Sep 11, 2026 · 20 min · 10 segments
For the last decade oil pipelines moderated production growth from Canada's oil sands. That ceiling is lifting, and the constraint is moving. Dane Gregoris hosts Kyle Bertamini and Trevor Rix to talk…
Kyle BertaminiGuest
Trevor RixGuest
Dane GregorisHost
So, Kyle, this podcast is intending to focus on the Canadian oil patch, and particularly all these pipeline announcements that we've heard over the last 12 months.
For listeners who haven't been following as closely, Remind us why Canadian oil pipes have been such a hot topic over the last decade.
I think any Canadian conversation when we start talking about oil supply or oil production growth, it really turns to pipelines quite quickly.
Really, over the last decade, the Canadian oil sands development has largely been capped by the ability to get the barrels to market.
When we think about the price discount for Canadian products, when there is a lack of spare pipeline capacity, that price does blow out and we've seen that in three or four instances in recent history.
And when we think about, you know, the inability to build pipelines, not only does it have a price impact, but it also, you know, has a production impact with producers not able to, you know, develop to the same extent that they might've otherwise.
So, you know, the Canadian oil story has really been a lack of pipeline story in the recent history.
So, Kyle, this podcast is intending to focus on the Canadian oil patch, and particularly all these pipeline announcements that we've heard over the last 12 months.
For listeners who haven't been following as closely, Remind us why Canadian oil pipes have been such a hot topic over the last decade.
I think any Canadian conversation when we start talking about oil supply or oil production growth, it really turns to pipelines quite quickly.
Really, over the last decade, the Canadian oil sands development has largely been capped by the ability to get the barrels to market.
When we think about the price discount for Canadian products, when there is a lack of spare pipeline capacity, that price does blow out and we've seen that in three or four instances in recent history.
And when we think about, you know, the inability to build pipelines, not only does it have a price impact, but it also, you know, has a production impact with producers not able to, you know, develop to the same extent that they might've otherwise.
So, you know, the Canadian oil story has really been a lack of pipeline story in the recent history.
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