Canada just approved the export route Canadian Natural said it needs to grow. CNQ, the country's biggest oil producer, sits at 14.4% of the AI Natural Resources tracker, and its president told analysts in May the oil sands can't expand without a Pacific pipeline. This new line to the B.C. coast would carry another million barrels a day to Asia, cutting reliance on the U.S. The catch: CNQ must fund the Pathways carbon capture project first. Stalled expansions like Jackpine could now restart.