The Canadian number is 24.2 Bcf a day. The new kit is small pieces
TC Energy (TSX: TRP) reported second-quarter 2026 results on July 30. François Poirier said first-half operations were strong enough to aim at the upper end of 2026 comparable EBITDA, $11.6 to $11.8 billion. Second-quarter comparable EBITDA was $2.9 billion, versus $2.6 billion a year earlier. Comparable earnings were $1.0 billion, or $0.94 a share. Net income attributable to common shares was $1.0 billion, or $0.95. The board declared $0.8775 a share for the quarter ending September 30. Net capital spend is guided at $5.5 to $6.0 billion.
Canadian natural gas pipeline deliveries averaged 24.2 Bcf a day, up 1 percent. U.S. gas pipes averaged 27.0 Bcf a day, up 5 percent. Deliveries to LNG plants on that U.S. system averaged 3.9 Bcf a day, up 13 percent. Those LNG barrels are Gulf and Mexico-adjacent, not Kitimat. Coastal GasLink is already in the ground for LNG Canada. This quarter's Canadian growth line is NGTL.
What got sanctioned
Year to date the company says it has sanctioned about $3 billion of North American gas projects. In the quarter it added about $0.7 billion, including Central Virginia Capacity on Columbia Gas (up to 0.4 Bcf a day for gas-fired power and data centres, about US$0.3 billion, in-service 2028 and 2030), the Clark project on Columbia Gulf (up to 0.3 Bcf a day, about US$0.1 billion, 2028), and another Multi-Year Growth Plan slice on NGTL (about $0.1 billion, 2028). Valhalla North and Berland River added about 400 MMcf a day. Berland River's electric compressor went into service July 14. Bruce Power Unit 3 came back seven months early. Availability there was 98.5 percent with no forced-outage days.