LNG Canada didn’t load its first cargo until June 2025, more than nine years after Sabine Pass LNG was up and running in Louisiana. But while the U.S. Gulf Coast had a big head start, Canada is finally firing on all cylinders, with plans to more than triple its LNG export capacity by the early 2030s.

Shut Up and Drive – Slow to Start on LNG Exports, Canada Now Has Its Pedal to the Metal

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Thursday, August 13, 2026. Shut Up and Drive, Slow to Start on LNG Exports, Canada Now Has Its Pedal to the Metal, Published by Housley Carr. LNG Canada, Canada's first large-scale LNG export terminal, didn't load its first cargo of liquefied natural gas until June 2025, more than nine years after Sabine Pass LNG was up and running in Louisiana.

But while the U.S. Gulf Coast had a big head start, and is now in the midst of another wave of LNG export project development, Canada is finally firing on all cylinders, with plans to more than triple its current export capacity of 14 million tons per annum, or 1.8 BCF per day, by the early 2030s. In today's RBN blog, we'll begin an examination of several planned projects on Canada's West Coast and why the U.S.'s northern neighbor is, at long last, building a lot more LNG export capacity.

There are at least a few reasons why the U.S. went from 0 to 60 in 3.5, as Rihanna put it in Shut Up and Drive, in developing LNG export projects in the mid-to-late 2010s. For one thing, the Gulf Coast in particular had a stockpile of LNG import terminals that had been constructed just a few years earlier, when the U.S. thought it would soon need to start shipping in LNG from overseas.

Shut Up and Drive – Slow to Start on LNG Exports, Canada Now Has Its Pedal to the Metal

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Shut Up and Drive – Slow to Start on LNG Exports, Canada Now Has Its Pedal to the Metal

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.