Thermal oil sands. Views are my own.. Golden Bear football Alum. #BOMB
Calgary, Alberta
Joined June 2010
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Steve McCaffrey retweeted
Cenovus, Imperial Oil, Canadian Natural, Strathcona, Cardinal, Tamarack, BMO, National Bank + others to speak at CHOA Connects Conference Nov 19th boereport.com/2026/11/04/cen…
$100 Oil = Mandatory Full size chocolate bars !
-$30 WCS diff means I cut them in half.. (jk)
Happy Halloween y’all
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College football is the greatest event out there. Especially in the southern states, nothing beats it!
Southern hospitality is real, met some solid people. Thanks Y’all
#BeatBama #SmokemifYouGotem
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Fri Oct 23rd Calgary - Canadian Heavy Oil Association 40th Anniversary Gala.
Celebrating 40 years of growth in the heavy oil industry.
Former Prime Minister Stephen Harper speaking at a fireside chat.
I will be co-emceeing - few tickets left
Info:
choa.ab.ca/40th-anniversary-…
Steve McCaffrey retweeted
Saudi Arabia’s energy minister Prince Abdulaziz: the crisis that we are in today is because some countries abandoned their refining systems #OOTT #SaudiArabia
Heading to Knoxville, Tennessee next weekend for UT v Bama.
Any gameday and tailgating tips? Research says Circle park, check out Vol Navy, Ayres hall.
Anything else? Anyone going?
#GBO
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Steve McCaffrey retweeted
Hi! Apologies, just got out of an event.
This is entirely being driven by USGC (quality) issues rather than anything WCan egress related (see transportation proxy on chart).
I think shipping costs explain some of it, but imho this is also a refining strain story, with HSFO cracks getting crushed and dragging not just WCS but all heavier grades down with it.
Venezuela is part of the structural weakening (more competition) but doesn't explain this latest leg lower; same with the renewed SPR release, it could weaken diffs a bit but nothing like this.
Market looking very similar to the crush in heavy diffs we experienced in late-22/early-23, which was then also driven by refinery overstretch globally and a collapse in HSFO cracks.
Would be curious to hear what you think, Joe!
It was an all time fall day in the Calgary area today!
Lots of tailwinds in the WCSB right now, things trending up.
Some juicy SAGD oil well rates in August (average monthly).
List swept by $CVE.TO
Steve McCaffrey retweeted
Alberta is not going to leave $10 trillion dollars in the ground. Not a chance.
The west coast oil pipeline will create hundreds of thousands of jobs, generate hundreds of billions for roads, schools and hospitals, and keep our taxes amongst the lowest in the developed world. Here’s how 👇
Please share this with those who have questions about Alberta’s plan to build the new west coast pipeline.
Put it on the chart @Rory_Johnston !!
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Steve McCaffrey retweeted
With MOU talks intensifying and Canadian oil market access at an inflection point, this couldn’t be more timely.
Executive panel of pipeline, commercial, and regulatory leaders Trans Mountain $ENB.TO $SCR.TO discussing egress routes, and what’s next for CAD producers. Jun4 #YYC
