Suncor 's cash hoardlet's not limit ourselves to Suncor just because they have raised all this $$$$.
If this is just the start of bought deals banks/VC will hope this is the case, many others will want to raise $$$$ to delever their balance sheets so some $$$$ will reduce debt, but some will want to increase their ability to increase production in anticipation of higher crude prices.
Cdn. producers/suppliers will want to keep their customers before the price gets too high & US shale gas producers decide to add rigs.
IMO this is the black swan event ....at what price do US shale producers suddenly decide...oh heck let's go for it & add drill rigs. The pace in the # of rigs going offline has been dropping. In fact one week there were no rigs taken offline.
Some say that US shale cos. need over $55./bbl to chance it, but I bet you dollars to donuts that there are some will want to get a headstart or jump the que.
Small window here before we get a drop in crude prices because of greed.
carlos