Alberta oil sands and Venezuela produce the same heavy crude. Both export to American refineries. The US just took control of Venezuela’s supply. Shane’s immediate reaction: Canada became irrelevant. Is he right?

Rob Breakenridge says not yet, but the clock’s ticking. Venezuela needs years to reach Alberta’s production levels unless America decides to accelerate that timeline with money and expertise. The conversation examines Trump’s territorial ambitions: Greenland, Cuba, Colombia, Mexico. Rob contrasts the “peace president” narrative with an expanding list of countries to potentially attack. Shane asks whether Greenland talk distracts from the Venezuela oil play. Rob questions who America’s actual friends are if Russia’s not an enemy but NATO’s expendable.

Discover why diversifying to Chinese markets became urgent overnight. Learn what Venezuela’s production timeline actually looks like. Understand why waiting to see what happens could leave Alberta behind.

GUEST:Rob Breakenridge | robbreckenridge.com

Originally aired on2026-01-08