Western Canadian crude production is on course to increase by 1 million barrels per day (MMbbl/d) to 4.8 MMbbl/d by 2020, which will likely lead to a resurgence in the crude-by-rail sector, IHS Markit said in a new report.

That conclusion is predicated on the region’s constrained pipeline systems’ inability to keep up with supply despite planned major projects—Alberta Clipper Expansion, Keystone XL, Energy East and Trans Mountain Expansion.