Upstream & Crude Markets Briefing

Join Mark Oberstoetter, Director, Head of Canada Upstream Research, Dylan White, Principal Analyst, North American Crude Markets, Amanda Wu, Plays Analyst and Tyson Gervais, Canada Analyst who will present our views on the key upstream perspectives.

A variety of topics will be covered including:

• TMX outlook: How will TMX in-service shift crude trade flows, both for WCSB egress and various downstream markets. What does our real-time monioring tell us about TMX start-up activity?
• Oil growth tracks on: Who is advancing heavy oil growth and how big could the Clearwater get? How fast will TMX capacity be filled?
• Is play productivity stagnating? Which sub-plays are outperforming and how are sub-play economics evolving? We’ll focus on Montney but also highlight recent updates to Duvernay.
• Corporate dynamics are ever changing. Will corporate consolidation continue or look like US Lower 48? Which operators are positioning for additional LNG potential?