Suncor's vertically integrated oil sands and downstream refining position captures the full barrel margin from Athabasca to Petro-Canada retail. Operational reset under new CEO has restored production reliability, and TMX completion improves netbacks. Strategic refining assets in Edmonton, Sarnia, and Montreal create energy security value for Canadian and US Northeast markets. Capital returns support a 4%+ yield with buyback overlay.
Thesis reviewed May 29, 2026
Suncor Energy Inc. is headquartered in Canada, which is currently showing moderate signals.
🇨🇦Canada55NEUTRALView Canada risk detail →⚡Energy62REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 63 | +6% | ↓89% | WATCH |
| ET | Energy Transfer LP | 63 | +7% | ↓89% | WATCH |
| WDS | Woodside Energy Group Ltd | 60 | +10% | ↓89% | EARLY |
| SU | Suncor Energy Inc. | 60 | +14% | ↓89% | EARLY |
| CVE | Cenovus Energy Inc. | 60 | +17% | ↓89% | EARLY |
| SNP | China Petroleum & Chemical Corporation (Sinopec) | 60 | +8% | ↓89% | NEUTRAL |
| PTR | PetroChina Company Limited | 60 | +8% | ↓89% | NEUTRAL |
Investors who hold SU may also have indirect exposure through these country funds.
Suncor reports record upstream uptime in Q1 2026
Petro-Canada retail margins expand on EV transition slowdown
Estimates · Yahoo Finance · Not audited figures
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