Morning Energy Live With Adam Waterous | What’s Driving Canadian Oil’s Next Chapter?
Update: 2025-08-19
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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
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