Thx Chris for clarifying the narrative around the Canada vs Venezuela thing. Most Canadians just don’t get it, that Alberta is a key resource base for the US with an existing infrastructure that’s been operating for decades and will continue to do so. Whether Ottawa and Carny recognize this or not, Washington does. They will likely take the necessary steps to protect their Canadian energy supply chain.
The infrastracture gap is crazy underrated. People hear "oil-rich country" and assume you just flip a switch but decades of deferred maintanence means PDVSA's pipelines and refinaries are held together with duct tape. Even with political will and capital the rebuild timeline hits that 10-15 year mark minimum, and thats assuming no further disruptions.
Thx Chris for clarifying the narrative around the Canada vs Venezuela thing. Most Canadians just don’t get it, that Alberta is a key resource base for the US with an existing infrastructure that’s been operating for decades and will continue to do so. Whether Ottawa and Carny recognize this or not, Washington does. They will likely take the necessary steps to protect their Canadian energy supply chain.
The infrastracture gap is crazy underrated. People hear "oil-rich country" and assume you just flip a switch but decades of deferred maintanence means PDVSA's pipelines and refinaries are held together with duct tape. Even with political will and capital the rebuild timeline hits that 10-15 year mark minimum, and thats assuming no further disruptions.