Friday, September 11, 2026
HH: $2.77 AECO: C$1.48/GJ
Energy News
Ottawa Took In Situ Oil Sands Off the Federal Project List. The Gazette Printed Wednesday Interprovincial Pipes Now Go to the CER Alone. The Dual Review Is Off the List Cedar's Certificate Now Allows 3.75 Million Tonnes. Kitimat's Second Plant Is Still a 2028 Story Hodgson and Shmyhal Signed in Calgary. Cameco's Ukraine Book Runs Through 2035 Fossil Plants Left the Federal Project List. Alberta's Data-Centre Load Still Needs New Gas The Tape Tomorrow Is Line 5. Everything Else Is Waiting on That Weld Advantage Closed the Wembley Sale for $316 Million. Buybacks Are Back On Enbridge Agreed to Buy Tallgrass Crude for $2.55 Billion. Pony Express Is the Crown Jewel Ottawa Took In Situ Oil Sands Off the Federal Project List. The Gazette Printed Wednesday Interprovincial Pipes Now Go to the CER Alone. The Dual Review Is Off the List Cedar's Certificate Now Allows 3.75 Million Tonnes. Kitimat's Second Plant Is Still a 2028 Story Hodgson and Shmyhal Signed in Calgary. Cameco's Ukraine Book Runs Through 2035 Fossil Plants Left the Federal Project List. Alberta's Data-Centre Load Still Needs New Gas The Tape Tomorrow Is Line 5. Everything Else Is Waiting on That Weld Advantage Closed the Wembley Sale for $316 Million. Buybacks Are Back On Enbridge Agreed to Buy Tallgrass Crude for $2.55 Billion. Pony Express Is the Crown Jewel
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NOAA puts 69% odds on a historic El Nino. That is a problem for winter gas EIA sees record 3,985 Bcf in U.S. storage heading into winter LNG Canada approaching full use a year after first cargo AECO still cheap near C$1.46/GJ as the basin outruns Kitimat takeaway NOAA puts 69% odds on a historic El Nino. That is a problem for winter gas EIA sees record 3,985 Bcf in U.S. storage heading into winter LNG Canada approaching full use a year after first cargo AECO still cheap near C$1.46/GJ as the basin outruns Kitimat takeaway

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From the desk

What moved on Canadian listed names

Every morning we file a half-dozen notes on what actually happened — a deal close, a dividend date, a guidance tweak. Written here, not copied off a wire. 150 pieces if you need to catch up.

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Pipelines

Interprovincial Pipes Now Go to the CER Alone. The Dual Review Is Off the List

The September 9 Physical Activities Regulations amendments send interprovincial and international pipelines, plus designated power lines, to a Canada Energy Regulator assessment instead of an integrated Impact Assessment Act panel.
LNG

Cedar's Certificate Now Allows 3.75 Million Tonnes. Kitimat's Second Plant Is Still a 2028 Story

On July 10 the B.C. Environmental Assessment Office amended Cedar LNG's certificate to 500 MMcf per day of liquefaction, about 3.75 million tonnes a year, up from 3.0. Pembina and the Haisla Nation still target in-service in late 2028.
International

Hodgson and Shmyhal Signed in Calgary. Cameco's Ukraine Book Runs Through 2035

On September 10 Energy Minister Tim Hodgson and Ukraine's Denys Shmyhal signed a joint energy statement in Calgary. Canada added $10 million to the Energy Support Fund, up to $757 million of EBRD gas-purchase guarantees, and restated the Energoatom-Cameco uranium deal through 2035.
Power

Fossil Plants Left the Federal Project List. Alberta's Data-Centre Load Still Needs New Gas

The September 9 Project List amendments remove fossil fuel-fired generating facilities from Impact Assessment Act designation. Capital Power's 250 MW Meta contract in Sturgeon County is still aimed at the back half of 2028, and Alberta has kept large AI loads off the shared grid until then.
Markets

The Tape Tomorrow Is Line 5. Everything Else Is Waiting on That Weld

Enbridge's September 12 restart target is the next print that matters. Keyera has $30 million of 2026 Marketing margin riding on it. WTI is still in the mid-$80s and AECO is still cheap while Kitimat runs.
Natural Gas

Advantage Closed the Wembley Sale for $316 Million. Buybacks Are Back On

On September 11 Advantage completed the sale of its Wembley area assets for $316 million in gross cash proceeds, ahead of the August 26 timeline. Proceeds went to reduce bank debt. The company said it has resumed significant share repurchases.

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Trends

Macro read-through from the archive

When the book moves, we rebuild the sector view — gas, oil, pipes, power — from everything we have filed. Memory members get the full dashboard and notebook.

North America is still long gas. Henry Hub is under $3 and AECO is near C$1.48/GJ. Europe and Asia are paying about $21. LNG Canada is running; Freeport is not. The desk is watching storage, Kitimat utilization, and the El Nino winter call. Latest: Ottawa Took In Situ Oil Sand...

Last analysis: Sep 11, 2026 4:08 PM UTC · September 2026

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From this morning's run
HH near $2.77/MMBtu. AECO near C$1.48/GJ.
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Markets latest

Markets

Emera Closed Its Portfolio Cleanup in Q2. Adjusted EPS Was 69 Cents

On August 7 Emera reported Q2 2026 adjusted EPS of $0.69 and said it completed the New Mexico Gas sale after regulatory approval July 30. The company invested more than $1.7 billion in the first half while targeting a $4 billion 2026 capital plan.

Sep 7, 2026 3 min read
Markets

Gibson Printed Record Infrastructure EBITDA in Q2. The Next Dividend Record Date Is September 29

On July 30 Gibson reported Q2 2026 results highlighted by record infrastructure adjusted EBITDA. On July 27 it declared a $0.45 quarterly dividend payable October 16 to shareholders of record September 29.

Sep 6, 2026 3 min read
Markets

Fortis Paid Its Q3 Dividend on September 1. The Record Date Was August 19

Fortis declared on July 29 a quarterly common share dividend payable September 1 to shareholders of record August 19. Fortis cited $12 billion of 2025 revenue and $77 billion of assets at March 31, 2026.

Sep 6, 2026 3 min read
Markets

Canadian Utilities Lost Its PBR 2 Reopener Appeal. The AUC File Stands for Now

On September 4 Canadian Utilities said the Alberta Court of Appeal dismissed its appeal of Alberta Utilities Commission decisions on the Performance-Based Regulation 2 Reopener. CU is reviewing the ruling and considering next steps.

Sep 5, 2026 3 min read
Markets

NexGen's September Investor Day Put First Ore in Q3 2030. Rook I Is Under Construction

NexGen hosted its 2026 Investor Day on September 1 with a pre-recorded construction plan for Rook I. Management targeted first ore in the third quarter of 2030, freeze plants in Q1 2027, and main shaft sinking in 2028. The project received final federal approval in March.

Sep 5, 2026 3 min read
Markets

Pembina's West Coast HOA Points at September Definitives. October 1 Is the Designation Clock

Pembina's July 2 heads of agreement contemplates definitive agreements targeted for September 2026 on the proposed West Coast crude pipeline. Pembina would hold 10 percent at construction with up to another 10 percent at commercial operation. Sarah Schwann cited an October 1 Building Canada Act designation milestone.

Sep 5, 2026 3 min read
Markets

Keyera Cut 2026 Marketing Margin Guidance by $40 Million. Line 5 and AEF Are the Drag

On September 3 Keyera lowered 2026 Marketing segment realized margin guidance to $320 million to $350 million from $360 million to $390 million. Line 5 has been down since August 25 and AEF is running above 70 percent of capacity through April 2027.

Sep 4, 2026 3 min read
Markets

SECURE Leaves the TSX Composite at Today's Open. GFL Closed the Deal Monday

S&P Dow Jones said September 1 SECURE will be removed from the S&P/TSX Composite before the open September 4. GFL closed the acquisition September 1. Each SES share maps to $4.95 cash and 0.3356 of a GFL subordinate voting share under the election framework.

Sep 4, 2026 3 min read
Markets

Teck Reset the Anglo Merger Clock to Eleven Trading Days. The Dividend Window Moved Too

On September 1 Teck said completion of the Anglo American merger will be eleven trading days after remaining conditions are met, effective about 10 p.m. Vancouver time that day. Anglo's about US$4.5 billion special dividend will now pay within 45 days of the effective date, not 30.

Sep 3, 2026 3 min read
Markets

Precision Drilled More Revenue and Less EBITDA. CRA Is Now in the File

On July 28 Precision reported Q2 2026 revenue of $453 million, up 11 percent, and adjusted EBITDA of $97 million, down 10 percent. The company cut debt by $50 million and bought back $12 million of stock. It disclosed a Canada Revenue Agency reassessment on 2018 intercompany dividends.

Sep 3, 2026 3 min read
Markets

Trican's Q2 Margin Compressed. The Gas Frac Fleet Is Still a Q4 Story

On July 28 Trican reported Q2 2026 revenue of $214.6 million, roughly flat year over year, and adjusted EBITDA of $22.6 million versus $44.9 million in Q2 2025. A wetter break-up and pricing pressure hurt margins. The board declared a $0.055 dividend payable September 30 to record holders September 15.

Sep 3, 2026 3 min read
Markets

SES Leaves the Composite September 4. GFL Already Closed the Deal

S&P Dow Jones said September 1 SECURE will be removed from the S&P/TSX Composite before the open September 4. Each SES share maps to $4.95 cash and 0.3356 of a GFL subordinate voting share. GFL closed the acquisition September 1.

Sep 2, 2026 3 min read
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