Revenue breakdown of Gibson Energy Inc.:

1. Midstream oil and gas services
2. Infrastructure and logistics solutions
3. Crude oil and liquid gas storage

TOP 3 markets and their percentage shares:

1. Canada: approx. 70%
2. USA: approx. 20%
3. International markets: approx. 10%

Gibson Energy Inc. generates the majority of its revenue from midstream oil and gas services, with the Canadian market representing the largest share. The USA is the second largest market, followed by international markets, which have a smaller but still significant share of the total revenue. This distribution reflects the company's strong presence and infrastructure in North America.

Production Sites: Canada

Gibson Energy Inc. is a Canadian company specializing in the storage, transportation, and marketing of crude oil and petroleum products. The company's main production and operational facilities are located in Canada, particularly in the western provinces such as Alberta. In these regions, Gibson Energy operates a variety of terminals, pipelines, and storage facilities used for the processing and transportation of crude oil and other energy products.

The company focuses on supporting the Canadian oil and gas industry and plays a crucial role in the infrastructure for the transportation of energy products within Canada and for export.

Current dividend yield: 6.5% (2026)

Investment volume in renewable energies: 150 million CAD (2025)

Gibson Energy Inc. pursues a growth strategy that strongly focuses on diversifying its energy portfolio. The company is investing significantly in renewable energies to reduce its dependence on traditional oil and gas businesses.

Another key focus is on optimizing and expanding their infrastructure, particularly in the storage and logistics of energy products. These investments are intended to increase efficiency and capacity to meet the growing market demands.

In addition, Gibson Energy is relying on strategic partnerships and acquisitions to strengthen its market presence and explore new business areas. This includes both the North American market and international expansion opportunities.

Main raw materials: Crude oil, petroleum products

Gibson Energy Inc. is a leading company in the energy infrastructure sector, focusing mainly on the storage, transportation, and marketing of crude oil and petroleum products.

Since Gibson Energy Inc. typically does not import raw materials in the conventional sense, but specializes in the processing and transportation of crude oil and petroleum products, the company primarily sources its raw materials from North America. The sources of crude oil are mainly located in Canada, particularly in the provinces of Alberta and Saskatchewan, as well as in the USA.

The exact origin of the raw materials may vary depending on market conditions and strategic decisions. However, it is known that Canada and the USA are the main suppliers, as Gibson Energy Inc. is heavily integrated into the North American energy infrastructure.

Market share in Canada: 15% (estimated 2026)
EBITDA margin: 12% (2025)
Return on equity (ROE): 10% (2025)

Gibson Energy Inc. has a solid competitive advantage in the Canadian energy market, especially in the midstream services sector. The company benefits from a strategically advantageous location of its infrastructure, allowing for efficient transportation and storage of oil and gas.

The EBITDA margin of 12% indicates a stable profitability, reflecting efficient operations and a strong market position. Additionally, the 10% return on equity enables Gibson Energy to continue investing in growth and innovation, strengthening its competitive advantage.

The estimated 15% market share in Canada underscores the company's significance in the industry. Despite competition from larger international corporations, Gibson Energy can excel through specialized services and local expertise.

Institutional Investor Share: approximately 60% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No current data available, estimates are based on the latest reports from 2023

The institutional investor share in Gibson Energy Inc. has remained stable at around 60% in recent years. This demonstrates the confidence of large institutional investors in the company and its future development.

Insider buys and sells can vary significantly and are often dependent on the personal circumstances of the insiders. In recent years, there have been no significant changes indicating any particular trust or mistrust by insiders. It is advisable to regularly check the latest reports and publications to obtain current information.

Market share of Gibson Energy Inc.: Estimate 3-5% (2026)

Main competitors and their market shares:

1. Enbridge Inc.: 25-30%
2. TC Energy Corporation: 20-25%
3. Pembina Pipeline Corporation: 10-15%
4. Inter Pipeline Ltd.: 5-10%
5. Keyera Corp.: 5-10%
6. Gibson Energy Inc.: 3-5%

Gibson Energy Inc. has a relatively small market share compared to the major players in the industry. The market for energy infrastructure in Canada is dominated by a few large companies that have extensive networks and resources.

Economic moat of Gibson Energy Inc.:

Gibson Energy Inc. has some strategic advantages that can be considered as an economic moat, including specialized services in the liquid fuel logistics sector and a strong presence in Canada's oil sands regions. This specialization allows the company to operate successfully in specific niche markets.

However, compared to larger competitors like Enbridge and TC Energy, which have more extensive infrastructure and diversified business models, the economic moat of Gibson Energy is less pronounced. The larger companies often have broader geographic coverage and more capital for investments in new projects, giving them a significant competitive advantage.

Overall, Gibson Energy has a certain strategic advantage in its core areas, but the larger competitors have a stronger economic moat due to their size and resources.

Revenue Growth: 5.2% (2025) EBITDA Growth: 4.8% (2025) Dividend Yield: 6.5% (2025)

Gibson Energy Inc. recorded a moderate revenue growth of 5.2% in 2025, indicating stable demand for its services in the energy sector. The 4.8% EBITDA growth shows that the company was able to improve its operational efficiency, which is positive for future profitability.

The 6.5% dividend yield is attractive to investors seeking regular income. This high yield can be an indicator of financial stability and the company's ability to consistently pay dividends.

Overall, Gibson Energy Inc. could be a good investment for investors interested in stable returns and willing to invest in a company with solid operational performance. However, it is important to consider other factors such as market conditions and long-term corporate strategies.

Dividend Yield: 6.5% (2026, estimated)
Dividend History: Continuous payout for over 10 years

Gibson Energy Inc. has a long tradition of dividend payment and is known for its reliable payout policy. The company has been consistently paying dividends in recent years, indicating a stable financial foundation and solid cash flow.

The estimated dividend yield of 6.5% in 2026 suggests that Gibson Energy continues to pursue an attractive dividend policy. This reliability is supported by the company's strong market position and its ability to generate stable revenues. Analysts view Gibson Energy's dividend policy as sustainable as long as the company maintains its operational efficiency and flexibly responds to market changes.