Intro

As global oil demand continues to rise, one question is dominating investor conversations: Where will the next wave of secure, long-term supply come from? With the supermajors pulling back on long-cycle investments, attention is shifting to the Canadian oil sands — a region offering both resource depth and geopolitical stability.

But can it grow fast enough to meet the moment?

Join Andrew Gillick for a special edition of Morning Energy Live featuring Adam Waterous — renowned investor and energy strategist — for an unfiltered look at what’s next for Canadian oil.

They’ll dig into:

• Whether Canadian oil sands can deliver real, scalable supply growth — and who’s willing to fund it
• What Strathcona’s move on MEG means for the broader investment narrative
• How Strathcona could emerge as a carbon capture leader in North America
• Why oil sands producers may become the next capital return powerhouses