Episode Details

Enbridge’s massive Mainline pipeline expansion is on hold as the company waits for Canadian oil producers to commit to higher output—something still uncertain amid evolving but unenforced policies. Instead, Enbridge is focusing on two smaller, more immediate projects that feed into existing pipelines, aiming to move crude to U.S. refineries and the Gulf Coast. With regulatory clarity lacking, the company’s big phase-two rollout—once slated for 2027—is now delayed, pushing the timeline to at least 2028. The CEO sees potential in Canada’s oil sector, but until policy becomes law, major production leaps and new pipelines remain out of reach.

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