China both mines them and dominates the global processing and refining, making it a chokepoint in the supply chain. By tightening control, Beijing is showing it’s willing to weaponize that advantage and hit where it hurts most.

Uncertainty in energy policy is making long-term investment too risky. And while the U.S. swings between trade wars, regulations, and subsidies, China is racing ahead to scale electrification and grid capacity to meet future AI demand.

AI leadership depends on energy. Right now, policy instability is deterring investment in power infrastructure.

High-capital energy projects require long-term stability. If you’re planning a 10-year power plant, but tariffs, trade wars and regulations keep shifting, investment freezes.

It’s time for Canada to build a bold industrial strategy and insert itself as an indispensable node in the AI age and emerging Industrial Revolution.

Fortunately for us, we have all of the required ingredients. Renewables, minerals, landmass, strong research community. It’s time to get in the game

National security *needs* and competition over cooperation dynamics will deeply influence the shape of AI for decades to come.

We are very unprepared

Thank you!

Instead of forcing all oil to stay domestic, it’s often more profitable for the U.S. to import heavy crude from Canada and export light crude elsewhere.