Who buys — measured demand, not hope
Demand evidence by destination market, with a confidence grade.
Redirectable + new exports by sector (C$B/yr)
5-year10-year20-year
Shares of current US-bound exports judged redirectable at each horizon, plus net-new export capacity (LNG, fuels). Sector shares are flagged assumptions — challenge them in the repo.
| Sector | Organic growth | Basis | Source |
|---|