Strange brew: Canadian oil sands position for growth (Ep. 233)

Strange brew: Canadian oil sands position for growth (Ep. 233)

February 26, 2026 · 36 min

About this episode

The episode discusses the growth potential of Canadian oil sands in light of rising global oil demand and declining US shale inventory.

The Canadian oil sands are making more than 3.5 million barrels per day and would be the major contributor to the Albertan government realizing its ambition of doubling provincial oil and gas production by 2035. S&P Global Energy Expert Kevin Birn joins hosts Hill Vaden and Sam Humphreys to discuss the current opportunity for Canadian oil sands as global oil demand outlooks are revised upward, US shale-sector inventory declines with each new well drilled, and Western policymakers prioritize energy security. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

People in this episode

Hosts: Hill Vaden, Sam Humphreys

Guest: Kevin Birn

Topics covered

Keywords

Mentioned in this episode

Organizations: S&P Global Energy

Places: Canada, Alberta, US

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