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Trans Mountain CEO said the company’s main pipeline is expected to be nearly full in April as Asian buyers turn to Canada amid severe crude supply disruptions tied to the Iran war. The shift in sourcing supports near-term throughput expectations at Canada’s export infrastructure, with the key driver being geopolitical supply disruption rather than demand weakness.

Analysis

Trans Mountain CEO said the company’s main pipeline is expected to be nearly full in April as Asian buyers turn to Canada amid severe crude supply disruptions tied to the Iran war. The shift in sourcing supports near-term throughput expectations at Canada’s export infrastructure, with the key driver being geopolitical supply disruption rather than demand weakness.

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