The Geopolitical Landscape of LNG Development

This week on the podcast, we discuss Peter’s recent articles in The Hub: “There's a fortune to be made in Canada -  if only we’d seize the opportunity,” and “It's going to take more than diplomacy and defense spending to secure Canada’s sovereignty.” 

The podcast begins with a bit of history, looking back at a 1950s article on the potential to make a fortune in Canada. While the country is still endowed with vast natural resources, investing in Canadian resources has become more complex over the past few decades. The challenge is evidenced by an estimated $150+ billion in projects canceled, withdrawn, or denied and the $50 billion in foreign exits from the Canadian oil and gas industry over the past decade. Another example is the surge of LNG export capacity growth in the US, while in comparison Canada has had tepid investment.

Peter and Jackie then discuss some ideas for attracting investors based on conversations over the past month, sparked by President Trump’s threat of tariffs and annexation. These include ideas for fast-tracking Canadian trade-enabling infrastructure, including expediting projects that project proponents are already advancing.

Content referenced in this podcast:

• IPSOS poll showing Liberals have a lead (Feb 25, 2025)
• Politico article, the viciousness of Trump’s climate attacks stuns even his critics (Feb 22, 2025)
• S&P study on the economic impact of US LNG
• Macdonald-Laurier Institute (MLI) article on Germany’s LNG acceleration law by Heather Exner-Pirot (January 15, 2024)
• Financial Post article Northern Leg to Trans Mountain pipeline attracts interest amid brewing trade war (Feb 21, 2025)

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