
Bridger Pipeline files for 550,000 b/d line along Keystone XL corridor
Bridger Pipeline seeks to revive Keystone XL routing
Bridger Pipeline LLC submitted an application to the Montana Department of Environmental Quality in January 2026 to construct and operate a pipeline with a proposed capacity of 550,000 barrels per day. The planned alignment begins near the international crossing that was central to the earlier Keystone XL debate, which raises the possibility of reusing previously surveyed corridors and permitting work. South Bow Corp. publicly signalled interest in expanding its pipeline network, a move that industry sources say could dovetail with Bridger’s proposal and streamline rights-of-way logistics. Regulators in Montana will now evaluate environmental impacts, state permitting requirements, and potential conflicts with tribal and landowner interests. Market participants are watching for how the proposal could alter crude flows from Alberta, adding optionality to routes that historically funneled product to the Gulf Coast and U.S. Midwest. Environmental groups and some state actors are likely to escalate legal and political opposition quickly, framing the plan as a fossil-fuel infrastructure revival. Proponents argue the line would improve supply chain flexibility and take pressure off rail and truck movements that currently carry heavy volumes. The application’s timing—after years of dormancy around the Keystone XL corridor—reflects shifting commercial calculations driven by capacity tightness, takeaway constraints, and refiners’ feedstock preferences. If approved, construction schedules and interconnection points in Wyoming will determine how swiftly crude can be rerouted and whether existing storage and terminal assets can absorb incremental volumes. The filing reopens policy questions about cross-border energy projects, state-level permitting authority, and how federal environmental reviews will be triggered or avoided. For project financiers, the application signals a new chapter in midstream consolidation and asset recycling where dormant corridors regain commercial value. Expect a months-long regulatory and public-comment process that will shape whether this proposal becomes a substitute, partial reuse, or nonequivalent successor to the canceled Keystone XL project.
Read Our Expert Analysis
Create an account or login for free to unlock our expert analysis and key takeaways for this development.
By continuing, you agree to receive marketing communications and our weekly newsletter. You can opt-out at any time.
Recommended for you

Alberta pushes five Pacific ports into contention for a new export pipeline
Alberta’s premier announced that five West Coast ports are being considered as potential terminals for a proposed oil pipeline, signaling an intensified push for new export routes. The move heightens economic prospects for the province while sharpening conflicts over approvals, Indigenous rights and environmental scrutiny.

Keyera posts strong fee-for-service margins and advances Plains Canadian NGL deal
Keyera closed 2025 with elevated fee-for-service margins and completed strategic portfolio moves while preparing to integrate Plains' Canadian NGL assets. Near-term headwinds include a planned equipment replacement outage at an iso-octane facility that will dent 2026 marketing margins and shift timing of maintenance work.

Mexico’s Southeast Gateway Pipeline Fuels Local Opposition and Raises Climate, Sovereignty Risks
A recently completed offshore pipeline bringing U.S. natural gas into southeastern Mexico has provoked lawsuits and community protests over environmental harm and lack of consultation. Observers say the line not only supplies the Dos Bocas refinery but also sits at the center of a broader push to power domestic refining and potentially reshape regional fuel trade, complicating local consent and climate commitments.

Colombia’s Leading Pipeline Operator Opens Global Tender to Fuel New LNG Import Terminal
Colombia’s largest pipeline company has launched an international tender to secure liquefied natural gas for a newly planned import terminal, signaling a strategic shift toward LNG imports to meet domestic demand. The move will reshape supply dynamics, test infrastructure integration between regasification and the pipeline network, and influence short- to medium-term gas pricing and contract structures in the region.

Canada Energy Regulator Recommends Approval for Westcoast’s Sunrise Expansion to Boost Gas Capacity
The Canada Energy Regulator has recommended a certificate for Westcoast Energy’s Sunrise Expansion, a project that raises regional natural gas throughput to meet near-term demand tied to the Woodfibre LNG export terminal. The recommendation comes with 47 compliance conditions and follows an extended hearing that prioritized Indigenous participation and stakeholder input.
Explosion at Delfin LNG Pipeline in Louisiana Raises Safety and Oversight Questions
An explosion along the Delfin LNG pipeline in Cameron Parish, Louisiana injured one operator and prompted local groups to demand a full investigation. Environmental advocates say the incident underscores risks tied to rapid approval of fossil fuel projects and calls for stronger oversight of LNG infrastructure.

Hungary asks Croatia to allow Russian crude via Adriatic pipeline
Hungary and Slovakia have formally asked Croatia to permit shipments of Russian crude oil through the Adriatic pipeline after a section of the Druzhba pipeline was damaged, halting flows into Central Europe. The joint letter, signed by Hungarian Foreign Minister Peter Szijjarto and Slovak Economy Minister Denisa Sakova, seeks a temporary corridor to sustain refinery feedstock amid an urgent supply shortfall.

Alberta's $900M Shift: Public Balance Sheet Mobilized to Back Fossils, Sideline Renewables
Alberta’s recent executive authorization gives the provincial petroleum marketer broad powers to borrow, invest, lend, and guarantee up to $900 million, effectively exposing taxpayers to oil and gas market risk. The move concentrates discretion in the executive branch, tilts public finance toward hydrocarbons while constraining private renewable investment, and raises fiscal, legal, and reputational hazards over the next decade.