Glenfarne moves Alaska LNG Phase One from development to early execution with construction, pipe supply, gas supply, and in-state demand agreements
Glenfarne Group, LLC, through its subsidiary Glenfarne Alaska LNG, LLC (“Glenfarne”), has announced a series of significant milestones that collectively mark the transition of Phase One of the Alaska LNG Project from planning into early execution. As the majority owner and lead developer of the project, Glenfarne is now aligning construction readiness, pipeline materials, gas supply, and customer demand to accelerate the delivery of reliable and affordable natural gas to Alaskans, while laying the foundation for future global LNG exports.
According to Glenfarne Founder and Chief Executive Officer Brendan Duval, the latest announcements represent a pivotal shift in the project’s trajectory. Rather than remaining in a prolonged conceptual or planning stage, Alaska LNG is now advancing into tangible, financeable steps. Duval emphasized that coordinating construction activities, line pipe supply, upstream gas availability, and committed in-state customers demonstrates a practical approach designed to produce real economic and energy benefits for Alaska. He noted that the progress reflects years of work by Glenfarne and its partners, who are now moving forward on multiple fronts simultaneously.
The Alaska LNG Project is being developed through 8 Star Alaska LLC, an entity that is 75 percent owned by Glenfarne and 25 percent owned by the State of Alaska via the Alaska Gasline Development Corporation. This ownership structure underscores the project’s strategic importance to both private investors and the state, particularly in ensuring long-term energy security and economic development.
Two-Phase Development Strategy
Glenfarne is pursuing Alaska LNG through a two-phase development strategy, with each phase designed to be financially independent. This structure is intended to reduce execution risk and accelerate timelines.
Phase One centers on the construction of a 739-mile, 42-inch diameter natural gas pipeline that will transport gas from Alaska’s North Slope to domestic markets across the state. The pipeline will be built in four simultaneous construction sections, or “spreads,” enabling faster completion and efficient use of resources. Phase One may also include a 63-mile, 32-inch Point Thomson Lateral Pipeline, which would further connect gas resources to the main system. Glenfarne is targeting mechanical completion of the pipeline by 2028, with first gas deliveries expected in 2029.
Phase Two will focus on the addition of the LNG liquefaction terminal and associated infrastructure, enabling exports of up to 20 million tonnes per annum (MTPA) of LNG to international markets. Together, the two phases are designed to first meet Alaska’s domestic energy needs and then capitalize on global demand for secure, long-term LNG supply.
EPCM Services and Engineering Progress
A key milestone for Phase One is Glenfarne’s provisional selection of Worley Limited, a global leader in energy, chemicals, and resources professional services, to provide Engineering, Procurement, and Construction Management (EPCM) services. The conditional award follows Worley’s ongoing engineering work, which is expected to be completed by the end of 2025 and sufficient to support a final investment decision. The appointment remains subject to a definitive agreement.
Worley has been involved with the Alaska LNG concept for more than a decade, and its continued participation brings continuity, technical depth, and global megaproject experience. Worley executives highlighted the project’s scale and strategic importance, noting its potential to significantly enhance energy security within Alaska and across Pacific markets.
Pipeline Construction Awards
Glenfarne also announced conditional awards for pipeline construction following a comprehensive, multi-round competitive bidding process that initially attracted 20 participants. The selected contractors represent a combination of world-class technical expertise, large-scale execution capability, and extensive experience working in Alaska’s challenging environments.
The construction awards align with the multi-spread strategy for Phase One and the potential Point Thomson Lateral. Contractors include major North American and international pipeline builders, as well as joint ventures that pair global experience with Alaska-based firms. Collectively, these companies have constructed tens of thousands of miles of pipeline worldwide and have direct experience with projects such as the Trans-Alaska Pipeline System (TAPS) and North Slope developments.
Duval emphasized that early contractor involvement is foundational to the success of the Alaska LNG pipeline. He noted that the selected partners invested substantial time and resources in developing detailed bids and technical solutions, reflecting the complexity and importance of the project. While the awards remain conditional pending final construction agreements, Glenfarne continues to engage Alaska contractors and local businesses to expand participation opportunities during development and construction.
Line Pipe Supply Agreements
Another major advancement is the execution of preliminary agreements for the supply of line pipe required for Phase One. The project will require approximately 700,000 metric tonnes of API 5L X70 line pipe for the main pipeline and an additional 25,000 metric tonnes for the Point Thomson Lateral.
Following a competitive bidding process involving U.S. and international manufacturers, Glenfarne secured preliminary agreements covering roughly two-thirds of the required pipe volumes. Suppliers include leading global pipe manufacturers with decades of experience delivering large-diameter steel pipelines for complex energy projects. In addition, POSCO International has previously agreed to supply a portion of the steel used in pipeline fabrication.
According to Rex Canon, Co-President of 8 Star Alaska LLC, these agreements represent a critical step in maintaining the project schedule. Pipeline production is expected to begin shortly, with deliveries into Alaska planned later this year to support the start of construction activities.
Gas Supply from the North Slope
Securing reliable gas supply is central to Phase One, and Glenfarne announced multiple agreements with North Slope producers to ensure sufficient volumes for the pipeline. Among these are Gas Sales Precedent Agreements with ExxonMobil and Hilcorp Alaska LLC, covering key commercial terms such as pricing and contract duration.
ConocoPhillips, another major North Slope producer, reaffirmed its commitment to supporting Alaska LNG and working with Glenfarne and 8 Star to advance gas supply arrangements. These new agreements build on an earlier Gas Sales Precedent Agreement with Pantheon Resources’ subsidiary, Great Bear Pantheon LLC.
Glenfarne Alaska LNG President Adam Prestidge described the gas supply agreements as monumental, noting that they move the project closer to fulfilling a long-standing goal of monetizing Alaska’s vast North Slope gas resources for the benefit of residents and global customers alike.
In-State Gas Sales and Demand Anchors
In parallel with upstream supply, Glenfarne has advanced agreements with in-state customers to anchor demand and ensure that Alaskans are the first beneficiaries of North Slope gas. A key development is a non-binding letter of intent with ENSTAR Natural Gas Company for a 30-year gas supply arrangement, subject to definitive agreements and regulatory approval.
ENSTAR leadership highlighted the agreement as a continuation of long-term collaboration with Glenfarne and consistent with the utility’s mission to secure reliable, long-term gas supply for Southcentral Alaska.
Glenfarne has also reached a letter of intent with Donlin Gold Mine for the delivery of up to 50 million cubic feet of gas per day, alongside cooperation on the development of additional pipeline infrastructure and a power plant to support mining operations.
Positioning for Global LNG Markets
Since becoming lead developer of Alaska LNG in March 2025, Glenfarne has also secured preliminary commercial commitments from LNG buyers in Japan, South Korea, Taiwan, and Thailand totaling 11 MTPA. Strategic partnerships with companies such as Baker Hughes, Danaos, and POSCO International further strengthen the project’s technical, financial, and commercial foundation.
Together, these milestones signal that Alaska LNG Phase One is no longer just a vision, but a project entering execution. By integrating construction readiness, materials supply, gas sourcing, and customer demand, Glenfarne is positioning Alaska LNG as a cornerstone of Alaska’s energy future and a competitive supplier in global LNG markets.
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