Energy
Is Canada the next nuclear superpower?

From Resource Works
The rise of AI and other technologies have pushed energy demand through the roof, and Canada can help power that with nuclear.
Good to see Prime Minister Justin Trudeau pushing nuclear power as a key contributor to meeting the world’s soaring demand for electricity.
“The energy consumption necessary around AI (artificial intelligence) nobody has properly understood yet,” he said. “We have stepped up big time on nuclear.”
He cited Canada’s uranium reserves and progress in building both full-scale CANDU reactors and small modular reactors (SMRs). He said other countries need to “skate where the puck is going” on cleaner energy sources.
“We know that if we are going to meet our net-zero targets around the world, and certainly in this region, nuclear is going to be really part of the mix.”
He stopped short of saying Canada would build more major nuclear reactors for domestic use but spoke about the development of SMRs. Ottawa has previously stated it wants to become “a global leader in SMR deployment.”
Meanwhile, International Trade Minister Mary Ng said Canada is launching a gateway for nuclear development in the Asia-Pacific region. She said growing Pacific Rim economies will face increasing demand for electricity, not just to curb emissions.
“All this followed CANDU licence-holder AtkinsRéalis announcing a “multi-billion-dollar” sale of two CANDU reactors to Romania, the first to be built since 2007. The federal government contributed $3 billion, the company said.
And in one of our Resource Works Power Struggle podcasts, energy journalist Robert Bryce said: “We’re seeing the revitalization of the nuclear sector… There are a lot of promising signs.”
Also from Bryce: “Forty-seven per cent of the people on the planet today live in electricity poverty. There are over three billion people who live in the unplugged world; 3.7 billion who live in places where electricity consumption is less than what’s consumed by an average kitchen refrigerator.”
Policy Options magazine notes how Canada and 21 other countries signed a 2023 pledge to triple nuclear energy capacity by 2050, and says: “The reality would appear to be clear: there is no feasible net-zero future without the deployment of new nuclear power.”
For Canada, it adds: “We have an opportunity to expand our global status, but this requires overcoming years of policy inaction while other nations have modernized their nuclear strategies. To triple our nuclear capacity by 2050, we need clear priorities and unwavering political commitment.”
Earlier this year, François-Philippe Champagne, federal minister of innovation, science and industry, said nuclear power needs to grow for the world’s renewable-energy economy.
“Nuclear, definitely. For me, we have to look at hydro, we have to look at nuclear, we have to look at small modular reactors, we have to look at wind, we have to look at solar.”
Jonathan Wilkinson, energy and natural resources minister, promised to expedite the approval process for new Canadian nuclear projects.
Canada now gets about 15% of its electricity from nuclear generation, mostly from reactors in Ontario.
But the last nuclear reactor to come into service in Canada was at the Darlington station, east of Toronto, back in 1993. No new nuclear project has been approved since then, but multi-million-dollar upgrades are underway at existing Ontario plants.
Heather Exner-Pirot of the Macdonald-Laurier Institute and Jesse McCormick of the First Nations Major Projects Coalition see SMRs and micro-reactors as a plus for rural and remote areas of Canada that now rely on diesel to generate power. Some First Nations are also interested.
However, the two commentators point out that nuclear developers will need Indigenous support and will have to “provide meaningful economic benefits and consider Indigenous perspectives in project design.”
Now, the Wabigoon Lake nation in Ontario has stepped up as a potential host to a deep underground facility for storing nuclear waste.
As Canada looks to SMRs to meet electricity demand, our country also hopes to sell more uranium to other nations—perhaps with a little help from Russia.
In October, Russian President Vladimir Putin proposed restrictions on Russian uranium exports in retaliation for Western sanctions on Russian oil, gas, and LNG.
That boosted hopes for increased exports of Canadian uranium.
Canada, once the world’s largest uranium producer, is now the world’s second-largest, behind Kazakhstan, and accounts for roughly 13% of global output.
Putin’s threat gave more momentum to the plans underway by NexGen Energy for its $4-billion Rook 1 uranium mine in Saskatchewan.
The Canadian Nuclear Safety Commission has completed its final technical review of the project. Next comes a commission hearing, followed by a final decision on approval.
NexGen is working on detailed engineering plans in preparation for full construction, pending federal approval.
NexGen could push Canada to become the world’s largest uranium producer over the next decade. Other companies are rushing to Saskatchewan to start exploration projects in the Athabasca region, while existing players are reopening dormant mines.
All this follows the commitment by nearly two dozen countries in 2023 to triple their nuclear-energy output by 2050.
And so Britain’s BBC News topped a recent roundup on nuclear power with this headline: “Why Canada could become the next nuclear energy ‘superpower’.”
Alberta
Temporary Alberta grid limit unlikely to dampen data centre investment, analyst says

From the Canadian Energy Centre
By Cody Ciona
‘Alberta has never seen this level and volume of load connection requests’
Billions of investment in new data centres is still expected in Alberta despite the province’s electric system operator placing a temporary limit on new large-load grid connections, said Carson Kearl, lead data centre analyst for Enverus Intelligence Research.
Kearl cited NVIDIA CEO Jensen Huang’s estimate from earlier this year that building a one-gigawatt data centre costs between US$60 billion and US$80 billion.
That implies the Alberta Electric System Operator (AESO)’s 1.2 gigawatt temporary limit would still allow for up to C$130 billion of investment.
“It’s got the potential to be extremely impactful to the Alberta power sector and economy,” Kearl said.
Importantly, data centre operators can potentially get around the temporary limit by ‘bringing their own power’ rather than drawing electricity from the existing grid.
In Alberta’s deregulated electricity market – the only one in Canada – large energy consumers like data centres can build the power supply they need by entering project agreements directly with electricity producers.
According to the AESO, there are 30 proposed data centre projects across the province.
The total requested power load for these projects is more than 16 gigawatts, roughly four gigawatts more than Alberta’s demand record in January 2024 during a severe cold snap.
For comparison, Edmonton’s load is around 1.4 gigawatts, the AESO said.
“Alberta has never seen this level and volume of load connection requests,” CEO Aaron Engen said in a statement.
“Because connecting all large loads seeking access would impair grid reliability, we established a limit that preserves system integrity while enabling timely data centre development in Alberta.”
As data centre projects come to the province, so do jobs and other economic benefits.
“You have all of the construction staff associated; electricians, engineers, plumbers, and HVAC people for all the cooling tech that are continuously working on a multi-year time horizon. In the construction phase there’s a lot of spend, and that is just generally good for the ecosystem,” said Kearl.
Investment in local power infrastructure also has long-term job implications for maintenance and upgrades, he said.
“Alberta is a really exciting place when it comes to building data centers,” said Beacon AI CEO Josh Schertzer on a recent ARC Energy Ideas podcast.
“It has really great access to natural gas, it does have some excess grid capacity that can be used in the short term, it’s got a great workforce, and it’s very business-friendly.”
The unaltered reproduction of this content is free of charge with attribution to the Canadian Energy Centre.
Energy
CNN’s Shock Climate Polling Data Reinforces Trump’s Energy Agenda

From the Daily Caller News Foundation
As the Trump administration and Republican-controlled Congress move aggressively to roll back the climate alarm-driven energy policies of the Biden presidency, proponents of climate change theory have ramped up their scare tactics in hopes of shifting public opinion in their favor.
But CNN’s energetic polling analyst, the irrepressible Harry Enten, says those tactics aren’t working. Indeed, Enten points out the climate alarm messaging which has permeated every nook and cranny of American society for at least 25 years now has failed to move the public opinion needle even a smidgen since 2000.
Appearing on the cable channel’s “CNN News Central” program with host John Berman Thursday, Enten cited polling data showing that just 40% of U.S. citizens are “afraid” of climate change. That is the same percentage who gave a similar answer in 2000.
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Enten’s own report is an example of this fealty. Saying the findings “kind of boggles the mind,” Enten emphasized the fact that, despite all the media hysteria that takes place in the wake of any weather disaster or wildfire, an even lower percentage of Americans are concerned such events might impact them personally.
“In 2006, it was 38%,” Enten says of the percentage who are even “sometimes worried” about being hit by a natural disaster, and adds, “Look at where we are now in 2025. It’s 32%, 38% to 32%. The number’s actually gone down.”
In terms of all adults who worry that a major disaster might hit their own hometown, Enten notes that just 17% admit to such a concern. Even among Democrats, whose party has been the major proponent of climate alarm theory in the U.S., the percentage is a paltry 27%.
While Enten and Berman both appear to be shocked by these findings, they really aren’t surprising. Enten himself notes that climate concerns have never been a driving issue in electoral politics in his conclusion, when Berman points out, “People might think it’s an issue, but clearly not a driving issue when people go to the polls.”
“That’s exactly right,” Enten says, adding, “They may worry about in the abstract, but when it comes to their own lives, they don’t worry.”
This reality of public opinion is a major reason why President Donald Trump and his key cabinet officials have felt free to mount their aggressive push to end any remaining notion that a government-subsidized ‘energy transition’ from oil, gas, and coal to renewables and electric vehicles is happening in the U.S. It is also a big reason why congressional Republicans included language in the One Big Beautiful Bill Act to phase out subsidies for those alternative energy technologies.
It is key to understand that the administration’s reprioritization of energy and climate policies goes well beyond just rolling back the Biden policies. EPA Administrator Lee Zeldin is working on plans to revoke the 2010 endangerment finding related to greenhouse gases which served as the foundation for most of the Obama climate agenda as well.
If that plan can survive the inevitable court challenges, then Trump’s ambitions will only accelerate. Last year’s elimination of the Chevron Deference by the Supreme Court increases the chances of that happening. Ultimately, by the end of 2028, it will be almost as if the Obama and Biden presidencies never happened.
The reality here is that, with such a low percentage of voters expressing concerns about any of this, Trump and congressional Republicans will pay little or no political price for moving in this direction. Thus, unless the polls change radically, the policy direction will remain the same.
David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
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