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Oilsands have strong growth potential, but pipeline constraints loom: Enverus

Enverus says Western Canadian output could rise by 1 million barrels a day over seven years, but new export pipelines face delays and unresolved conditions.

  • Enverus Intelligence Research reported Western Canadian oil production could grow by 1 million barrels per day over the next seven years, driven mainly by expansions to existing steam-driven oilsands projects.
  • Despite global crude price surges driven by the Middle East war, producers face limited ability to capitalize on gains due to pipeline constraints; available space to move Western Canadian crude will fill by the early 2030s.
  • Dane Gregoris, managing director at the research firm, said it is "prudent to begin that planning and permitting process now" given historically long lead times for greenfield pipeline projects. The Alberta government is preparing an application for a new West Coast pipeline to reach Asian markets.
  • Critical conditions remain unresolved, including an agreement on the Pathways carbon and storage project, while past infrastructure attempts have been stymied by prolonged regulatory reviews and court battles.
  • Gregoris advised that given historically long lead times for greenfield projects, producers must secure pipeline capacity now to capitalize on global price volatility driven by the Middle East war.
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Oilsands have strong growth potential, but pipeline constraints loom: Enverus

Western Canadian oil production can grow by about one million barrels per day over the next seven years, driven mainly by expansions to existing steam-driven oilsands projects, says a new report from Enverus Intelligence Research.

·Canada
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The Record broke the news in Waterloo, Canada on Tuesday, April 21, 2026.
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