IN Tune: The Oil Sands Survivor Podcast
IN Tune: The Oil Sands Survivor Podcast
Oil & Gas Market Specialist, BMO Nesbitt Burns Inc.
Jared joined BMO Capital Markets in 2005 as an associate, primarily covering the Canadian large-cap oil & gas and oil sands sectors since 2006. During this time…
Jared joined BMO Capital Markets in 2005 as an associate, primarily covering the Canadian large-cap oil & gas and oil sands sectors since 2006. During this time…
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IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.
This episode is hosted by Jared Dziuba, CFA, Oil & Gas Market Specialist
Oil & Gas Thematic Analyst Jared Dziuba discusses the BMO Energy Research Team’s latest IN Front report: “Survivor Canada: The Unparalleled Position of Canadian Oil in a Transition Challenge.” Against commonly held views, we engage in a thought-provoking discussion about why the Canada’s oil sands business is poised to maintain long-term production, and potentially gain market share in a net zero, energy transition world. Jared points out that Canada and its oil companies have practiced ESG since before it was even a “thing,” and why they are poised to maintain a faster pace of improvement than industry. He further explains how oil sands bitumen is distinctly unique in both its extraction and makeup, which provides transition opportunities not available to other sources of oil and supports its longevity in the global supply chain. Finally, Jared suggests that there is meaningful investment opportunity in the “underdog,” as the stocks of Canadian producers have been disproportionately affected by sustainability concerns, despite our findings to the contrary.
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