Shell’s two major September developments mark strategic milestones in its resumption of upstream growth after an extended reshaping of its portfolio since 2020. Today, we analyze Shell’s upstream strategy since then, which has taken a different path from fellow supermajors ExxonMobil and BP.
Several projects in the works would expand crude oil pipeline takeaway capacity out of Western Canada. But, given the pace of production growth there, will enough takeaway space come online in time to prevent pipeline capacity shortages and the price dislocations that come with them?
With a line of sight to expanding pipeline capacity from the Western Canadian Sedimentary Basin, producers plan to grow crude oil production. Today, we go through all the Alberta oil sands growth projects planned over the next several years.
Shell’s plan to acquire Western Canadian E&P ARC Resources Ltd. affirms the global energy giant’s new strategic focus, enhances the prospects for Phase 2 of LNG Canada, and supports the view that the Montney Shale may be replacing the Permian as the epicenter of oil and gas M&A.
More Canadian heavy crude barrels are on their way to the U.S. Gulf Coast and some, if not most, of that oil could be taking a somewhat circuitous route — through the Rocky Mountain states. Today, we discuss highlights from RBN’s new multiclient study on this important topic, developed with Plainview Energy Analytics.
More Canadian heavy crude barrels are on their way to the U.S. Gulf Coast and some, if not most, of that oil could be taking a somewhat circuitous route — through the Rocky Mountain states. Today, we discuss highlights from RBN’s new multiclient study on this important topic, developed with Plainview Energy Analytics.
NGL production in Western Canada hit an all-time high in 2025 and looks to be headed even higher in the years ahead. Major midstream players, such as AltaGas, have been undertaking infrastructure expansions to deal with all the additional gas processing, Y-grade fractionation and product exports.
Buoyed by record crude oil flows and the expectation of further growth in Western Canada, Enbridge has been sanctioning more pipeline expansion projects and discussing plans to add more capacity.
A few months ago, Enbridge unveiled its plans to expand its massive Mainline and smaller Express/Platte crude oil pipeline systems into the U.S. Midwest/Great Plains. We blogged about those plans, and followed up with a look at how the incremental volumes of Western Canadian crude on the Mainline and Express/Platte might move south from PADD 2 to where they’re wanted most: the Gulf Coast. In today’s RBN blog, we discuss efforts to piece together a more direct pipeline route from Alberta to Cushing and on to the Texas/Louisiana coast.
It has been 12 months since the Trans Mountain Expansion Project — aka TMX — finally began operations after years of delay, creating a much-needed, larger conduit to move Western Canada’s rising crude oil production to the Pacific Northwest and overseas markets. Although the customer base for exports remains limited, the Trans Mountain pipeline system has been responsible for opening up entirely new markets for Canadian crude. As we discuss in today’s RBN blog, despite its numerous delays and immense cost, the pipeline has recently seen record crude shipments and is nearing its nameplate capacity, driven by rising exports.
