Enverus

APRIL 9, 2025

Key takeaways from the report: EIR estimates that non-upgraded Canadian oil sands production will rise by around 100 Mbbl/d annually until 2028. This will result in substantial demand growth for in-basin condensate volumes because of increased need for diluent. About Enverus Intelligence Research Enverus Intelligence | Research, Inc.

Condensate 130

Condensate Gas Oil Natural Gas 130

Enverus

APRIL 21, 2025

Lets look at some of the key highlights: Anticipate a rise in oil production within the Western Canada Sedimentary Basin (WCSB). Non-upgraded Canadian oil sands production is expected to rise by around 100 Mbbl/d annually until 2028. Montney- and oil sands-exposed E&Ps tend to trade at similar FCF multiples to U.S.

Oil 130

Oil Condensate Exploration and Production Pipeline 130

McKinsey

JULY 10, 2025

percent for 2028 to 2030, based on ETS directive, “Directive 2003/87/EC of the European Parliament and of the Council of 13 October 2003 establishing a M9 system for the greenhouse gas emission allowance trading within the M9 Union and amending Council Directive 96/61/EC,” European Union, March 1, 2024. percent, dropping to around 0.8

57

57

Oil and Gas Investments

MARCH 19, 2025

AND I DECIDED.TO DO NOTHING WESTSHORE TERMINALS (WTE TSX) What do you invest in when your largest trading partner is slapping 25% tariffs on everything crossing the border? How about a company that is tied 100% to Canadian exports that go to everywhere BUT the United States. So I did a deep dive on it. Today Westshore pays out CAD$1.50/sh

Completion 52

Completion IT E&A Operator 52