Canada’s economy showed promising growth in the last quarter of 2024 and is poised to have a robust 2025—provided U.S. tariffs don’t take effect. … READ MORE >
energy
Supply chain issues limit growth among major data center hyperscalers
Supply chain constraints are limiting revenue growth among the largest U.S. data center developers—known as hyperscalers—and threatening the United States’ progress in artificial intelligence innovation, according to recent company earnings calls. … READ MORE >
Even with pause, Trump’s tariffs and Canada’s response establish volatile new economic reality
While a reprieve on tariffs may be welcomed, the back-and-forth between the U.S. and Canada laid bare Canada’s economic vulnerability amid ongoing political volatility. … READ MORE >
Tariffs would fray Canada-U.S. ties in energy and auto manufacturing
Although a blanket tariff by the U.S. on all Canadian imports is unlikely to materialize in the first half of 2025, there is still cause for concern as selective U.S. tariffs are possible and would be disruptive to both countries’ economies. To illustrate this, look at energy and auto manufacturing — Canada’s industries with the highest exports to the U.S. … READ MORE >
Texas energy supply during eclipse highlights importance of battery storage
The switch from solar energy to natural gas and coal-fired plants underscored the need to accelerate the connection of battery storage to the power grid to provide power during cloudy conditions. … READ MORE >
This week in energy: Summer brings the heat; clean energy investment on the rise
This week we look at weaknesses in the existing energy grid, the case for improved natural gas infrastructure and the rise in clean energy investment. … READ MORE >
This week in energy: FERC cybersecurity investment rule, oil prices, Canada wildfires
In this week’s energy industry roundup, we examine a new federal rule that allows certain electric utilities to recover cybersecurity investment costs, the bearish oil market and the impact of wildfires in Canada. … READ MORE >
This week in energy: Surprise OPEC+ cuts, energy project legislation, electricity demand growth
We examine the aftermath of the OPEC+ surprise cut announcement, a proposed bill to expedite energy projects, and transmission constraints on electricity demand growth. … READ MORE >
This week in energy: Solar headwinds, Willow project, Gulf Coast LNG
In this week’s energy industry roundup, we examine headwinds for the solar industry, the Willow oil project in Alaska and liquefied natural gas facilities along the U.S. Gulf Coast. … READ MORE >
This week in energy: Russia oil price cap, natural gas outlook, nuclear SMRs
In this week’s energy industry analysis, we take a look at the European Union’s latest sanction on Russian oil, the Energy Information Administration’s natural gas outlook, and plans for North America’s first small modular reactor. … READ MORE >