GeoeconomicAnswer (cover, at a glance, executive summary)30 Sep 2026
Can Canada become a material energy supplier beyond the United States?
“It has started, but small: in 12 months to July 2026, 11.3 of 96.8 bcm of gas exports and 32.6 of 256.0 million m³ of crude went beyond the US.”
The brief’s reading of the evidence; not a registered forecast.Primary Canada Affected United States of America, Republic of Korea, China, Japan, Taiwan, Province of China, Viet Nam, Thailand, Philippines
Geoeconomic03. The gas cargo went to seven Asian destinations, all under long-term licences30 Sep 2026
Where did Canada's LNG export cargoes go?
“122 export cargo records, June 2025 to July 2026: Korea 46, China 36, Japan 25, Taiwan 10, three others 5.”
The brief’s reading of the evidence; not a registered forecast.Primary Canada Affected Republic of Korea, China, Japan, Taiwan, Province of China, Viet Nam, Thailand, Philippines
Geoeconomic19. For Asian gas buyers, the supply is demonstrated, small and single-sourced30 Sep 2026
What does Canadian LNG supply offer Asian gas buyers?
“For this class the question is reliability, and the measured answer is: demonstrated, small and single-sourced.”
The brief’s reading of the evidence; not a registered forecast.Primary Canada Affected Republic of Korea, China, Japan, Taiwan, Province of China, Viet Nam, Thailand, Philippines
Geoeconomic23. For industrial users and logistics firms, route exposure and shared destinations are what this brief measures30 Sep 2026
What else does Canada ship to the same Asian destinations?
“UN Comtrade records China, Japan and Korea as the largest 2025 destinations of Canadian coal and of ores, slag and ash; they are also the three largest destinations of the gas cargoes”
The brief’s reading of the evidence; not a registered forecast.Primary Canada Affected China, Japan, Republic of Korea