Key Metrics
$200B+
CDN Clean Energy Capex 2025-35
2035
Decarbonized Grid Mandate
5,000+
Direct & Indirect Jobs
Net-Zero
2050 Mandate
The Story
The policy, the capital, and the demand are aligned. The constraint is execution.
Canada has set a binding 2050 net-zero target and committed to a fully decarbonized electricity grid by 2035. Provincial procurement is following suit, with Ontario and Alberta both expanding utility-scale and storage tenders.
On the demand side, hyperscale data centres, electrified transportation, and reshored manufacturing are driving the largest load growth Canadian utilities have seen in 40 years. Grid operators need new generation and storage now, and they need it from counterparties they can underwrite.
This is not a cyclical trade. It is a structural rebuild of the Canadian energy system. The operators positioned to deliver in the next 24-36 months will define the next generation of Canadian cleantech infrastructure.
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How We Deliver
The Process
Policy Tailwind
Align federal mandates, provincial procurement, and cross-border demand into one bankable thesis.
Demand Visibility
Long-duration utility offtake and hyperscaler PPAs anchor every Phase 1 asset.
Capital Stack
Combine institutional equity, green debt, and sovereign-aligned co-investors for blended cost of capital.
Execute Now
Move from FID to commissioning inside 24-36 months while the policy and demand window is open.
Why It Matters
Proof Points
- Binding federal 2050 net-zero target and 2035 decarbonized grid mandate.
- IESO and AESO procurement targeting 5,000+ MW of new storage and generation through 2027.
- Provincial procurement expanding utility-scale and storage tenders in Ontario and Alberta.
- Cross-border demand for Canadian-made modules under North American domestic content frameworks.
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