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.
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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…

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