BNEF Brief: The Lifeline to Canada's Gas Market

The transcript discusses a $31 billion LNG project in Western Canada, highlighting its significance due to the absence of long-term offtake agreements. The project is backed by major players like Shell and PetroChina, who are also the demand drivers. Challenges in Canadian LNG projects are noted, including high infrastructure costs and financing difficulties. A comparison with US projects shows that US projects generally have lower costs due to less infrastructure needs.

How does the infrastructure cost impact the financing of LNG projects in Canada?

What are the implications of having a conditional FID for LNG projects on the West Coast of Canada?