Commodities March 11, 2026

Canada Weighs Higher Oil Output to Help Calm Prices Amid Iran Conflict

Ottawa is pressing producers and refineries for temporary measures as the IEA coordinates a historic crude release

By Sofia Navarro
Canada Weighs Higher Oil Output to Help Calm Prices Amid Iran Conflict

Canada is assessing short-term measures to raise crude production and free up global supply to help moderate surging oil prices tied to the U.S.-Israeli war with Iran. Natural Resources Minister Tim Hodgson said Ottawa has asked oil companies to consider postponing scheduled maintenance at oil sands facilities and urged refineries that import crude to increase use of domestic oil. The moves come as the International Energy Agency agreed to release 400 million barrels, its largest-ever coordinated stock release.

Key Points

  • Canada is exploring temporary measures to raise crude output to support global price stability amid the U.S.-Israeli war with Iran - impacts energy and commodity markets.
  • The government has asked producers to consider delaying planned maintenance at oil sands facilities to keep production higher - impacts oil producers and capital expenditure schedules.
  • Ottawa is urging refineries that use imported crude to increase processing of domestic oil to free up supply elsewhere - impacts refining margins and regional crude flows.
  • The International Energy Agency approved a 400 million barrel release, its largest-ever, to address sharp price increases caused by supply shocks - impacts global crude inventories and market volatility.

CALGARY, March 11 - Canada is exploring ways to temporarily boost its crude oil output to contribute to global efforts to stabilize energy markets amid the U.S.-Israeli war with Iran, Natural Resources Minister Tim Hodgson said on Wednesday.

Hodgson told reporters in Ottawa that the federal government has been in discussions with Canadian oil producers about delaying planned maintenance at oil sands operations. The intention is to raise short-term production by keeping facilities online longer than scheduled, rather than implementing maintenance shutdowns that would lower output.

In addition, Ottawa has asked Canadian refineries that currently process imported crude to increase their use of domestic oil. Hodgson said this shift would free up barrels in other regions, effectively redirecting Canadian production where it is most needed on global markets.

The measures come as the International Energy Agency agreed to release 400 million barrels of oil on Wednesday - the largest coordinated release in the agency's history - in a bid to rein in crude prices that have risen sharply due to supply shocks from the U.S.-Israeli war with Iran.

Canada is the world's fourth-largest oil producer and participates as a member of the IEA. However, unlike some countries, Canada does not maintain its own strategic petroleum reserve because it is a net exporter of oil, a structural detail Hodgson referenced in the context of the country's policy options.


Context and operational levers

Officials are focusing on two immediate operational levers: postponement of maintenance at oil sands facilities and a reallocation of refinery feedstocks toward domestic crude. Both actions are framed as temporary steps intended to increase the availability of Canadian barrels on international markets.

Hodgson's statements indicate Ottawa is coordinating with industry stakeholders rather than mandating production changes. The government emphasis is on voluntary adjustments by producers and refiners to help shore up supply where global pressures have pushed prices higher.


What remains unclear

The statements outline options under consideration and requests being made to industry partners, but they do not quantify how much additional crude might become available or how long any temporary measures would remain in place. The effectiveness of these steps in moderating global prices was not specified.

Risks

  • Crude prices have surged due to supply shocks from the U.S.-Israeli war with Iran, creating market volatility that these temporary measures aim to address - affects energy and commodities sectors.
  • Canada does not maintain a strategic petroleum reserve because it is a net exporter, which limits one set of policy tools for emergency stock releases - affects national energy policy options and market response capacity.
  • It is uncertain how much additional supply can be generated by delaying maintenance and shifting refinery feedstock, and no estimates or timelines were provided - affects operational planning for producers and refiners.

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