Any Impact on TransAlta from the Fort McMurray Wildfire?Folks – Just looking for opinions from those who are much better informed than me about possible impact on TransAlta from the shutdown in Tar-Sands production that has resulted from the wildfire situation that is ongoing in the Fort McMurray area.
Here are the questions I am pondering:
1. How much reduction in demand for electricity will this cause in Alberta? Is this likely to significantly impact TransAlta?
2. How long is the shutdown likely to continue? I am of the understanding that the Tar-Sands production capability is not damaged but it does raise a couple of indirect questions:
a. Can the Tar-Sands production operations be staffed without Fort McMurray fully operational?
b. Is the Tar-Sands production environment dependent on Fort McMurray for logistical supplies to operate? Like production supplies, food, etcetera? Can any such dependencies be serviced in an alternate way?
Opinions please...