{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Strathcona Hit $4B Faster Than Any Canadian Company—Adam Waterous Wants MEG Next","html":"","width":"100%","height":180,"duration":3290,"description":"Adam Waterous thinks the Canadian energy sector is the most compelling opportunity in North America—and he’s putting his money where his mouth is. On this special episode of In the Money with Amber Kanwar, we’ve got a special on-location Calgary Stampede edition hosted by ATB Financial. Amber sits down with the CEO of the Waterous Energy Fund in front of a live audience to unpack Strathcona’s multi-billion takeover bid for MEG Energy and what it says about the future of oil and gas in Canada.\nWaterous lays out why Canada’s long-life reserves, superior economics, and underappreciated asset base give it a structural advantage over the U.S.—and why now is the time to scale. He explains why MEG is a “plan A-plus” acquisition for Strathcona, how the deal could unlock massive operational synergies, and what makes it accretive for both sides of the table. With a shareholder vote looming, he also makes the case for consolidation as the next phase of growth in a sector that’s been overlooked for too long.\nBeyond the deal, Waterous shares a bold vision: Canada not only has the resources, but the moral obligation to help solve the global energy poverty crisis—by doubling oil and gas production. It’s a provocative take on Canada’s role in the world, grounded in energy security, economic opportunity, and climate pragmatism.\nTimestamps\n00:00 Intro: ITM Stampede Edition\n02:25 Understanding Adam’s approach to energy investing\n09:10 How does timing factor in?\n11:45 What Adam says to the naysayers\n14:35 Are there parallels with CNQ?\n16:20 Adam’s view on oil prices\n18:50 Why did Adam make the bid for Meg Energy now?\n24:15 Will Adam sweeten the bid?\n32:35 Making the case for why Strathcona should buy Meg\n34:20 Is Athabasca another potential opportunity?\n38:46 How climate change factors into his thinking? “We have an energy poverty emergency”\n43:00 Adam on Mark Carney and his policies\n46:45 What needs to change to make Canada succeed?\n49:25 Why don’t more of his peers talk about what...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}