Latest · May 29, 2026
The Clearwater Is the New Montney. The Market Just Hasn’t Noticed Yet.
Tamarack just sold its Charlie Lake assets for $804 million to go pure-play Clearwater. The Montney gets the headlines. But the Clearwater’s economics — low cost, low decline, high margins — are drawing the same strategic attention. The consolidation wave is coming.
Read the full piece →McKenzie called Canada’s oilsands dialogue “myopically focused on the climate agenda.” He’s right. But the harder problem is what Canada keeps failing to build.
Shell’s $22B acquisition of ARC Resources is the largest Canadian energy deal in years. With supermajors pricing in a decade of LNG demand, the Montney mid-caps are suddenly in play.
Ottawa approved Enbridge’s $4 billion Sunrise expansion. It took 23 months — still too long, but the right call at the right moment.
Ottawa’s IEA pledge sounded like a crisis response. BMO Capital Markets says it was scheduled production dressed up as one.
Canadians voted April 28 with oil above $100 and the biggest energy opportunity in a generation unresolved. Carney has his majority. The oilpatch is watching.
Ottawa and Alberta gave themselves until April 1 to finalize the pipeline MOU. They missed it. The irony was thick.
Canada’s energy minister declared “Canada is back” at CERAWeek in Houston. The room was receptive. The industry wants the footnotes.
TC Energy's CEO publicly challenged Ottawa's permitting reforms. With Brent above $100 and a global supply crisis unfolding, Canada's regulatory pace has never looked more costly.
Published Every Friday
New analysis drops every Friday morning. Topics include Canadian energy policy, TSX equity moves, pipeline politics, LNG export developments, and the global forces shaping Alberta's future. Have a tip or story idea? Email tips@bigoil.ca