In short: Canada's 2 Bcf/d of LNG today; a phase-2 final investment decision may come as buyers seek non-Middle-East supply, and Canada "could have six or seven" Bcf/d by 2031–32 if the queued projects are built.
LNG Canada is a Shell-led plant in Kitimat, BC, that chills natural gas into a liquid so it can be shipped overseas. It is a private joint venture, not a stock. Canadian gas sells for about C$1.40 while Asian buyers pay over US$20 for shipped cargoes; plants like this let Canadian gas reach those prices. Schachter sees a possible go-ahead for its second phase, and Canada growing from 2 to perhaps 6–7 billion cubic feet a day of exports by 2031–32 — the reason he is keen on Canadian gas producers.
5:39Canada's getting interest from everywhere in the world to develop more natural gas LNG facilities. There's talk that we might get two more FIDs, final investment decisions on LNG Canada phase 2, maybe the Cass CM deal. Maybe others will be moved forward. And again, the federal government is now talking about streamlining the process for approvals.
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