Molecule balance

The molecule balance: every exported unit has a route

Think of Canada's gas and oil production like a river reaching a delta: the total flow doesn't change, only how many channels it splits into. Today almost the whole river runs down one channel — the pipeline south. This model doesn't claim the river gets bigger; it tracks where each cubic foot and barrel actually ends up as new channels (LNG export terminals, domestic industrial use) open up, and it never double-counts a unit that's already been assigned a route. If a unit isn't spoken for by 2040, it shows up honestly as unallocated optionality below — not silently absorbed into a bigger number.