Condy Supply and demandAssuming 8.7% of heavy and bitumen is shut-in (8.7% of 2,000,000 bpd) there will be an extra 60,000 kicking around. Now if 8.7% of the 250,000 produced in Alberta is shut-in, this takes us down by about 20,000 bpd to about 40,000 bpd.
Let's hope imports are curtailed.
An unintentended consequence for sure but not as bad as I feared.