This is an interesting article -
http://business.financialpost.com/2013/07/24/encanas-q2-operating-e...
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I agree. Thanks for posting it, Tom. A number of mid-majors have been wrestling with how to chart a future course that creates the correct product mix. EOG led the exodus from dry gas plays and a move to focus on liquids. It's worked out quite nicely for them and The Street holds them in high regard. This quote from the article would probably be seconded by a number of companies in the same cohort.
“And I think we have more confidence in the robustness of things like oil and condensate and the heavier end of the NGL stream than the lighter end” such as propane and ethane.
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Posted by don burkett on September 17, 2026 at 10:08
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