Ontario should build clean energy and flexibility first, then size new nuclear to the durable gap that remains.
Ontario needs a lot more electricity. Demand hit 145.6 TWh in 2025, up 4.4% in a year, and IESO’s reference case gets to 250 TWh by 2050. But its own range runs from 207 to 297 TWh. That’s not a rounding error. It’s a completely different buildout depending on which … [continued]
Ontario does not need another storage technology startup searching for a problem today. It needs capacity, flexibility, and reliability in specific places where the grid is constrained and where new generation and wires take years to build. That is the right way to look at Hydrostor’s proposed Quinte Energy Storage … [continued]
BYD recently announced that it would be launching 20 dealerships across Canada this year. According to Globe and Mail, three locations are already under discussion in Toronto, Ontario. In addition, dealerships in Montreal (Quebec), Vancouver (British Columbia), and Calgary (Alberta) are also in the plan. Starting in Ontario is interesting. … [continued]
Chatgpt generated: Seasonal thermal storage and district energy remove heating load from winter electricity peaks.
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
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 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]
Being invited to speak (virtually) at an upcoming hybrid Ottawa Lunch and Learn on peak grid load and battery energy storage provided an opportunity to extend several ongoing lines of analysis. This article is an extension of the brief remarks I will be making at that event, written to unpack … [continued]
ChatGPT generated panoramic depiction of a future cross-Canada HVDC backbone connecting regions of renewable power
Mark Carney’s first budget as Prime Minister quietly provided Canada with the ingredients for something the country has lacked for a century: a truly national electricity backbone. The Clean Electricity Investment Tax Credit, a 15% refundable credit on new generation, storage, and the transmission of electricity between provinces and territories, … [continued]
ChatGPT generated image of Ontario’s electricity system dominated by large nuclear and gas plants, with renewables faint in the distance
In October 2025, the federal government officially designated the four-unit SMR build at Ontario Power Generation’s Darlington site as a “Major Project” and invested $2 billion through the Canada Growth Fund, alongside $1 billion from the provincial Building Ontario Fund, signalling that the federal government views the SMR programme both … [continued]
ChatGPT generated this symbolic landscape image of a torn legal document featuring a wind turbine—capturing the breakdown of contractual sanctity and the chilling effect on investor confidence
Texas has just introduced a striking new piece of legislation, Senate Bill 715, which has shaken investor confidence across the energy sector, not just within renewables. It should be shaking investor confidence in every sector and multiple jurisdictions where modern conservative movements have taken hold. The bill demands that renewable … [continued]
