Flatie was quoting a January 2017 ratio from an article that benchmarked to the 2012 ratio.
He provided no explanation or evidence for his apparent belief that the increased refining of tar sands oil would have the same (or higher ?) domestic component and not be exported.
As he was being rather pedantic, I conceded a point as a friendly gesture by adding two words:
The oil was destined for the export market -> The bulk of the oil was destined for the export market.
