Doomberg
Исследовательский коллектив по энергетике и сырью
The same 'pipeline construction boom' thesis and 'global energy flows are about to shift' call points to Canadian midstream infrastructure; TC Energy is a large Canadian pipeline operator with major n
The same 'pipeline construction boom' thesis and 'global energy flows are about to shift' call points to Canadian midstream infrastructure; TC Energy is a large Canadian pipeline operator with major natural gas and oil transport assets that would directly benefit from new buildout.
Risk: Project permitting, indigenous consultation, and environmental opposition could delay or block the pipeline projects the thesis depends on.
Doomberg
Исследовательский коллектив по энергетике и сырью
The article states 'a pipeline construction boom is coming to Canada' and calls midstream assets 'immortal'; Enbridge is Canada's largest oil and gas pipeline operator and would be a primary builder a
The article states 'a pipeline construction boom is coming to Canada' and calls midstream assets 'immortal'; Enbridge is Canada's largest oil and gas pipeline operator and would be a primary builder and operator of new export-oriented pipeline capacity.
Risk: If US-Canada trade tensions resolve quickly, political urgency for new Canadian pipelines could fade; regulatory and environmental opposition remain key execution risks.