Who Does Enbridge Company Serve?

Enbridge customers include Canadian oil sands majors and U.S. shale operators that need low-tariff, high-capacity egress to market; these contracts drive pipeline throughput and toll revenue.

PADD II and PADD III refiners and marketers in the U.S. Midwest and Gulf Coast are key commercial clients for heavy and sour crude blends routed through Enbridge pipeline service areas.

Enbridge natural gas distribution customers include power generators, Local Distribution Companies (LDCs), and LNG developers; Enbridge moves roughly 20 percent of U.S. natural gas consumption via transmission assets.

Through utility footprints in Ontario, Ohio, Utah, and North Carolina, Enbridge reaches about 7 million end-use gas customers for residential and small commercial services.

Enbridge customers are concentrated in the WCSB for oil takeaway and the U.S. Gulf Coast for natural gas, where proximity to producing basins and every operating LNG export facility drives steady throughput and toll-based demand.

Enbridge service areas now include data center corridors, with assets within 50 miles of over 40 billion cubic feet per day (bcf/d) of power and data-center demand, and regulated distribution markets in Canada and the U.S. that support stable, rate-based returns.

Enbridge Inc. is strongest in long-haul liquids pipelines and regulated gas distribution: predictable fee-based revenue from tolls and utility rates produces the bulk of cash flow and underpins capital spending programs of about 3 billion CAD annually on distribution networks.

Demand growth is fastest for gas tied to LNG export ramps on the U.S. Gulf Coast and electrification-related power demand near data centers; both create new commercial client and industrial utilities opportunities for Enbridge stakeholders and Indigenous partnerships.

With a 39 billion CAD secured investment backlog as of February 2026 (a 35 percent YoY rise), Enbridge customers gain access to added pipeline capacity and new low-carbon power projects, widening reach across Enbridge service areas and adjacent segments like corporate renewables buyers.

Long-term contracts, regulated utility frameworks, and disciplined leverage (debt-to-EBITDA at 4.8x) reduce churn for Enbridge stakeholders by ensuring predictable service and pricing for residential and commercial clients.

Repeat demand comes from capacity additions like Mainline Optimization Phase 1 (+150,000 barrels/day) and power assets (365 MW Cowboy solar, 152 MW Easter wind), which create ecosystem stickiness for industrial and municipal customers and major tech partners such as Meta.

The strongest lever is the secured growth backlog plus diversification into low-carbon power, supporting Enbridge customers across pipeline service areas and new markets while targeting 7-9 percent EBITDA growth through 2026.