LNG Canada Surges Production Amid Asia Supply Concerns

LNG Canada, a Shell-led venture, has increased its production and exports to Asia in March, according to LSEG data. The facility, which began operations in June 2025, exported five cargoes in the first 11 days of the month, exceeding half its total February volume. All cargoes were sent to Asia, with two heading to Japan, two to South Korea, and one to the Philippines.

The plant appears to be operating close to its full capacity of 14 million metric tons per year. A spokesperson for LNG Canada did not comment on the facility's current production volumes but said the company continues to advance early operations at the site safely and responsibly.

Global markets have rushed to adapt after Qatar, which supplies about 20% of globally traded LNG, was forced to halt production due to the conflict blocking tankers from transiting the Strait of Hormuz. LNG Canada is the first large-scale Canadian LNG facility to start production and has direct access to the Pacific, shortening sailing time to Asian buyers.