In short: The unresolved variable for investors: "they haven't yet specified exactly what Pathways… what their obligations are going to be under carbon capture and storage" — "a very big card turned up." Notably, his own oil sands company sits outside it: "we have our own separate carbon capture and storage… we're not part of Pathways."
29:45They've got the pipeline baked but they haven't yet announced what requirements to increase production, for maybe some kind of royalty. And so I'm not sure what it's going to be, but also at the same time they haven't yet specified exactly what Pathways, which is a group of oil sands companies, what their obligations are going to be under carbon capture and storage. I've got an oil sands company, we have our own separate carbon capture and storage, but we're not part of Pathways.
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