5-2-16. Alaska has condensate but not enough crude oil; Alberta has massive crude but insufficient condensate (at the right price). Should they renew talks about an Alberta-Alaska rail….

Our observation:  A rail line between Alberta and Alaska could export Oil Sands crude through Alaska and backhaul North Slope condensate.  (See story below).  We'll leave it to others to consider economic feasibility of different routes and modes.   We will observe that the backhaul idea might make any Canadian export project more feasible.   Furthermore, the Oil Sands new challenge of requiring heavy oil to be thinned by about a third, with condensate, and Exxon's new Point Thomson condensate production does create more condensate for sale...and does reveal a nearby market [...]