Post by
ztransforms173 on Oct 07, 2024 2:26pm
TMX SATURATION Is The MOST IMPORTANT SOBO VARIABLE
- I do NOT OWN TRP or SOBO since I PREFER OWNING E&P producers
- as LONG as there is SPARE CAPACITY on the TMX pipeline, SOBO Keystone UTILIZATION will be CAPPED
- they have to WAIT until PIPELINE EGRESS becomes CONSTRAINED AGAIN
* this 'estimate' VARIES from 2 to 5 YEARS DEPENDING on the GROWTH of the BROWNFIELD COP/BOP EXPANDION in Canada
z173