The Fort McMurray wildfire took more than 1.2 mmbbl/d of oilsands production offline at one point, disrupting operations of many companies within our coverage universe. We expect production estimates for many oilsands producers (HSE, IMO, SU, ATH) to be more varied than usual with more variables to account for than usual (downtime, ramp up, sales volumes). SCO prices were boosted by the wildfire, with CNQ best positioned to have taken advantage, given the upgrader at Horizon was only mildly aff ....
20 Jul 2016
Integrateds, Oilsands & Large Caps
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Integrateds, Oilsands & Large Caps
Cenovus Energy Inc. (CVE:TSE), 0 | Imperial Oil Limited (IMO:TSE), 0 | Suncor Energy Inc. (SU:TSE), 0 | Canadian Natural Resources Limited (CNQ:TSE), 0 | Encana (ECA:TSE), 0 | MEG Energy Corp. (MEG:TSE), 0 | Athabasca Oil Corporation (ATH:TSE), 0 | BlackPearl Resources (PXX:TSE), 0
- Published:
20 Jul 2016 -
Author:
Michael P. Dunn -
Pages:
14
The Fort McMurray wildfire took more than 1.2 mmbbl/d of oilsands production offline at one point, disrupting operations of many companies within our coverage universe. We expect production estimates for many oilsands producers (HSE, IMO, SU, ATH) to be more varied than usual with more variables to account for than usual (downtime, ramp up, sales volumes). SCO prices were boosted by the wildfire, with CNQ best positioned to have taken advantage, given the upgrader at Horizon was only mildly aff ....