This week, our guest is François Poirier, President and Chief Executive Officer of TC Energy. While he is based in Calgary, François joined us from Houston, where he attended the CERAWeek Conference. TC Energy has one of North America’s largest energy infrastructure portfolios, including natural gas pipelines and electricity generation assets in Canada, the United States, and Mexico.

Here are some of the questions Jackie and Peter asked François Poirier: What are some of the top themes at CERAWeek, including the discussion on the infrastructure panel you spoke at? Do you expect the US will build pipelines and other large energy projects faster with President Trump’s emergency orders and fast-tracking? What is your outlook for North American natural gas demand, considering the proliferation of plans to build new AI data centres? President Trump would like to revive the Keystone XL oil pipeline; what are your thoughts on that project? Is there an opportunity to move more natural gas between Western Canada and Eastern Canada over Canadian territory using the TC Mainline? Do you see the potential to revive the Energy East pipeline? What did you learn from completing the Coastal Gas Link pipeline which connects natural gas from Northeast British Columbia to Canada’s west coast at Kitimat, and how did it compare to your recent project of building a natural gas pipeline in Mexico? Could you envision TC Energy investing in another LNG feed gas pipeline in Canada, and what would need to change for you to make this investment? How urgent is it for Canada to start taking action to accelerate LNG projects, considering competition from Alaska, Mexico, and other foreign suppliers?

Content referenced in this podcast:

• Wall Street Journal Opinion Piece “How to Make North American Energy Great Again” (Feb 3, 2005)
• TC Energy’s Mexico pipeline project ($4.5 billion of investment)
• TC Energy’s Coastal GasLink Project in Canada

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