The Permian E&P players have been hotter than the Bakken and Eagle Ford players this last year with many selling and getting out of what was seen as the less productive EFS. However now there is fear that there will be a shortage of take away (pipes) for the Permian players and now the price differentials for Permian can be up to -$8 to WTI while the EFS is now -$3-4 to WTI. This could be a positive development for valuation of companies like Sundance.
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