Beauty and the Beast Time has come to rethink about the beast ( Lloydminster assets ) As covid vaxes increase , so will demand for gasoline ,jet fuel and diesel. One of the best crudes to meet increased production is heavy crudes as their hydrofining removes sulphur. Many US refineries depend on heavy crudes for their operation. The supply from Venezuela is now non existant for the US and Mexico is constantly decreasing. Mid east supplies are currently blocked by the Suez blockage.
Add on that it is now asphalt season and that line 3 construction is under way. So I wouldn't be too eager to see this aset sold right now !!