Chart of the Week: Canadian LNG Exports reach liftoff  

These hockey stick charts are rare - you need something structural to cause the kink. In this case, it’s new export infrastructure.  

On June 30, 2025, the first tanker left Kitimat from LNG Canada’s site, putting Canada on the global liquefied natural gas (LNG) map. It was a long time coming, with the U.S. starting to ship LNG about a decade earlier.  

The latest volume data from the Canada Energy Regulator (CER) show that LNG exports in September hit nearly 600 million cubic feet per day as the LNG Canada Phase 1 scales to full capacity of about 1.8 billion cubic feet per day.

On November 2, LNG Canada announced that it has started production of its second train (i.e. processing unit). This means both train 1 and 2 are up and running, and it’s expected to reach full capacity early to mid next year.

Canada has natural LNG advantages over the U.S. that it is finally capitalizing on, including colder temperatures (reduces energy needed for liquefaction), shorter shipping times, lower-cost gas, and lower emissions intensity. If all projects proposed proceed and LNG Canada Phase 1 reaches full capacity, Canada would add nearly 50 million tonnes per year in new LNG capacity, or roughly 6.6 billion cubic feet per day.