I want to open this piece by talking about when I first drafted it. I started this July 27th the day both Don Lindsay’s retirement and the passing of Lukas Lundin were announced. It’s hard not get a little sentimental and reflective thinking about the passing of the torch to a new generation in this industry given both of those events.
Nice post. The argument for Fort Hills to be an opex inflation hedge is very convincing to me.
Excellent point. I invested in Teck for the reason you mentioned; they have an energy hedge against inflation.
Looking forward to your next piece.