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Canada refers Alberta's West Coast oil pipeline to the Major Projects Office and signs the Pathways agreement with Alberta and oil sands firms

On 2 July 2026 in Calgary, Prime Minister Carney announced that Ottawa would refer the Government of Alberta's proposal for a west coast oil pipeline to the Major Projects Office. The pipeline would carry one million barrels of oil a day, largely along the existing Trans Mountain corridor; Canada and Alberta would be equal partners, with an equity stake reserved for Indigenous Peoples, Trans Mountain Corporation leading development and Pembina Pipeline as a private investor, the Prime Minister's Office said. The same release said Canada, Alberta and the Oil Sands Alliance had reached an agreement to advance the Pathways carbon-capture project. The Canadian Press reported on 13 July that this memorandum of understanding was signed on 2 July and made public on 13 July. In it Alberta agreed to "implement financial supports to encourage the oil production growth required to underpin" the new pipeline, the expansion of Trans Mountain and other growth in export capacity; binding agreements with each company are to be signed by 15 November 2026.

Date
Kind
Agreement
Where
Canada
Evidence
Document: An official document: a bill, a filing, an agreement text. How evidence is weighed
Who
Government of Canada (acted); Government of Canada (signed); Mark Carney (spoke); Government of Alberta (acted); Government of Alberta (signed); Oil Sands Alliance (CNRL, Cenovus, ConocoPhillips, Imperial, Suncor) (signed)

Articles that cite this record

Sources

Quotes

“financial supports to encourage the oil production growth”

From BNN Bloomberg (The Canadian Press): Alberta, Ottawa and oilsands companies reach Pathways agreement, para. 10

“The federal government will maintain the tanker ban”

From Pipeline Online: TMX 2? Trans Mountain 3? West Coast Pipeline to parallel existing Trans Mountain route, foregoing northern ports, para. 17 (quoted in coverage, not taken from the original)

Laws and agreements

Projects

Claims that rest on this event

How it bears on the outcome

ExplanationFitWhy
O0 No meaningful speed-upAgainst weakReferral of a 1 million barrel-a-day pipeline, a signed Pathways memorandum and Alberta support for production growth would be surprising if nothing were speeding up, though no construction has begun.
O1 Faster, but the extra output goes mostly elsewhereFits moderateThe new capacity goes to a west coast marine terminal for export, which is consistent with extra output reaching buyers other than the US.
O2 Faster, and more volume reaches the US (this level or higher)Neutral weakThe memorandum also mentions expansions of other pipelines, which could carry more to the US, but no US volumes are stated.
O3 Locked-in preferential terms for the USNeutral weakOwnership is Canadian (federal, Alberta, Pembina, Indigenous equity); no US preferential terms are observed.