If the goal is to double exports to countries other than the United States, it is clear that investments will be needed in several areas, including in our infrastructures and supply chain, including rail.
At a broad level, we can say that rail capacity is available in Canada, both in the eastern and western parts of the country. However, it's also clear that if we want to double the volumes moving from east to west, targeted infrastructure investments will be necessary, based on the specific demand that would result from those changes. In other words, existing infrastructure is suited to current volumes, but if those volumes are expected to double, it's obvious that investments will be needed in specific corridors, at specific ports, and so on.
According to our analysis, market forces would likely be well positioned to determine where those investments should be made.
