• ENERGY PROJECTS IN ATLANTIC CANADA - FACTS AND FIGURES

     

    ID 
    08HALIFAX45
    SUBJECT 
    ENERGY PROJECTS IN ATLANTIC CANADA - FACTS AND FIGURES
    DATE 
    2008-06-13 00:00:00
    CLASSIFICATION 
    UNCLASSIFIED
    ORIGIN 
    Consulate Halifax
    TEXT 
    UNCLAS SECTION 01 OF 08 HALIFAX 000045

    SIPDIS

    STATE FOR WHA/CAN, EB/ESC/ISC
    USDOE FOR IA (DEUTSCH)

    E.O. 12958: N/A
    TAGS: EPET, ENRG, PGOV, CA
    SUBJECT: ENERGY PROJECTS IN ATLANTIC CANADA - FACTS AND FIGURES

    REF: 03 HALIFAX 0203 (NOTAL)

    HALIFAX 00000045 001.2 OF 008


    =====================
    INTRODUCTION/SUMMARY:
    =====================

    1. This cable is a "primer" on the status of significant
    operating and future energy projects in Atlantic Canada. The
    Atlantic Provinces Economic Council (APEC), a regional think
    tank, reported in March 2008 that actual and proposed new
    investment in these projects had reached the level of $42
    billion. Unlike the 1990s, however, today's investments are
    focused less on offshore developments and more on a mixture of
    onshore projects such as Liquefied Natural Gas (LNG) facilities,
    oil refineries, pipelines, hydro and nuclear power generation,
    and other forms of renewable energy. What has not changed over
    the years is the overarching importance of the U.S. northeast
    energy market. New England is the market for approximately 85
    percent of Atlantic Canada's international energy exports, which
    totaled $16.6 billion in 2007. (The remaining 15 percent is
    divided among a number of other countries, none of which would
    be considered a prime secondary market.) Future demand in New
    England is also the driving force behind several new and
    proposed energy projects throughout the region.

    2. The contents of this cable are structured as follows:

    I. Oil and gas
    A. Offshore oil and gas projects
    1. Hibernia
    2. Terra Nova
    3. White Rose
    4. Hebron
    5. Sable
    6. Deep Panuke

    B. Onshore gas projects
    1. McCully Field
    2. Stealth Venture
    3. Alton Natural Gas Storage

    C. LNG projects
    1. Canaport LNG
    2. MapleLNG
    3. Grassy Point LNG

    D. Pipelines
    1. Maritimes and Northeast Pipeline
    2. Brunswick Pipeline

    E. Refineries
    1. Irving Refinery
    2. Eider Rock (2nd Irving Refinery)
    3. North Atlantic Refinery
    4. Newfoundland and Labrador Refinery

    II. Hydroelectric Power
    A. Upper CHURCHILL
    B. Lower CHURCHILL)

    III. Nuclear Power
    A. Point Lepreau
    B. Point Lepreau Two

    IV. Other Projects
    A. New Brunswick International Power Line
    B. Renewable Energy Projects

    END INTRODUCTION/SUMMARY

    ===============
    I. Oil and Gas
    ===============

    A. Offshore Oil and Gas Projects
    ---------------------------------

    1. HIBERNIA

    --Type: Offshore Oil
    --Location: Newfoundland-Labrador; 195 miles
    east-southeast of St. John's
    --Owner/Operator: Owned jointly by ExxonMobil Canada
    (33.125%), Chevron Canada Resources (26.875%), Petro-Canada
    (20%), Canada Hibernia Holding Corporation (8.5%), Murphy Oil
    (6.5%) and StatoilHydro Canada Ltd (5%). Operator: ExxonMobil
    --Status: Producing/Complete
    --Start-up Date: Producing since November 1997
    --Estimated Reserves: Reserves of 3 billion barrels; 865

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    million barrels recoverable reserves
    --Production: 140,000 to 150,000 barrels per day
    --Details: Discovered in 1979, Hibernia is the largest
    oil field offshore Newfoundland-Labrador and the first to be
    developed. The production facilities feature a Gravity Based
    Structure (GBS), topsides and offshore loading system.
    --Web Address: http://www.hibernia.ca
    --Latest Developments: A proposed expansion at South
    Hibernia would add as much as 300 million barrels to the
    recoverable reserves. The Hibernia partners expect to start the
    expansion project in 2009-2010.

    2. TERRA NOVA

    --Type: Offshore Oil
    --Location: Newfoundland-Labrador; 217 miles
    east-southeast of St. John's
    --Owner/Operator: Owners: Petro-Canada (33.99%),
    ExxonMobil Canada (22%), Norsk Hydro Canada Oil & Gas (15%),
    Husky Oil (12.51%), Murphy Oil (12%), Mosbacher Operating Ltd.
    (3.5%) and Chevron Canada Resources (1%) Operator: Petro-Canada
    --Status: Producing/Complete
    --Start-up Date: Producing since January 2002
    --Estimated Reserves: 370 million barrels recoverable
    reserves
    --Production: 140,000 barrels per day
    --Details: Discovered in 1984, Terra Nova is the second
    largest field offshore Canada's East Coast and the second to be
    developed. Unlike Hibernia, Terra Nova uses a Floating
    Production Storage and Offloading (FPSO) vessel system.
    --Web Address:
    http://www.petro-canada.ca/en/about/721.aspx
    --Latest Developments: Petro-Canada will shut down
    production at Terra Nova for a scheduled 16-day maintenance
    program the last half of June 2008. In 2007, the project had
    been plagued by minor problems, including two week-long
    shutdowns in October and December for repairs.

    3. WHITE ROSE

    --Type: Offshore Oil
    --Location: Newfoundland-Labrador; 217 miles
    east-southeast of St. John's
    --Owner/Operator: Owners: Husky Energy (72.5%);
    Petro-Canada (27.5%) Operator: Husky Energy
    --Status: Producing/Complete
    --Start-up Date: Producing since November 2005
    --Estimated Reserves: 200-250 million barrels recoverable
    reserves
    --Production: 100,000 barrels per day
    --Details: Discovered in 1984, White Rose is the third
    largest field offshore Canada's East Coast and the third to be
    developed. Like Terra Nova it uses a purpose-built
    floating-production, storage and offloading (FPSO) vessel and a
    subsea production system.
    --Web Address: http://www.huskyenergy.ca/operations/
    canadaseastcoast/projects/whiterose.asp
    --Latest Developments: Husky's future plans for White
    Rose include developing satellite fields that should start
    producing by late 2009.

    4. HEBRON

    --Type: Offshore Oil
    --Location: Newfoundland-Labrador; 217 miles
    east-southeast of St. John's
    --Owner/Operator: Owners: Chevron Canada Resources
    (28%), ExxonMobil Canada (38%), Petro-Canada (24%) and Norsk
    Hydro Canada Oil & Gas (10%) Operator: Chevron Canada Resources
    --Status: Planned/Proposed
    --Start-up Date: Undetermined
    --Estimated Reserves: 400-700 million barrels
    --Production: 150,000 to 170,000 barrels of oil per day
    --Cost: $7 billion-$11 billion
    --Details: Discovered in 1981, Hebron has the potential
    to become Newfoundland-Labrador's fourth offshore oil
    development and the project could also include development of
    the nearby Ben Nevis and West Ben Nevis fields. Like Hibernia,
    the partners would use a Gravity Base Structure (GBS) to develop
    the project.
    --Web Address: http://www.chevron.ca/operations/
    exploration/atlantic.asp
    --Latest Developments: In August 2007, the project
    partners signed a Memorandum of Understanding (MOU) on fiscal
    and local benefits with the Government of Newfoundland and
    Labrador. The MOU forms the basis for future formal agreements
    on fiscal, equity and local benefits terms for a potential
    development project. As of June 2008, the parties had not

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    reached agreement on any of these issues.

    5. SABLE OFFSHORE ENERGY PROJECT

    --Type: Offshore Natural Gas
    --Location: Nova Scotia; 124 miles off Halifax
    --Owner/Operator: Owners: ExxonMobil Canada (50.8%),
    Shell Canada (31.3%), Imperial Oil Resources (9%), Pengrowth
    Corp. (8.4%) and Mosbacher Operating Limited (0.5%) Operator:
    ExxonMobil Canada
    --Status: Producing/Complete
    --Start-up Date: December 1999
    --Estimated Reserves: 3 Trillion Cubic Feet
    --Production: 425 million cubic feet per day and 20,000
    barrels of associated condensate and natural gas liquids
    --Details: The Sable Offshore Energy Project is divided
    into two tiers of offshore development. The first tier was
    completed in December 1999 and involved the development of the
    Thebaud, North Triumph, and Venture fields, as well as the
    construction of three offshore platforms, an onshore gas plant
    and an onshore fractionation plant. Tier II fields are Alma,
    South Venture and Glenelg. Alma began production in November
    2003 followed by South Venture in December 2004. ExxonMobil and
    its partners are presently reviewing the future of the Glenelg
    field.
    --Web Address: http://www.soep.com
    --Latest Developments: With the completion of a
    compression platform in 2007, the Sable development plan is now
    complete and the project owners are now focused on optimizing
    production.

    6. DEEP PANUKE

    --Type: Offshore Natural Gas
    --Location: Nova Scotia; 155 miles southeast of Halifax
    --Owner/Operator: EnCana Corporation of Calgary, Alberta
    --Status: Approved/Under Construction
    --Start-up Date: 2010 (target)
    --Estimated Reserves: 630 billion cubic feet
    --Production: 300 million cubic feet of gas per day
    --Cost: $700 Million
    --Details: Discovered in 1998, the economics of
    developing Deep Panuke were not proven until 2007 when EnCana's
    Board of Directors gave the project the go-ahead and after they
    had received regulatory approval. The development plan calls
    for the use of jack-up mobile offshore production unit, subsea
    flow lines and wells, and an export pipeline.
    --Web Address: http://www.encana.com/operations/
    canada/deeppanuke/index.htm
    --Latest Developments: The project is currently in the
    tendering/pre-construction phase.

    B. Onshore Gas Projects
    ------------------------

    1. MCCULLY FIELD

    --Type: Onshore Natural Gas
    --Location: New Brunswick; near Sussex
    --Owner/Operator: Corridor Resources, a junior resource
    company based in Halifax
    --Status: Producing/Complete
    --Start-up Date: Operating since June 2007
    --Estimated Reserves: A proven plus probable gas-in-place
    (50% probability) of 722 billion cubic feet
    --Production: 35 million cubic feet per day
    --Details: This project consists of a field gathering
    system, a gas plant, and a pipeline lateral. In June 2007,
    Corridor began supplying McCully natural gas to markets in the
    Maritimes and the Northeastern United States via the Maritimes &
    Northeast Pipeline.
    --Web Address:
    http://www.corridor.ca/operations/mccully-fie ld.html
    --Latest Developments: The company intends to drill eight
    new development wells and one exploration well in 2008.

    2. STEALTH VENTURES

    --Type: Onshore; coal-bed methane (natural gas from coal)
    --Location: Nova Scotia; abandoned coal mines in
    Springhill, Cumberland County.
    --Owner/Operator: Stealth Ventures of Calgary, Alberta
    --Status: Planned/Proposed
    --Start-up Date: Undetermined
    --Estimated Reserves: Estimated to contain 1.2 trillion
    cubic feet of coal gas
    --Production: Undetermined
    --Cost: $10 million to date for exploration work

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    --Details: Stealth has been exploring in the Springhill
    area since 2005 and has drilled three test wells. This project
    will be the province's first onshore gas development and
    intended markets are in the U.S. northeast and in Nova Scotia.
    --Web Address: http://www.stealthventures.ca/
    --Latest Developments: Further testing and feasibility
    studies are underway.

    3. ALTON NATURAL GAS STORAGE

    --Type: Onshore Storage
    --Location: Nova Scotia; located in Alton, 30 miles north
    of Halifax
    --Owner/Operator: Owned by Fort Chicago Energy Partners
    of Calgary, Alberta (50%) and L.P. and Landis Energy Corporation
    also of Calgary, Alberta (50%)
    --Status: Approved/Under construction
    --Start-up Date: 2012
    --Production: Initial capacity will be four to six BCF of
    natural gas in four caverns, with a projected capacity of over
    50 BCF.
    --Cost: To be determined
    --Details: This project involves building an underground
    natural gas storage facility consisting of an initial 4 caverns
    with the capability of storing over 4 billion cubic feet (BCF)
    of natural gas. An additional 10 to 15 caverns could also be
    developed. The development plan calls for a lateral line to be
    built to the Maritimes and Northeast pipeline. The supplies of
    natural gas would come from either offshore, onshore or LNG
    facilities.
    --Web Address: http://www.altongas.com/
    --Latest Developments: On December 18, 2007, the project
    received regulatory approval. The developers have already
    completed pre-construction work and the majority of the detailed
    engineering and surveying requirements

    C. LNG PROJECTS
    ----------------

    1. CANAPORT LNG

    --Location: New Brunswick; Saint John
    --Owner/Operator: Canaport LNG is a partnership between
    Irving Oil of New Brunswick (25%) and Repsol YPF of Spain (75%).
    --Status: Approved/Under Construction
    --Start-up Date: End of 2008
    --Production: 1 BCF a day of natural gas
    --Cost: $800 million
    --Details: When completed in late 2008, Canaport LNG will
    become the first LNG degasification plant in Canada, supplying
    natural gas to Canadian and American markets. The facility will
    have three, 160,000 cubic meter LNG storage tanks at start-up,
    but could be expanded to five. Gas will be transported to
    market via the Emera-owned Brunswick pipeline, which will
    connect with the Maritimes and Northeast Pipeline at the New
    Brunswick-Maine border.
    --Web Address: http://www.canaportlng.com
    --Latest Developments: The overall project status is 76%
    complete (99% complete for offshore and 70% complete for
    onshore.)

    2. MAPLELNG

    --Category: Oil/Gas
    --Location: Nova Scotia; Goldboro in Guysborough County
    --Owner/Operator: MapleLNG is a Nova Scotia company and
    the Canadian subsidiary of 4Gas and Suntera. 4Gas is an
    independent company located in Rotterdam; Suntera is an
    international energy company with oil and gas assets in West
    Africa, North America and India.
    --Status: Planned/Proposed
    --Start-up Date: 2011
    --Production: 1 billion cubic feet of gas per day.
    --Cost: $700 million
    --Details: The project calls for a marine terminal
    designed to handle LNG carriers with capacities ranging from
    75,000 cubic meters to 250,000 cubic meters, three storage
    tanks, and regasification facilities. The terminal will be
    located adjacent to the Maritimes and Northeast Pipeline intake
    station at the Sable Offshore Energy Gas Plant in Goldboro. Gas
    would be transported to market via the Maritimes and Northeast
    Pipeline.
    --Web Address: http://www.maplelng.com
    --Latest Developments: The project developers are
    currently waiting for federal environmental approval although
    the developers are still looking for a supplier.

    3. GRASSY PT. LNG TRANSSHIPMENT AND STORAGE TERMINAL

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    --Location: Newfoundland-Labrador; Grassy Point,
    Come-by-Chance Harbour, Placentia Bay
    --Owner/Operator: Newfoundland LNG Ltd., a
    Newfoundland-Labrador company, jointly owned by North Atlantic
    Pipeline Partners, LP (50%) and LNG Partners, LLC (50%),
    --Status: Planned/Proposed
    --Start-up Date: December 2010
    --Production: Three jetties will have berthing capability
    for LNG tankers up to 265,000 cubic meters and eight LNG storage
    tanks
    --Cost: $1 billion
    --Details: Intended markets are the U.S. and Atlantic
    Canada. When complete, the project will provide facilities for
    the following services: LNG cargo transfer, short and long-term
    storage of LNG, temporary vessel-based LNG storage and a lay-up
    site for in-transit LNG carriers
    --Web Address: http://www.lngpartners.com
    --Latest Developments: The project has passed the
    provincial regulatory process and is currently undergoing a
    federal assessment.

    D. Pipelines
    ------------

    1. MARITIMES & NORTHEAST PIPELINE

    --Location: Offshore Nova Scotia to Dracut Massachusetts
    --Owner/Operator: A joint venture of Spectra Energy
    (77.53%), Emera Inc. (12.92%), and ExxonMobil Canada (9.55%)
    --Status: Producing/Completed
    --Start-up Date: Operating since 1999
    --Production: System capacity is approximately 530
    million cubic feet per day.
    --Details: Maritimes & Northeast Pipeline (M&NP) is an
    860-mile transmission pipeline system built in 1999 to transport
    natural gas from developments offshore Nova Scotia to markets in
    Atlantic Canada and the northeastern United States. The M&NP
    system consists of a 30"/24" mainline that runs from the Sable
    Offshore Energy Inc. (SOEI) gas plant at landfall in Goldboro,
    through Nova Scotia, New Brunswick, Maine, New Hampshire, and
    Massachusetts. The mainline interconnects with Portland Natural
    Gas Transmission System, Tennessee Gas Transmission, and
    Algonquin Gas Transmission. Through lateral pipelines M&NP
    serves Canadian markets in Nova Scotia and New Brunswick.
    --Web Address: http://www.mnpp.com/canada/index.html
    --Latest Developments: With its project now well
    established, the partners in M&NP are looking at new joint
    ventures with other regional energy developers.

    2. BRUNSWICK PIPELINE

    --Location: from the Canaport LNG terminal in Saint John,
    to the existing Maritimes & Northeast Pipeline near St. Stephen,
    NB.
    --Owner/Operator: Owned by Emera Inc of Halifax, Nova
    Scotia, the parent company of Nova Scotia Power. Emera has
    contracted with Spectra Energy to carry out the permitting,
    design, construction and operation of the pipeline.
    --Status: Approved/Under construction
    --Start-up Date: November 2008
    --Production: 850 million cubic feet per day of
    re-gasified LNG.
    --Cost: $465 million
    --Details: Brunswick Pipeline is a 30-inch diameter,
    90-mile pipeline which will connect the Canaport LNG terminal in
    Saint John, to the existing Maritimes & Northeast Pipeline.
    --Web Address: http://www.brunswickpipeline.com
    --Latest Developments: This project is under construction
    and nearing completion although there are cost overrun issues.
    In May 2008 the project managers revealed that the cost of the
    project has increased from the forecasted $350 million to $465
    due to higher than anticipated material and construction costs.

    E. Refineries
    --------------

    1. IRVING REFINERY

    --Location: Saint John, New Brunswick
    --Owner/Operator: Irving Oil of Saint John, New Brunswick
    --Status: Producing/Complete
    --Start-up Date: Operating since 1960
    --Production: 300,000 barrels per day
    --Details: The Irving refinery in Saint John is Canada's
    largest, producing over 300,000 barrels of energy products per
    day. From that daily production, the company exports the
    majority to the U.S. Northeast and ultra-low sulfur fuels to

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    California to meet that state's emissions standards.
    --Web Address:
    http://www.irvingoil.com/company/refinery.asp
    --Latest Developments: Irving is contemplating building a
    new refinery (the Eider Rock Project) adjacent to the existing
    facility.

    2. EIDER ROCK REFINERY (SECOND IRVING REFINERY)

    --Location: New Brunswick; Saint John
    --Owner/Operator: Irving Oil of Saint John, New Brunswick
    --Status: Planned/Proposed
    --Start-up Date: 2015
    --Production: 300,000 barrels per day
    --Cost: $7 Billion
    --Details: This proposed refinery would be built
    alongside Irving's existing 300,000 barrel-per-day refinery and
    near the Irving Canaport crude oil terminal.
    --Web Address: http://www.irvingoil.com/company/erock.asp
    --Latest Developments: In March 2008, Irving Oil entered
    into a Memorandum of Understanding with BP which will see BP
    contribute $40 million toward the engineering, design and
    feasibility for the project. The two companies will also
    investigate the possibility of forming a joint venture to build
    the facility although a final decision is not expected before
    2009. If the parties proceed and obtain regulatory approval,
    construction could start in 2010 and be finished by 2015.

    3. NORTH ATLANTIC REFINERY

    --Location: Newfoundland-Labrador; Come-by-Chance,
    Placentia Bay
    --Owner/Operator: Owned and operated by North Atlantic
    Refining, a subsidiary of Harvest Energy Trust of Calgary,
    Alberta
    --Status: Producing/Complete
    --Start-up Date: Operating since 1996
    --Production: 115,000 barrels per day
    --Details: Operating since 1996, North Atlantic Refinery
    produces gasoline, ultra low sulfur diesel and jet fuel. The
    majority of the products are exported to the United States. The
    company also operates 69 gas stations and a home heating
    business and also supplies numerous commercial clients in
    Newfoundland-Labrador.
    --Web Address: http://northatlantic.ca
    --Latest Developments: The NAR is one of the entities
    operating in the Placentia Bay industrial area, which also
    includes a transshipment facility at Whiffen Head for offshore
    oil and a construction facility at Bull Arm. It would also be
    the site for a future second refinery being proposed by
    Newfoundland and Labrador Refinery Corporation.

    4. NEWFOUNDLAND AND LABRADOR REFINERY PROJECT

    --Location: Newfoundland-Labrador; Southern Head,
    Placentia Bay
    --Owner/Operator: Newfoundland and Labrador Refining
    Corporation which is owned by N-L based Altius Resources Inc.
    and private European entrepreneurs.
    --Status: Planned/Proposed
    --Start-up Date: 2011
    --Production: 300,000 barrels per day
    --Cost: $5 Billion
    --Details: The development plan calls for the facility to
    process heavy sour crude at the site, a deepwater, ice-free port
    near the province's existing oil industry infrastructure on
    Placentia Bay.
    --Web Address: http://www.nlrefining.com/
    --Latest Developments: The federal government approved
    the development plan in April 2008. However, the developers
    have not yet contracted with partners and lenders for the
    project.

    ========================
    II. Hydroelectric Power
    ========================

    A. UPPER CHURCHILL
    ------------------

    --Type: Power Generation
    --Location: Newfoundland-Labrador; CHURCHILL River,
    Labrador
    --Owner/Operator: The CHURCHILL River Power Project is a
    joint initiative of the provinces of Newfoundland and Labrador
    and Quebec and their respective hydroelectric utilities, Hydro
    Quebec and Newfoundland and Labrador Hydro.
    --Status: Producing/Complete

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    --Start-up Date: Operating since 1971
    --Production: 5,428 MW
    --Details: The massive hydroelectric potential of the
    FALLS was realized for decades, but it was not until the
    completion of the Quebec, North Shore and Labrador Railway in
    1954 and the development of long-distance electric-power
    transmission technology by Hydro-Quebec that exploitation became
    feasible. Complex development negotiations between the
    governments of Newfoundland and Quebec (through which the power
    would have to pass) were not completed until 1969. The project
    took nine years to build, employed more than 30,000 people and
    cost $950 million. The first units began transmitting December
    1971; the eleventh and final unit went into service in 1974.
    --Web Address: www.nlh.nl.ca
    --Latest Developments: The sales contract between the
    governments of Newfoundland-Labrador and Quebec for the
    CHURCHILL power is a decades-long, contentious political issue.
    Under the terms of the contract, which does not expire until
    2041, the price that Quebec pays for the CHURCHILL power is
    fixed at 1969 prices. With the dramatic rise in energy costs
    over the years, Hydro-Quebec has reaped substantial profits from
    the resale of CHURCHILL FALLS power. The Government of
    Newfoundland-Labrador has tried unsuccessfully to have the terms
    amended and this issue is a factor in the current negotiations
    over development of the Lower CHURCHILL River.

    B. LOWER CHURCHILL PROJECT
    ---------------------------

    --Location: Newfoundland-Labrador; CHURCHILL River,
    Labrador
    --Owner/Operator: Owned and managed by the CHURCHILL
    FALLS Corporation, 51% owned by the Government of
    Newfoundland-Labrador and 49% by the Government of Canada.
    --Status: Planned/Proposed
    --Start-up Date: Undetermined
    --Production: 2,800 megawatts of power (enough to power
    1.5 million homes)
    --Cost: $6-9 billion
    --Details: The existing 5,428 MW CHURCHILL FALLS
    generating station, which began producing power in 1971,
    harnesses about 65 per cent of the potential generating capacity
    of the CHURCHILL River. The remaining 35 per cent is located at
    two sites on the lower CHURCHILL River, known as the Lower
    CHURCHILL Project. These sites are considered two of the best
    undeveloped hydroelectric sites in North America: Gull Island,
    located 140 miles downstream from the existing CHURCHILL FALLS
    Generating Station; and Muskrat FALLS, located 38 miles
    downstream from Gull Island.
    --Web Address: http://www.lowerCHURCHILLproject.ca
    --Latest Developments: Should the project go ahead, there
    will be a nine-year construction period which would begin at
    Gull Island followed by first power five years later.
    Construction of the Muskrat FALLS would be started three years
    after the start of the Gull Island construction. A major
    decision that has yet to be made is how to transmit the power to
    market: via an overland route through Quebec or via undersea
    cables to the Island of Newfoundland and through New Brunswick
    or Nova Scotia. Environmental impacts and an agreement with the
    Innu Nation are other critical factors.

    ===================
    III. Nuclear Power
    ===================

    A. POINT LEPREAU GENERATING STATION
    -----------------------------------

    --Location: New Brunswick; Point Lepreau
    --Owner/Operator: Owned and operated by the New Brunswick
    Power Nuclear Corporation, a subsidiary of the
    provincially-owned New Brunswick Power Corporation
    --Status: Shutdown for refit until September 2009
    --Start-up Date: Operating since 1983
    --Production: capacity of 635 MW
    --Details: Point Lepreau has one nuclear reactor, a
    CANDU-6 unit, with net capacity of 635 MW. It was the first
    CANDU-6 to be licensed for operation and to begin commercial
    operation. The unit supplies about 30% of the energy consumed
    in the province.
    --Web Address: http://nuclear.nbpower.com/en/default.aspx
    --Latest Developments: Point Lepreau is currently
    shutdown for a $1.4 billion refit, (with a September 2009 target
    for completion) which will extend the facility's life to 2032.

    B. 2ND LEPREAU STATION
    ----------------------


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    --Location: New Brunswick; Point Lepreau
    --Owner/Operator: The facility would be owned and
    operated by the New Brunswick Power Nuclear Corporation, a
    subsidiary of the provincially-owned New Brunswick Power
    Corporation.
    --Status: Under Consideration
    --Start-up Date: Undetermined
    --Production: 1,100 megawatts
    --Cost: $4-5 billion
    --Details: This project would involve building a new
    reactor to complement the existing reactor at the Point Lepreau
    site. An independent consulting firm said in February 2008 that
    this project could be economically viable if the proponents
    could confirm domestic and U.S. markets. However, LNG and
    natural gas generation facilities could be major competitors for
    a second plant.
    --Web Address: http://www.gnb.ca/0085/Lepreau-e.asp
    --Latest Developments: As of June 2008, the New Brunswick
    Provincial government had not made a final decision to proceed
    with the project.

    ===================
    IV. Other Projects
    ===================

    A. NEW BRUNSWICK-MAINE INTERNATIONAL POWER LINE
    --------------------------------------------- ---

    --Type: Electricity Transmission
    --Location: Point Lepreau, New Brunswick to Orrington,
    Maine
    --Owner/Operator: A joint development between NB Power
    Transmission (a subsidiary of provincially-owned New Brunswick
    Power) and Bangor Hydro (a subsidiary of Emera of Halifax).
    --Status: Producing/Complete
    --Start-up Date: Operating since December 2007
    --Production: 345 Kilovolts
    --Details: This is the second international transmission
    line from New Brunswick to Maine.
    --Web Address: http://transmission.nbpower.com/en/
    intlpowerline/intlpowerline.aspx
    --Latest Developments: NB Power is involved in a dispute
    with New England utilities over tariffs on the line which has
    left the transmission line underutilized.

    B. RENEWABLE ENERGY PROJECTS
    -----------------------------

    Tidal power is a growing area of interest in Nova Scotia and New
    Brunswick. One Nova Scotia company, Minas Basin Pulp and Power,
    will be building a $12 million plant designed to harness the
    tides of the Bay of Fundy. Three other separate groups will
    spend $12-15 million each testing their own tidal turbines at
    this facility, the results of which will be used to evaluate the
    potential for a full scale commercial tidal generating facility.
    In other renewable energy projects, there are numerous wind
    farms throughout the region that are nearing completion over the
    next two-three years. The average size is approximately 35 MW.
    FOSTER
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    ID 
    06HALIFAX70
    SUBJECT 
    ENERGY: MOVING LABRADOR'S LOWER CHURCHILL PROJECT TO
    DATE 
    2006-04-07 00:00:00
    CLASSIFICATION 
    UNCLASSIFIED
    ORIGIN 
    Consulate Halifax
    TEXT 
    UNCLAS SECTION 01 OF 03 HALIFAX 000070

    SIPDIS

    SIPDIS

    E.O. 12958: N/A
    TAGS: ENRG, PGOV, CA
    SUBJECT: ENERGY: MOVING LABRADOR'S LOWER CHURCHILL PROJECT TO
    REALITY

    HALIFAX 00000070 001.2 OF 003


    1. SUMMARY: Suitors have lined up for a chance to be part of
    the long-anticipated project to develop the hydroelectric
    resource of the Lower CHURCHILL River in Newfoundland-Labrador.
    A tough but calculated business plan by Premier Danny Williams,
    coupled with new market dynamics, has economists and even the
    Premier's staunchest political foes predicting that it looks
    good for the multi-billion dollar project to proceed. Estimated
    output from the facility could be enough to supply 1.4 million
    households in eastern North America. However, until the
    provincial government decides on a specific marketing and
    transmission plan, just what portion of the output will be
    available for export to the United States will remain unknown.
    END SUMMARY

    2. Danny Williams, the high profile premier of
    Newfoundland-Labrador, is once again at the forefront of another
    mega energy project: this time the decades-old dream of
    harnessing the hydroelectric potential of Labrador's Lower
    CHURCHILL River (LCR). Since his election as Premier in 2003
    Williams has developed a reputation as a bare-knuckled fighter
    for his province's economic well-being. His zealous policy of
    controlling development of his province's resources while
    maximizing economic returns has seen him take on Ottawa and win
    big on oil and gas royalties. However, his strong-arm tactics
    frustrated major oil companies in their negotiations with the
    Premier on a development deal for the province's fourth offshore
    project, Hebron, with the result that they walked away. Whether
    the Premier went too far in pushing the industry in the Hebron
    case remains to be seen. However, when it comes to the LCR
    project, the Premier's hard-nosed business tactics are not
    dissuading some high level contenders from wanting to want to
    work with him in moving the LCR project from a dream to a
    reality.

    Project Specifics
    -----------------

    3. To quote the Newfoundland-Labrador government's promotional
    literature, the Lower CHURCHILL River is a significant untapped
    long-term source of clean, renewable energy available for the
    North American electricity market. Located 140 miles from the
    existing 5,428-megawatt generating facility at CHURCHILL FALLS,
    Labrador, the proposed project includes two potential sites. A
    2,000 megawatt project at Gull Island has the potential to
    produce an average 11.9 terawatt-hours of energy annually. An
    824-megawatt project at Muskrat FALLS has the potential to
    produce an average 4.8 terawatt-hours per year. Combined, the
    projects have the potential to produce sufficient energy to
    supply up to 1.4 million households annually.

    4. The cost of the project will depend on whether the Gull
    Island and Muskrat FALLS sites are developed at the same time
    (the province's preference) and how each site is configured.
    Because of the varying development options, analysts are looking
    at a broad range of total costs, falling anywhere from $6 to $9
    billion. Assuming the project goes ahead, the estimated
    start-up date would be 2015.

    Routing And Marketing Options: US Market Only One Option
    --------------------------------------------- -----------

    5. The provincial government is looking at two very different
    options for getting Lower CHURCHILL's combined 2,800 megawatts
    of power to market. Option number one is the so-called
    traditional route that would see LCR power wheeled through
    Quebec and then to energy markets in that province, Ontario and
    the United States. Option number two is the Maritime route
    which would see the electricity moved across Labrador and then
    by underwater cable to Nova Scotia and New Brunswick and from
    there to the United States. Until those marketing options are
    settled, it is unclear just how much LCR power will be available
    for export to the United States.

    Getting the Project Moving: Past and Current Attempts
    --------------------------------------------- ----------

    6. The dream to see a second hydro project in Labrador has been
    around for over 30 years and the province's history books show
    several failed attempts to get the project off the ground.
    Recent attempts include those proposed by Premier Williams'
    immediate predecessors, Liberal Premiers Roger Grimes (2002) and
    Brian Tobin (1998). As analysts have concluded, these previous
    deals were doomed to fail, principally, because they were too
    wrapped up in politics. The general perception in the minds of
    the Newfoundland-Labrador electorate was that the premiers were
    too quick to sell off a valuable energy resource to the only
    suitor, Hydro-Quebec (HQ). Also, HQ was portrayed as a bully,
    holding Newfoundland-Labrador ransom because it controlled the
    transmission lines that the LCR project would need. To add to

    HALIFAX 00000070 002.2 OF 003


    the contentious atmosphere, the ghost of the existing CHURCHILL
    FALLS contract haunted any negotiations on the LCR project.
    Signed in the 1960s the CHURCHILL FALLS contract allows HQ to
    purchase the output from the 5,428-megawatt facility at cheap
    rates with no escalator clauses. Several Newfoundland-Labrador
    premiers have tried to reopen the contract to no avail, which
    led them to insist on onerous conditions in a future LCR
    contract as a means of compensation for CHURCHILL FALLS.

    7. Enter Danny Williams in 2003 who with his successful
    business background was quick to take a fresh look at the LCF
    project. The result was a whole new strategy featuring a
    pragmatic, business approach, not politics or emotions. The
    first notable change with the Williams' game plan was that the
    ghost of CHURCHILL FALLS would no longer have any influence. As
    Williams told Newfoundlanders and Labradoreans, "just get it
    over it." Also different this time is the premier's decision to
    have the provincially-owned utility, Newfoundland-Labrador
    Hydro, not politicians, on the frontlines of the process.
    Furthermore, the premier made another business decision by
    calling in some high-priced help, hiring independent industry
    consultants to advise the new LCR team.

    8. By far the most radical difference from previous attempts to
    get the project kick-started was the Premier's move to dispel
    the notion that LCR could only be developed by the direct
    participation of HQ. Instead, the Premier embarked on an
    ambitious plan to see just who else might be interested in
    getting the project moving. What followed was his release of a
    competitive, five-phase strategy aimed at finding the best
    entity to develop the project, with no preference to any one
    group that might have had a past interest in the project, i.e.,
    HQ. Phase one of the strategy was letting the world know about
    LCR and inviting expressions of interest. Phase two is the
    assessment of the different proposals. Phase three, the
    negotiation of commercial principles with the selected entity;
    and phase four, detailed commercial negotiations.

    Where we are now - Assessing the Proposals
    ------------------------------------------

    9. In January 2005 the government launched Phase one by sending
    out individual invitations to private companies and government
    jurisdictions and by running ads in global business newspapers
    and magazines. By March 31, 2005, 25 interested parties
    responded. From that list, the LCR team found three development
    proposals to their liking and three financing options. The
    review team is currently crunching the numbers and finishing the
    risk analysis for each. Speculation is there will be a final
    cut by the last half of 2006.

    Who Made the Cut?
    ----------------

    10. The three development proponents under consideration are:

    a) Hydro Quebec/Ontario Energy Financing Company/SNC-Lavalin.
    Hydro Quebec is owned by the government of Quebec; Ontario
    Energy Financing Company is one of the five components
    established by the restructuring of the former Ontario Hydro;
    and SNC-Lavalin is a privately owned engineering and
    construction company.

    b) TransCanada Corporation, a publicly traded North American
    energy company, headquartered in Calgary.

    c) The Tshiaskueshish Group, a consortium comprised of
    Australian, Canadian and First Nation business interests in
    Labrador.

    The three financial proponents are:

    a) Cheung Kong Infrastructure Holdings Limited, a Hong Kong
    diversified infrastructure company.

    b) Borealis Infrastructure Management Inc. a subsidiary of the
    Ontario Municipal Employees Retirement System, one of Canada's
    largest pension plans.

    c) Altius, a Newfoundland and Labrador based royalty and mineral
    exploration investment company focused on resource development
    in Newfoundland and Labrador.

    The Other Contender - The Newfoundland-Labrador Government
    --------------------------------------------- -------------

    11. Consistent with his government's policy of maintaining
    control over the province's resources and maximizing economic
    returns, the Premier also has another option, going it alone.

    HALIFAX 00000070 003.2 OF 003


    The Premier's thinking is if the 25 interested parties who bid
    on the project believe they can develop it, there is no reason
    why the Newfoundland-Labrador government cannot do the same.
    With the money from the new offshore royalty agreement, the
    Premier believes this cash provides the province with the
    required leverage in dealing with any potential developers or
    financial partners in a Newfoundland-Labrador led project. To
    let all the parties know that the Williams government is serious
    in its intent to be an equal contender, it formally applied to
    Hydro Quebec's transmission division for approval to wheel the
    LCR power through its transmission system. The province has
    already made a refundable deposit of $17 million, which presents
    an estimate of one-month tariff for using HQ infrastructure
    through its Open Access Transmission Tariff. At present, HQ is
    studying the application, but will have to come up with a
    response at some point.

    Comment: Is It Really LCR's Day In The Sun?
    --------------------------------------------

    12. With a number of serious propositions on the table and a
    changed energy market which now favors new, clean power sources
    like the LCR, many economists, joined surprisingly enough by the
    Premier's political foes, believe it is time for LCR's day in
    the sun. Moreover, the Premier's steadfast business approach
    should mean that the province can get the most realistic and
    cost-effective development plan possible. While finding an
    interested party now appears likely, there are still several
    hurdles to overcome before the project can move ahead. The
    premier has been very forthright in discussing what these are:
    environmental and aboriginal issues and equally important,
    national political considerations. A specific issue will be to
    determine just what role the new Harper government may play in
    the project.

    13. Considering the Premier's record of never shying away from
    a battle, he will be looking to Ottawa for such things as loan
    guarantees or other forms of financial involvement. However,
    just how interested the Conservative government in Ottawa will
    be in helping to finance a project where the bulk of the power
    might leave the country, remains to be seen. While these
    considerations will be complicating factors further down the
    road, for now the Premier and his LCR team are focused on the
    immediate task of reviewing the different proposals. Once that
    is completed, then the next battle starts: Premier Williams
    going head to head with a would-be developer in the commercial
    negotiations of Phase three. Given his tenaciousness as a
    negotiator, our money is on Williams to take every possible
    nickel off the table. END COMMENT
    HILL
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