Will Western Canadian natural gas producers be affected by U.S. shale production?
The shale revolution has diversified North America’s gas markets. Good news for Ontario’s Dawn trading hub, but WCSB producers may have little cause to cheer. Simply put, two macro drivers driving change at Dawn stem from the shale gas revolution and the Athabasca oil sands. On the shale side, the ramp-up in production from low-permeability [...]