ARC Energy Charts

AB oil production jumps 3% M/M; US crude stocks end driving season at ~419 MMB; US natural gas production dips to ~100 Bcf/d

E&P equities slide over 7% W/W; AESO electricity prices fall with new supply; WTI down across the curve in the last month

AESO daily avg pool price hits lowest in history; WTI continues to swing around the US$80/B mark; US crude oil stocks encroaching 5-yr min levels

CAD E&P outperformance widens vs. US; 5-yr fwd inflation expectations tick lower; Japan/Korea LNG price hits highest level YTD