This is Queen Street Analytics' weekly digest of regulatory developments, legislative discussions, political announcements, and other government-related news concerning power generation and transmission, wind and solar, utilities, midstream companies, batteries and energy storage, LNG, biofuels, as well as nuclear. Once a week, we break down the most important updates in this space in under five minutes.

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Dates: 2026-03-15 to 2026-03-21

📋 In This Week's Newsletter

• 🏛️ This Week's Parliamentary Calendar
• 🇨🇦 Federal Government News
• 🗺️ Provincial Government News
• 📚 What We're Reading This Week

This Week's Parliamentary Calendar

• Environment and Sustainable Development Committee to Examine Industrial Carbon Pricing: On March 24, from 3:30 p.m. to 5:30 p.m., the committee will hear from the Canadian Taxpayers Federation, Pembina Institute, Resource Works Society, Canadian Climate Institute, and Clean Prosperity as part of its study on industrial carbon pricing.
• Natural Resources Committee Schedules Hearing on Canadian Energy Exports: Scheduled for March 24, 11:00 a.m. to 1:00 p.m., witnesses include Inuit Tapiriit Kanatami, the Canadian Nuclear Association, and Hydrogen Canada Corp. to discuss Canadian energy export strategies.
• National Defence Committee to Consider Critical Minerals and National Security: On March 23, from 11:00 a.m. to 1:00 p.m., the committee will study links between national defence and the critical minerals sector, featuring officials from National Defence and Natural Resources.
• Senate Committee to Examine Federal Sustainable Development Strategy: On March 26, at 8:00 a.m., the Standing Senate Committee on Energy, the Environment and Natural Resources will discuss the 2026–2029 Federal Sustainable Development Strategy and the 2025 Progress Report on the 2030 Emissions Reduction Plan with the Office of the Auditor General.
• Senate Meeting on Newfoundland and Labrador’s Offshore Petroleum Industry: The Standing Senate Committee on Energy, the Environment and Natural Resources convenes March 24 at 6:30 p.m. in camera to consider the agenda for studying Newfoundland and Labrador’s offshore petroleum operations.

Federal Government News

Minister Hodgson to Represent Canada at CERAWeek in Houston

Minister of Energy and Natural Resources Tim Hodgson is scheduled to lead Canada’s delegation at CERAWeek in Houston, Texas, from March 23 to 24, 2026. The program includes the Canada House Grand Opening, discussions on the Alberta natural gas sector, and a high-profile roundtable with industry leaders on 'Building Canada’s Energy Future'. Minister Hodgson is also slated to participate in a session titled 'Capital in Motion, Funding the Infrastructure Supercycle,' focusing on financing major infrastructure. Canadian power sector stakeholders can access a livestream of select events via Natural Resources Canada. The visit is expected to include exchanges with North American and international counterparts on topics such as grid modernization, clean power generation, and next-generation fuels.

Sources: www.canada.ca

Canada Advances Nuclear Cooperation and Defence Export Initiatives with Poland

Parliamentary Secretary Yasir Naqvi visited Warsaw to promote Canadian nuclear sector participation at the Baltic Nuclear Energy Forum and engage with Polish officials on energy security and infrastructure resilience. The trip included the Canada-Poland Defence Industry Day, celebrating the Canada-Poland Strategic Partnership launched in August 2025. Export Development Canada announced a $1-billion letter of interest for potential Polish procurement from Canadian suppliers and plans to expand representation in Warsaw. Discussions covered nuclear energy collaboration, business-to-business partnerships, and Poland's plans for strategic energy infrastructure. EDC's focus includes on-the-ground support for energy transition and export finance in critical sectors.

Sources: www.canada.ca

StatsCan Releases January 2026 Monthly Energy Transportation and Storage Data

Statistics Canada has released data on the transportation and storage of crude oil and other liquid petroleum products for January 2026. The dataset provides detailed reporting on pipeline throughput, storage capacity, and interprovincial flows of petroleum, which are key metrics for forecasting supply chain reliability in the coming months. Industry participants can review the full data tables on the agency’s website for granular insight into recent movements.

Sources: www.statcan.gc.ca

Provincial Government News

Nova Scotia Premier to Attend CERAWeek for Energy Investment Promotion

Premier Tim Houston will promote Nova Scotia’s energy and natural resource sector at CERAWeek in Houston, meeting stakeholders in oil, gas, offshore wind, and carbon storage sectors.

Sources: news.novascotia.ca

Québec and California Announce Joint Cap-and-Trade Auction

Québec’s environment ministry and California’s CARB will hold a joint cap-and-trade emission units auction on May 20, 2026; the application period for participation closes April 20.

Sources: www.quebec.ca

Ontario Secures $15.8 Million Investment in Manufacturing Switchgear Equipment

EnerQuest Technologies Solutions will invest $15.8 million to expand switchgear manufacturing in Harrow, Ontario, bolstered by $1.5 million in government funding supporting regional supply chain robustness.

Sources: news.ontario.ca

Ontario Allocates Up to $90 Million for Ice Storm Recovery

Ontario’s Municipal Ice Storm Assistance program will provide up to $90 million to 59 municipalities affected by the March 2025 ice storm, supporting grid restoration and cleanup efforts.

Sources: news.ontario.ca

What We're Reading This Week

• Electricity demand, natural gas production and renewable power expected to soar by 2050: Canada Energy Regulator outlook projects growth in demand and renewables.
• Canada Energy Regulator projects power generation surge, with wind a major new source: Wind generation poised for significant expansion in next decades.
• U.S. government confirms Tesla and LG Energy Solution large battery deal: Major battery agreement confirmed involving Tesla, LG, and U.S. administration.
• The targeting of key Gulf energy infrastructure raises the risk of long-term disruption: Global reporting on infrastructure security and risk.
• National Bank, CIBC commit to tracking key climate-financing measure: Canadian banks announce new climate-financing performance tracking.
• SK On Targets US Energy Storage Market in Shift From EVs: SK On pivots toward U.S. grid-scale energy storage.
• China's 'Supergrid' Gives Xi Buffer Against Energy Shocks: Analysis of China’s supergrid as a resilience strategy.
• Energy fallout from Iran war signals a global wake-up call for renewable energy: International events impacting renewable energy urgency.
• Opinion: The Hormuz crisis instantly exposed the risks of rolling back green and cleantech agendas: Commentary on energy policy and geopolitics.
• 🔮 Exponential View #565: The solar supercycle; an agentic nation; seeing fraud & moving asteroids++: Newsletter analysis of the ‘solar supercycle’ and energy sector growth.

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