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power plant to supply power to the mine. “Our agreements with ENSTAR and Donlin help ensure that the pipeline can deliver competitively priced natural gas within Alaska. We recognize the critical role that the pipeline will play in the future of Alaska’s economy and we are in discus- sions for gas sales to additional customers that we look forward to serving,” Duval said. Glenfarne became lead developer of Alaska LNG in March 2025 in an agree- ment with the AGDC. Since then, Glen- farne has secured preliminary commercial commitments from leading LNG buyers in Japan, Korea, Taiwan and Thailand for 11 MTPA of LNG. Glenfarne has also entered into stra- tegic partnerships with Baker Hughes, which will be an investor and a key equip- ment supplier, Danaos, which will be an investor and facilitate the construction and operation of at least six LNG carriers, and POSCO International, which will be an investor and has also signed an LNG purchase agreement and will supply steel.
ers for gas sales to the pipeline, ensuring natural gas supply for Phase One. These include a Gas Sales Precedent Agreement with ExxonMobil for gas along with a Gas Sales Precedent Agreement with Hilcorp Alaska for additional volumes of gas. These are in addition to the previously announced Gas Sales Precedent Agree- ment with Pantheon Resources and its subsidiary, Great Bear Pantheon LLC, to supply natural gas. In parallel, Glenfarne has advanced agreements with major in- state customers, including a non binding letter of intent with ENSTAR Natural Gas Company for a 30 year supply of natural gas from the Alaska LNG pipeline to EN- STAR. The arrangement will depend on negotiation of definitive agreements and approval by the Regulatory Commission of Alaska. Glenfarne also recently announced a letter of intent with Donlin Gold Mine to deliver up to 50 million cubic feet per day of natural gas and cooperation on the development and construction of a 315-mile-long natural gas pipeline and a
struction subsidiary Spiecapag and U.S. Pipeline; Spiecapag is a leading interna- tional pipeline construction contractor; U.S. Pipeline is a Texas-based full-service construction company with expertise in pipelines, facilities and project manage- ment operating in the U.S. and interna- tional markets. “These world-class pipeline construc- tion partners were selected based on their qualifications and experience, and each has dedicated a significant amount of time and resources in estimating and bidding for these roles, and their early involve- ment is foundational for this pipeline,” Duval said The awards also remain subject to the completion of definitive construction agreements, he said. Phase One (the pipeline) will require 700,000 metric tonnes of API 5L X70 line pipe for the main line and an additional 25,000 metric tonnes of line pipe for the Point Thomson Lateral. (Note: A “tonne” is 2,200 pounds and is a unit of weight commonly used internationally, as com-
pared to the “ton” of 2,000 pounds used in the U.S. as a unit of measurement for weight.) API 5L X70 line pipe is a high- strength, high-toughness steel pipe wide- ly used in the transmission of oil, gas, and water over long distances. The “X70” designates a minimum yield strength of 70,000 psi. Glenfarne also has executed prelimi- nary agreements for approximately two- thirds of the needed line pipe to these suppliers: n Corinth Pipeworks S.A., based in Greece, is one of the world’s leading man- ufacturers of steel pipes for the energy sector. n Europipe GmbH is an internation- al leader in manufacturing high quality large-diameter steel pipeline with a strong global track record. n As previously announced, POSCO International, of South Korea, has agreed to supply a portion of steel for pipeline fabrication. Glenfarne also announced multiple agreements with North Slope produc-
struction. n
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Joint venture between Associated Pipe Line Contractors Inc., Doyon Ener- gy Services LLC and Cruz Construction Inc.; Associated Pipe Line, based in Texas, serves the oil and gas industry with pipe- line construction and pipeline integrity; Alaska-based Doyon specializes in Arctic pipeline construction and associated in- frastructure. Doyon is an Alaska Native regional corporation based in Fairbanks and is also engaged in North Slope drill- ing services though its subsidiary, Doyon Drilling; Cruz Construction is an Alaska oilfield support and heavy civil construc- tion company with extensive experience on Alaska’s North Slope. n Joint venture between Barnard Pipeline Inc. and SICIM S.p.A.; Barnard is a Montana-based provider of complex oil and gas transmission projects; SICIM is an Italy-based international contractor providing EPC services to the energy in- dustry, delivering megaprojects in remote locations. n Joint venture between VINCI Con-
the Point Thomson Lateral: n MasTec Inc. subsidiary Precision Pipeline LLC is a Wisconsin-based firm offering large mainline construction and other services with experience on large natural gas pipelines. n Quanta Services Inc. subsidiary Price Gregory International, based in Tex- as, has a long history in Alaska and played a pivotal role in constructing segment three of TAPS. n Joint bid between Michels Pipe- line Inc. and ASRC Energy Services — Houston Contracting Company Inc., a subsidiary of ASRC Energy Services LLC; Michels is a Wisconsin-based diversified pipeline construction company recog- nized for project excellence worldwide, including work in Alaska; Houston Con- tracting Company is one of Alaska’s larg- est pipeline construction companies with extensive experience in the Prudhoe Bay oil fields and Trans-Alaska Pipeline Sys- tem maintenance, operations and con-
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ALASKA RESOURCE REVIEW MARCH 2026
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