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China and Iran Strengthen Ties
Article from Platts
Will China be able to keep importing oil from Iran? Iran is the 6th largest supplier of oil to China, which is not an insignificant amount of oil.
Potential for Trump to use Iran in negotiations with China over trade and North Korea.

ExxonMobil and Plains to partner on Permian pipeline
https://www.chron.com/business/energy/article/Exxon-Mobil-Plains-partner-on-Permian-pipeline-12987234.php
Exxon plans to triple its production of oil and gas by 2025. More pipeline capacity expected to come online in Permian such that there may even be excess capacity by 2020. How will this impact the WTI/Brent spread? Will it ever come back within the $3-$4 range?

Canadian oil Production to Rise
https://www.bnnbloomberg.ca/canadian-oil-production-to-rise-despite-competitiveness-gap-industry-group-says-1.1091585#
Industry group predicts an increase in Canadian oil production, particularly from Canadian oil sands regions. Expects to see increase of 1.4 million bpd by 2035.

Interview with Markham Hislop, Energy Journalist and publisher of Energi.news
Trans-Mountain Pipeline project update
5900 barrel capacity.
Canadian system currently at capacity. Expansion was proposed in 2013, green lighted in 2016.
Opposition originated in Vancouver area. Concern over spills in the city and in the inlet.
Last summer, NPD government elected - ran against the Trans-Mountain pipeline specifically
British Columbia government delayed and delayed permitting until Kinder Morgan finally gave an ultimatum.
Canadian government bought Kinder Morgan Canada\'s existing assets.

Ellen\'s Articles:
Sanctions or Self-Sabotage? The Story of Iran\\u2019s Oil Industry - http://bit.ly/2sV45uP

8 Major Companies Still In Iran As U.S. Sanctions Inch Closer - http://bit.ly/2MqOhYO

10 Companies Leaving Iran As Trump\'s Sanctions Close In - http://bit.ly/2Mp6HJi

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