Canada

Slide from author's Pockets of the Future presentation

Pockets of the Future: How Clean Tech Is Already Outrunning Fossil Fuels

In the past week I had the opportunity to deliver the same presentation on the global acceleration to clean technologies and decarbonized solutions to two different audiences, one from a stage keynoting the 2026 Clean Energy Summit in the Vancouver Metropolitan area, and one virtually. Both were Canadian audiences. The … [continued]

Chatgpt generated illustration comparing Canada, California, and EU EV compliance systems.

Canada, California, & Europe: Three Ways to Force EV Adoption

Canada has just shifted its electric vehicle policy architecture. Instead of relying on an explicit EV sales mandate, the federal government has moved toward tightening fleet average emissions standards combined with credit trading and trade policy adjustments. On the surface, this looks like a procedural change. In practice, it changes … [continued]

Could the XPENG P7 be in Canada? Photo from XPENG.

Which of the 132 Chinese EV Automakers Will Enter Canada?

Will the Chinese use Canada as their North American beachhead? This story has been updated with additional details and recalculation of the forecasts. As Chinese electric vehicle manufacturers look beyond Europe and Southeast Asia, Canada is quietly emerging as the most realistic entry point into North America. It combines stringent … [continued]

ChatGPT generated illustration showing emissions credits flowing from EV imports to legacy automakers under Canada’s vehicle emissions rules.

Canada’s EV Policy Shift Is About Credits, Not Mandates

Canada has quietly shifted into a new phase of EV focused industrial policy, not by announcing a dramatic ban or a sweeping mandate, but by changing the arithmetic that governs the automotive market. The federal government has moved away from explicit EV sales quotas and toward steadily tightening fleet average … [continued]

Chatgpt generated: Seasonal thermal storage and district energy remove heating load from winter electricity peaks.

How Flexibility, Not Nuclear, Can Secure Ontario’s Electricity Future

Ontario is moving forward with planning for an entirely new nuclear generation site in Port Hope, 100 km east of Toronto, at a moment when its electricity system is already one of the most nuclear-heavy in the world. Nuclear power today provides roughly 55% of Ontario’s electricity, with hydro adding … [continued]

ChatGPT generated illustration showing how Ontario’s electricity grid shifts from a peak-driven system reliant on centralized generation to a battery-enabled grid that flattens demand by shifting electricity across time

Why Waiting on Grid Batteries Will Cost Ontario More Than Acting Now

Recently I took part in a discussion in Ottawa as part of CAFES Network’s work to raise local energy literacy, hosted by Invest Ottawa and attended by a mixed audience of residents, municipal and provincial policy observers, students, and people already working in energy and climate. Angela Keller-Herzog, founding executive … [continued]

ChatGPT generated illustration showing how nuclear reactors in Ontario continue to add costs to electricity bills even when units are offline or under refurbishment, as fixed costs, financing, and depreciation flow to ratepayers regardless of output

Ontario’s Nuclear Rate Shock Reveals a Deeper Affordability Problem

Ontario Power Generation (OPG) has asked the Ontario Energy Board to approve a sharp increase in regulated nuclear payment amounts, including a year over year jump of more than 40% in 2027. The weighted average regulated payment amount rises from about $78/MWh in 2026 to roughly $110/MWh in 2027, driven … [continued]