It is currently unclear if LNG Canada Phase 2 can secure comparably favorable commercial terms to Phase 1 in today's volatile cost environment. We find that the project's ownership is also shifting, with some sponsors looking to divest their stakes. More: buff.ly/s7l3XaK

As pressure to expand water-intensive industries such as hydrogen production and carbon capture and storage increases, our latest report warns that Texas will be hard-pressed to develop sufficient water resources to accommodate project plans. Learn more: buff.ly/mDwXrlJ

NextEra is looking out for its shareholders first, not Virginia ratepayers. Decision-makers, regulators, and energy advocates need to keep that in mind as they consider the massive merger proposal with Dominion Energy in the months ahead. Report: buff.ly/FOkyvk1

Policymakers in Asia are setting ambitious targets and increasing renewables in their energy mix. We doubt whether South Asian, Southeast Asian, and less resourced economies will invest additional money in import infrastructure for Canadian LNG. Insights: buff.ly/aNuhDLi

Dominion's Coastal Virginia Offshore Wind pilot project has exceeded output expectations since becoming operational. Despite the project's strong performance and cost savings estimates, Dominion's merger partner does not believe in offshore wind. New: buff.ly/FOkyvk1

Texas is a prime example of a state struggling to meet existing water demand while simultaneously encouraging the development of new water-intensive projects such as hydrogen production and carbon capture and storage. More in our latest report: buff.ly/mDwXrlJ

Phase 1 of LNG Canada was sanctioned by a relatively stable group of strategic investors. However, major partners are now selling their stakes. The motives behind these divestments are unknown, but the shift in ownership raises questions. Learn more: buff.ly/M3N7uxa

Canada's LNG industry is hoping to launch new export projects, but we have some concerns. Find them in our insights: buff.ly/aNuhDLi

Assuming all the planned hydrogen and CCS projects in TX are built out to their proposed levels by 2040, there would be about 106,000 acre-feet (34.6 billion gallons) of demand that is not currently accounted for in the 2027 state water plan. New report: buff.ly/mDwXrlJ

The investment case for LNG Canada Phase 2 warrants careful scrutiny separate from Phase 1. Our latest research outlines critical questions facing investors, policymakers, and other stakeholders now that Phase 2 has reached FID. Fact sheet: buff.ly/s7l3XaK

Fact Sheet: Questions remain as LNG Canada Phase 2 reaches FID

Phase 2 must contend with greater uncertainty around construction costs, economic inflation, potential global oversupply, divestments, and a turbulent trade environment.

buff.ly

We recently held a webinar with Energy Finance Analyst Trey Cowan on the petrochemical industry and how it impacts the Texas communities hosting the industry's expansion. Check out the recording: buff.ly/mOBBvj6

The recently revised merger agreement between Dominion Energy and NextEra includes clues about future resource decisions in Virginia that should concern state regulators, political leaders, and renewable energy proponents. Our insights: buff.ly/FOkyvk1

Renewables help US power system survive summer stress test: Surging demand from data centers + air con use put the US power system through a tough test this summer. But instead of triggering a jump in fossil-fuel use, renewables output carried much of the extra load www.reuters.com/commentary/r...

COMMENTARY: Renewables help US power system survive summer stress test

Surging demand from data centers and air conditioners put the US power system through a tough test this summer. But instead of triggering a jump in fossil-fuel use, record renewables output carried mu...

reuters.com

Water availability is a growing concern in Texas. However, the state’s water plan fails to include sources of significant water demand that have emerged in recent years, such as hydrogen production and carbon capture and storage. Our latest report: buff.ly/mDwXrlJ

Last week, we hosted a webinar focused on our recent research finding that promises of boosted economic conditions and new jobs have failed to materialize for Texas cities hosting the petrochemicals expansion over the last 15 years. Watch the recording: buff.ly/mOBBvj6

LNG Canada Phase 1 burned over 350 million cubic metres of gas in its first year of operation. Phase 2 may now face increased suspicion and scrutiny of any subsequent environmental or operational mishaps, with increased reputational consequences. Report: buff.ly/M3N7uxa

As LNG Canada enters new phase, Phase 2 needs close scrutiny

September 29, 2026 (IEEFA) – As LNG Canada’s Phase 2 export facility in Kitimat, British Columbia, reaches FID today, the latest Institute for Energy Economics and Financial Analysis (IEEFA) report…

buff.ly

Meta's approach to the AI buildout is reliant on natural gas and building anything they can as fast as they can, but IEEFA's Dennis Wamsted doesn't think we need AI that quickly, and wind and solar can be used to power AI data servers. via @insideclimatenews.org buff.ly/QPxafmi

Meta Announces Large Solar Purchase Agreement in Texas, But It’s Powering Some Data Centers With Gas - Inside Climate News

The new solar project is less than half the size of a gas plant planned for Meta’s El Paso data center.

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Geopolitical turbulence might increase some interest in Canadian LNG, but certain demand responses, policy shifts, and the rise of renewables in Asia may actually limit what kind of market LNG projects could sell into in the future. More insights: buff.ly/WgKXyy5

Phase 2 of LNG Canada's export facility in B.C. requires a fresh commitment of capital at a time when borrowing and construction costs have risen, buyer preferences are evolving, and some sponsors are looking to divest their stake in the project. Report: buff.ly/M3N7uxa

LNG Canada Phase 1 should not be taken as grounds to assume that Phase 2 will be economically viable. Phase 2 will have to face volatility and increases in prices of labour, steel, equipment, debt and other input costs. via Canada's National Observer buff.ly/6q6MP9z

LNG Canada export expansion project gets green light amid economic and climate warnings

The $33-billion project to double processing capacity at the Shell-led BC terminal would generate economic development and thousands of construction jobs. But analysts and sustainability campaigners…

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Many Asian countries are realizing that they could be getting a lot more value out of the expense that LNG requires -- LNG prices in the region currently make gas-fired power uncompetitive with firm solar plus storage. Check out our slides for more: buff.ly/oF3eHN9

As Phase 2 of LNG Canada's export facility in British Columbia reaches a final investment decision (FID), our research finds that the investment case for this part of the project is noticeably different than for Phase 1. Check out our fact sheet for more: buff.ly/s7l3XaK

Fact Sheet: Questions remain as LNG Canada Phase 2 reaches FID

Phase 2 must contend with greater uncertainty around construction costs, economic inflation, potential global oversupply, divestments, and a turbulent trade environment.

buff.ly

New Mexico is "treading water at best" dealing with its orphan wells, says IEEFA's Trey Cowan. As the number of orphan wells grows, so is the average well-plugging cost. via @publicnewsservice.bsky.social buff.ly/UTnvvb0

Despite new rules, New Mexico's orphaned oil and gas wells multiply

by Roz Brown for Public News Service

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LNG Canada Phase 2 is not simply a duplication of Phase 1; it faces a materially different risk environment. Learn about these risks in our new report: buff.ly/M3N7uxa

As LNG Canada enters new phase, Phase 2 needs close scrutiny

September 29, 2026 (IEEFA) – As LNG Canada’s Phase 2 export facility in Kitimat, British Columbia, reaches FID today, the latest Institute for Energy Economics and Financial Analysis (IEEFA) report…

buff.ly

This week, we held a webinar with Energy Finance Analyst Trey Cowan to discuss the findings from his latest report on the petrochemical industry and how it impacts local Texas economies, communities, and health. Watch the recording here: buff.ly/mOBBvj6

Texas petrochemical expansion lacks rewards for host cities

Promises of boosted economic conditions and new jobs have failed to materialize for the Texas cities along the Gulf Coast hosting the wave of petrochemical expansion the industry experienced over the…

buff.ly

Given the early stage of development and lack of commitments from financially strong and experienced commercial backers, the Oakland and Longview coal-export projects pose sizable risks to investors, risks that should not be borne by rural Utah citizens. buff.ly/IQYBPb0

Extensive financial risks and delays loom as Utah considers investing in coal export terminals that would divert funding from in-state needs

Rural Utah Infrastructure Coalition is considering investing as much as $54 million toward the development of two coal export terminal projects that face long odds against getting built, including…

buff.ly

While both Phase 1 and 2 of LNG Canada's export facility in B.C. share the same site, overlapping ownership, and broad commercial characteristics, our new research finds that the investment case for Phase 2 should be considered on its own terms. Report: buff.ly/M3N7uxa

As LNG Canada enters new phase, Phase 2 needs close scrutiny

September 29, 2026 (IEEFA) – As LNG Canada’s Phase 2 export facility in Kitimat, British Columbia, reaches FID today, the latest Institute for Energy Economics and Financial Analysis (IEEFA) report…

buff.ly

While Canada's LNG industry is counting on Asia to rapidly grow in terms of demand to absorb new supplies, many Asian economies have handled the Strait of Hormuz crisis by cutting LNG imports and speeding up adoption of renewables. Learn more: buff.ly/6NNLRdu

As LNG Canada Phase 2 reaches final investment decision, investors need to consider the cost and timing of expansion, the pace of upstream production growth, the development of other demand drivers, and the resulting regional gas price response. buff.ly/M3N7uxa

As Phase 2 of LNG Canada reaches final investment decision, major partners are selling their stakes in the project. New @ieefainstitute.bsky.social research asks if the divestments could be evidence of a changing appetite for the project’s risks 🤔 ieefa.org/resources/ln...

LNG Canada Phase 2: After FID key questions remain

Phase 2 must contend with greater uncertainty around construction costs, economic inflation, potential global oversupply, and a turbulent trade environment.

ieefa.org