加拿大东海岸出口LNG梦难圆

Core Viewpoint - The report from the Paris Compliance Investors Organization indicates that the idea of restarting LNG export projects on Canada's East Coast is no longer viable due to structural changes in the global LNG market [1][2]. Group 1: Canadian LNG Export Challenges - The Canadian government is seeking alternative export markets for oil and gas due to tariff threats from the U.S. [1] - Previous LNG export plans, such as the Energy East project and the Quebec GNL project, have been canceled due to lack of approval from provincial and federal governments [1]. - The Quebec government has recently expressed openness to reviving the Quebec LNG project to reduce dependence on U.S. markets [1]. Group 2: Economic Viability Concerns - The cost of the Quebec LNG project is now estimated to be twice the amount assessed in 2018, potentially reaching $23.8 billion [2]. - The demand for natural gas in Europe is decreasing, while Asian markets have easier access to LNG from Canada's West Coast [2]. - New LNG projects in the U.S. and Qatar are expected to suppress the construction of higher-cost projects on Canada's East Coast in the coming three years [2]. Group 3: Alternative Economic Opportunities - The report suggests that Canada should focus on improving electricity integration between the East and West, investing in critical minerals, and developing high-speed passenger rail as more viable economic opportunities than pursuing East Coast LNG transport [2].