Desk notes
What happened, dated and sourced.
Short records of the things that move the research: a quarterly result, a deal, a policy decision, a data release, a market close. Each one cites the document it came from and says in a sentence why a U.S. reader should care. The briefs do the interpreting; the notes keep the record.
2 notes in Infrastructure
September 2026
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Policy / Infrastructure
Regulator approves Trans Mountain toll settlement with 90% of the line contracted
The regulator found the negotiated tolls just and reasonable, cancelled the cost-sharing proceeding between the pipeline and its shippers, and approved raising firm contracted capacity on the 890,000 bbl/d system from 80% to 90%.
July 2026
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Results / Infrastructure
Enbridge holds 2026 guidance as leverage reaches 5.1 times EBITDA
Second-quarter adjusted EBITDA of C$4,776 million rose from C$4,644 million, DCF was C$2,948 million and the secured backlog reached about C$41 billion; the quarter also brought a US$1.0 billion Line 5 relocation in Wisconsin and a 2.6 Bcf/d Gulf Coast gas line on take-or-pay contracts.