Is Alaska about to eat Canada’s LNG lunch?

Alaska LNG just locked in ConocoPhillips on a 30-year gas supply deal. Phase One is a 739-mile pipeline from Alaska's North Slope. Mechanical completion is targeted for 2028. Japan, South Korea, and Germany already did LNG deals with the Americans. Canada's pipeline still needs a proposal filed by July before Ottawa can even designate it a project of national interest. In this segment from The Really Big Show, Jim Csek and Iain Burns cover the energy story the Canadian government does not want Canadians to see clearly. Alaska LNG just secured agreements with all three major North Slope producers, ConocoPhillips, ExxonMobil, and Hilcorp, sufficient to support a final investment decision. The Americans are moving. Australia is tapping its shale gas. The UAE is building a bypass pipeline operational by 2027. Canada is waiting for a proposal to be filed. Jim and Iain walk through a chart showing the actual source of power across every American state and Canadian province in 2025. The answer is natural gas and hydro. Not wind. Not solar. Natural gas is what powers the continent, what drove America's economic growth, and what is now fuelling the AI infrastructure buildout. Meta is constructing a 7.5 gigawatt AI campus in Louisiana. The fastest way to power it is natural gas. The Americans are building 10 new gas plants to do exactly that.They also cover the Norway versus UK comparison. Both countries drilled the same North Sea. Norway ends up with a $2 trillion sovereign wealth fund. The UK got tax cuts, energy poverty, and a population choosing when to turn their heat on. The difference was not geology. It was policy. On Canada, Jim and Iain note that eastern Canada is importing LNG shipped from Australia, transported around South America and back up, while sitting on some of the largest natural gas reserves on earth. British Columbia has a moratorium on nuclear energy. The government's trillion dollar electricity strategy lists wind, solar, hydro, and nuclear. Natural gas appears as a stopgap when pressed. Julie Dabrusin appeared on television this week to celebrate the carbon tax deal with Alberta, describing the new effective price as six times stronger than what the market had been trading at. Jim and Iain note that she will not come on this show to defend that position. She does not need to. The government-funded media does not ask the question that matters: why is Canada the only major oil producer taxing its own production while competitors sell freely to the customers Canada is waiting to reach? If Alaska LNG has a pipeline mechanical completion target of 2028 and Canada's pipeline approval process does not even begin until July 2026, which market is still waiting for Canadian LNG when it finally arrives? Let us know what you think in the comments. The Really Big Show: The thinking Canadian's daily briefing, independent and informed. 🔴 Live every weekday at 9AM PST 📍 Independent. Unapologetic. Canadian. 👉 Support the show: https://thereallybigshow.ca Subscribe | Share | Comment — help us grow independent Canadian media. #canadiannews #canadapolitics #canada #nowmedia #thereallybigshow #lngcanada #alaskalng #naturalgas #canadianenergy #markcarney