Die gesperrte Straße von Hormus stellt die Energiesicherheit Asiens auf die Probe. Die Antwort liegt jenseits des Pazifiks – in Kanada

The Strait of Hormuz closure disrupted energy supplies to Asia, with over 80% of crude and LNG that transited the waterway destined for Asian markets, particularly China, India, Japan, and South Korea. When Iran closed the strait, 150 tankers halted operations and producers declared force majeure, causing LNG benchmarks to spike 39% in a single session and prompting governments to implement energy saving measures. Canada’s Pacific energy infrastructure, including LNG Canada in Kitimat and the expanded Trans Mountain pipeline, provides an alternative route for Asian buyers that bypasses the Hormuz chokepoint and other potential blockades in the Strait of Malacca and South China Sea, with shipments reaching Northeast Asian terminals in 11 days at lower costs than routes through the U.S. Gulf Coast and Panama Canal. LNG Canada Phase 2 and Ksi Lisims LNG are expected to come online by the early 2030s, increasing Canada’s total Pacific LNG export capacity significantly, while the U.S. remains unable to compete due to its lack of Pacific Coast LNG terminals and the Alaska LNG project’s delayed timeline extending to 2031 or later.

British Columbia does not want pipelines and tankers in their waters. It will be a fight to increase fossil fuel infrastructure in the province.

Canada simply lacks the infrastructure to export substantially more oil and gas: its pipelines are set up to export primarily to the US instead of to the deepwater ports on its coasts. The provinces can’t agree on where or even if to build the necessary new pipelines and ports.

Even if they do somehow agree to build, construction will take ages. It will be years if not a decade or more before the export infrastructure comes online.