The Financial Post reports in its Tuesday edition that Canada's oil patch is generating more cash than it knows what to do with. The Post's James Rose writes that according to BMO Capital Markets, investment funds dedicated to Canada's energy sector took in $159-million in September. That extends a run of new capital flowing into the sector and marks one of the strongest Septembers since BMO began tracking the data in 2022. Fund managers say Canada's oil industry is finally getting credit for its strong fundamentals -- low break-even costs, high free cash flow generation, disciplined capital spending and strong balance sheets. BMO analyzed sales of Canadian mutual funds and exchange-traded funds that hold oil and gas stocks. Those details help explain how the sector has performed and where money may flow next. Between 2023 and 2025, investors snubbed oil and gas for other sectors, pulling in $2.6-billion out of energy-focused mutual funds and ETFs. That trend reversed sharply in November, 2025, leading to a winning streak that continued into the fall. Since November, roughly $800-million has flowed into the sector, and BMO expects the trend to continue given the sector's high returns and growth in shareholder value.
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