From The Canadian Energy Centre

By Cody Ciona

Starting with LNG Canada, producers will finally have access to new customers overseas

Canada’s natural gas production and exports are primed for growth as LNG projects come online, according to Houston, Texas-based consultancy RBN Energy.

Long-awaited LNG export terminals will open the door to Asian markets and break the decades-long grip of the United States as the sole customer for Canada’s natural gas.

RBN projects that Canada’s natural gas exports will rise to 12 billion cubic feet per day (bcf/d) by 2034, up from about 8 bcf/d today. But as more LNG terminals come online, less of that natural gas will head south.

“We think the real possibility exists that the amount of natural gas being exported to the United States by pipeline will actually decline,” said Martin King, RBN’s managing director of North America energy market analysis, on a recent webinar.

RBN’s analysis suggests that Canada’s natural gas exports to the United States could drop to 6 bcf/d by the early 2030s compared to around 8 bcf/d today.

With the first cargo from the LNG Canada terminal at Kitimat, B.C. expected to ship in late June, Canada will finally have access to new markets for natural gas. The first phase of the project will have capacity to ship about 1.8 bcf/d.

And more projects are on the way.

LNG Canada’s joint venture partners are considering a second phase that would double export capacity.

Also at Kitimat, the Cedar LNG project is under construction and is expected to be completed in 2028. The floating terminal led by the Haisla Nation will have capacity to export 0.4 bcf/d.

Woodfibre LNG, located near Squamish, B.C. began construction in late 2023 and is expected to be substantially completed by 2027, with export capacity of about 0.3 bcf/d.

Expansions of LNG Canada and Cedar LNG could put LNG exports into the range of 5 bcf/d in the early 2030s, King said.

From the Daily Caller News Foundation

By David Blackmon

Shale natural gas played the lion’s share of the role in lowering U.S. emissions to levels not seen since the early 1990s by enabling power generation companies to displace coal-fired power plants with combined cycle gas plants. This led to a situation during the first Donald Trump presidency in which the U.S. was the only western country which had met its commitments under the Paris Climate Accords, even though President Trump had ended America’s participation in that compact.

While countries like Canada, the UK, Australia, and those in the European Union continue their obsession with intermittent power sources like wind and solar, the United States has been blessed with one powerful alternative for cutting emissions and is set to go full speed in pursuit of another in the coming days.

That first alternative is natural gas produced from the major U.S. shale plays. As the Statistical Review of World Energy reported last year, no energy source in world history has ever been scaled up as rapidly as the domestic US industry has achieved with shale gas.

Shale has grown faster than wind, faster than solar, and faster than even Indonesian coal. Faster than anything before it in recorded history. This rapid scaling, combined with the immensity of the recoverable resource itself has facilitated massive reductions in carbon emissions not just at home, but also abroad.

At home, shale natural gas played the lion’s share of the role in lowering U.S. emissions to levels not seen since the early 1990s by enabling power generation companies to displace coal-fired power plants with combined cycle gas plants. This led to a situation during the first Donald Trump presidency in which the U.S. was the only western country which had met its commitments under the Paris Climate Accords, even though President Trump had ended America’s participation in that compact.

Internationally, the rapid expansion of the U.S. liquefied natural gas export industry is now helping enable importing countries across the globe to meet their own commitments. The immensity of the American resource ensures such results can continue to be achieved for decades to come.

The second power source related to which America is poised for explosive growth is a long-existing one that has been woefully underutilized for decades now: Nuclear. The Deseret News reports that the White House is preparing a set of four executive orders for the President’s signature in the coming days designed to jump start American dominance in this crucial energy sector.

“We are trying to knock things over that we can that are regulatory,” Energy Secretary Chris Wright told the House Appropriations Committee in a May 7 hearing and reported by Energy Intelligence. “There will be catalyzing regulatory events to bring” in “tens of billions of dollars” in private capital, “mostly from hyperscalers.”

Respected energy analyst and writer Robert Bryce was able to obtain a draft of one of the orders this week. Writing in his Substack newsletter, Bryce says the draft order “begins by pointing out that the US is losing the race to deploy new reactors and that China has announced plans to: ‘Bring 200 new gigawatts of nuclear power online by 2035, at which point its total nuclear output will more than double that of the United States. Further, as American development of new reactor designs has waned, 87% of nuclear reactors installed worldwide since 2017 are based on Russian and Chinese designs. These trends cannot continue. Swift and decisive action is required to jump-start America’s nuclear renaissance and ensure our national and economic security by increasing fuel availability, enabling research and development, and preparing our workforce.”

Obviously, jump-starting a fairly moribund industry is a stretch goal for the Trump administration, especially considering that the Nuclear Regulatory Commission has permitted just 5 new nuclear plants since 1978, only two of which were ultimately built and placed into service. But the reality facing the U.S. and the rest of the international community is that, if getting to net zero by any year in the future is truly an imperative, there is little other choice but to focus on a rapid, massive nuclear expansion. Intermittent, weather-dependent generation simply cannot get that job done.

Fortunately, it’s a reality that Trump and key advisors like Sec. Wright fully grasp. In a keynote speech delivered in Poland last month, Wright said, “The two biggest ‘climate solutions’ in the coming decades are the same as they were in the last two decades, natural gas and nuclear, for the simple reason that they work.”

He isn’t wrong, and the Trump administration is focused on ensuring the U.S. maximizes the benefits from both of these key energy engines both at home and abroad.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.