Title : Surge Seen In CBR From 2017 - 2021 -- Daily Oil BulletiMay 4, 2017
link : Surge Seen In CBR From 2017 - 2021 -- Daily Oil BulletiMay 4, 2017
Surge Seen In CBR From 2017 - 2021 -- Daily Oil BulletiMay 4, 2017
Original article at Daily Oil Bulletin. Someone posted, apparently, the entire article over at Investor Village. Archived.The Bakken is mentioned often in that article as is DAPL.
For the record, I don't buy it: I don't see any surge in CBR out of Canada between now and 2020.
But if one buys into it, these things support the thesis:
- huge CAPEX deferral / cancellations since 2014 could result in huge demand/supply imbalance by 2020
- political environment won't permit (m)any new crude oil pipelines in the US
- Canada unlikely to approve any pipelines to their western ports
- Enbridge could lose a huge pipeline: Enbridge Line 5
Thus Article Surge Seen In CBR From 2017 - 2021 -- Daily Oil BulletiMay 4, 2017
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