The Bakken is mentioned often in that article as is DAPL.
For the record, I don't buy it: I don't see any surge in CBR out of Canada between now and 2020.
But if one buys into it, these things support the thesis:
- huge CAPEX deferral / cancellations since 2014 could result in huge demand/supply imbalance by 2020
- political environment won't permit (m)any new crude oil pipelines in the US
- Canada unlikely to connect any pipelines to their western ports in the next several years
- Enbridge could lose a huge pipeline: Enbridge Line 5