Energy Transition Archives - Thoughtful Journalism About Energy's Future https://energi.media/tag/energy-transition/ Wed, 01 Apr 2026 18:27:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://energi.media/wp-content/uploads/2023/06/cropped-Energi-sun-Troy-copy-32x32.jpg Energy Transition Archives - Thoughtful Journalism About Energy's Future https://energi.media/tag/energy-transition/ 32 32 Up to $220 Billion, 80,000 Jobs At Risk if Canada Can’t Deliver on Clean Power Grid https://energi.media/news/canada-clean-power-grid-220b-investment-jobs-risk/ https://energi.media/news/canada-clean-power-grid-220b-investment-jobs-risk/#respond Wed, 01 Apr 2026 18:27:26 +0000 https://energi.media/?p=67652 This article was published by The Energy Mix on March 30, 2026. By Mitchell Beer With the federal government expected to release its long-awaited national electricity strategy this week, Canada could be in line to [Read more]

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This article was published by The Energy Mix on March 30, 2026.

By Mitchell Beer

With the federal government expected to release its long-awaited national electricity strategy this week, Canada could be in line to lose $110 to $220 billion in new investment and 40,000 to 80,000 direct jobs if it fails to deliver a clean power grid “at the scale and speed that industry and investors need,” a recent report concludes.

While senior executives across Canada’s finance, technology, heavy industry, mining, and clean energy sectors recognize that clean power is essential, it’s only worth pursuing “when it is predictable, cost-competitive, and available at scale,” states the report released earlier this month by the Shareholder Association for Research and Education (SHARE).

Canada enters the energy transition with an advantage over many other industrialized nations, with about 85% of its power coming from non-emitting sources, consultants at Dunsky Energy + Climate report. Clean economy sectors like electric vehicles, batteries, and the grid itself have received about $65 billion in new investment, producing at least 26,000 direct jobs and tens of thousands more across related supply chains.

That investment is taking place at a moment when access to electricity is central to site selection and capital allocation for new projects, adding asset value and enabling market access for new investments in tech, artificial intelligence, and mining.

But “Canada’s clean electricity edge is under threat,” Dunsky warns. “Grid constraints, permitting delays, and interconnection uncertainty are already slowing or cancelling investments.”

Canada faces those challenges in a moment of intensifying global competition, the report adds, with other jurisdictions “rapidly decarbonize their grids with the aim of attracting clean investment.”

The national electricity strategy has been in development for some time. Insiders say its release is now just days away, and it’s expected to focus on east-west transmission, Indigenous leadership, and better collaboration among provinces. Earlier this month, Ontario announced a “major nation-building milestone” when 10 provinces and territories—everyone but Quebec, Newfoundland and Labrador, and Nunavut—agreed to work together on new transmission infrastructure.

There was no official word on the national strategy’s release as this story went to virtual press. But The Energy Mix has learned that it may appear as soon as this Wednesday or Thursday and feature federal investment in grid interties between provinces, though the form of investment—through loans, grants, federal ownership, of investment tax credits—remains to be seen. The strategy is expected to remain silent on the fate of the federal Clean Electricity Regulations, and it isn’t clear whether it will address the role of gas-fired electricity or carbon capture and storage on the grid.

The Dunsky report calls for long-term coordination and policy certainty across federal, provincial, and territorial governments to make permitting and grid interconnections faster and more transparent, all with the goal of accelerating the buildout of clean generation, storage, and transmission. It points to Indigenous partnerships as an element that could “unlock project development”, and stresses the role of demand-side solutions to “lower system costs, defer infrastructure, and improve reliability—especially for fast-growing data centre and industrial loads.”

SHARE Public Affairs Director Jennifer Story said the consultants sought interviews with executives whose companies will need reliable supplies of green energy. “There’s a growing number of investors and companies that are hearing back from regulators, hearing back from provincial decision-makers, that they’re in the queue or that their needs can’t be met.,” she told The Energy Mix in an interview.

“If Canada is really serious about creating new opportunities in our economy to buffer the effects of the worsening relationship with the United States, this is a really obvious place to do it,” she added. “We’ll certainly be looking to see whether or not [the federal electricity strategy] goes the distance to meet this need.”

With net-zero commitments and carbon pricing systems in place in 10 of Canada’s 11 biggest trading partners—the U.S. is the outlier—Story said faster buildout of a clean electricity grid could be an essential nation-building project to protect Canadian sovereignty.

“It does tie in to trade strategy,” she told The Mix. “Some countries and regions are imposing carbon border adjustments, for example. Responding to that reality means again demonstrating clearly that we can supply our issuers, our publicly-traded and private companies, with the clean power they need to not have those border adjustments be a barrier to market access in other parts of the world.”

And to attract climate-aligned investment, “we also need to demonstrate to those investors that the companies they’re considering, the projects they’re considering, have not just green but also reliable, affordable, consistently available clean power.”

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Natural gas, electricity emerging as pivotal forces in Canada’s energy future: CER https://energi.media/news/natural-gas-electricity-emerging-as-pivotal-forces-in-canadas-energy-future-cer/ https://energi.media/news/natural-gas-electricity-emerging-as-pivotal-forces-in-canadas-energy-future-cer/#respond Tue, 17 Mar 2026 20:18:23 +0000 https://energi.media/?p=67616 Canada’s energy transition will not be a simple shift from fossil fuels to clean power. Instead, it will be shaped by rapidly rising electricity demand and continued reliance on natural gas, according to a new [Read more]

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Canada’s energy transition will not be a simple shift from fossil fuels to clean power. Instead, it will be shaped by rapidly rising electricity demand and continued reliance on natural gas, according to a new outlook from the Canada Energy Regulator (CER).

The report highlights a rapidly evolving energy system, driven by rising electricity demand, continued reliance on natural gas, and the growing complexity of balancing affordability, reliability, and emissions reductions.

The CER’s Energy Futures analysis is not a prediction, but rather a series of scenarios exploring how Canada’s energy mix could evolve under different economic, technological, and policy conditions.

Still, one conclusion is clear: electricity demand is expected to surge, while natural gas remains a key part of the energy system—even as the country works toward lower emissions.

That finding aligns with a growing body of industry and policy analysis pointing to the same dual trend.

Electricity demand in Canada is rising quickly, driven by electrification of transportation, industry, and buildings. A recent industry report described the situation as requiring Canada to “build big again,” warning that the country may need to dramatically expand its grid to keep pace with demand growth.

At the same time, reliability concerns are emerging. A North American reliability assessment cited by Global News found Canada’s power grid is under increasing strain, with demand expected to outpace new supply in several regions later this decade.

Against that backdrop, natural gas is expected to continue playing a significant role, particularly as a flexible source of power generation that can support intermittent renewables like wind and solar.

Canada’s broader energy landscape is already moving in that direction. Federal data shows renewable electricity is growing, but oil and natural gas remain foundational to the economy and energy system.

The CER report suggests this dual-track evolution—more electricity, but continued natural gas use—will define Canada’s energy transition over the coming decades.

That reflects a broader shift in how policymakers and industry are framing the transition: not as a simple replacement of fossil fuels, but as a more complex transformation of the entire energy system.

Recent federal policy signals point the same way. Ottawa has emphasized the need to invest in grid infrastructure and energy systems to maintain affordability and reliability while transitioning to lower-carbon sources.

The challenge, analysts say, is scale.

Electrification alone could require doubling or even tripling parts of Canada’s electricity system, while maintaining reliability during extreme weather events and peak demand periods. At the same time, natural gas infrastructure continues to expand in some regions to meet growing demand and support economic activity.

This creates a tension at the heart of Canada’s energy future.

On one hand, electricity—particularly from low-emission sources—is expected to do much of the heavy lifting in reducing emissions. On the other, natural gas remains critical for reliability, industrial use, and export opportunities.

The CER’s outlook underscores that both trends are likely to unfold simultaneously.

It also reinforces a key message for policymakers: the transition will require significant investment, regulatory reform, and coordination across provinces and sectors.

Canada’s energy system is already diverse and regionally fragmented, with provinces relying on different mixes of hydro, nuclear, fossil fuels, and renewables. Integrating these systems—while expanding capacity and reducing emissions—will be a major undertaking.

The CER’s modelling highlights the uncertainty involved. Long-term energy forecasts depend on assumptions about technology costs, climate policy, global markets, and consumer behaviour, all of which can change rapidly.

Even so, the direction of travel is becoming clearer.

Electricity is poised to become the backbone of a lower-emissions economy. Natural gas, meanwhile, is expected to remain an important—if evolving—part of the mix.

For Canada, the question is no longer whether the energy system will change, but how quickly—and whether the country can build the infrastructure needed to support that transformation.

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The US lost $35B in clean energy projects last year https://energi.media/news/the-us-lost-35b-in-clean-energy-projects-last-year/ https://energi.media/news/the-us-lost-35b-in-clean-energy-projects-last-year/#respond Mon, 09 Feb 2026 22:45:30 +0000 https://energi.media/?p=67580 This article was published by Grist on Feb. 6, 2026. By Naveena Sadasivam For more than a decade, the clean energy economy has been on a steep growth trajectory. Companies have poured billions of dollars [Read more]

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This article was published by Grist on Feb. 6, 2026.

By

For more than a decade, the clean energy economy has been on a steep growth trajectory. Companies have poured billions of dollars into battery manufacturing, solar and wind generation, and electric vehicle plants in the U.S., as solar costs fell sharply and EV sales surged. That momentum is set to continue surging in much of the world — but in the United States, it’s starting to stall.

According to a new report from the clean energy think tank E2, new investment in clean energy projects last year was dwarfed by a cascade of cancellations for projects already in progress. For every dollar announced in new clean energy projects, companies canceled, closed, or downsized roughly three dollars’ worth. In total, at least roughly $35 billion in projects were abandoned last year, compared to just $3.4 billion in cancellations in 2023 and 2024 combined.

“That’s pretty jarring considering how much progress we made in previous years,” said Michael Timberlake, a director of research and publications at E2. “The rest of the world is generally doubling down or transitioning further, and the U.S. is now becoming increasingly combative and antagonistic towards clean energy industries.”

Timberlake said the Trump administration’s attacks on renewable energy are the main driver of the slowdown. Companies began pulling back their investments shortly after the November 2024 election, when a victorious Trump telegraphed that he would promote fossil fuels over solar, wind, and other clean energy technologies. For instance, TotalEnergies, the French oil-and-gas giant, paused development of two offshore wind projects in late November 2024, citing uncertainty after Trump’s election. The company has not restarted the projects since.

Trump followed through on those promises once in office: One of his first actions in office was to pause leasing and permitting for offshore wind. The freeze resulted in several wind developers indefinitely pausing or abandoning their projects while lawsuits trickled through the courts. (Federal judges have issued judgments in favour of the wind companies in recent months.) Trump’s administration also pulled billions of dollars in funding for a range of clean energy projects and cancelled or retooled Biden-era policies favourable to the industry, such as energy-efficiency measures, IRS tax guidance, and loans for a transmission line expected to carry solar and wind power.

Congress, at the behest of Trump, also passed the “One Big Beautiful Act” over the summer. In addition to sunsetting lucrative tax credits for renewable energy production, the law hammered the electric vehicle industry from multiple sides: It ended investment credits supporting the buildout of battery manufacturers, and simultaneously nixed the $7,500 tax credit available to American consumers who purchase EVs.

Timberlake cautioned against pinning clean energy’s disappointing year on any one policy. While the One Big Beautiful Act was the “biggest signifier” of the shift, “the overall policy and regulatory attack” is to blame for the glut of project cancellations, he said. “It’s not an environment that encourages more investment because no one knows what six months from now will look like.”

Electric vehicle and battery manufacturing have been hit the hardest over the past year. Each sector lost roughly $21 billion in investment over the past year, according to E2’s analysis, which includes some overlapping projects that serve both purposes. The industries also lost an estimated 48,000 potential jobs. These two industries likely lost the most investments because they had been growing the fastest in recent years, meaning they had more projects in the pipeline to cancel or downsize once President Trump was elected. The EV industry’s outlook, in particular, changed once Congress repealed consumer tax credits made available by former President Joe Biden. That, along with the general policy uncertainty, led to automakers revising their expectations for EV demand in the U.S. and reallocating their investments accordingly.

Some states were hit harder than others. In 2025 alone, Michigan lost 13 clean energy projects worth $8.1 billion — more than twice as many as any other state, due to its role as the capital of the U.S. auto industry. Illinois, Georgia, and New York also lost billions of dollars in investments.

Many automakers that scaled back electric vehicle plans last year redirected those investments rather than abandoning them outright. Ford, for example, had originally planned to build all-electric commercial vehicles at its $1.5 billion Ohio Assembly Plant in Avon Lake. But after revising its EV ambitions, the company pivoted the facility toward gas-powered and hybrid vans. Because Ford did not scrap the plant altogether, Timberlake said, facilities like Avon Lake could still be retrofitted for electric vehicle production if market conditions and policy outlooks improve.

“The silver lining view is they’re hopefully maintaining those facilities so that when there is certainty, those factories will still be available for making EVs down the road,” said Timberlake.

 

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Canada set to play a leading role in supplying the world with responsibly produced critical minerals https://energi.media/news/canada-set-to-play-a-leading-role-in-supplying-the-world-with-responsibly-produced-critical-minerals/ https://energi.media/news/canada-set-to-play-a-leading-role-in-supplying-the-world-with-responsibly-produced-critical-minerals/#respond Fri, 06 Feb 2026 17:53:08 +0000 https://energi.media/?p=67563 This article was published by the International Energy Agency on Feb. 4, 2026. By Milosz Karpinski, Energy Analyst Eléonore Carré, Junior Energy Security Analyst Already a mining hub, Canada could play a big part in [Read more]

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This article was published by the International Energy Agency on Feb. 4, 2026.

By Milosz Karpinski, Energy Analyst
Eléonore Carré, Junior Energy Security Analyst

Already a mining hub, Canada could play a big part in diversifying global mineral supply chains

Since 2023, the IEA has been conducting Critical Mineral Reviews – in-depth country reviews of critical mineral policies and security that have served as part of the Agency’s pioneering work to ensure secure mineral supply chains. The latest Critical Minerals Review of Canada shows that at a time of increasing concentration risks, including from export controls by the dominant supplier, Canada has the potential to contribute to the development of secure, diversified and competitive global supply chains for critical minerals.

Canada can serve as a major supplier of key critical minerals. It has abundant reserves of many of the critical minerals necessary for energy technologies; a well-developed, stable regulatory framework, including strong environmental, social and governance standards; and it is investing throughout the value chain, from midstream refining and processing to downstream manufacturing sectors. This sets Canada apart from many other countries, which typically have only part of the critical minerals value chain within their jurisdictions. Access to low-emissions energy sources such as hydro and nuclear power can also serve as a competitive advantage in the development of its critical minerals sector.

Canada’s slate of existing and announced projects could enhance its role as a major global supplier of nickel, lithium, graphite, cobalt and rare earth elements. Mining of copper, cobalt, lithium, nickel and graphite is already widespread across several provinces and territories, with 56 active projects in 2024 – and Canada already covers, or aims to cover, multiple stages of the supply chain domestically. It also has the potential to significantly scale up production capacity. Canada’s lithium reserves, for instance, could supply around half of cumulative global demand from 2030 to 2050.

Canada, which hosts about half of the world’s publicly listed mining and exploration companies, is already a major centre for the global mining industry. Though mineral mining takes place in every province and territory, British Columbia, Ontario, Quebec and Saskatchewan account for about three-quarters of total exploration spending domestically and 85% of total capital expenditure. Large urban cities such as Toronto and Vancouver are also recognised as global hubs for mining and mineral exploration, financing and corporate services.

The manufacturing of technologies that use critical minerals is gaining momentum, but challenges remain

The IEA’s Review found that Canada also has the strong potential to grow its manufacturing base for renewable energy technologies, batteries and battery components, and other strategic applications, underpinned by its abundant low-emissions power and critical mineral resources. Since 2020, Canada has attracted large-scale investments in electric vehicle and battery supply chains from a range of foreign companies, including NextStar Energy, LGES-Stellantis joint venture, Volkswagen/PowerCo, Ultium CAM, GM-POSCO joint venture, EcoPro BM, and Solus Advanced Materials/Volta Energy Solutions Canada. However, not all of these projects have been realised. In September 2025, the Quebec government also announced that it was ending funding for the Northvolt battery manufacturing facility after the collapse of its parent company in Sweden.

Developing Canada’s capacity to manufacture technologies that use critical minerals requires overcoming challenges such as infrastructure gaps, high capital costs and competition from established producers. Stronger international cooperation resulting in commitments on the sustainable development of minerals could be a key enabler, supporting Canada’s international competitiveness in these sectors.

Additionally, while domestic production is set to help meet demand for some minerals, such as mined nickel, further progress is needed to serve requirements for others as the country builds its downstream technology value chain. The continued participation of global companies in Canada’s domestic critical minerals ecosystem is essential for the country to further grow its role in these supply chains globally.

Critical mineral supply chains can provide jobs and economic opportunities for local communities if skills gaps are addressed

Canada’s mining and services sector accounts for over 300 000 jobs, but the labour market for critical minerals is tight and demand for skilled workers is increasing while the current workforce is ageing. The country’s critical minerals sector accounts for over 110 000 direct and indirect jobs, with a half in extraction, processing and related services.

Due to declining enrolment in mining-related post-secondary education, the talent pipeline is shrinking. Mining-related jobs in rural and remote areas may not be attractive to younger workers, and there have been challenges in recruiting and retaining workers from underrepresented communities. Canadian industry estimates that the mining sector will need to hire between 100 000 and 220 000 employees by 2033 to replace retirees and fill new positions to meet baseline production targets.

Several Canadian initiatives aim to help institutions and employers train and reskill workers to meet growing demand driven by the expansion of the critical minerals sector, including the Sectoral Workforce Solutions Program, the Indigenous Skills and Employment Training Program, and the Skills and Partnership Fund. These programmes support efforts to anticipate future skills requirements, including by developing targeted skills trainings for workers. Partnership opportunities with provinces and territories, Indigenous-led organisations, and other stakeholders, including universities, colleges and specialised training institutions, are underway to create greater awareness and understanding of the minerals and metals sector, or what sometimes called “mineral literacy.”

Public funding programmes play a crucial role in strengthening Canada’s critical minerals sector

To develop the full critical mineral value chain in Canada, providing public financing using a variety of policy tools remains crucial.

Canada’s Critical Minerals Strategy, launched in 2022, has been supported by nearly CAD 4 billion1 in public funding, covering multiple stages of the value chain, from geoscience and exploration to mineral processing, manufacturing and recycling. This includes support for infrastructure, research and development (R&D), technological deployment, and international collaborations, including through the Strategic Innovation Fund and the Critical Minerals Infrastructure Fund. In addition, Canada offers a range of tax and non-tax incentives to bolster the development of domestic mining and processing, such as the Flow-Through Shares (FTS) and Mineral Exploration Tax Credit initiatives, as well as investment tax credits to support investments in mining, processing, recycling and downstream manufacturing. Several provinces also provide complementary or independent initiatives alongside federal programmes.

Canada’s federal budget for the 2026 cycle proposes to create the First and Last Mile Fund, which would absorb the Critical Minerals Infrastructure Fund and leverage existing funding to provide up to CAD 1.5 billion in support through to the 2029-30 fiscal year. The recent budget also proposes to create a CAD 2 billion Critical Minerals Sovereign Fund, which would make strategic investments in critical minerals projects and companies, including equity investments, loan guarantees and supply agreements.

Enhancing alignment among federal, provincial and Indigenous authorities will be key to unlocking Canada’s critical mineral potential

Canada boasts a highly organised administrative structure that oversees the entire critical minerals value chain in the country. Multiple government agencies are responsible for critical minerals policies, including Natural Resources Canada; Innovation, Science and Economic Development Canada; Department of National Defence; Department of Finance Canada; Global Affairs Canada; and Environment and Climate Change Canada.

However, the status of Canada as a federal state creates some natural complexities. For example, mining activities fall under the jurisdiction of provincial and territorial governments, each with their own specific laws and regulations. While certain responsibilities are shared between the federal government and provinces and territories, each jurisdiction may have distinct mining, environmental, and occupational, health and safety legislation and regulations.

In addition, Indigenous Peoples in Canada are rights-holders with constitutionally protected rights and title, supported by diverse and continually evolving governance systems. Many Indigenous Peoples have surface and/or sub-surface rights based on traditional use and occupancy, which may also be codified through treaties and other instruments, and their active participation is essential to the development of critical mineral projects. Respectful engagement and ongoing partnership with Indigenous authorities not only upholds legal obligations but also contributes to long-term project success, social licence to operate and inclusive economic development.

Companies must comply with federal, provincial, territorial and Indigenous governance frameworks. While this system reflects Canada’s commitment to inclusive and responsible resource development, it can appear complex from the perspective of industry and investors. To address this, the federal government has established the Major Projects Office to streamline regulatory approvals and coordinate financing for projects of national interest – including those in the critical minerals sector. By adopting a “one project, one review” approach through collaboration with provinces and territories, with a commitment to a two-year regulatory review window for projects of national interest, the Office is designed to drive transformative change in Canada’s regulatory and decision-making process, strengthening investor confidence in Canada’s critical minerals industry.

Recycling could add to Canada’s critical minerals output

Canada’s Critical Minerals Strategy aims to advance circular solutions and enhance access to, and the recovery of, minerals and metals contained in alternative sources. These include mining and industrial waste, by-product streams, and post-consumer scrap, supported by robust recycling infrastructure and secondary supply markets. According to estimates from Natural Resources Canada, by 2035, recycled lithium, nickel and cobalt could meet approximately 5-10% of the demand for EV battery production in Canadian factories.

While Canada lacks a standalone strategy dedicated to critical minerals recovery, circular economy approaches, including through recycling and reprocessing, feature prominently among federal funding and support programmes.

Canada is leading efforts on international collaboration to secure critical minerals supply chains

Canada is leveraging its leadership in the critical minerals sector to build international partnerships through various channels. A Critical Minerals Action Plan was one of the key outcomes of the G7 Leaders’ Summit under Canada’s G7 Presidency, committing G7 countries to actions on building standards-based markets, mobilising capital, investing in partnerships and promoting innovation. As part of G7 activities, the Canadian government also led efforts to deliver a Roadmap to Promote Standards-Based Markets for Critical Minerals and to set up a Critical Minerals Production Alliance to identify and support strategic minerals projects. At the G7 Energy and Environment Ministers’ Meeting in Toronto in October 2025, Canada announced 26 new investments, partnerships and measures to accelerate and unlock CAD 6.4 billion of critical minerals projects under the Critical Minerals Production Alliance.

Canada is also a key and active partner of the IEA’s Critical Minerals Security Programme, which supports countries as they work to strengthen their resilience against potential disruptions and diversify their mineral supply chains.

Together with Canada’s longstanding mining expertise, innovation capabilities and strong commitment to sustainable and responsible development, this leadership not only supports the country’s economic development and security, but also positions Canada as a leading global contributor to the expansion of responsibly produced critical minerals.

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Diversifying Canada’s EV Sector Key to Protecting Auto Jobs: Pembina Institute https://energi.media/news/diversifying-canadas-ev-sector-key-to-protecting-auto-jobs-pembina-institute/ https://energi.media/news/diversifying-canadas-ev-sector-key-to-protecting-auto-jobs-pembina-institute/#respond Thu, 05 Feb 2026 21:24:01 +0000 https://energi.media/?p=67559 Canada’s electric vehicle (EV) industry must diversify beyond its historic reliance on the United States and build stronger domestic demand if the country wants to protect auto jobs and secure long-term competitiveness, according to a [Read more]

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Canada’s electric vehicle (EV) industry must diversify beyond its historic reliance on the United States and build stronger domestic demand if the country wants to protect auto jobs and secure long-term competitiveness, according to a new analysis and commentary from the Pembina Institute, a leading clean energy think tank.

In a blog published February 4, Pembina argues that Canada’s automotive sector has long been structurally vulnerable because more than 80 per cent of vehicles made in the country are destined for the U.S. market, exposing Canadian workers and manufacturers to volatility in U.S. trade policy and demand.

“That dependency has resulted in significant job losses in the Canadian auto sector,” the Pembina report notes, citing production declines linked to U.S. reshoring efforts and tariff threats.

The Pembina Institute says the global shift to EVs represents a rare opportunity for Canada to rebalance this dynamic by connecting domestic workers and manufacturers to a rapidly growing global market while building stable demand at home. Current statistics suggest that while EV sales have grown internationally, adoption in Canada has been uneven, with registrations representing just a small share of the national fleet and showing signs of slowing after consumer rebate programs ended.

Industry data shows EV sales in Canada plunged sharply in early 2025 after the federal Incentives for Zero-Emission Vehicles (iZEV) program paused, with some markets seeing year-over-year drops as high as 40–45 per cent. That decline occurred even as the broader auto market grew, suggesting price and incentive factors remain key to consumer uptake.

A BloombergNEF outlook shows global EV sales continue to rise overall but that growth rates are decelerating in major markets, including North America, as policy uncertainty and infrastructure challenges weigh on demand.

Pembina’s analysis comes as Ottawa and industry stakeholders grapple with broader trade and policy pressures. Canada previously launched a 30-day public consultation on measures to protect auto workers and the EV supply chain from unfair Chinese trade practices, underscoring concerns about global oversupply and non-market competition that could undercut domestic manufacturing.

At the same time, recent moves by U.S. authorities, including threats of tariffs and shifting EV sales mandates, have intensified debate about Canada’s export dependency and competitiveness. A recent Wall Street Journal report highlights Canadian government efforts to recoup subsidies from automakers like Stellantis and General Motors after scaled-back production in the country.

Pembina says Canada must focus on two parallel goals: stimulating a robust domestic EV market and diversifying export markets. “If the U.S. market is becoming less reliable, Canada must concentrate on where global demand is expanding,” the think tank argues.

Part of that strategy includes strong policies like the Electric Vehicle Availability Standard (EVAS) and continued investment in charging infrastructure, incentives and consumer choice — measures that help make EVs more affordable and attractive to Canadian buyers.

Beyond vehicles themselves, the Pembina analysis highlights the importance of engaging across the entire EV supply chain, from vehicle assembly to battery production and critical mineral development, where Canada has natural advantages that could support high-quality jobs.

Provinces such as Québec have attracted major battery investments, including a planned $7-billion battery cell facility and battery material plants, reinforcing Canada’s potential role in EV production and the broader clean economy.

Experts say Canada’s path forward involves policy clarity and market support, balancing domestic demand with global competitiveness. As the EV sector evolves, maintaining momentum on electrification policies and workforce development will be central to ensuring Canadian auto workers benefit from the transition to a low-carbon future.

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Hydrostor Wins Approval for 500-MW Energy Storage Project https://energi.media/news/hydrostor-wins-approval-for-500-mw-energy-storage-project/ https://energi.media/news/hydrostor-wins-approval-for-500-mw-energy-storage-project/#respond Fri, 30 Jan 2026 18:19:16 +0000 https://energi.media/?p=67533 This article was published by The Energy Mix on Jan. 28, 2026. Toronto-based energy storage developer Hydrostor has secured permission to build a 500-megawatt compressed-air energy storage system in the Mojave Desert and is now [Read more]

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This article was published by The Energy Mix on Jan. 28, 2026.

Toronto-based energy storage developer Hydrostor has secured permission to build a 500-megawatt compressed-air energy storage system in the Mojave Desert and is now seeking customers to contract the project’s full capacity.

Final permitting approval from the California Energy Commission (CEC) positions its Willow Rock project to be “shovel-ready in 2026,” Hydrostor said in a mid-December release.

The grid-connected advanced compressed air energy storage (A-CAES) is designed to store and deliver enough electricity to power more than 400,000 average California homes for more than eight hours.

Willow Rock is also projected to deliver US$500 million in direct and indirect economic benefits regionally, “supporting thousands of jobs over the course of construction, with 700 workers onsite at peak construction,” Emily Smith, Hydrostor’s director of external affairs, told The Energy Mix. Once it goes into operation, the facility is expected to support 25 to 40 full-time jobs.

Unlike lithium-ion battery storage systems, Willow Rock will require neither critical minerals nor hazardous materials, Hydrostor says. The storage process begins at the point of its grid connection, where excess renewable energy, like that generated at mid-day by solar plants, spins compressors that produce heated compressed air.

The heat is captured and stored in tanks, while the cool compressed air is pushed 600 metres below ground into a water-filled cavern. As the air enters the cavern, the water is pushed up into a surface reservoir. The A-CAES system becomes a fully-charged battery when the cavern is full of air.

When power is needed, like during periods of peak power demand or when solar or wind production drops, the process reverses, using gravity to draw the stored water back down into the cavern, displacing the air and forcing it back up to the surface. The air is reheated using the heat stored in the tanks, then used to spin turbines to generate electricity.

Hydrostor has secured a retail supply agreement with the local water agency for a one-time water draw of 800 acre-feet, or around 987,000 cubic metres, Smith told The Mix. It’s a considerable volume of water—more than twice what’s used annually by a U.S. National Security Agency data centre in Utah, for example. But the draw will occur only once.

Willow Rock is in fact expected to be a net water producer, with the water generated as a byproduct of the compression process collected for reuse in the reservoir, Smith said.

The CEC approval comes almost three years after Hydrostor signed a 25-year contract with Monterey’s Central Coast Community Energy to reserve 200 megawatts of Willow Rock’s capacity for the non-profit utility.

With an additional 50 to 100 megawatts being negotiated, that “leaves 200 to 250 megawatts up for grabs,” reports Canary Media. The uncontracted capacity remains an obstacle to securing the US$1.5 billion in financing needed to begin construction, but Hydrostor has declared itself encouraged by the California Public Utilities Commission’s September recommendation that the state secure 10 gigawatts of long-duration storage by 2031.

“They’ve identified the need for very near-term procurement, so we’re looking forward to participating in that,” company president Jon Norman told Canary Media.

 

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Biomass could play a key role in Canada’s transition to a carbon-neutral economy https://energi.media/news/biomass-could-play-a-key-role-in-canadas-transition-to-a-carbon-neutral-economy/ https://energi.media/news/biomass-could-play-a-key-role-in-canadas-transition-to-a-carbon-neutral-economy/#respond Wed, 28 Jan 2026 18:43:46 +0000 https://energi.media/?p=67517 This article was published by The Conversation on Jan. 27, 2026. By Normand Mousseau and Roberta Dagher Record forest fires, under-utilized agricultural residues like straw and husks and struggling sawmills have left Canada with an abundance of [Read more]

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This article was published by The Conversation on Jan. 27, 2026.

By and

Record forest fires, under-utilized agricultural residues like straw and husks and struggling sawmills have left Canada with an abundance of undervalued biomass. If carefully and strategically managed, this resource could become a powerful ally in the fight against climate change.

Canada’s biomass sectors are facing significant uncertainty because of political and natural disruptions. The forestry sector was hit last year by new American tariffs announced by the Donald Trump administration on Canadian forest products, bringing the total duties imposed on Canadian lumber to 45 per cent.

The agricultural and agri-food sector is also particularly vulnerable, since it exports more than 70 per cent of its main crops.

In addition to facing these political uncertainties, biomass sectors are increasingly experiencing the effects of climate disasters. In 2025, fires had burned 8.3 million hectares of Canadian forests by Sept. 30, making it Canada’s second-worst wildfire season on record. With climate change, extreme weather events like wildfires and droughts are likely to become more frequent and intense.

Change is accelerating and risks are mounting. For industries and communities that rely on biomass, this is the moment to define a long-term role in the climate transition.

Biomass resources

Canada needs to move towards a carbon-neutral economy, and the biomass sectors have a key role to play in this transition.

The availability of diverse biomass resources in Canada’s forests and agricultural lands, combined with new technologies to convert them into bioproducts and bioenergy, makes biomass a potential solution for reducing carbon emissions in several sectors, including industry, construction and all modes of transport (road, marine, rail and air).

Biomass can be part of climate change mitigation strategies. Used properly, it can replace fossil fuels and products, and help store carbon in different ways: in sustainable materials made from wood or agricultural residues, in the form of biochar that traps carbon in the soil or through bioenergy with carbon capture and storage (BECCS), which prevents carbon released during energy production from entering the atmosphere.

Several recent projects have demonstrated that interest in biomass feedstocks is high in many industries. In 2025, Canada’s first industrial-scale biochar plant was inaugurated in Québec, while the Strathcona refinery in Alberta will become Canada’s largest facility for renewable diesel.

The potential role of biomass becomes clear in the pathways now being modelled to achieve Canada’s climate goals. These analyses show that if a significant portion of available biomass were used differently, it would be possible to sequester up to 94 million tonnes of CO₂ equivalent per year through BECCS and biochar.

These results underscore the need for Canada to carefully plan new project developments and judiciously allocate biomass between its traditional and emerging uses.

Best uses for biomass

As we explain in a recent study, several factors influence the potential of biomass to reduce emissions, including the type of ecosystem where it’s harvested, the efficiency of its conversion, the fuels used and the products it replaces in the sectors concerned.

In other words, the climate benefits of biomass are not automatic: they depend on the choices that are made at each stage of the value chain. For example, if the processing or transport of resources requires a lot of fossil energy, or if the final product displaces a low-emission alternative, the climate benefit may be marginal or even negative.

Using biomass effectively requires understanding what resources will be available under climate change and their true potential to cut emissions. That potential depends not only on technological efficiency, but also on the cultural, environmental and economic realities of communities.

A tree destroyed by a forest fire
Thousands of trees were destroyed by the Oldfield Road forest fire in New Brunswick during the summer of 2025. The biomass sector is increasingly feeling the effects of climate disasters like forest fires. THE CANADIAN PRESS/Ron Ward

Still no long-term vision

Decision-makers must avoid working in isolation and take into account the collateral effects of resource allocation. Practices in biomass sectors, whether in forestry or agriculture, evolve slowly. Forests, in particular, follow long growth and harvesting cycles, so the choices made today will influence emissions for decades to come.

Yet, despite the importance of its resources, Canada has no strategy or vision for the role biomass will play in the transition to carbon neutrality by 2050.

Canada has developed several bioeconomy frameworks, including the Renewed Forest Bioeconomy Framework (2022) and the Canadian Bioeconomy Strategy (2019). However, there is still no comprehensive strategy that defines the role biomass will play in achieving a carbon-neutral future, either in energy-related or non-energy-related sectors.


Read more: Océans : les poissons, un puits de carbone invisible menacé par la pêche et le changement climatique


Canada can draw inspiration from its own Canadian Hydrogen Strategy to develop a similar strategy for biomass, based on integrated modelling of its potential in different sectors of the Canadian economy. There is an urgent need to adopt a realistic approach based on analyses at multiple scales — from regional to national — rather than on isolated sectoral targets.

Many players in the sector are stressing the urgent need to adopt a clear national strategy for the bioeconomy in order to provide more predictability to biomass industries in Canada. In an article in Canadian Biomass Magazine, Jeff Passmore (founder and president of Scaling Up) says he’s been waiting for Canada to develop a concrete national strategy for the bioeconomy.

Another article in Bioenterprise in 2023 argued that “one of the key areas needed to build the future of biomass in Canada is a solid, long-term national bioeconomy strategy, supported by industry and governments.”

Finally, a call to action from Bioindustrial Innovation Canada recommends revising the national bioeconomy strategy by setting measurable targets for interdepartmental and intersectoral co-ordination, with a clear road map for collaboration between industry and the public sector.

Biomass cannot be managed blindly. Its impacts vary depending on the region and uses. For future projects to truly contribute to Canada’s climate goals, a coherent national vision is needed now.

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7 certainties about energy for this age of uncertainty https://energi.media/opinion/7-certainties-about-energy-for-this-age-of-uncertainty/ https://energi.media/opinion/7-certainties-about-energy-for-this-age-of-uncertainty/#respond Wed, 28 Jan 2026 02:09:11 +0000 https://energi.media/?p=67508 This article was published by the International Energy Agency on Jan. 19, 2026. By Fatih Birol, Executive Director The energy sector, like many others, is contending with a blizzard of uncertainties, complicating the work of [Read more]

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This article was published by the International Energy Agency on Jan. 19, 2026.

By Fatih Birol, Executive Director

The energy sector, like many others, is contending with a blizzard of uncertainties, complicating the work of policymakers, business leaders and investors.

Geopolitical twists and turns are straining long-established relationships and upending deeply held assumptions. The World Uncertainty Index, devised by economists from the IMF and Stanford University, has hit unprecedented levels in recent months.

But in this time of flux, there are still some important trends that we can identify with some confidence. Here are seven that can help us keep our bearings:

The world has entered the age of electricity

Oil and gas will still be widely used for many years to come, but the use of electricity is growing twice as a fast as overall energy demand. It’s the key energy input to the most dynamic parts of the global economy – such as AI, data centres and high-tech manufacturing – and is increasing its share of major sectors like road transport and heating through technologies such as EVs and heat pumps. Already today, more than half of the investment going into the global energy sector each year is going to electricity.

Renewables will keep growing

Despite some headwinds, in many countries around the world, renewables are meeting much if not all of the rising demand for electricity, often because they are the most competitive option. Solar is leading the way, as the countries that are increasingly driving energy demand, such as India, have a very high-quality solar resource, but other technologies are in play, too, including new ones coming through such as next-generation geothermal energy.

Nuclear power is making a comeback

After a series of setbacks in the 2010s, nuclear is on the rise again, generating more electricity than ever before last year. Today, more than 70 gigawatts of new nuclear capacity is under construction, one of the highest levels in the past 30 years. Soaring electricity demand from data centres means tech companies are also turning to nuclear, attracted by its promise of low-emissions, round-the-clock power supply.

Energy security risks are multiplying, especially for critical minerals

Traditional hazards affecting the security of oil and gas supplies are now accompanied by vulnerabilities in other areas, including electricity security, as highlighted by the recent major blackouts in Chile and Spain, and critical minerals. A single country, China, is the dominant refiner for 19 out of 20 energy-related strategic minerals, with an average market share of around 70%. More than half of these strategic minerals are subject to some form of export controls. Rising energy security risks from climate change are now also a certainty, intensifying the need to make energy systems more resilient to extreme weather events, as well as to cyberattacks and other malicious activity targeting critical infrastructure.

States are taking the reins

As energy is elevated to a matter of economic and national security, so governments are increasingly intervening to shape outcomes, rather than leaving them to the market. This is visible in energy technology supply chains, especially for critical minerals, as countries seek to counter the risks associated with China’s high market share. Trade in oil and gas is also increasingly subject to political considerations and government-to-government negotiation – or to sanctions.

We are shifting to a ‘buyer’s market’ for key fuels and technologies

Oil prices have already come under pressure because of relatively abundant supply, and the same will soon be true in natural gas markets, as the wave of new LNG export projects start operations. There is also ample manufacturing capacity for batteries, solar panels and other technologies. These trends can benefit fuel and technology importers, but they should not get too comfortable: this period of plenty and potentially lower prices could lead to reduced investments in energy, with implications for subsequent years.

New players are increasingly driving global energy trends

The centre of gravity in the world’s energy markets is shifting as a group of emerging economies, led by India and Southeast Asia and joined by countries in the Middle East, Latin America and Africa increasingly shape energy market dynamics. They are taking up the baton from China, which accounted for more than half of global demand growth for oil, gas and electricity since 2010. That said, no other country on its own will come close to replicating China’s extraordinary energy trajectory of recent decades.

Amid today’s turmoil, focusing only on uncertainties can lead to indecision and paralysis. A wait-and-see approach on energy by governments, companies and investors risks storing up trouble for the future, given the world’s thirst for energy and the continuous need for investment. There are still some certainties that decision-makers can rely on: let’s not lose sight of them as we plan for the future.

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As Oil Jobs Fade, Canada Urged to Build Path to Low-Carbon Economy https://energi.media/news/as-oil-jobs-fade-canada-urged-to-build-path-to-low-carbon-economy/ https://energi.media/news/as-oil-jobs-fade-canada-urged-to-build-path-to-low-carbon-economy/#respond Tue, 27 Jan 2026 18:27:17 +0000 https://energi.media/?p=67505 This article was published by The Energy Mix on Jan. 26, 2026. By Gaye Taylor As the Canadian oil and gas sector continues to automate, shedding 10,000 jobs in Alberta alone last year, and as [Read more]

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This article was published by The Energy Mix on Jan. 26, 2026.

By Gaye Taylor

As the Canadian oil and gas sector continues to automate, shedding 10,000 jobs in Alberta alone last year, and as the low-carbon transition accelerates, a new report urges Ottawa to adopt a “future-ready work force strategy” that better connects displaced workers with real opportunities.

When it comes to employability within a lower-carbon economy “most Canadian workers already possess many transferable skills,” an “occupational compatibility” that bodes well, writes C.D. Howe Institute public policy analyst Lin Al-Akkad in her recent report, Future-Ready Workforce Strategies and Matching Skills Model: The Energy Transition Case.

But skill gaps remain, alongside limited clarity on how green job demand will evolve. There is an urgent need to “map how workers can shift into emerging green industries,” said Al-Akkad, who expanded on the issue in an Hill Times op-ed.

“Imagine a pipeline of workers laid off from one sector, discarded like old parts, while next door a booming green industry sits idle, struggling to hire,” she wrote.

Oil and Gas Jobs Fall As Output Climbs

Alberta’s oil sector slashed 10,000 jobs in 2025 despite soaring production, the Edmonton Journal reports. “The industry is finding ways to do more with less,” Mark Parsons, chief economist at ATB Financial told the newspaper, identifying “driverless trucks in the oil sands” and other forms of automation as examples.

The Journal says the 2025 layoffs bring oil and gas employment closer to its 20-year average, following a hiring surge during the 2014 boom, but a recent analysis indicates the trend reflects longer-term operational changes. Last October, the Institute for Energy Economics and Financial Analysis found that in the United States, the industry’s shift toward hydraulic fracturing—a practice increasingly used in Alberta—has contributed to what it calls “long-term employment decay.”

In 2014, the U.S. oil patch required 53 workers to produce 1,000 barrels of oil equivalent per day. By 2024, after fracking became the dominant extraction method, that figure had fallen to 27.

Millions of New Green Jobs

By 2030, the energy transition is expected to disrupt 14.4 million jobs globally, with 12 million jobs created and 2.4 million lost, according to  [pdf] the World Economic Forum.

In Canada, an estimated loss of 1.5 million oil and gas jobs by 2050 in a net-zero world will be “far exceeded” by a gain of 2.2 million jobs in clean energy, according to a March 2023 report from Clean Energy Canada. The sector is projected to grow at 7% per year through mid-century.

But a smooth transition depends on deliberate policy choices. “To date, energy transition planning in Canada has been long on verbiage and aspiration, but short on concrete levers and commitments to shape the outcome of transitions in ways that benefit workers,” wrote [pdf] the Centre for Future Work in a recent report.

Mapping, Bridging the Green Skills Gap

A key recommendation in Al-Akkad’s report is a significant expansion of Ottawa’s Occupational and Skills Information System (OaSIS) database into a “centralized labour market intelligence platform.”

An expanded platform would map current and emerging green occupations by sector and identify “skills adjacencies and transferable competencies.” This in turn would help identify transition pathways that require “minimal upskilling,” improving the chances for oil workers to secure employment in a low-carbon economy.

The system would also link with training providers and employers to forecast job demand, inform curriculum development, and integrate international benchmarks from organizations like the European Centre for the Development of Vocational Training.

Training programs, writes Al-Akkad, must be innovative and aligned with decarbonization goals. Industries like low-carbon cement manufacturing, hydrogen production, and green construction each “demand specialized competencies, adaptable delivery models, and strong partnerships between industry and educational institutions,” she writes.

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SaskPower Signs Power Purchase Deal with 50% Indigenous-Owned Solar Farm https://energi.media/news/saskpower-signs-power-purchase-deal-with-50-indigenous-owned-solar-farm/ https://energi.media/news/saskpower-signs-power-purchase-deal-with-50-indigenous-owned-solar-farm/#respond Wed, 21 Jan 2026 19:20:03 +0000 https://energi.media/?p=67491 This article was published by The Energy Mix on Jan. 19, 2026 By Chris Bonasia A new power purchase agreement by Saskatchewan’s Crown-owned utility, SaskPower, has set the stage for a 100-megawatt solar farm to [Read more]

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This article was published by The Energy Mix on Jan. 19, 2026

By Chris Bonasia

A new power purchase agreement by Saskatchewan’s Crown-owned utility, SaskPower, has set the stage for a 100-megawatt solar farm to be built and operated with 50% Indigenous ownership.

The Mino Giizis solar project is being developed by Neoen—–a French renewable energy company that has built other solar farms in Canada— with the Anishinabek Power Alliance (APA), a partnership of four Treaty 4 Nations with political participation from the Yorkton Tribal Council. Neoen and APA will co-own the project through a 50% equity partnership.

The project “shows what genuine partnership looks like: shared power, shared responsibility, and shared benefit,” says a joint statement from five APA leaders: Kinistin Saulteaux Nation Chief Felix Thomas, Zagime Anishinabek Nation Chief Lynn Acoose, Cote First Nation Chief George Cote, The Key First Nation Councillor Fernie O’Soup, and Yorkton Tribal Council Tribal Chief Isabel O’Soup.

“Our Nations see this as a way to move into the future without harming the land, while creating much-needed revenue and employment opportunities for our people,” the statement continues. “Rooted in the spirit of Treaty and our responsibility to future generations, this historic moment is taking our Nations to another level in Treaty 4 Territory.”

On Jan. 14, the two partners signed a 25-year power purchase agreement for SaskPower to buy all the electricity generated by the solar farm. The project is set to go online in 2028, reports SaskToday.

“Southern Saskatchewan and Southern Alberta have the best solar resources in all of Canada,” explained Ryan Dick, Neoen’s province director for Alberta and Saskatchewan. “SaskPower targeted south central Saskatchewan, where they wanted the procurement to take place. So that’s where we began our prospecting in order to site the project.”

The Mino Giizis project was chosen through a two-year procurement process led by the First Nations Power Authority (FNPA), which provided technical support and evaluated team project proposals from Saskatchewan First Nations and their independent power-producing partners.

According to the Canadian Renewable Energy Association, the project will be the largest-ever solar farm in Saskatchewan and will bring the province’s total installed capacity of renewables to just under 1,000 MW. The organization says more such projects are expected in coming years, given SaskPower’s 2022 commitment to procure 3,000 MW of wind and solar by 2035.

Construction is set to begin in 2027. Neoen has said it aims to hire 350 people to build the project, 75% of whom will be Indigenous.

Dick said Neoen is working with First Nations and Métis educational and employment organizations “to really figure out how can we hire people, how can we train people, and how can we not only create jobs for this project” but also  provide future work “in the growing solar industry in western Canada,” reports CTV News.

The Regina Leader Post says the project will create five full-time jobs once it goes into operation.

“When we look at projects like this, we see opportunity for our children and grandchildren, economic reconciliation taking root, and our voices and actions helping to shape Saskatchewan’s energy future,”  the First Nation leaders wrote in their joint statement.

“That is what truth and reconciliation means. We move forward together, in a good way.”

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