RE:RE:RE:Scotia Capital- THOSE are JUST STEAM PIPING OPTIONALITY [and AI-CONTROLLED STEAM VALVES and DAMPERS] and NOT GREATER STEAM GENERATION which REQUIRES ADDITIONAL CO-GENERATION PLANT CAPACITY WHICH IS VERY CAPITAL INTENSIVE and COULD ONLY BE DONE in COMMERCIALLY AVAILABLE INCREMENTS
- REMEMBER that MEG is TRYING to CUT DOWN the STEAM TO OIL RATIO (SOR) to LOWER the PER UNIT CARBON EMISSION INTENSITY {by GREATER USE of SOLVENTS in the STEAM MIX} and OPERATING COSTS as well {LOWER natural gas FEEDSTOCK EXPENSES}
- the CEO STATED in the Q2/2024 CC that MAXIMUM BOP 'could' REACH 135,000 bbls/d DEPENDING ON the SIZING of the THIRD PROCESSING TRAIN so UP TO + 25,000 bbls/d BOP
- HOWEVER, in the MEG September 2024 PRESENTATION; they WRITE the 15,000 bbls/d CAPACITY INCREASE for the third processing train
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