The document discusses the primary growth drivers and risks for US integrated oils, focusing on oil sands projects and production growth from 2014 to 2017. It highlights the impact of falling oil prices on capital spending and potential project delays, as well as the challenges posed by infrastructure bottlenecks. The document also addresses near-term and long-term risks to production and the need for infrastructure improvements to access the Gulf Coast market.
documents/vol00010-efta01367363-pdf.pdf
{"title":"US Integrated Oils - Primary Growth Drivers and Risks","document_date":"2015-05-31","document_type":"other","key_locations":["Alberta","Gulf Coast","Eastern Gulf Coast","Western Gulf Coast","Houston","Louisiana"],"key_organizations":["Deutsche Bank Securities Inc.","CNRL","MEG","Husky","Suncor","Cenovus","PetroChina","TransCanada"]}