Comments by "Neolithic Transit Revolution" (@neolithictransitrevolution427) on "" video.
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@Inez-z2z Alberta has seen enormous growth of its chemical industry over the last 10 years. But Chemical inputs are all NGLs and other light fractions from fracking. It's almost entirely Seperate for the oil sands..
There has been development to Carbon Fiber, but it will be decades before we produce as much Carbon Fiber as we do Bitumen today.
But, along with a Pipeline, I would like to see Refineries, and in particular refineries modeled on Sturgeon falls, on the coast maximizing diesel exports. EVs are displacing gasoline, but that's a fixed fraction of a barrel of oil, and so while gasoline prices fall diesel will go up, and gasoline will flood the market cheaply.
If we can build pipelines to and refineries at the coast, we can push down diesel and jet fuel prices, and keep gasoline prices higher; A million barrels a day of Bitumen-to-diesel would mean taking 2 million barrels of gasoline of the market to produce the same amount of diesel.
I'd also like to see more upgraders in Alberta in relation to an easy coast pipeline.
Consider we can make multiple investments at once, also. And that there is elements of strategic necessity. Literally tomorrow Agent Orange could cut off half of Ontario's Oil by shutting down line 5 and leave it entirely dependent on US imports.
I feel like people pay platitudes to Alberta should do more refining, but there really is no market, and they have a population to resource ratio that says they can get a lot more resources out of the ground than they can add value to.
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