CN Energy begins oil production at Cold Lake project, Alberta
New oil output has started at the Cold Lake project, adding crude supply from Alberta.
Source →The trace
How it reaches your house.
Starting from Syncrude Canada, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Canadian crude oil imports →supply upCold Lake has commenced production in Alberta, so the Canada source share on this crude-import supply link is being replenished; the measured 60.9% share makes the effect large.
85% confidenceCanadian crude oil imports →supply upMore crude output in Canada can ease the upstream input constraint on jet fuel, and this edge has a strong input dependency strength of 0.75.
74% confidenceSuncor Energy →supply upCold Lake starting production adds Alberta crude supply, which modestly improves availability of Suncor's crude oil feedstock, though the dependency is not sole-source and is reasonably substitutable.
64% confidenceHop 2
Crude Oil Feedstock →supply upCrude oil feedstock is a critical, fully dependent input to gasoline and diesel, so added Alberta supply should raise downstream fuel availability.
96% confidenceCrude Oil Feedstock →supply upHome heating oil is also a critical crude-derived product, so more crude feedstock should improve supply to this market.
94% confidenceCrude Oil Feedstock →supply upThe new Cold Lake production is in Alberta, so Canadian crude supply rises directly on the country node tied to a 24% share of this input.
Hop 3
Bitumen / Asphalt Binder →supply upMore Canadian crude output should ease bitumen/asphalt binder availability, and this critical input directly feeds asphalt and paving materials, so downstream supply rises.
89% confidenceGasoline and diesel →supply upCold Lake's new oil output raises availability of the crude oil feedstock that gasoline and diesel depend on, easing this critical refinery input constraint.
88% confidenceHome heating oil →Stands to benefitTerminal Storage & Distribution Network
More crude oil output lifts home heating oil availability, increasing throughput and utilization in storage and distribution facilities downstream.
Hop 4
Asphalt and paving materials →supply upAsphalt and paving materials depends critically on bitumen binder, so new Alberta crude output should ease this key input by increasing binder availability.
74% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel · Gasoline and diesel · Home heating oil · Asphalt and paving materials
Companies you may own
No named companies on this path.
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