I have a pet theory, with zero direct evidence, but a bunch of anecdotal hints … that the US has ‘encouraged’ Canada to increase our O&G support and output because they want to cut down on their reliance on SAE/OPEC sources.
Because so far America is doing the bare minimum to wean itself off O&G, so they need a reliable alternative source … and we’re it.
If that is true it explains why we purchased the TCP, and completed the line, plus the billions we spend subsidizing O&G.