Canada is at a pivotal moment in its energy transition, with hundreds of major projects — spanning LNG, hydrogen, wind, nuclear, hydro, pipelines, and Indigenous-led infrastructure — representing over $600 billion in actual and potential investment. According to the Government of Canada’s Canadian Centre for Energy Information, “In 2023, there were 223 planned (announced, under review, or approved) major energy...
Trump has called for a revival of Keystone XL. He may not appreciate Canada instead building a pipeline that offers Alberta's oil to China.
Canadian steel is fundamental to Canada’s economic and national security. We have a long and proud history of nation building. While our industry now aims to build the next chapter of our country’s history, our future is deeply threatened as Canadian steel producers, workers and communities are under attack by the Trump administration. The United States has been the destination...
Projects in various stages of development could represent capital investment of $109 billion. A decade after a promised boom in the liquified natural gas industry failed to materialize, Canada has arrived at the starting line, rekindling some aspirations of becoming a major LNG player. The long-awaited LNG Canada project is now up and running — and there are six more...
The oilsands continue to pump out more crude and more greenhouse gas. Another year, another record for Alberta's oil industry. Oilsands production is on pace to reach an all-time high this year as production in northern Alberta is expected to grow by five per cent in 2025 compared to last year. The latest forecast released Wednesday by S&P Global Commodity...
Just under 3 in 4 Canadians would support (51%) or somewhat support (22%) building a national energy corridor including a pipeline to move Canadian oil and gas from Alberta to Eastern Canada even if there are environmental and Indigenous land claim concerns about the route. About one in four Canadians would somewhat oppose (12%) or oppose (12%) this. This is...
How Canada can seize a once-in-a-generation opportunity and win the coming natural resource arms race The transition to a clean and digital economy has ignited a global race for critical minerals — the essential inputs for batteries, electric vehicles (EVs), wind turbines, solar panels, advanced electronics and defence technologies. These minerals (such as lithium, cobalt and nickel) are now as...
The completion of the Trans Mountain Expansion (TMX) pipeline in May 2024 has coincided with the beginning of a new era in global trade. Fueled by escalating US trade tensions and tariff policies that underscore Canada’s heavy dependence on a single market for its oil exports, TMX’s significance as a strategic gateway to the Asia-Pacific region is increasing, and China...
Russia’s full-scale invasion of Ukraine in February 2022 has forever changed global commodities markets. The economic sanctions subsequently imposed on Russia exposed multiple risks related to (over)reliance on a single or dominant suppliers of critical materials (Sukhankin 2024a).
In the rush to diversify Canada’s trade routes and export destinations, provincial, territorial, and federal politicians of all partisan stripes have heralded new corridors and ports. With major ports already established on the Pacific side, in Vancouver and Prince Rupert; and the Atlantic side, in Montreal, Halifax, and Saint John; attention has turned to the Arctic.
The British government is looking to back investments in Canadian projects—including nuclear energy—through its export credit agency, which helps firms secure financing so long as 20 per cent of their procurement comes from the United Kingdom. U.K. Export Finance (UKEF) has been around for more than a century, but set up shop in Canada just last fall. Ozgur Kutay, a...
In the wake of an unpredictable relationship with the Trump Administration in the US, Canadians are quite supportive of a new government funded oil pipeline from Alberta to Eastern Canada. Three of four Canadians favour this project including almost six in ten Quebecers. A majority of Canadians support or somewhat support this potential energy project in every region and demographic...
Over the last five years, competition over critical minerals has become a focal point of great-power rivalry — particularly between the United States and China. These strategic materials, including rare earth elements, are vital for producing the advanced technologies underpinning the green economy, defence industries, artificial intelligence, and quantum computing. Given that the world is rapidly transitioning to cleaner energy...
