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TSX · Western Canadian NGL and oil pipes, Cedar LNG · 10 desk pieces in archive
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Cedar LNG's October 21 fall newsletter said overall construction is now more than 70 percent complete, with Kitimat site work and floating LNG fabrication in South Korea advancing. The project still targets late 2028 for the world's first Indigenous majority-owned LNG plant. That is progress reporting, not first LNG.
Canadian Utilities said October 13 it held a groundbreaking on the $2.9 billion Yellowhead gas pipeline from Peers to Fort Saskatchewan. The 235-kilometre line is fully contracted for 1.1 billion cubic feet a day. AUC approval came in July. That is construction start, not a 2026 volume add.
On July 2 Pembina, Morgan Stanley Infrastructure Partners, and Kineticor took FID on the Greenlight Electricity Centre in Sturgeon County. The 932-megawatt combined-cycle plant will serve a data centre under a long-term toll. Pembina's net investment is about $2.1 billion after a land sale.
Pembina is proceeding with the Heartland Extraction Plant, a roughly $570 million project with a late-2029 in-service target. A long-term agreement supplies Dow with ethane from the plant beginning in late 2029, scaling to 22,500 barrels per day by the end of 2030.
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.
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. Chief legal officer Sarah Schwann cited an October 1 Building Canada Act designation milestone.
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.
On July 2 Pembina signed a non-binding heads of agreement to join a proposed one million barrel a day Alberta-to-West Coast oil corridor with Ottawa, Alberta, and Trans Mountain Corporation. Pembina's economic interest starts at 10 percent. Definitive agreements are targeted for September 2026.
Pembina's Q2 note, circulating into this week, says it has a non-binding deal to take a stake in a proposed one-million-barrel-a-day West Coast crude export line. It also sanctioned about $3 billion of other growth. The pipe is not steel yet.
B.C. approved Cedar LNG at 3.75 million tonnes a year, up 25 percent. The Haisla-majority plant targets late 2028. Woodfibre near Squamish is about 60 percent built for 2027. Together with Kitimat they would give Canada three Pacific export docks.