Substack · Don Wharton Victoria, BC · Don Wharton
The Worst May be Over for TFI and Shell Deepens Canadian Gas Push With $22B ARC Resources Acquisition
TFI International Rises on Mixed Q1’26 Results and Shell Bets C$22B on Canada’s LNG Future With ARC Resources Deal
Since publication TFII −17.5% α −23.3 pp vs S&P 500 · USD