Dow, one of the world’s largest petrochemical companies, announced in its fourth quarter earnings conference call on January 29, 2026, that it will proceed with an expansion of its ethane cracker located in Fort Saskatchewan, AB. The expansion, dubbed the Path2Zero project (artist rendition below), originally sanctioned in November 2023 and then placed on hold in April 2025, will more than double the existing cracker’s output of polyethylene and will require a commensurate significant expansion in its consumption of ethane as feedstock (see Shock to the System for further details). The expansion will include additional emission abatement technologies to generate net zero Scope 1 and Scope 2 emissions with a revised estimated total cost of C$10.3 billion (US$7.5 billion, originally US$8.1 billion).
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Dow to Clarify Fate of Fort Saskatchewan Ethane Cracker Expansion in the New Year
Dow will update plans for its Fort Saskatchewan ethane cracker expansion in late January 2026.
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Yes We Can – Western Canada’s NGLs Growth Gets a Boost with NorthRiver Midstream’s BC Pipeline
NGL production in British Columbia has been on the rise. Plans by NorthRiver Midstream to build a pipeline to fractionators in Alberta will give producers in the Montney more runway for growth.
- Analyst Insight
Pembina Sanctions 750 MMcf/d Heartland Extraction Straddle Plant
On Monday May 25 Pembina Pipeline Corporation announced it is proceeding with the Heartland Extraction Plant, an upsized and renamed evolution of the Yellowhead Extraction Plant first proposed in early 2025.
