PROGRAM PORTFOLIO
FY26 capital book
Every project below is continuously evaluated by the agent fleet against market, lead-time, supplier and engineering risk.
PROGRAM VALUE
$10.4B
FY26 commitments
CAPEX / OPEX
68 / 32
Rolling 12-mo
ACTIVE POS
4,812
Across 6 BUs
AT-RISK SPEND
$1.2B
Lead-time + tariff
| CODE | PROJECT | VALUE | LEAD | STATUS | OWNING AGENT |
|---|---|---|---|---|---|
| MLB-2 | Mainline-B Phase 2 | $1.4B | 42 mo | AT RISK | MERIDIAN-01 |
| WCS-204 | Westcoast C-204 Compression | $310M | 38 mo | ON TRACK | HORIZON-02 |
| LIQ-EXP | Liquids Export Expansion | $2.1B | 54 mo | WATCH | KEYSTONE-05 |
| GTN-RNW | GTN Renewal | $640M | 30 mo | ON TRACK | BEDROCK-03 |
| INGRAA | Ingleside Terminal Upgrade | $480M | 26 mo | ON TRACK | LATTICE-04 |
| DBX-MIG | Databricks Data Unification | $95M | 18 mo | ON TRACK | STRATA-06 |