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[00:00:00] Introduction and the Tourmaline Investment Thesis
[00:02:17] Asset Deep Dive: Alberta Deep Basin and the Montney
[00:03:24] The Competitive Advantage of Owning Midstream Infrastructure
[00:06:01] Mu0026A Strategy and Consolidating the Western Canadian Sedimentary Basin
[00:08:58] Marketing Strategy: Solving the AECO Price Problem
[00:11:32] Expanding into Global Markets and LNG Contracts
[00:15:23] Financial Strategy: Balance Sheet and Shareholder Returns
[00:19:44] The 7-Year Strategic Plan (2025–2031)
[00:24:20] New Demand: Powering AI Data Centers with Natural Gas
[00:27:14] ESG, Regulatory Outlook, and Future Pipeline Projects

#Tourmaline #NaturalGas #EnergyInvesting #DataCenters #AI #LNG #Commodities #Investing #Alberta #EnergyStocks