What Can Load Curves Teach Us About Project Development?
A systems-based view of how development effort shifts over time.
Energy Nation Substack
Energy Nation is a research project that develops and uses AI-assisted tools to forecast which of Canada’s major projects will get built and when.
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Latest posts
Where Does the Time Go?
Measuring the hidden work and rhythms of major clean-energy project development
Will the Sisson Project bring a third life to Napadogan?
A critical-minerals proposal referred to the Major Projects Office offers both hope and déjà vu in central New Brunswick
Is Expected Value the Missing Link Between Policy and Reality?
Why success-weighted outcomes may be the key to aligning what we plan, fund, and actually build.
Will Ontario’s new special economic zones transform its resource landscape?
An Energy Nation simulation reveals that Ontario’s Special Economic Zones Act accelerates front-running energy projects but leaves mining ventures short of the even-money line.
Alberta’s Pipeline Bet
Even without building a pipeline, strong and coordinated government intervention could meaningfully shift the odds of success and unlock billions in potential value for Alberta’s energy projects.
Why Energy Nation Is Pivoting to Data Briefs
From long-form analysis to one-minute insights
Nudges, Not Shifts
Federal Nation-Building Reforms Could Unlock $10.1 Billion in Expected Value, Largely by Tipping Marginal Energy Projects into Favourable Odds
Attack of the FOAKs
How first-of-a-kind megaprojects tilt Canada’s major project odds and expected value
Expected Value and the Carney Five
Assessing probability, risk, and capital flows across Canada’s major project cohort