Provincial utilities are at risk of missing out on “large, irreversible changes” in the global economy if they continue to under-invest in new transmission and fail to ease the way for wind, solar, and battery projects to meet future industrial demand for electricity, the Canadian Climate Institute (CCI) warns in an analysis released this week.

Métis Nation of Alberta/YouTube
Provincial utilities are at risk of missing out on “large, irreversible changes” in the global economy if they continue to under-invest in new transmission and fail to ease the way for wind, solar, and battery projects to meet future industrial demand for electricity, the Canadian Climate Institute (CCI) warns in an analysis released this week.
The report, which focuses on the country’s four biggest grids accounting for 75% of industrial demand—Ontario, Quebec, Alberta, and British Columbia—cautions that “Canada increasingly risks turning away investment due to insufficient supply of clean power” in the face of rising demand from mines, data centres, and manufacturing facilities.
“Access to reliable, affordable clean power has been a Canadian economic advantage, but it requires action to maintain,” Kate Harland, the institute’s research director, clean growth, said in a release. “The rules and incentives governing Canada’s electricity systems are geared for yesterday’s power technologies and demand forecasts, and are holding back investments in the country’s grids and industrial sectors.”
The good news, Harland added, “is that the solutions are within reach, and the federal government has the policy levers needed to help provinces put them to work.”
With electricity demand poised to continue rising around the world, and renewable electricity technologies seeing “drastic cost reductions”, Canada and its international peers are under-planning for the industrial growth ahead, the CCI report states [pdf]. “Regulatory frameworks are better designed to guard against overbuilding electricity systems than to recognize the economic cost of underbuilding when demand is rising.” But “even if only half of current electricity grid connection requests from large industrial projects proceed, most Canadian provinces will be left with significant gaps to their electricity plans, and risk constraining future industrial growth.”
The report echoes past warnings that up to $220 billion and 80,000 jobs could be at risk if Canada can’t deliver on the promise of a clean power grid.
The institute identifies Ontario and Quebec as the provinces that are closest to planning adequately for the next decade of new demand, while Alberta faces “the largest gap but also has a structural strength”: in the province’s open electricity market, “private generators could respond to new demand quickly if the system plan anticipates growth and the surrounding services generators need (including transmission and reliability).”
The greatest system flexibility can be found in hydropower provinces B.C. and Quebec, with reservoirs that “can flex across hours, days, and seasons to balance supply and demand.” By contrast, Alberta and Ontario need to follow the example of their international peers and use battery storage and new interconnections to “proactively build system flexibility rather than inherit it.”
Last Friday, Ontario’s Independent Electricity System Operator announced three new projects totalling 640 megawatts of new eight-hour battery capacity, all with 50% Indigenous participation and meant to go online in 2030. By contrast, Alberta introduced a moratorium on new renewable energy development in 2023 and followed it with years of regulatory obstacles that have cost the province about $91 million per year in local tax revenue and 8,600 megawatts of renewable generation—even though two-thirds of Albertans told pollsters last month they support more renewable energy development in their communities.
The Climate Institute urges provincial utilities to invest in new transmission to avoid wasting electricity as new solar and wind projects come onto the grid. “International peers show that high shares of wind and solar can be integrated without substantial waste when system operators plan, permit, and build both transmission and system flexibility in advance,” the report states. But some provinces, once again including Alberta, have not kept up with that need.
“While electricity is primarily—and rightfully—a provincial responsibility, the expansion of Canada’s electricity systems is also increasingly a national economic issue with national implications, and one that calls for cooperation,” the institute writes. The report:
• Calls on the federal government to support interprovincial energy planning that is “provincially anchored”, but benefits from a shared evidence base and fairly distributes costs and benefits;
• Recommends federal funding and “risk-sharing” for provincial projects that can deliver national benefits, through mechanisms like the Canada Infrastructure Bank (CIB) and Indigenous loans and capacity-building;
• Cites flexible Clean Electricity Regulations as a tool to build long-term policy certainty for clean electricity investors, since “doubling Canada’s grid by 2050 requires investors, utilities, and supply chains to make long-term commitments today”;
• Urges Ottawa to declare grid flexibility a “strategic priority across programs” and back that up with investment and financing tools like federal Investment Tax Credits, the Smart Renewable and Electrification Pathways Program, and CIB investments.
This story is part of The Energy Mix’s partnership with Small Change Fund.
in Alberta, Batteries & Storage, British Columbia, Canada, Finance & Investment, Heat & Power, Hydropower, Legal & Regulatory, Ontario, Power Grids, Quebec, Solar, Wind
fred schueler says:
All south-facing roofs in Canada should be photo-electric
David Kuhnke says:
Maybe in some parts of Canada, but Hydro One in Ontario is doing what’s needed to “keep the lights on”.
Hydro One seeks approval from the Ontario Energy Board to build the Durham Kawartha Power Line. TORONTO, June 12, 2026 /CNW/ – Today, Hydro One Networks Inc. (Hydro One) announced it has filed a leave-to-construct application with the Ontario Energy Board (OEB) to seek approval to construct the Durham Kawartha Power Line.
And in northwest Ontario, The Government of Ontario has made the Red Lake Transmission Line a priority project by directing the Ontario Energy Board to designate Hydro One to develop and construct the line in northwest Ontario, north of Dryden. https://www.renewcanada.net/province-designates-hydro-one-to-invest-in-the-red-lake-transmission-line/
“Our government is on a mission to grow our economy by generating more reliable hydro power in the North and electrifying one of Ontario’s most mineral rich regions with a new transmission line,” said Stephen Lecce, Minister of Energy and Mines. “We are accelerating the transmission line to power new mines, strengthen energy security and create good jobs. Ontario’s plan will unlock more than 5,800 good-paying jobs and unlock $830 million in economic potential, all delivered in true partnership with First Nations.”
The proposed priority project consists of a new double-circuit 230-kilovolt transmission line that will run from Dryden Transformer Station (TS) north to Ear Falls TS, including associated station facilities and will continue on to connect to Red Lake Switching Station. The project is expected to be in service by the early 2030s.
The new approximately 55-kilometre double-circuit, 230-kilovolt transmission line will be built between Clarington Transformer Station (TS) in the Municipality of Clarington, and Dobbin TS in Peterborough County. The approximately $430 million investment is expected to create jobs during construction and, once complete, will increase the overall transfer capability of the transmission system, support growth and deliver reliable power to communities across Peterborough, Quinte West and into the Ottawa region.
“Electricity demand is increasing. Aging infrastructure, severe weather and the need to strengthen and secure the grid mean we must make significant investments to support growth and maintain reliability”.
Through Hydro One’s First Nation Equity Partnership Model, proximate First Nations will have the opportunity to invest in a 50 per cent equity stake in the transmission line component of the project. Together, Hydro One and the First Nations will continue to collaborate on the planning, development and construction of the line.
Other major projects are described here https://www.hydroone.com/about/corporate-information/major-projects

Métis Nation of Alberta/YouTube
Provincial utilities are at risk of missing out on “large, irreversible changes” in the global economy if they continue to under-invest in new transmission and fail to ease the way for wind, solar, and battery projects to meet future industrial demand for electricity, the Canadian Climate Institute (CCI) warns in an analysis released this week.
The report, which focuses on the country’s four biggest grids accounting for 75% of industrial demand—Ontario, Quebec, Alberta, and British Columbia—cautions that “Canada increasingly risks turning away investment due to insufficient supply of clean power” in the face of rising demand from mines, data centres, and manufacturing facilities.
“Access to reliable, affordable clean power has been a Canadian economic advantage, but it requires action to maintain,” Kate Harland, the institute’s research director, clean growth, said in a release. “The rules and incentives governing Canada’s electricity systems are geared for yesterday’s power technologies and demand forecasts, and are holding back investments in the country’s grids and industrial sectors.”
The good news, Harland added, “is that the solutions are within reach, and the federal government has the policy levers needed to help provinces put them to work.”
With electricity demand poised to continue rising around the world, and renewable electricity technologies seeing “drastic cost reductions”, Canada and its international peers are under-planning for the industrial growth ahead, the CCI report states [pdf]. “Regulatory frameworks are better designed to guard against overbuilding electricity systems than to recognize the economic cost of underbuilding when demand is rising.” But “even if only half of current electricity grid connection requests from large industrial projects proceed, most Canadian provinces will be left with significant gaps to their electricity plans, and risk constraining future industrial growth.”
The report echoes past warnings that up to $220 billion and 80,000 jobs could be at risk if Canada can’t deliver on the promise of a clean power grid.
The institute identifies Ontario and Quebec as the provinces that are closest to planning adequately for the next decade of new demand, while Alberta faces “the largest gap but also has a structural strength”: in the province’s open electricity market, “private generators could respond to new demand quickly if the system plan anticipates growth and the surrounding services generators need (including transmission and reliability).”
The greatest system flexibility can be found in hydropower provinces B.C. and Quebec, with reservoirs that “can flex across hours, days, and seasons to balance supply and demand.” By contrast, Alberta and Ontario need to follow the example of their international peers and use battery storage and new interconnections to “proactively build system flexibility rather than inherit it.”
Last Friday, Ontario’s Independent Electricity System Operator announced three new projects totalling 640 megawatts of new eight-hour battery capacity, all with 50% Indigenous participation and meant to go online in 2030. By contrast, Alberta introduced a moratorium on new renewable energy development in 2023 and followed it with years of regulatory obstacles that have cost the province about $91 million per year in local tax revenue and 8,600 megawatts of renewable generation—even though two-thirds of Albertans told pollsters last month they support more renewable energy development in their communities.
The Climate Institute urges provincial utilities to invest in new transmission to avoid wasting electricity as new solar and wind projects come onto the grid. “International peers show that high shares of wind and solar can be integrated without substantial waste when system operators plan, permit, and build both transmission and system flexibility in advance,” the report states. But some provinces, once again including Alberta, have not kept up with that need.
“While electricity is primarily—and rightfully—a provincial responsibility, the expansion of Canada’s electricity systems is also increasingly a national economic issue with national implications, and one that calls for cooperation,” the institute writes. The report:
• Calls on the federal government to support interprovincial energy planning that is “provincially anchored”, but benefits from a shared evidence base and fairly distributes costs and benefits;
• Recommends federal funding and “risk-sharing” for provincial projects that can deliver national benefits, through mechanisms like the Canada Infrastructure Bank (CIB) and Indigenous loans and capacity-building;
• Cites flexible Clean Electricity Regulations as a tool to build long-term policy certainty for clean electricity investors, since “doubling Canada’s grid by 2050 requires investors, utilities, and supply chains to make long-term commitments today”;
• Urges Ottawa to declare grid flexibility a “strategic priority across programs” and back that up with investment and financing tools like federal Investment Tax Credits, the Smart Renewable and Electrification Pathways Program, and CIB investments.
This story is part of The Energy Mix’s partnership with Small Change Fund.
in Alberta, Batteries & Storage, British Columbia, Canada, Finance & Investment, Heat & Power, Hydropower, Legal & Regulatory, Ontario, Power Grids, Quebec, Solar, Wind
fred schueler says:
All south-facing roofs in Canada should be photo-electric
David Kuhnke says:
Maybe in some parts of Canada, but Hydro One in Ontario is doing what’s needed to “keep the lights on”.
Hydro One seeks approval from the Ontario Energy Board to build the Durham Kawartha Power Line. TORONTO, June 12, 2026 /CNW/ – Today, Hydro One Networks Inc. (Hydro One) announced it has filed a leave-to-construct application with the Ontario Energy Board (OEB) to seek approval to construct the Durham Kawartha Power Line.
And in northwest Ontario, The Government of Ontario has made the Red Lake Transmission Line a priority project by directing the Ontario Energy Board to designate Hydro One to develop and construct the line in northwest Ontario, north of Dryden. https://www.renewcanada.net/province-designates-hydro-one-to-invest-in-the-red-lake-transmission-line/
“Our government is on a mission to grow our economy by generating more reliable hydro power in the North and electrifying one of Ontario’s most mineral rich regions with a new transmission line,” said Stephen Lecce, Minister of Energy and Mines. “We are accelerating the transmission line to power new mines, strengthen energy security and create good jobs. Ontario’s plan will unlock more than 5,800 good-paying jobs and unlock $830 million in economic potential, all delivered in true partnership with First Nations.”
The proposed priority project consists of a new double-circuit 230-kilovolt transmission line that will run from Dryden Transformer Station (TS) north to Ear Falls TS, including associated station facilities and will continue on to connect to Red Lake Switching Station. The project is expected to be in service by the early 2030s.
The new approximately 55-kilometre double-circuit, 230-kilovolt transmission line will be built between Clarington Transformer Station (TS) in the Municipality of Clarington, and Dobbin TS in Peterborough County. The approximately $430 million investment is expected to create jobs during construction and, once complete, will increase the overall transfer capability of the transmission system, support growth and deliver reliable power to communities across Peterborough, Quinte West and into the Ottawa region.
“Electricity demand is increasing. Aging infrastructure, severe weather and the need to strengthen and secure the grid mean we must make significant investments to support growth and maintain reliability”.
Through Hydro One’s First Nation Equity Partnership Model, proximate First Nations will have the opportunity to invest in a 50 per cent equity stake in the transmission line component of the project. Together, Hydro One and the First Nations will continue to collaborate on the planning, development and construction of the line.
Other major projects are described here https://www.hydroone.com/about/corporate-information/major-projects