TSX:KEYOil and Gas
Keyera (TSX:KEY) Valuation After Alberta EnviroFuels Outage And 2026 Margin Impact
Why the Alberta EnviroFuels outage matters for Keyera
Keyera (TSX:KEY) has reported an extended unplanned shutdown at its Alberta EnviroFuels facility after a critical component failure. This will keep the iso octane plant offline until May 2026 and has prompted an early major turnaround.
Because Alberta EnviroFuels is a key part of Keyera’s liquids business, the outage is expected to affect 2026 realized margins, maintenance capital spending, and guidance. This helps explain the recent stock...