Strategic analysis and actionable insights on the Canadian and global energy transition.
Major Reports
The New Great Game: How the race for critical minerals is shaping tech supremacy
Minerals are the bedrock of an economy. From steel to copper to aluminum, they lay the foundation of economic, civil, and defense infrastructure.
Power Struggle: How AI is challenging Canada’s electricity grid
As AI transforms the world, Big Tech seeks energy to power data centers fueling the boom. How can Canada contribute to this global shift?
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Articles
Metal Wars: Five things to watch for as U.S. steel and aluminum tariffs roll out
Effective Wednesday, Canada is (once again) subject to 25% tariffs on steel and aluminum exports to the U.S.
Methane Efficiency: The Climate Innovation Hiding in Plain Sight
Climate action is often associated with groundbreaking technologies, new data, and fresh approaches.
Getting Critical on Critical Minerals: The Five to Watch
Deeper dives into five minerals increasingly vital to the economy of the future.
PDAC 2025: Getting Critical On Critical Minerals
Minerals are the bedrock of an economy. Base metals such as copper, iron ore, lead, nickel, aluminum, and zinc are complemented by a growing cohort of…
Carbon Pricing in Transition: How to align Canada’s many systems to strengthen competitiveness and climate action
The energy transition presents a chance for Canada’s small, open economy to reset and recharge its global competitiveness.
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