https://www.avenuecalgary.com/city-l...ian-macgregor/
Very interesting guy and seems to be very far ahead of the curve. I particularly like the part where he points out;
"despite the drop in price of oil, Alberta producers who send their bitumen there stand to earn more than $20 extra on each barrel."
“We thought pipelines are going to be really difficult to get approved, so you should use the pipelines we’ve got for the most economically dense material you can ship,”
“Diesel is about three-and-a-half times as economically dense as dilbit, so if you use the same pipe for diesel, you can ship three-and-a-half-times as much money out,” he says.