day. The company has repaid $347 million of debt since the $636 million deal and still aims to exit 2026 above 150,000 boe per day.
Peyto's August 11 Q2 release added a 10-year Centrica supply deal from 2029. Gas is handed off at NIT. The price is Dutch TTF minus deductions. Second-quarter volumes were 145,320 boe/d. Realized gas after hedges was $3.42 per Mcf against AECO 7A at $1.43 per GJ.