How to read this definition
Inclusion criteria describe evidence that can establish this activity. Exclusion criteria identify circumstances that do not establish it on that basis alone. The evaluation remains connected to its taxonomy version and supporting evidence.
Can establish this activity
Included when supported
Evidence may support involvement when it matches one or more of these inclusion criteria.
6 criteria
- 01Criterion
Include operators of commercial oil-sands or tar-sands extraction using surface mining or in-situ recovery.
- 02Criterion
Include entities owning or controlling oil-sands or bitumen extraction rights, leases, reserves, or operating interests.
- 03Criterion
Include owners or operators of dedicated bitumen upgrading facilities that convert extracted bitumen into synthetic crude or comparable upstream products.
- 04Criterion
Exclude pipelines, rail, terminals, tankers, and other transport activities solely because they handle oil-sands-derived crude; classify the transport role under the applicable core oil screen and record feedstock exposure separately.
- 05Criterion
Exclude refineries solely because they process oil-sands-derived feedstock; classify refining under Oil Refining and Upgrading unless the entity also owns or operates qualifying extraction or dedicated upstream upgrading.
- 06Criterion
Include diversified or integrated energy companies with directly evidenced current oil-sands extraction, reserve ownership, or dedicated upgrading.
Does not establish this activity on its own
Excluded on this basis alone
These circumstances do not establish this activity unless separate evidence also meets an inclusion criterion.
6 criteria
- 01Criterion
Exclude conventional, shale, tight, or other oil production without a qualifying oil-sands or tar-sands asset.
- 02Criterion
Exclude general refining or upgrading where a direct oil-sands role is not established.
- 03Criterion
Exclude oilfield service, equipment, engineering, and construction providers without ownership or operation of the qualifying extraction or dedicated upgrading activity.
- 04Criterion
Exclude general pipeline, rail, storage, shipping, and trading companies without a separate qualifying upstream oil-sands role.
- 05Criterion
Exclude non-hydrocarbon mining, renewable energy, remediation, and reclamation activity without current oil-sands extraction or upgrading.
- 06Criterion
Exclude ceased or divested oil-sands activity from current involvement while preserving verified historical involvement and effective dates.
Evidence and evaluation methodology
How sources, entity pathways, decisions, qualifiers, and review history are handled.
Map screens to a client policy
How to choose provider screens, document coverage, and decide what happens after an outcome.