The Vancouver Sun reports in its Friday edition First Energy Capital has introduced a "pipeline risk" to its outlook, adding it is becoming pessimistic TransCanada's Keystone XL and Enbridge's Alberta Clipper will get the sign-off from U.S. authorities. Postmedia's Yadullah Hussain writes Enbridge's Northern Gateway also faces significant challenges. As a result, CIBC World Markets forecasts differentials between synthetic crude and Western Canada Select to widen. CIBC also expects railing capacity to pick up most of the volume that would otherwise be transported by pipeline. While there are dangers of overbuilding rail capacity, the absence of a clear path for new export pipelines has left producers erring on the side of caution. Talk of new pipelines in the Bakken basin has typically relied on trains. Longer term, analysts expect new crude oil export pipelines will get constructed, diminishing rail options. Pipelines remain the cheapest way to move liquid hydrocarbons. "Based on current expectations for new pipeline in-service dates, the need for crude-by-rail in the Western Canadian Sedimentary Basin will fall in the 2018/19 timeframe," CIBC says.