Crude oil production in the Western Canadian Sedimentary Basin (WCSB) has risen by more than 50% over the past seven years to about 4 MMb/d, driven by new projects and expansions in the oil sands of Alberta. And while growth has slowed since the 2014-15 downturn in crude oil prices, oil sands output is expected to continue climbing — particularly over the next year as the new, 194-Mb/d Fort Hills project ramps up toward full operation. Most forecasts put total WCSB production at near 5 MMb/d by the mid-2020s. But while Western Canadian crude oil supply has been rising, there has been only a modest expansion of pipeline capacity out of the region, and lately takeaway constraints have had a devastating effect on the price relationship between benchmark Western Canadian Select (WCS) and West Texas Intermediate (WTI). Today, we continue our series on Canadian crude and bitumen production, existing and planned pipelines, and the effects of takeaway constraints on pricing, this time focusing on the supply side of the story.