EventDocument
CER overview of 2025 Canada–US energy trade: export shares by product
The Canada Energy Regulator's overview of 2025 energy trade: refined petroleum products exports 0.40 million b/d, 84.3% to the US; natural gas liquids 288.6 kb/d, 64.2% to the US; pipeline gas 8.6 Bcf/d, nearly all to the US; LNG averaged 0.295 Bcf/d over 2025 (first cargo June 30), all to East Asia; electricity 32.7 TWh exported, and 'all of Canada's electricity trade is with the U.S.' Crude: 90.1% of exports to the US. Canada supplied 63.4% of US crude imports.
- Date
- Kind
- Other
- Where
- Canada
- Evidence
- Document: An official document: a bill, a filing, an agreement text. How evidence is weighed
- Who
- Canada Energy Regulator (acted)
Sources
- Canada Energy Regulator, “Market Snapshot: Overview of 2025 Canada-U.S. Energy Trade” (external site), . source record
Projects
Claims that rest on this event
- What the build-out costs the US is leverage, not supply. US leverage rested on Canada having few other buyers: in 2025 about 90% of Canadian crude exports by volume went to the US, the coast took 12.5% of oil export pipeline capacity, and LNG exports had barely started. The loss comes late: new US-bound oil capacity arrives first (2027-29), while most of the capacity to sell elsewhere comes around 2034.
The energy regulator's 2025 overview: about 90% of crude exports, nearly all pipeline gas and all electricity went to the US, while LNG, barely started, went to East Asia. In 2025 Canada still had few other buyers.