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		<nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012653101</cusip>
		<value>1237605</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15264</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15264</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ALCOA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>013872106</cusip>
		<value>1756688</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53411</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>53411</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ALLIANCE RESOURCE PARTNERS L</nameOfIssuer>
		<titleOfClass>UT LTD PART</titleOfClass>
		<cusip>01877R108</cusip>
		<value>16366551</value>
		<shrsOrPrnAmt>
			<sshPrnamt>647283</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>647283</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ARCELORMITTAL SA LUXEMBOURG</nameOfIssuer>
		<titleOfClass>NY REGISTRY SH</titleOfClass>
		<cusip>03938L203</cusip>
		<value>1636240</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53477</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53477</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>039483102</cusip>
		<value>423557</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7090</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7090</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>BARRICK MNG CORP</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>06849F108</cusip>
		<value>8906615</value>
		<shrsOrPrnAmt>
			<sshPrnamt>229763</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>229763</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BHP GROUP LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>088606108</cusip>
		<value>1526714</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27385</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27385</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<value>498617</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116703</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116703</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CAMECO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13321L108</cusip>
		<value>566642</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6757</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6757</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136385101</cusip>
		<value>1893374</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59242</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>59242</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135U109</cusip>
		<value>112403555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6422579</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6422579</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125269100</cusip>
		<value>696162</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7761</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7761</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>16411R208</cusip>
		<value>63081791</value>
		<shrsOrPrnAmt>
			<sshPrnamt>268456</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>268456</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>166764100</cusip>
		<value>6687253</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43063</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43063</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20825C104</cusip>
		<value>3147198</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33272</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33272</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CONSTELLATION ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>21037T109</cusip>
		<value>709146</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2155</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2155</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CRH PLC</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>G25508105</cusip>
		<value>742421</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6192</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6192</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CROWN HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>228368106</cusip>
		<value>908526</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9406</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9406</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DARLING INGREDIENTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237266101</cusip>
		<value>930854</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30154</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30154</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<value>1682284</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11756</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11756</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>260557103</cusip>
		<value>648048</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28262</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28262</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DT MIDSTREAM INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>23345M107</cusip>
		<value>39799155</value>
		<shrsOrPrnAmt>
			<sshPrnamt>352018</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>352018</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29250N105</cusip>
		<value>23440485</value>
		<shrsOrPrnAmt>
			<sshPrnamt>464535</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>464535</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ENERGY TRANSFER L P</nameOfIssuer>
		<titleOfClass>COM UT LTD PTN</titleOfClass>
		<cusip>29273V100</cusip>
		<value>85575942</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4986943</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4986943</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ENTERPRISE PRODS PARTNERS L</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>293792107</cusip>
		<value>54333876</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1737572</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1737572</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EOG RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26875P101</cusip>
		<value>519900</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4637</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4637</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>165167735</cusip>
		<value>1029359</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9689</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9689</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>6514357</value>
		<shrsOrPrnAmt>
			<sshPrnamt>57777</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>57777</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FMC CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>302491303</cusip>
		<value>454509</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13515</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13515</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>35671D857</cusip>
		<value>3500816</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89261</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89261</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>406216101</cusip>
		<value>1782221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72448</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72448</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49456B101</cusip>
		<value>41730101</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1474041</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1474041</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
		<value>54133342</value>
		<shrsOrPrnAmt>
			<sshPrnamt>280862</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>280862</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>635322</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1008</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1008</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MATADOR RES CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576485205</cusip>
		<value>1912086</value>
		<shrsOrPrnAmt>
			<sshPrnamt>42557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42557</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>61945C103</cusip>
		<value>865509</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24957</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24957</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MURPHY USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626755102</cusip>
		<value>39191741</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100942</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>100942</Sole>
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		<nameOfIssuer>NEWMONT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>651639106</cusip>
		<value>8052364</value>
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			<sshPrnamt>95509</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95509</Sole>
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			<None>0</None>
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		<nameOfIssuer>NUCOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670346105</cusip>
		<value>2262087</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16703</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16703</Sole>
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			<None>0</None>
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		<nameOfIssuer>NUTRIEN LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67077M108</cusip>
		<value>4087905</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50060</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50060</Sole>
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			<None>0</None>
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		<nameOfIssuer>ONEOK INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>682680103</cusip>
		<value>81390446</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1115396</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1115396</Sole>
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			<None>0</None>
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		<nameOfIssuer>PBF ENERGY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>69318G106</cusip>
		<value>53464438</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1772106</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1772106</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>PEMBINA PIPELINE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>706327103</cusip>
		<value>69007139</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1699083</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1699083</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718546104</cusip>
		<value>63177209</value>
		<shrsOrPrnAmt>
			<sshPrnamt>464470</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>464470</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PLAINS GP HLDGS L P</nameOfIssuer>
		<titleOfClass>LTD PARTNR INT A</titleOfClass>
		<cusip>72651A207</cusip>
		<value>44378121</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2433011</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2433011</Sole>
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			<None>0</None>
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		<nameOfIssuer>POSCO HOLDINGS INC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>693483109</cusip>
		<value>1227839</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24951</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24951</Sole>
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			<None>0</None>
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		<nameOfIssuer>RIO TINTO PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>767204100</cusip>
		<value>1024277</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15517</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15517</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81211K100</cusip>
		<value>3182454</value>
		<shrsOrPrnAmt>
			<sshPrnamt>90027</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90027</Sole>
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			<None>0</None>
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		<nameOfIssuer>SHELL PLC</nameOfIssuer>
		<titleOfClass>SPON ADS</titleOfClass>
		<cusip>780259305</cusip>
		<value>1409651</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53120</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53120</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SOUTH BOW CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83671M105</cusip>
		<value>45577836</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1605964</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1605964</Sole>
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			<None>0</None>
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		<nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867224107</cusip>
		<value>75817362</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1787675</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1787675</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>SUNOCO LP/SUNOCO FIN CORP</nameOfIssuer>
		<titleOfClass>COM UT REP LP</titleOfClass>
		<cusip>86765K109</cusip>
		<value>46716191</value>
		<shrsOrPrnAmt>
			<sshPrnamt>934137</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>934137</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>84945126</value>
		<shrsOrPrnAmt>
			<sshPrnamt>507014</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>507014</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TC ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87807B107</cusip>
		<value>12357052</value>
		<shrsOrPrnAmt>
			<sshPrnamt>227111</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>227111</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>878742204</cusip>
		<value>2493730</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47177</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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	<infoTable>
		<nameOfIssuer>TOTALENERGIES SE</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>89151E109</cusip>
		<value>897618</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>VALE S A</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>91912E105</cusip>
		<value>1416144</value>
		<shrsOrPrnAmt>
			<sshPrnamt>130400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>VALERO ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91913Y100</cusip>
		<value>1916957</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>VIPER ENERGY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>64361Q101</cusip>
		<value>13224770</value>
		<shrsOrPrnAmt>
			<sshPrnamt>346017</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>VISTRA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92840M102</cusip>
		<value>847550</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>WESTERN MIDSTREAM PARTNERS L</nameOfIssuer>
		<titleOfClass>COM UNIT LP INT</titleOfClass>
		<cusip>958669103</cusip>
		<value>53343915</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1357697</Sole>
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		<nameOfIssuer>WESTLAKE CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>960413102</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>WEYERHAEUSER CO MTN BE</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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</informationTable>
