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?
Interested in learning more about our speakers?

Mark Oberstoetter
Head of Americas (non-L48) Upstream Research
Mark has extensively covered the North Slope, deepwater, oil sands and unconventional sectors.
Latest articles by Mark
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Opinion
Canada upstream: 4 things to look for in 2025
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Opinion
Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

Dylan White
Principal Analyst, North American Crude Markets
Dylan leverages cutting-edge data to offer real-time insight into the oil industry.
Latest articles by Dylan
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Opinion
Reduced flow on several US-bound Canadian pipelines following introduction of tariffs
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Opinion
7 questions about Trump tariffs and their impact on the North American oil market answered
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Opinion
ARA Gasoil Inventories
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Opinion
Big in Japan? The impact of Typhoon Shanshan on oil
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Opinion
TMX: first insights
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Opinion
New York Harbor gasoline and ULSD inventories guide markets through a relatively tight 2023

Amanda Wu
Research Analyst, Lower 48
Amanda is responsible for the research and publications of play reports across the North America region.
View Amanda Wu's full profile
Tyson Gervais
Research Analyst, Canada Upstream
Tyson's primary focus is on gas production in the western Canadian provinces of Alberta and British Columbia.