https://www.enverus.com/blog/exploring-the-future-of-canadian-oil-sands-and-montney-plays/
Great article from Enervus talking about Canadian o&g. Key points are:
>AECO bearish (duh)
>65% of the growth until 2030 to come from the oil sands, most of the rest will come from the Montney
>oil sands egress should keep rising with pipeline expansions which should support WCS and condensate pricing
>Canadian unconventional producers trade at comparable FCF multiples to US peers but have 2-3 times the reserve duration
>investors should focus on companies positioned in the best liquids-rich areas and select midstream names

basically just buy the best non-pure gas names and chill. Arc, Whitecap, CNRL, etc.