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Pastimes : The Beaver Lodge -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (2371)	3/29/2021 2:38:47 PM
From: stuffbug	Read Replies (2) \| Respond to of 2813

Good idea, depending on the price paid by CP. I haven't analyzed the metrics but if CP acquires KC Southern on an accretive basis using current KC profitability ratios, then any oil by rail cargoes will be gravy. TD liked the deal, I suggest reviewing their report. I have been concentrating on the boost this will give to Canadian oil companies. Options for Gulf Coast refineries which rely on heavy crude. 1. Venezuelan oil via tankers 2. Mexican oil via tankers 3. Canadian oil via pipeline 4. Canadian oil via rail 5. Saudi oil via VLCC (very large crude carriers) Venezuelan and Mexican exports have dried up almost completely. Of the three remaining options, which one is both the most energy efficient and most environmentally friendly? The one the greens want to torpedo. Canadian oil producers see new route to Gulf Coast refineries coming from CP Rail deal financialpost.com