Electrification

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Analyst Articles

What Investors Should Know About Ontario’s $20.9B Nuclear Bet on Small Modular Reactors

May 12, 2025 Chris Thompson

Ontario has begun construction on Canada’s first small modular reactor (SMR), a $20.9B project led by Ontario Power Generation at its Darlington site. The build includes four GE Hitachi BWRX-300 units, with the first scheduled to come online in 2030. The SMRs aim to meet Ontario’s rising electricity demand and provide a case study for global nuclear investment. The government projects $38.5B in long-term GDP contribution and over 18,000 jobs. Execution risks remain, but Ontario is positioning itself as a nuclear leader. [more]

Analyst Articles

PDAC 2025 – Technical Program – The Next Big Moves In Commodities: The Future Trends Shaping Our World

March 3, 2025 Chris Thompson

PDAC’s Technical Program on “The Next Big Moves In Commodities” spotlighted key shifts in the global commodities market. Discussions covered leadership challenges in volatile markets, the copper vs. gold investment case, the complex trajectory of lithium demand, and uranium’s strategic re-entry. Speakers emphasized how capital allocation, community engagement, and geopolitical awareness are shaping investment strategies across metals. Lithium’s volatility, copper’s infrastructure potential, gold’s financial role, and uranium’s resurgence formed the core of the debate. No clear winner emerged, but the case was made for diversification and long-term thinking in a landscape increasingly shaped by energy transition and technological disruption. [more]

Analyst Articles

PDAC 2025 – Commodity Outlook Keynote – Mike Henry of BHP

March 2, 2025 Chris Thompson

BHP CEO Mike Henry outlined a bold vision at PDAC 2025, emphasizing the rising global demand for critical minerals and the investment opportunities ahead. With the world’s population expected to reach 10 billion by 2050, demand for copper alone is projected to increase by 70%, requiring significant exploration and innovation. He stressed the importance of policy reforms to maintain global competitiveness and highlighted BHP’s commitment to sustainability and local partnerships. He positioned BHP as a leader in shaping the future, ensuring that the mining industry remains essential to global infrastructure and economic development in the decades to come. [more]

Analyst Articles

Analyzing the Growth and Challenges of the EV Industry in the IEA’s Global EV Outlook 2024

April 30, 2024 Chris Thompson

This article delves into the “Global EV Outlook 2024” by the International Energy Agency (IEA), offering an in-depth analysis of the electric vehicle (EV) industry’s current state and potential future. Highlighting a 35% growth in EV sales in 2023 and the expansion of charging infrastructures, it underscores the technological, regulatory, and market dynamics shaping the sector. The report stresses the critical roles of affordability, government incentives, and technological advancements in batteries and charging technologies in driving the adoption and sustainability of electric vehicles globally. [more]