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Strathcona Resources Ltd T.SCR

Alternate Symbol(s):  STHRF

Strathcona Resources Ltd. is a Canada-based oil and gas producers with operations focused on thermal oil, enhanced oil recovery and liquids-rich natural gas. The Company has three operations, including Lloydminster Heavy Oil, Cold Lake Thermal Oil and Montney. The Lloydminster Heavy Oil segment has multiple large oil-in-place reservoirs with existing and expanding enhanced oil recovery (EOR) opportunities primarily located in southwest Saskatchewan. Its Saskatchewan thermal properties rely on the same steam-assisted gravity drainage (SAGD) processes as its Cold Lake Thermal properties. It is a producer in the Cold Lake region of Alberta. Its operations include thermal oil producing assets at Lindbergh, Orion and Tucker, with production from SAGD oil assets. Its Montney development is positioned in some of the active regions in the Montney basin, the condensate-rich Kakwa, Grande Prairie, and Groundbirch regions, and produces liquids-rich gas.


TSX:SCR - Post by User

Post by Seppelton Jan 03, 2024 12:26pm
251 Views
Post# 35808897

TMX status

TMX status

"On December 14, 2023Trans Mountain filed a new variance application for the same pipeline section. The CER is currently evaluating this application."

As we all know, the original request was denied, as CER later revealed due to lack of information about the smaller pipe materials and quality, in-line inspection, etc.
In its latest application TM asked for a response not later than January 8 and, as reported in the media, warned of a possible 2 years delay. I think, it's a matter of submitting a more detailed paperwork rather than a serious technical issue.

The importance of this pipeline for a company like SCR is that it will immediately see a significant increase in heavy oil selling prices. WCS, currently trading at -$20 should and will firm to a normal -$12 with the additional takeaway capacity and less dependence on a single customer.

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