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Pembina Approves $413 Million Alberta NGL Plant Backed by Dow Deal

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Pembina Pipeline will proceed with the construction of its Heartland Extraction Plant in Alberta, advancing a natural gas liquids project tied to a long-term ethane supply agreement with chemical firm Dow, the firm said on Monday.

The pipeline operator said the CA$570 million ($413 million) project is scheduled to enter service in late 2029.

The facility, an upsized evolution of a previously planned project, will utilize Pembina's extraction rights on the Yellowhead Pipeline to process 750 million cubic feet of natural gas per day.

Pembina will supply Dow with a total of 57,500 barrels per day of ethane under revised terms, a 15% increase over the previously agreed-upon 50,000 b/d.

The total volume includes 22,500 b/d sourced from the new Heartland facility and 35,000 b/d drawn from Pembina's existing integrated portfolio, which includes deep-cut gas processing plants and fractionation assets.

The supply schedule is designed to align with the launch of Dow's "Path2Zero" project in 2029.

Pembina will also retain the associated propane-plus production and benefit from downstream fractionation and marketing of about 9,500 b/d of propane-plus NGLs.

The project advances Pembina's broader strategy of growing fee-based adjusted EBITDA per share by 5% to 7% per year through 2030.

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