LNG

Gulf South Pipeline’s Texas Gateway Project has entered the federal FAST-41 permitting program, accelerating federal review of the proposed 155-mile pipeline that would add 1.45 Bcf/d of natural gas transportation capacity between East Texas and the Louisiana Gulf Coast. If completed, the added takeaway capacity would also help supply expanding U.S. LNG export facilities and bolster feedgas availability for new projects.

Woodfibre LNG, positioned as the world’s first net zero LNG export facility, is more than halfway complete and targets end-2027 for in-service, CEO Luke Schauerte said. Addressing potential labour shortages, he told BNN Bloomberg the project is “in a really good spot (…) sort of between the waves of building.”

Chevron has agreed to supply 46 petajoules of pipeline gas to Alinta Energy from July 1, 2027, drawing its equity interests in the Gorgon, Wheatstone and North West Shelf LNG projects. The accord covers pipeline gas, not LNG export cargoes, as the competition between local supply obligation and LNG exports intensifies.

Canada has moved closer to unlocking a new Pacific Coast crude outlet from Alberta while fast-tracking British Columbia LNG projects with the aim of tripping LNG production and export beyond 2030.

US energy major Glenfarne has signed a letter of intent (LoI) with the Alaskan utility Chugach Electric Association to advance a gas supply deal tied to the $44 billion Alaska LNG development. Chugach wants to source North Slope gas via the Alaska gas pipeline, designated to meet Alaska’s domestic needs and supply feedgas to produce 20 mtpa of LNG for export.

Sempra’s Port Arthur Pipeline Louisiana Connector project is now complete and in-service, offering additional gas takeaway capacity for US Gulf Coast LNG export terminals along the US Gulf Coast. Port Arthur LNG Phase 1 is under construction and, when complete, will be able to process and ship up to 13 mtpa of LNG, according to project developers.

Turkey’s state-owned pipeline operator BOTAS and the Italian energy company Edison have agreed to work together on LNG trade and swap operations, while evaluating a new gas pipeline across the Mediterranean between Turkey and Italy.

With LNG Canada and other projects advancing, Canada is entering a broader energy-infrastructure boom rather than a one-off build-out. For upstream companies like Canadian Natural Resources, that shift lifts realized gas pricing, strengthens margins, and expands long‑term cash‑flow potential.

Rampant feedgas demand for US LNG exports is speeding up the completion of intrastate pipelines, with total capacity now reaching approximately 6.3 billion cubic feet per day (Bcf/d), according to the EIA’s updated Natural gas Pipeline Projects Tracker. About 85%, or 5.3 Bcf/d, of the additional capacity is designed to move shale gas from the Haynesville and Permian formations to the Louisiana Gulf Coast.

Gazprom’s latest cooperation push with CNPC is accelerating the ramp-up of Russian pipeline gas exports to China, capping the country’s LNG demand. Gazprom aims to increase exports via additional pipeline routes such as the Power of Siberia 2 pipeline.