International Petroleum Corp

• SC Smead Capital Management 2Q26 International Value Strategy Newsletter: Stampeding Towards the Next Problem ↗ Smead Capital Management argues that strong refining margins and falling global inventories contradict claims of oil-demand destruction. It favors Canadian heavy-oil producers with long-life assets, disciplined capital allocation and buyback preferences, expecting constrained North American and OPEC+ supply to require higher oil prices over time. 2Q26 CVE $58BIMO $60BIPCO $19B +2

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