Upcoming Webinar

Morning Energy Live With Adam Waterous | What’s Driving Canadian Oil’s Next Chapter?

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Tuesday, August 19, 2025
10:00 AM | Central Time

Webinar details

As global oil demand continues to rise, one question is dominating investor conversations: Where will the next wave of secure, long-term supply come from? With the supermajors pulling back on long-cycle investments, attention is shifting to the Canadian oil sands — a region offering both resource depth and geopolitical stability.

But can it grow fast enough to meet the moment?

Join Andrew Gillick for a special edition of Morning Energy Live featuring Adam Waterous — renowned investor and energy strategist — for an unfiltered look at what’s next for Canadian oil.

They’ll dig into:

  • Whether Canadian oil sands can deliver real, scalable supply growth — and who’s willing to fund it
  • What Strathcona’s move on MEG means for the broader investment narrative
  • How Strathcona could emerge as a carbon capture leader in North America
  • Why oil sands producers may become the next capital return powerhouses

 

About Enverus Intelligence®| Research

Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies, and capital providers worldwide. See additional disclosures here.

Speakers

andrew-gillick

Andrew Gillick

Managing Director, Energy Sector Strategist, Enverus Intelligence® Research

Andrew joined RSEG, now part of Enverus, in early 2015 as the desk strategist. With more than 20 years of industry experience, Andrew brings a unique perspective to the team through his daily note, Morning Energy, and constant interaction with clients.Andrew started his career in energy working for Louis Dreyfus in a business development role for its midstream asset portfolio. He later joined a family office where he advised on both public and private investing in the energy space. Andrew received his MBA from The Wharton School of the University of Pennsylvania and a B.A. in History from Colgate University.

Adam Waterous

Adam Waterous

Managing Partner & Chief Executive Officer, Waterous Energy Fund

Prior to founding Waterous Energy Fund in January 2017, Adam served as Global Head of Investment Banking and Head of Energy and Power, North America at Scotiabank, where he was responsible for all of Scotiabank's global Equity and Advisory activities and Scotia Waterous. Under Adam’s leadership from 2005 to 2016, Scotia Waterous was among the most active advisors in the oil and gas acquisition and divestiture market with transactions roughly evenly split between Canada, the United States and other countries.

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