Insight
With or Without You: A look at the market implications surrounding the fate of the Keystone XL pipeline
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The long-beleaguered Keystone XL Canadian crude pipeline project faces the next threat to success in the November 3rd US presidential election. A victory by incumbent President Trump, who re-granted a critical permit as one of his first acts as President in 2017, would presumably yield four more years for the project to continue fighting court challenges and permitting battles. A Biden victory will likely close the door on the project once and for all. In this insight we explore market go/no-go scenarios around Keystone XL including: • Impacts to regional Western Canadian pricing • Impacts to competing North American crude infrastructure • Impacts to NYMEX trading hub in Cushing, Oklahoma
Table of contents
- Regional Pricing
- Competing infrastructure impacts
- Impacts to Cushing
Tables and charts
This report includes the following images and tables:
- Western Canada long-haul system utilization (%)
- Enbridge Mainline volumes under KXL scenarios (b/d)
- Keystone system flows into Cushing (b/d)
- Cushing inflows (b/d)
What's included
This report contains:
