LNG Canada Doubles Capacity as Asia Looks Beyond the Gulf
A major LNG export capacity expansion in Canada would increase supply of liquefied natural gas to global markets, especially Asia.
Source →The trace
How it reaches your house.
Starting from Cheniere Energy Inc., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
LNG peak-shaving and import facilities →Stands to benefitChart's dominant share and long lead times mean incremental LNG facility demand from the Canada expansion should flow strongly to it.
83% confidenceLNG peak-shaving and import facilities →Stands to benefitConstellation Energy (Everett LNG)CEG
A larger LNG buildout should support more terminal and storage activity, and this sole-qualified supplier has very high replacement friction.
77% confidenceLNG peak-shaving and import facilities →Stands to benefitHop 2
Natural gas (lumber kiln drying) →supply upCanada accounts for a quarter of the supply share on this input, and the shock is a Canadian LNG capacity expansion, so Canadian gas availability should rise.
80% confidenceAir Products and Chemicals, Inc. →Stands to benefitLNG peak-shaving and import facilities
Canada's added LNG capacity should support more LNG infrastructure activity, and Air Products has a direct supply relationship to LNG peak-shaving and import facilities.
78% confidenceNatural gas (lumber kiln drying) →supply upHop 3
Cryogenic cold boxes and heat exchangers →Stands to benefitCanada's LNG capacity expansion should lift demand for cryogenic cold boxes and heat exchangers, and Chart has the largest supply share on this edge with an 18-month replacement lead time.
82% confidenceLumber and wood products →Stands to benefitKiln drying
More Canadian LNG capacity should increase natural-gas availability and ease the fuel constraint on the kiln-drying step used in lumber production.
81% confidenceCryogenic cold boxes and heat exchangers →Stands to benefitHop 4
Air Products →Prices riseCryogenic cold boxes and heat exchangers
A Canadian LNG buildout likely raises Air Products’ cryogenic equipment activity, tightening this 15% share, low-substitutability input with a 24-month replacement lead time.
45% confidence