Hey Stephan!

Thanks again for another great episode!

Tried to tag Larry directly but he doesn't seem very active on here... Wondering how Alberta oil "card" may be played now that the SPR is almost drawn down??

Canadian oil has been trapped by the US for years, not sure how it can become even more trapped but at first glance, IMO, oil sands production would ramp up and the spread maintained

Problem is that the moral hazard has been obvious for years , going back to esg and the long-term weaponization of the border to prevent keystone pipeline or any other Canadian oil from reaching the global market price

Cheers