Imperial Oil Resources Limited
Turnaround in model: Oct 2026 (+3.0 kb/d, Imperial Cold Lake 3Q/4Q 2026 turnaround)CSSIMO
| Operator | Imperial Oil Resources Limited |
| Type | CSS |
| Ticker | IMO |
| ST53 scheme | Cold Lake |
| Description | Cold Lake is a cyclic steam stimulation (CSS) in-situ oil sands project operated by Imperial Oil. It is one of Imperial's three oil sands assets alongside Kearl and its Syncrude interest. Source: Imperial Oil, Imperial provides 2026 corporate guidance outlook, via Business Wire, 2025-12-15 |
| Status | Operating. |
| Nameplate capacity | 2026 production guidance of 152,000 to 160,000 bbl/d (gross). This is a guidance range, not a stated nameplate. Source: Imperial Oil, Imperial provides 2026 corporate guidance outlook, via Business Wire, 2025-12-15 |
| Start-up / phases | not tracked in the public data used here |
| Ownership / JV split | Imperial Oil Resources Limited owns 100% and operates Cold Lake. Source: Imperial Oil, Imperial provides 2026 corporate guidance outlook, via Business Wire, 2025-12-15 |
| Product and disposition | Bitumen: flexible disposition, dilbit to market or upgrader feed (economically optimized) Source: Dashboard grade-layer panel (leaf mapping lineage); disposition defaults from annotations/maintenance_disposition_history.md |
| Process / technology | CSS (cyclic steam stimulation). Source: projects.yaml project master, `imo_cold_lake` record, type: css |
| Froth treatment | not applicable (in-situ / upgrading) |
| Interconnects | not tracked in the public data used here |
| Growth / expansions | The Grand Rapids development and the ongoing use of solvent-assisted and other optimization technologies support Cold Lake production; no new sanctioned capacity expansion disclosed in reviewed sources. Source: Imperial Oil, Imperial provides 2026 corporate guidance outlook, via Business Wire, 2025-12-15 |
| Company-disclosed maintenance | Planned turnarounds at Cold Lake in Q3/Q4 2026 were disclosed in the 2026 guidance. Specific durations not disclosed. Source: Imperial Oil, Imperial provides 2026 corporate guidance outlook, via Business Wire, 2025-12-15 |
| Operating costs | Unit cash cost of C$21.39/bbl in Q2 2026. Source: Investing News, Imperial announces second quarter 2026 financial and operating results, 2026-07-31 |
Blank "not tracked" cells are facts not present in the public data used here. They are labeled, never estimated. Filing-sourced facts carry their document name and date; where sources disclose multiple bases for one figure, all are shown.
| Series | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|
| Cold Lake (Imperial) | 207.3 | 205.9 | 197.7 | 187.2 | 203.2 | 194.3 |
| Series | Oct 2026 | Nov 2026 | Dec 2026 | Jan 2027 | Feb 2027 | Mar 2027 |
|---|---|---|---|---|---|---|
| Cold Lake (Imperial) | 198.1 | 209.3 | 208.9 | 199.0 | 201.6 | 201.4 |
Full 26-month table with drill-down lives in the trading dashboard. Blank cells are months AER has not published yet, not zeros.
How to read Cold Lake (Imperial): Q4 2026 turnaround (-3 kb/d, Imperial guidance) is modeled down at this leaf for Aug-Dec 2026. Maintenance modeled down at this leaf: Imperial Cold Lake 3Q/4Q 2026 turnaround, -3 kb/d Aug-Dec 2026 (annualized guidance rate). Source: Imperial 2026 corporate guidance (via Oil Sands Magazine 2026-01-15).
| Timing | Event | Impact kb/d | Standing | Source |
|---|---|---|---|---|
| turnaround_cold_lake_3q4q_2026 | 3Q/4Q 2026 turnaround, 3 kbd annualized (Imperial 2026 guidance); Q4 portion falls in the window. In offline_barrels.yaml. | in offline_barrels.yaml | In model math | See note |
Pattern-indicated entries are indicators only: they carry no volume and never enter model math. Math requires public-confirmed guidance.
Named assumptions: Q4 2026 turnaround (-3 kb/d, Imperial guidance) is modeled down at this leaf for Aug-Dec 2026. Maintenance modeled down at this leaf: Imperial Cold Lake 3Q/4Q 2026 turnaround, -3 kb/d Aug-Dec 2026 (annualized guidance rate). Source: Imperial 2026 corporate guidance (via Oil Sands Magazine 2026-01-15).
Confirmation status: model forecast; maintenance impacts enter the math only from public-confirmed guidance.
In-situ bitumen has flexible disposition (dilbit to market or upgrader feed). In the model, Cold Lake output is unchanged by upgrader outages and any upgrader-bound share is assumed diverted to dilbit, so its 199.5 kb/d 12-month forecast average is a steady contributor to marketable dilbit across the tradable window.
Basis: model-derived from the dashboard series above; no external view is added.
Cold Lake (Imperial)
Source: AER ST53, commercial scheme mapping (repo annotations/projects.yaml)
Vintage: AER ST53 actuals through 2026-07, pulled 2026-09-22; model nowcast (_seasonal_baseline + confirmed maintenance), built 2026-09-23
Method: actuals: ST53 scheme observed, grossed up by 1.27 to ST3 in-situ level (mapped projects cover 79.0%). forecast: _seasonal_baseline (trailing-12m mean x seasonal factor from last 3 complete years). Confirmed maintenance is deducted at this leaf after the baseline (see Why).
| Publisher | Dataset | URL | Published | Vintage / coverage | Retrieved |
|---|---|---|---|---|---|
| Alberta Energy Regulator | ST3: Alberta Energy Resource Industries Monthly Statistics | https://www.aer.ca/data-and-performance/data-and-publications/statistical-reports/st3 | Monthly | Actuals through 2026-07 (latest file vintage 2026-08-27) | 2026-09-22 |
| Alberta Energy Regulator | ST53: In-situ project data (BITUMEN sheet) | https://www.aer.ca/data-and-performance/data-and-publications/statistical-reports/st53 | Monthly | Actuals through 2026-07 | 2026-09-22 |
| Alberta Energy Regulator | ST39: Mine and upgrader facility data | URL not recorded in repo | Monthly | Actuals through 2026-05 | 2026-09-22 |
| Canada Energy Regulator | Pipeline throughput, capacity and apportionment (open data) | https://www.cer-rec.gc.ca/open/energy/throughput-capacity/ | Monthly, ~3-month lag | Jan 2018 to Jun 2026 | 2026-09-22 |
| Company disclosures | Quarterlies, budget releases, investor presentations, earnings calls | URLs per record in annotations/maintenance_forward.yaml | As published | Forward maintenance calendar window 2026-10-01 to 2027-09-30, compiled 2026-09-22 | 2026-09-22 |
| Heavy Reading model | WCSB S&D dashboard build (21 granular leaves, grade layer, maintenance math) | No public URL (repo build) | Per build | Forecast built 2026-09-22; Aug-Sep 2026 nowcast built 2026-09-23 | 2026-09-23 |
Every number on this page traces to a row above. Anything missing its own source line is flagged in place; nothing ships with an unsourced number.
?public=1.