Alberta Fact Check: Could Doug Ford's oil export threat leave Ontario running short of Alberta oil?

Escalating an energy confrontation with Washington could increase the political risk surrounding Enbridge's Line 5 pipeline. If it were disrupted, Ontario could face significant reductions in crude oil supplies for its refineries, resulting in higher fuel costs and supply challenges for millions of residents.

 

The Canadian Press / Nathan Denette

The premier of Ontario is about to discover Enbridge's Line 5.

Doug Ford has repeatedly floated using Alberta's oil exports as leverage in Canada's trade dispute with the United States. But critics say the strategy ignores a key reality: Ontario relies on the same cross-border pipeline system to fuel its own economy.

The proposal to restrict Alberta crude exports is intended to put pressure on American refiners. 

However, much of the oil that reaches Ontario first travels through the U.S. before returning to Canada via Enbridge's Line 5 pipeline.

Line 5 transports up to 540,000 barrels of crude oil and natural gas liquids per day from Wisconsin, across Michigan and into Sarnia, Ontario. According to Enbridge, the pipeline supplies roughly half of the oil consumed in Ontario and Quebec, while Western Canadian crude accounts for approximately 77% of Ontario's refinery feedstock.

That makes the pipeline one of Ontario's most important pieces of energy infrastructure.

Michigan has been trying to shut down Line 5 since 2020, arguing the pipeline poses environmental risks in the Straits of Mackinac. 

The pipeline remains in operation while the courts consider the case, and a replacement tunnel intended to secure its future is not expected to be completed before 2031.

Escalating an energy confrontation with Washington could increase the political risk surrounding Line 5. If the pipeline were disrupted, Ontario could face significant reductions in crude oil supplies for its refineries, resulting in higher fuel costs and supply challenges for millions of residents.

Alberta Premier Danielle Smith has consistently rejected proposals for an oil export tax or export restrictions, calling the idea a "non-starter" and warning that using Canadian energy as a political weapon would hurt Canadians alongside Americans.

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Sheila Gunn Reid

Chief Reporter

Sheila Gunn Reid is the Editor-in-Chief, Alberta Bureau Chief, member of the board of directors, and host of The Gunn Show at Rebel News. Sheila also serves as President of the Independent Press Gallery of Canada. A mother of three and longtime conservative activist, Sheila is the author of bestselling books, including her most recent release, Independence Blueprint: What Alberta Can Learn From Quebec.

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COMMENTS

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  • Bruce Atchison
    commented 2026-07-24 19:47:39 -0400
    It would be good if Doug Ford cut imports of oil from America. It would anger both Americans and Albertans. It would give Ford such a bloody nose, politically speaking, that he would lose respect of Ontarians. Maybe the party he heads would decide to oust him as leader.
  • Bernhard Jatzeck
    commented 2026-07-24 13:10:30 -0400
    Perhaps Ford prefers that easterners freeze in the dark.