Energy Prospectus

Most of the gas "pull" on LNG focuses on US LNG plant startups during 2025 which is substantial, but not much discussion of the LNG Canada pull also starting up in the 2nd and 3rd quarters of 2025 which may reduce US import volumes from Canada.

https://www.reuters.com/business/energy/us-stands-lose-canadian-natural-gas-when-lng-canada-terminal-starts-up-2024-05-03/

Plus, other articles talk about the pre-investment being made on the supply pipeline and in the plant for a future LNG Canada 2 of over an additional 2 BCFD of supply to the plant site.

Of course, this is not at FID nor contracted yet, but given its easy location to Asian markets, with Shell in the lead (one of the largest LNG buyers and marketers) and with partners from other Asian countries in the plant AND shipping consortium, you can move this up into the lead as a strong contender for expansion. Say 4 years from startup....