Canadian Natural is the largest Canadian E&P with long-life, low-decline oil sands assets that generate sustainable FCF at strip pricing. TMX pipeline expansion has narrowed WCS differentials, lifting netbacks. Capital return policy (100% FCF to shareholders) is best-in-class. Carbon capture investment supports long-term license to operate. High-quality compounder in Canadian energy.
Thesis reviewed May 29, 2026
Canadian Natural Resources Ltd. is headquartered in Canada, which is currently showing moderate signals.
π¨π¦Canada48NEUTRALView Canada risk detail ββ‘Energy75REDUCE| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| WDS | Woodside Energy Group Ltd | 70 | +10% | β73% | WATCH |
| PBR | Petroleo Brasileiro SA (Petrobras) | 70 | -8% | β73% | AVOID |
| SU | Suncor Energy Inc. | 70 | +14% | β73% | WATCH |
| CVE | Cenovus Energy Inc. | 70 | +17% | β73% | WATCH |
| PTR | PetroChina Company Limited | 70 | +8% | β73% | NEUTRAL |
| ECOPETROL | Ecopetrol S.A. | 70 | +7% | β73% | NEUTRAL |
| TTE | TotalEnergies SE | 70 | +10% | β73% | WATCH |
Investors who hold CNQ may also have indirect exposure through these country funds.
CNQ raises dividend for 25th consecutive year
Pathways Alliance carbon capture project advances permitting
Estimates Β· Yahoo Finance Β· Not audited figures