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Enbridge Approves $1.4 Billion Pipeline Expansion to Add 250,000 Bpd by 2027

Industry upgrades are framed as sufficient for near‑term exports despite late‑decade capacity warnings.

Overview

  • Enbridge made a final investment decision for a first‑phase expansion adding 150,000 bpd on its Mainline and 100,000 bpd on Flanagan South, with startup targeted for 2027.
  • The company plans to test shipper interest early next year for a possible second Mainline phase that could add another 250,000 bpd, according to its executives.
  • Trans Mountain is evaluating drag‑reducing agents and stronger pumping stations to raise throughput, with its operator indicating incremental projects could add 200,000 to 300,000 bpd by 2029.
  • TD Cowen reports Canada’s export pipelines could be full by fall 2028 but says expedited optimizations might extend spare capacity into the mid‑2030s, with proposed expansions totaling more than one million bpd against roughly 4.5 million bpd of Western Canadian output and about 5.2 million bpd of export capacity.
  • Alberta’s idea for a provincially backed West Coast pipeline and talk of reviving Keystone XL are described as speculative, with Enbridge advising the province on viability as long‑term shipper commitments remain a key hurdle.