Investor relations

    A vertically integrated platform for Canadian clean energy manufacturing.

    Commercial demand is confirmed, policy is aligned, and the team has built this before.

    Proposed project. Capacity and timelines subject to development and approvals.

    Investment Snapshot

    The Platform in Numbers

    Planning figures for the proposed Chatham-Kent campus, shown together so investors can see the full scope at a glance.

    10 GW

    Integrated Gigafactory Campus

    Total planned manufacturing capacity at the proposed Chatham-Kent, Ontario campus

    USD 1.9B

    Planned Investment

    Proposed capital program for the full campus build-out

    2,500+

    Planned Ontario Jobs

    Skilled manufacturing and operations roles projected at full build-out

    300 acres

    Grid-Connected Industrial Land

    Sustainable Special Economic Zone site in Chatham-Kent, Ontario

    Planned manufacturing capacity

    5 GW
    Battery energy storage system (BESS) manufacturing
    3 GW
    Solar PV module manufacturing
    2 GW
    Sodium-ion battery cell manufacturing

    Proposed project. Capacity and timelines subject to development and approvals.

    Why Invest

    The Investment Thesis

    Three forces are converging to create the most compelling cleantech manufacturing investment window in North America's history: a structural supply chain mandate, Canada's emergence as the preferred manufacturing jurisdiction, and a platform designed for phased capital deployment and integrated delivery.

    A Structural Supply Chain Mandate

    North America's solar and storage supply chains run almost entirely through Asia. The U.S., Canada, and Mexico have all signalled, through policy, procurement, and trade measures, that domestic supply is no longer optional.

    Canada: The Preferred Jurisdiction

    Grid-connected industrial land, skilled workforce, and stable regulation make Canada the most attractive cleantech manufacturing destination in the North American landscape.

    Phased, Offtake-Led Capital

    A modular platform design allows capital to be deployed in phases aligned to confirmed offtake, rather than a single upfront commitment.

    Integrated Delivery Under One Roof

    Solar manufacturing, BESS, battery cells, and EPC on one Canadian platform, with leadership spanning manufacturing, project finance, and EPC delivery.

    Development Phases

    Capital Deployed in Phases

    The campus is designed to be built in stages, with each phase advancing as approvals, financing, and confirmed offtake come together.

    Phase 1Proposed

    Site, Permitting & Solar Module Line

    Secure the Chatham-Kent site, complete permitting and grid interconnection work, and commission the first solar PV module manufacturing line.

    Phase 2Proposed

    BESS Manufacturing at Scale

    Stand up utility-scale battery energy storage system manufacturing, serving confirmed utility, industrial, and infrastructure demand.

    Phase 3Proposed

    Sodium-Ion Cell Production

    Bring domestic sodium-ion battery cell manufacturing online, vertically integrating from cell to container on the same campus.

    Proposed project. Capacity and timelines subject to development and approvals.

    Milestones

    Verified Steps to Date

    Public milestones on the road to the proposed campus, each linked to its source.

    2026

    10 GW campus announced

    The proposed integrated gigafactory campus in Chatham-Kent, Ontario was covered by CTV News Windsor, BNN Bloomberg and industry press.

    Read the coverage
    September 14-15, 2026

    Canada Investment Summit

    The team presented the platform to institutional investors and government partners at the Canada Investment Summit in Toronto.

    Summit details
    September 17, 2026

    Facility scope clarified

    A public clarification confirmed the Chatham-Kent facility as a major BESS and solar module manufacturing site, not a data centre.

    Read the statement

    Risk Factors

    What Could Affect Delivery

    We present the principal risks alongside the opportunity. This summary is not exhaustive and is not an offer of securities.

    Permitting & approvals

    Campus capacity, timelines, and output depend on municipal, provincial, and interconnection approvals that have not yet been obtained.

    Financing & capital deployment

    The planned investment is subject to raising capital on commercially acceptable terms; phases proceed only as funding and offtake are secured.

    Offtake & market demand

    Manufacturing utilization depends on confirmed purchase orders and pricing for BESS and solar products in competitive North American markets.

    Supply chain & construction

    Equipment, materials, and skilled labour availability can affect build schedules and commissioning of each manufacturing line.

    Execution & team scale-up

    Delivering three manufacturing verticals in parallel requires disciplined execution and successful recruitment at pace.

    Capacity and timeline figures across this page are planning targets, subject to development, approvals, and financing.

    Resources

    Investor Materials

    Our investor presentations, financial summaries, and ESG reports are shared on request. Contact our investor relations team for access.

    Featured Material

    Investor & Partner Capability Deck

    Ten-page platform overview with dedicated tracks for Battery Energy Storage, Solar Manufacturing, and Battery Cell Manufacturing, plus engagement routes for investors, utilities, developers, and landowners.

    Battery Energy Storage · 5 GW sodium-ionSolar Manufacturing · 3 GWBattery Cell Manufacturing · 2 GW
    Shared on request, under NDA

    Investment Opportunity

    Full investment thesis, 10 GW Ontario portfolio, market analysis, and partnership structure.

    PDF · 85 KB

    Project Overview Sheet

    One-page summary of platform capacity, timeline, and key economic metrics.

    PDF · 1.8 MB

    ESG & Impact Report

    Environmental, social, and governance framework including UN SDG alignment.

    PDF · 3.1 MB

    Financial Model Summary

    High-level pro-forma financials and return projections for institutional investors.

    PDF · 2.5 MB

    Investor Inquiry

    Start the Conversation

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