Uploaded September 2026 | Updated September 2026, 1 day ago

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Forum Dialogue host Hal Roberts speaks with Patrick O’Rourke of ATB Core Capital Markets about the investment case for Canadian oil and gas.
Patrick covers profitability at $65–$70 oil, energy expansion over transition, AI data centre power demand, Canadian crude as a safe haven barrel, and the outlook for pipelines and LNG.

TIMESTAMPS
0:00 Intro
0:35 Profitable at $65–$70 oil
1:36 AI, data centres and energy demand
3:25 Stronger balance sheets
6:24 Energy expansion, not transition
8:25 Canada’s safe haven barrel
10:45 Dividends and buybacks
13:51 Volatility and hedging
16:00 The Ottawa–Alberta MOU
20:22 Pipelines and takeaway capacity
24:15 Natural gas, power and nuclear

GUESTS
• Patrick O'Rourke: Managing Director - Institutional Equity Research, ATB Capital Markets

Forum Dialogue
Host: Hal Roberts

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TAGS
#ForumDialogue #HalRoberts #PatrickORourke #ATBCapitalMarkets #OilAndGas #CanadianEnergy #EnergyInvesting #NaturalGas #LNGCanada #Pipelines #EnergySecurity #AIDataCentres #Alberta #Investing #CanadianEconomy