캐나다 오일샌드 생산 업데이트

Good point on the under-the-radar aspect. I did hear some chatter about increased maintenance leading to slight dips in Q3 for a few operators, but nothing that signals a long-term shift in capacity.

Are we talking about SAGD projects or more traditional mining? There's a big difference in their expansion potential and lead times. SAGD can be ramped up more incrementally.

Capacity utilization is key. With current oil prices, it seems most are running fairly hot. Any new timelines would likely be for smaller debottlenecking projects rather than massive new mines.

I haven't seen anything major lately regarding new projects. Most of the focus has been on optimizing existing operations rather than greenfield expansion, given the capex requirements.