Weekly data-driven analysis of WCS differentials, pipeline capacity, production forecasts, and the metrics that actually move markets. Built for analysts, investors, and industry professionals.
We combine public datasets in ways nobody else bothers to — surfacing the signals that matter.
Production growth vs. pipeline egress capacity. Project-level tracking with probability-weighted scenarios.
Price spreads correlated with pipeline utilization. Predictive signals from capacity constraints.
Real-time throughput vs. capacity across TMX, Enbridge Mainline, Keystone, and TC Energy.
Canadian crude re-exported from US Gulf Coast to global markets. The flow nobody else follows.
Crude-by-rail breakeven analysis. When rail picks up, it tells you where the market thinks constraints are heading.
Which projects are underwater at current prices? Investor-grade vulnerability analysis.
Tidewater pricing realization. Quantifying what Pacific access is actually worth per barrel.
Alberta budget vs. actuals. Be the first to know when the province is trending above or below assumptions.
TIER compliance + federal carbon price trajectory on real project economics. The true all-in cost.
Every week, we break down what moved in Canadian energy markets and what's coming next. Free. No spam. Unsubscribe anytime.
The Differential was built out of frustration. The data exists — buried across government databases, regulatory filings, and trade reports. But nobody was connecting the dots. We combine datasets from the Alberta Energy Regulator, Canada Energy Regulator, US EIA, Census Bureau trade data, and more to surface the insights that actually matter for Canadian energy markets.
Based in Calgary, AB 🇨🇦