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  1. darwink

    2025 Federal Election

    That might be a bit high. 4 days of advance over the holiday weekend brought out a lot of people who would normally vote on election day.
  2. darwink

    Calgary International Airport

    would be the best case scenario. very interesting!
  3. darwink

    2025 Federal Election

    It was!
  4. darwink

    Urban Development and Proposals Discussion

    It could be the perennial university thing: headcount versus full time equivalents and which measure do you use where.
  5. darwink

    Urban Development and Proposals Discussion

    Makes me wonder about elevators, if even normal office use would be viable for upper floors, with dedicated, or higher speed/capacity elevators.
  6. darwink

    2025 Federal Election

    As far as I have seen, the sector is not close to the cap. In theory, if the markets supported new large projects otherwise, the cap could contribute to bad vibes which would stop projects from even being proposed. The feds have offered to pay 50% of the capital cost and 50% of the operating...
  7. darwink

    The Great Canadian Tariff Thread

    Issue is you need a veto proof majority, so 2/3rds, to take away the power. This is a tough one to solve.
  8. darwink

    2025 Federal Election

    My conception is that when it was an oil sands emissions cap (this was way back in the Notley years, as part of the grand deal that led to the TMX approval), there was no way that enough new projects would emerge that the industry would ever get close. Unless shale oil went away.
  9. darwink

    2025 Federal Election

    Yeah. The economists hate it too! It is a communications tool. A question is whether we are anywhere close to the cap, whether the cap is real or just a comms exercise. I don't know what ended up being concluded on that.
  10. darwink

    2025 Federal Election

    If you think that oil sands 6 or 8 million [barrels per day] is something that could exist, yes. It is also economically inefficient, to both have a national cap and trade, and then an arbitrary submarket within that cap and trade for oil and gas. Basically it ensures that oil and gas doesn't...
  11. darwink

    The Great Canadian Tariff Thread

    https://boereport.com/2025/04/08/western-canada-select-heavy-crude-discount-widens-2/ Different settled at just over $10 USD.
  12. darwink

    The Great Canadian Tariff Thread

    The Enbridge mainline to the usa was down to 20% utilization by the late 70s. I believe the plan is they will be. That is what the WHA did. Well, at least that once produced, the product will not be shielded from market forces in a submarket.
  13. darwink

    The Great Canadian Tariff Thread

    The biggest risk are true white elephant projects. But if we delay every project for 5 years of review to avoid the chance of a white elephant, how many projects are we missing out on, how much extra are we spending to finance all that process? The waste projects, as long as we can screen for...
  14. darwink

    General Construction Updates

    I wonder how many Barcelona sized blocks could fit? That way, you could still have a safeway under one block, a food hall under another, etc, etc. I think Montreal would be where to look. Vancouver and Toronto accomplished this by making most other development sites or typologies impossible to...
  15. darwink

    The Great Canadian Tariff Thread

    Build then (eventually) flip. Just like the housing development company. Private capital is there, they just don't want the risk. Could even assemble the eventual investor group on the front end, somewhat like the Canada Infrastructure Bank. Not that you want to miss a year due to financial...
  16. darwink

    The Great Canadian Tariff Thread

    Some more pro-oil words from the Prime Minister: https://www.montrealgazette.com/news/canada/canadian-politics/article862233.html The Quebec line, is in line with what Poilievre says in french, when talking about respecting Quebec's jurisdiction. Or at very least, that is how people hear it...
  17. darwink

    Calgary International Airport

    Japan is wonderful in the winter. I highly recommend, even if you don't include a ski portion.
  18. darwink

    The Great Canadian Tariff Thread

    WTI ten minutes ago was $60.81. WCS 13 hours ago was $49.64. Settling to its regular, but still good range. The marginal pipeline is TMX, which has higher tolls. The marginal barrel on TMX also is going into a tanker, where you have that cost too, but then it is priced near Maya so it offsets a...
  19. darwink

    The Great Canadian Tariff Thread

    Unless it is vetoed.

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