Dow, one of the world’s largest petrochemical companies, announced in its third quarter earnings conference call that it will provide clarity regarding an expansion of its ethane cracker located in Fort Saskatchewan, AB in early 2026. The expansion, dubbed the Path2Zero project (artist rendition below), originally sanctioned in November 2023, would more than double the existing cracker’s output of ethylene and other co-products would require a commensurate significant expansion in its consumption of ethane as feedstock (see Shock to the System for further details). The expansion would include additional emission abatement technologies to generate net zero Scope 1 and Scope 2 emissions with an estimated total cost of C$11 billion (US$8.1 billion).

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