While U.S. shale producers scramble to cut rigs and CapEx in response to rising breakevens, Canadian oil sands companies are operating with remarkable stability.
Our latest breakeven analysis shows:
✅ Canadian firms now operate profitably at ~$42 WTI
❌ U.S. shale needs $50–60+
This isn’t just about price. It’s about strategy:
• Decades-long reserve life
• Consistent CapEx plans
• Automation and AI driving down costs
As OPEC+ tightens its grip on global supply, and Brazil eyes Asia over the U.S., North America’s energy balance is shifting — quietly but decisively.
📊 See the full breakeven comparison chart + strategic breakdown here:
🔗 https://www.petrosymposium.com/p/caught-in-the-middle-us-shales-struggle?r=59s3mr&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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