The electricity abundance and affordability that Canada has enjoyed for decades are ending. Generation is down, exports are now imports, and investment is flat. Canada’s impending electricity shortage is not just an affordability
crisis; it is an economic and security one as well.
Pleased to launch this paper at @ippsaconference today /1 macdonaldlaurier.ca/wp-content/upl…
Three statistics that should shock every Canadian out of our complacency on electricity policy: 1. Electricity generation in Canada peaked in 2017.
/2
2. Canada is now a net importer of electricity.
/3
3. The CER expects dispatchable generation to decline by 1.2% by 2030. Growth will be accounted for by intermittent wind and solar.
/4
I am not an electricity expert. What I care about is material well-being, economic growth and national security, and energy is essential to that.
Our electricity policy is becoming a real problem for our prosperity and security. It is resulting in an impending economic crisis that I expect will become a political crisis. This paper seeks to outline the growing crisis in Canadian electricity production, describe the policy trajectory that contributed to this state of affairs, identify shifts in policy direction that Canadians should advocate for, and understand how to gauge policy improvement, or lack thereof. /5x
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Record oil, natural gas, uranium and wheat production. Highest gold sales ever. New canola yield records. Major regulatory reform.
2025 was a very good year for Canadian commodities, here are my top stories 🎉/1
1. LNG Canada Phase 1 comes online, finally putting Canada in the global ranks of LNG exporters, with first cargo June 30.
Phase 2 is already undergoing front-end-engineering & design and an FID is expected in 2026, lngcanada.ca/news/first-car…
2. Transmountain announces work on an expansion of up to 360kbd and Enbridge up to 400kbd over two phases for its Mainline, indicating confidence in demand for Canadian oil and allowing producers opportunity to grow as we figure out a new NW BC pipeline. ctvnews.ca/business/artic…
The federal government released their EV mandate today. Of all the Soviet-style, top-down, market-defying policies they have implemented this year, this may be the most egregious. It restricts, then prohibits, the sale of non-ZEVs by 2035 /1 canada.ca/en/environment…
Some of the obvious problems with this scheme:
It privileges a certain technology (EVs) over lowering emissions, so that for example a Ford F-150 lightning is allowable but a Honda Civic is not. This disregards life cycle emissions and other environmental considerations /2
Unlike the US EPA new tailpipe emissions standards, which are very ambitious, Canada’s regs control what dealers and manufacturers can sell. The EPA incentivizes lower emissions, leaving more room for other options like hydrogen, clean fuels, hybrids etc/3 eesi.org/articles/view/…