The Future of Canadian Oil Sands in a Shifting Energy Landscape
POSTED BY capSpire ON January 27, 2025 IN White Paper
Key findings of this memo can be summarized as follows: Oil sand producers must remain conscious of US monopsony power. US tariff schemes present major downside risk for Canadian producers. Existing infrastructure matters (i.e., maintenance of transportation and refining assets in Canada and the US will extend the life of oil sand production). Diversification of ...