Canada’s LNG Goes Global — Powered by Shell, PETRONAS, PetroChina, Mitsubishi, and KOGAS

Shell-led LNG Canada project positions Canada as a global LNG supplier, with US$17B export potential and 100,000 jobs.
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 October 27, 2025

Canada’s Prime Minister Mark Carney is currently in Asia on his first official trip since taking office, attending both the ASEAN Summit in Malaysia and the APEC Summit in South Korea.  His visit is focused on deepening trade and diplomatic ties across Asia, especially as Canada seeks to diversify away from U.S. dependence.

Carney met with Malaysian Prime Minister Anwar Ibrahim, Philippine President Ferdinand Marcos Jr., and others to accelerate progress on a Canada–ASEAN Free Trade Agreement, targeting completion by 2026.

-APEC Summit: He is scheduled to meet Chinese President Xi Jinping to discuss commercial relations, agriculture, and easing trade tensions.

-PETRONAS: While no direct confirmation of a meeting with PETRONAS has been reported, Carney’s presence in Malaysia and his push for deeper investment ties strongly suggest that energy partnerships — including LNG — are part of the agenda

Canada’s LNG ambitions are no longer theoretical. In June 2025, the first cargo from the LNG Canada facility in Kitimat shipped to Japan — a milestone led by Shell, the project’s operator and largest shareholder (40%).

Shell’s 40% ownership and leadership has been instrumental in turning LNG Canada into a world-class export hub. Backed by deep engineering expertise and a global LNG portfolio, Shell has steered the project through construction, commissioning, and now into active exports.

Phase 1 has a capacity of 14 mtpa meaning that LNG Canada’s current infrastructure is designed to produce and ship 14 million tonnes of LNG per year.with Phase 2 planning underway to double that capacity.

At full Phase 1 capacity, LNG Canada is capable of generating gross annual export revenue between US$ 7 and $10 billion, depending on global LNG prices.

Supporting Shell are strategic partners with direct access to key Asian markets:

**PETRONAS (25%) brings deep ties to Malaysia and Southeast Asia, and shipped the inaugural cargo aboard its Puteri Sejinjang vessel.

**PetroChina (15%), Mitsubishi (15%), and KOGAS (5%) connect the project to    China, Japan, and South Korea — three of the world’s largest LNG consumers.

The facility’s hydro-powered liquefaction also positions it as one of the lowest-carbon LNG producers globally.

Also. at full capacity, LNG Canada could generate US$14.5–20 billion annually in exports, US$500–700 million in tax revenue, and a 0.4% boost to Canada’s GDP. Most notably, the project is expected to support up to 100,000 jobs nationwide, with the majority in British Columbia .... a transformative impact for the Canadian economy

While PETRONAS is exploring strategic alternatives for its upstream Canadian assets, its commitment to LNG infrastructure and market access remains strong. Shell’s operational leadership, paired with PETRONAS’s regional reach and the consortium’s diversified market footprint, makes LNG Canada a formidable player in the global energy transition.

Canada’s LNG story is being written.

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