Undiluted thermal heavy crude from Lloydminster SAGD (Edam, Meota, Plover Lake, Vawn) plus conventional Lloydminster heavy (Cactus Lake and Greater Bodo polymer/water floods). 2025 AIF: the majority of Lloydminster Thermal production is transported by unit train via Strathcona's 50,000 barrel-per-day Hamlin rail terminal, which allows direct access to U.S. Gulf Coast refineries and avoids the need for diluent blending of the crude. March 2026 corporate presentation: majority of Lloydminster Thermal oil sold directly to USGC via owned and operated Hamlin Rail Terminal (only terminal in Canada shipping 100% neat crude via unit train). August 2026 presentation: Hamlin key stats ~50 Mbbls/d capacity, neat crude (no condensate), direct to USGC, 100% SCR barrels. Conventional Lloydminster volumes are delivered by pipeline or truck to Enbridge Mainline at Hardisty or Kerrobert. Not a refined-fuels grade. Not 2714 tar sands as mined material.
