Canada's Oil Pipeline Boom: 2.25 Million Barrels Per Day in Play 🇨🇦 Canadian energy infrastructure is positioning for a massive multi-year expansion, with proposed and approved pipeline projects aiming to add 2.25 million barrels per day (bpd) in export capacity by 2035, a potential 45% increase over current levels! Here is how that 2.25M bpd capacity breaks down across key projects: * Alberta West Coast Pipeline (Proposed): +1,000,000 bpd (Targeting Pacific & Asian markets) * South Bow / Bridger Prairie Connector (Proposed): +550,000 bpd (U.S.-bound flow) * Enbridge Mainline Optimization Phase 2 (Proposed): +250,000 bpd * Trans Mountain Mainline Optimization (Proposed): +210,000 bpd * Enbridge Mainline Optimization Phase 1 (Approved): +150,000 bpd * Trans Mountain DRA Upgrades (Approved): +90,000 bpd Why It Matters for Investors: * Narrowing Differentials: More pipeline capacity reduces bottlenecks, helping Canadian heavy crude maintain stronger realized pricing relative to WTI. * Market Diversification: Opening greenfield routes to the West Coast reduces heavy reliance on U.S. refiners and gives Canadian producers direct access to growing Asian markets. * The Upstream Challenge: To fully utilize this 2.25M bpd room by 2035, oil sands producers will need to scale up production and commit significant capital expenditure. Are you holding Canadian energy producers (like Suncor or Canadian Natural Resources) or pipeline giants (like Enbridge or TC Energy) to play this long-term trend? Drop your holdings below!👇
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1 Comments
Mike L@noviceadvisor · 5d
Problem is Carney keeps flip flopping and putting near impossible barriers like carbon tax that it's too risky for them to chance.
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