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Energy

Michigan Renews Enbridge's Line 5 Tunnel Permit, Clearing a Key Hurdle for a Pipeline That Moves 540,000 Barrels a Day

State approval of the Straits of Mackinac tunnel keeps Enbridge's critical Midwest oil and propane artery alive — and removes a years-long overhang on the stock.

Image: Money Racket
By at Money Racket·Jul 18, 2026

Michigan has renewed the permit for Enbridge's tunnel project beneath the Straits of Mackinac, allowing the company to proceed with replacing the existing Line 5 pipeline with a protected underground tunnel. Line 5 carries roughly 540,000 barrels per day of crude oil and natural gas liquids, supplying refineries in Michigan, Ohio, and Ontario and providing propane to Michigan's Upper Peninsula.

Line 5 moves more oil than most people realize — Michigan's permit renewal is the single biggest regulatory win Enbridge needed to protect its Midwest franchise.

Who cashes in: Enbridge (ENB) is the direct winner. The permit renewal removes the most significant regulatory overhang on a project that has faced legal and political opposition for years. Line 5 is a core asset in Enbridge's Liquids Pipelines segment; certainty on the tunnel path protects long-term throughput and supports the dividend, which yields roughly 6–7%. Refiners that depend on Line 5 crude — including Marathon Petroleum (MPC), which operates the Detroit-area refinery complex — gain supply-chain certainty.

Who's exposed: The decision is a setback for tribal nations and environmental groups that have sought to shut down Line 5, but there are no publicly traded companies on the losing side of this specific ruling. Competing pipeline operators or rail carriers that might have captured diverted crude volumes if Line 5 were shut down — including Canadian National Railway (CNI) and BNSF (owned by Berkshire Hathaway (BRK.B)) — lose a potential volume opportunity, though it was never guaranteed.

What to watch next: Federal permitting under the Army Corps of Engineers and any remaining legal challenges from the Bad River Band of the Lake Superior Tribe. If federal permits clear without further injunctions, Enbridge's tunnel construction timeline firms up and the stock's infrastructure discount should narrow.

Source: original report ↗

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