National Energy Roundtable conference

Industrial policy, energy security & competitiveness
Faced with a decline in competitiveness and investment, Canada’s industrial policy landscape is rapidly evolving. Meeting global energy security needs, participating in international supply chains, and enhancing domestic capacity for power generation, fuels, critical minerals, steel and manufacturing are all now top of the agenda. Panelists will discuss how policy certainty (or lack thereof) is shaping investment decisions and reconciling energy as a tool for public service versus economic development.
• Speakers tbc

Chair: tbc

Energy as a lever for trade diversification
​For Canadians to thrive in an era of geopolitical instability, Canada must diversify its trading relationships and expand its global market share to unlock a new era of economic growth. Canada has a unique and time-bound opportunity to increase its energy and related (agriculture and mining) exports. The panel will discuss what investments are required in terms of transmission, pipelines, ports and manufacturing to ensure that Canada can take advantage of this window of opportunity to advance major projects and diversify its economy and trade.

• Speakers tbc

Chair: tbc

​Fireside chat: What role will energy and resources play in trade negotiations?

• Speaker tbc

In conversation with: tbc

​The infrastructure delivery challenge: From announcements to assets
The federal government has prioritized major projects as a pathway to economic growth and resiliance. Yet one year since they formed government, a range of projects remain stalled due to issues around permitting, indigenous consultation, labour, supply chains and cost escalations. The discussion will examine what governments, proponents, and financiers can do differently to advance these major projects and provide case studies of projects that have actually moved forward.

• Speakers tbc

​Chair: tbc

Canada’s Investment Moment

This discussion will examine how Canadian capital markets are (or are not, and why) mobilizing capital for largescale energy, infrastructure, and energy transition projects. This will include public vs. private capital alignment, the role of institutional investors and what global investors need to see from Canada to deploy at scale.

• Speakers tbc

Chair: tbc

​Networking lunch with discussion (at 12:50 pm):

Keynote address

President & Chief Executive panel discussion: Pragmatism over rhetoric
A discussion regarding energy trends, challenges, and opportunities from a chief executive perspective. Topics will include investor and stakeholder demands on business models, what “transition” actually looks like in Canada over the next decade, balancing emissions goals with affordability, reliability, and competitiveness, and where Canada has genuine advantages—and where it doesn’t.

• Jana Mosley, President & CEO, Toronto Hydro
• Christine Healy, President & CEO, Northland Power
• Speakers tbc

Chair: tbc

​Fireside chat with:

Nuclear – a progress update

Canada has positioned itself to be a major player in global nuclear energy. Large scale nuclear, refurbishments and new builds are either underway or have been announced. Several provinces have either announced, or are exploring, bringing SMRs to their province. Trade missions including developers and suppliers have occurred to countries ranging from Poland to Indonesia to drum up opportunities for the Canadian nuclear sector. The discussion will focus on how can Canada build a robust national nuclear supply chain and export strategy.

• Nicolle Butcher, President & CEO, Ontario Power Generation
• Eric Chassard, President & CEO, Bruce Power
• Tim Gitzel, President & CEO, Cameco Corporation

Chair: tbc

Fireside chat: Demand destruction and a new energy order?

There is evidence that fossil fuel demand destruction is accelerating globally, transitioning the world from an oil-reliant system to a decentralized, electrified “new energy order.” While by no means geographically universal, the transition is being spurred by geopolitical conflicts that have led to severe supply disruptions, soaring price volatility, and aggressive clean-tech policies, leading nations to prioritize energy independence via renewables, nuclear power, and electrification. The panel will discuss the significant of this shift for Canada and what it means for the broader energy sector in Canada.

Chair: tbc

Electricity, load growth and system readiness

Data centres, electrification, AI, and industrial load growth are all driving demand for grid expansion, transmission and impacting regional planning realities. Who will pay for this, who will build it and how fast can the system grow? The session will address these topics, as well as the role of the federal government, utilities, municipalities and Indigenous partners in keeping up with these demands.

Chair: tbc