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Weekly

The Heavy Reading weekly archive.

Every Heavy Reading weekly edition, newest first. Each edition carries its masthead, date, vintages, executive call, charts, risks, methodology, and source appendix.

EditionDateThe call (teaser)License
WCSB Weekly2026-09-23· November injection barrels start trading October 1, eight days out. The forward balance for November is +191 kb/d into storage; October was the heavy maintenance month at 164 kb/d offline.
· Basis signal is bearish: October preliminary -16.48 vs September final -15.32, a 1.16 widening. November basis is unobservable (no strips supplied); nothing fabricated.
public

Sources

Sources
PublisherDatasetURLPublishedVintage / coverageRetrieved
Alberta Energy RegulatorST3: Alberta Energy Resource Industries Monthly Statisticshttps://www.aer.ca/data-and-performance/data-and-publications/statistical-reports/st3MonthlyActuals through 2026-07 (latest file vintage 2026-08-27)2026-09-22
Alberta Energy RegulatorST53: In-situ project data (BITUMEN sheet)https://www.aer.ca/data-and-performance/data-and-publications/statistical-reports/st53MonthlyActuals through 2026-072026-09-22
Alberta Energy RegulatorST39: Mine and upgrader facility dataURL not recorded in repoMonthlyActuals through 2026-052026-09-22
Canada Energy RegulatorPipeline throughput, capacity and apportionment (open data)https://www.cer-rec.gc.ca/open/energy/throughput-capacity/Monthly, ~3-month lagJan 2018 to Jun 20262026-09-22
Company disclosuresQuarterlies, budget releases, investor presentations, earnings callsURLs per record in annotations/maintenance_forward.yamlAs publishedForward maintenance calendar window 2026-10-01 to 2027-09-30, compiled 2026-09-222026-09-22
Heavy Reading modelWCSB S&D dashboard build (21 granular leaves, grade layer, maintenance math)No public URL (repo build)Per buildForecast built 2026-09-22; Aug-Sep 2026 nowcast built 2026-09-232026-09-23

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.

Heavy Reading · the WCSB supply letter.
Public information only: AER ST3/ST39/ST53 and company disclosures via the WCSB S&D model. Nothing here is licensed data, so this page renders the same with or without ?public=1.