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!👇 read more
Hello everyone, I decided to join here on Blossom! :) I want to share that Synagro (wholly owned by Goldman Sachs) released its 2025 sustainability report yesterday and CHAR Technologies (YES.V) was mentioned twice. Once on Pg 3 in the CEO's intro and again on Pg 17 as a partnership. The fact that Synagro's CEO mentioned CHAR Tech in his intro tells me that CHAR Tech is definitely top of mind for them. Hoping that the pilot in Baltimore will lead to further expansion with Synagro. Full report: https://www.synagro.com/wp-content/uploads/2026/08/Synagro-Sustainability-Report-2025_FINAL.pdf
I previously swing traded Eni and now am looking at building a small position as a long term holding. For me it offers diversified energy exposure and I like their innovation pipeline. It seems like the company is straddling two worlds in the traditional energy space and in partnerships exploring alternative sources (i.e fusion systems). Take listen and let me know your thoughts: https://web.quartr.com/link/companies/12073/events/734871/transcript?targetTime=0.0
Seriously. Learning about how clean and safe nuclear power was early on led me to make a bold investment into nuclear power. My returns have been over 200%. Find something practical, ethical and needed and follow it.
Started to tranche into $NXE NexGen Energy today in the TFSA 👍🏻 Bought 868 shares at $13.95. They have the potential to develop the largest Uranium mine in the world. It’s a 4+ year build so the journey will be long & challenging Anything can happen so the risk/reward is high & speculative 🫣 Funded by selling 2,000 $TF Timbercreek Financial at a LOSS of $1,150 This is part of my plan to partially reduce exposure to non-bank lenders to buy hard assets. The world needs Uranium far more than an alternative lender. If we get a big market correction, my money is on hard assets surviving better. To reposition my portfolio, I’m buying bigger caps, Energy, infrastructure, select REITs, Gold and critical elements & molecules. Selling smaller caps, lenders to builders & housing, Telecoms, NatGas producers. No sense in talking about all the Shitcos out there i wouldn’t touch with a barge pole Anyone restructuring their portfolios in case we get serious Market Turbulence? 🤢🤮🤢 Happy investingread more
Decided to sell 500 $CJ Cardinal Energy at 11.88 in my RIF today to raise 6k cash 💲 It’s the only thing I have trimmed out of my Big 3 Conviction Buys during this last run up. Looking to take a bit of profit in all my names soon if prices hold. Only other move I made was swapping 700 $CVE Cenovus for 1,500 $WCP Whitecap & 4K Cash last week. Anyone else taking or tempted to take some Energy profits soon? Energy makes ALL of Canada 🇨🇦 strong & independent 💥🥂🥂🥂🥂🥂🤠🤠read more
Decided to take a bit of profit in $CVE Cenovus Energy, one of my top 3 Conviction Buys👍🏻 Sold 200 shares right at the close for $45.35. I love the name but thought it prudent to book a little profit and raise a little cash 💲 Last week, I swapped 700 Cenovus for 1,500 $WCP Whitecap Resources & 4K Cash in my RIF After this move, still sitting on a 3,000 shares block between the RIF & TFSA 🙂 I said earlier that I intended to slowly reduced my Energy position to raise cash and rebalance my portfolios. Anyone else doing the same? Energy makes ALL of Canada stronger & independent 🇨🇦
Minor RIF portfolio adjustment Sold 700 $CVE Cenovus Energy @ 42.12 to Buy 1,500 $WCP Whitecap Resources @ 16.92 This frees up 4K cash 💰 and increases my yearly dividends by $480 Both are Conviction Buys & the move is done just to rebalance allocations within the RIF 👍🏻 If there is going to be a takeover, which I don’t invest for, it will be WCP as it’s a lot easier to swallow 😂 Happy Black Gold investing!read more
Iranian crude available to Chinese buyers has 𝐧𝐞𝐚𝐫𝐥𝐲 𝐝𝐫𝐢𝐞𝐝 𝐮𝐩 🛢️ Chinese refiners may need to replace roughly 𝟏.𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐛𝐚𝐫𝐫𝐞𝐥𝐬 𝐩𝐞𝐫 𝐝𝐚𝐲 by Q4. Iran is threatening a devastating response while the US is already authorizing cheaper winter-grade gasoline to hold domestic prices.
Iran isn't just blocking oil. ⚓ It's pressuring neighbors not to cooperate with sanctions. That's a country digging in, not looking for an exit ramp. 𝐇𝐨𝐫𝐦𝐮𝐳 𝐜𝐥𝐨𝐬𝐞𝐝 is a supply shock. It hardens every week it holds.
The prime minister just announced nearly $70B in clean energy projects today. Most of the focus is on Newfoundland & Labrador and Quebec, with major hydro, wind and power projects planned. Could be a boost for Canadian energy, plus the construction and engineering companies helping build all of this. $WSP$ATRL$ARE are a few TSX names that come to mind. Curious what other names people think could benefit.
Been looking through a lot of different sectors lately, and one I’m watching is the energy space… Everyone thinks it’s just about AI and data centres needing more power, but I think that’s only one part of this. Electricity is needed everywhere from manufacturing, to mining, transportation, infrastructure, and more. We’re seeing continued investment across a lot of these areas, which should keep adding to electricity demand….. The name I’m watching most closely and have been adding to is $CEG / $CEGS They’re the largest nuclear power player in the U.S., and nuclear gives them a way to provide reliable power. They also have some pretty interesting long-term deals with companies like $MSFT and $META, which I think shows how valuable reliable power is becoming. What are your thoughts here? What other energy names are you watching? read more
I’m a big believer in the Canadian Oil & Gas sector. I already have solid exposure through ENCL, and CNQ remains my favourite individual company in the space https://youtu.be/xlPEjQoe9rc?si=vE0zJm1iI6tJHiiq
I don’t think people realize that most of Eastern Canada gets their gas piped through the US. I vaguely remember conservatives and Alberta (including the Alberta NDP) pushing for Energy East before Quebec said no due to potential environmental damage. A week later Montreal was dumping raw sewage into the St. Lawrence after. I love this country. lol $ENB$XOM$TE
