September 13, 2026 to September 19, 2026

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.

Want to track other GR news in adjacent industries? Don't miss this week's updates in Oil & Gas and Construction. Also consider subscribing to our Utilities & Power - Washington edition covering critical GR news south of the border.

📋 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

• Industry and Technology Committee reviews draft reports on EV policies and financial fraud: The House of Commons Industry and Technology Committee is scheduled to meet on September 22 in Room 425 of the Wellington Building to review draft reports on financial fraud and scams in Canada, as well as federal government policies on electric vehicles. The session will run from 11:00 a.m. to 1:00 p.m. with a webcast available.

Federal Government News

Canada invests $4 million in clean hydrogen and air-to-ethylene projects

On September 15, Natural Resources Canada announced $4 million in funding under the Energy Innovation Program Clean Fuels Call for Proposals for two projects in the Greater Toronto Area. Next Hydrogen will receive $2 million to develop new high-performance electrodes for its third-generation water electrolyser module, aiming for scalable fabrication and improved efficiency. When powered by wind, solar, nuclear, or hydro, the company estimates emissions reductions of up to 95% compared to conventional hydrogen production. CERT Systems Inc. will also receive $2 million for a process converting captured carbon dioxide into ethylene for sustainable aviation fuel, estimating a 93.8% reduction in lifecycle emissions compared to traditional jet fuel. These investments seek to strengthen Canada’s clean fuels industry and advance low-carbon energy solutions.

Sources: www.canada.ca

Inauguration of Atlantic Canada’s largest battery storage facilities

On September 16, Nova Scotia Power, the Canada Infrastructure Bank, and all 13 Mi’kmaw communities through the Wskijinu'k Mtmo'taqnuow Agency marked the launch of three 50 MW/200 MWh battery energy storage systems in Bridgewater, Waverley, and White Rock. The Government of Canada invested $109 million for pre-development and installation, on top of a $138.2 million loan from the Canada Infrastructure Bank. These projects aim to reduce regional greenhouse gas emissions by approximately 90,000 tonnes annually, facilitate the integration of renewables, and support Nova Scotia’s coal-to-renewables transition. Mi’kmaw communities have equity stakes in the facilities.

Sources: www.canada.ca

Canadian International Trade Tribunal terminates anti-dumping duties on Chinese solar modules

The Canadian International Trade Tribunal terminated its expiry review of anti-dumping and countervailing duties on certain photovoltaic modules and laminates from China on September 17. The order, initially from March 25, 2021, concerning dumping and subsidizing, has been rescinded. As a result, the Canada Border Services Agency will no longer impose these duties, removing a trade barrier for Chinese-manufactured solar products entering Canada’s utility and distributed generation markets.

Sources: www.canada.ca

Ksi Lisims LNG signs third international LNG offtake agreement

On September 15, Ksi Lisims LNG in British Columbia signed a 20-year Heads of Agreement with Santos of Australia for 1 million tonnes per annum of LNG. This is Ksi Lisims’s third such deal following agreements with Uniper and SEFE of Germany. The project, Canada’s second-largest LNG facility, is partly owned by the Nisga’a Nation and targets 12 million tonnes annually in exports. It is claimed the operation’s emissions are 94% below the global LNG average, and overall, the projects support expansion of Canadian LNG exports to non-U.S. markets, potentially reaching 55% of total natural gas exports by early-to-mid 2030s.

Sources: www.canada.ca

Deep Geological Repository project enters Canadian Gazette notice stage under Building Canada Act

On September 18, Canada published a notice in the Canada Gazette regarding possible listing of the Deep Geological Repository (DGR) Project under Schedule 1 of the Building Canada Act. The DGR would provide permanent management for Canada’s used nuclear fuel, supporting the federal Nuclear Energy Strategy and long-term reliability in the nuclear energy sector. The site selection process involves consent from Wabigoon Lake Ojibway Nation and the Township of Ignace. This notice triggers a comment period through October 26 and informs industry of pending regulatory review and public engagement steps before moving to project listing or implementation.

Sources: www.canada.ca

Minister Champagne announces $140 million Canada Growth Fund investment in Ontario copper and palladium mine

On September 15, Minister François-Philippe Champagne welcomed a $140 million investment by the Canada Growth Fund in Generation Mining Limited’s Marathon Project in Northwestern Ontario. The facility aims to produce copper and palladium, critical for electrification and industrial applications, as part of building domestic critical mineral supply chains in line with the Canadian Critical Minerals Strategy. The mine is expected to generate over 800 construction jobs and more than 400 operational jobs and previously received $771,000 from the Critical Minerals Infrastructure Fund.

Sources: www.canada.ca

Bell Canada announces largest-ever Saskatchewan AI infrastructure investment supported by federal government

On September 14, the Government of Canada welcomed Bell Canada’s commitment to expand its Bell AI Fabric in Saskatchewan, aiming to deliver up to 900 MW of new capacity and eventually support a 1.2 GW AI infrastructure hub. Total capital investment may reach $52.5 billion, making it the largest capital commitment in Saskatchewan’s history. This project will involve significant electricity demand and potential grid impacts as data centers and their power needs expand in Canada. Government engagement includes ensuring new data center projects align with the Responsible Data Centre Development Principles, such as controlling local impacts and benefiting Canadian communities.

Sources: www.canada.ca

Canada expands energy ties with Indo-Pacific partners following APEC Energy Ministers’ Meeting

During September 8-11, Corey Hogan, Parliamentary Secretary to the Minister of Energy and Natural Resources, visited China for the APEC Energy Ministers’ Meeting, marking the first such Canadian political representation at APEC EMM in over a decade. Meetings included discussions on energy security, the role of artificial intelligence in energy, energy access for remote communities, and recent Canadian strategies for electricity and nuclear power. Bilateral talks advanced trade and investment in energy and natural resources with officials from China, Japan, the Philippines, Singapore, and South Korea.

Sources: www.canada.ca

Canada strengthens global energy partnerships at G20 Energy Abundance Ministerial Meeting

From September 14 to 16, Corey Hogan represented Canada at the G20 Energy Abundance Ministerial Meeting in Houston, Texas, meeting with international counterparts including the European Union, India, Poland, Turkey, the UK, and the US. The focus of these discussions included energy security, affordability, investment, and the advancement of trade diversification objectives. Canada’s ongoing participation in G20 forums supports increased access to international energy markets and engagement with global supply chains.

Sources: www.canada.ca

Canadian government invests over $1.9 million in Yukon energy storage, AI and modernization projects

On September 15, the Canadian Northern Economic Development Agency allocated $1,903,869 across four Yukon projects through the Regional Tariff Response Initiative. Solvest Inc. will use $264,585 to develop a portable solar and battery energy storage system for Yukon placer mines, enabling a shift from diesel. Additional funding supports modernizing grading operations, implementation of cloud-based enterprise platforms, and AI-enabled productivity solutions in the territorial construction sector, with an aim to enhance operational resilience and local energy innovation.

Sources: www.canada.ca

StatsCan: Industrial Product Price Index rises in August

Statistics Canada’s Industrial Product Price Index (IPPI) increased 1.3% month-over-month and 13.5% year-over-year in August 2026. The Raw Materials Price Index rose 3.1% monthly and stood 22.8% higher than a year earlier. Fluctuations in input costs continue to present challenges and opportunities across Canadian power generation and energy infrastructure supply chains.

Sources: www.statcan.gc.ca

Provincial Government News

Quebec government advances renewable source gas sector regulation

Quebec has initiated revisions to its renewable source gas (RSG) regulation, with the Energy Board providing ongoing advice and an expert committee reporting in February 2027. The Support Program for Renewable Natural Gas Production has been renewed and will operate through a call for projects, slated for 2027.

Sources: www.quebec.ca

Alberta, Saskatchewan, Northwest Territories sign MOU on nuclear energy and grid reliability

Alberta, Saskatchewan, and the Northwest Territories have signed a memorandum of understanding to coordinate on nuclear power technologies—including large-scale reactors and small modular reactors—as well as to enhance electricity transmission and grid interties across the region.

Sources: www.alberta.ca

Ontario invests over $1.1 million in Indigenous forestry and biomass energy projects

Ontario has committed more than $1.1 million to five Indigenous-led forestry and biomass projects aimed at increasing capacity, supporting new bioenergy facilities, and reducing reliance on diesel in remote communities through the Forest Biomass Program.

Sources: news.ontario.ca

Ontario backs $410 million critical minerals processing facility in Marathon

The Ontario government is investing $11 million via the Critical Minerals Processing Fund to support Generation Mining’s $410 million copper and palladium processing complex in Marathon, creating an estimated 450 new jobs once operational.

Sources: news.ontario.ca

Alberta showcases CCUS leadership at Carbon Capture Global Summit in London

Alberta’s Energy and Minerals Minister Brian Jean will attend the Carbon Capture Global Summit in London from September 20-24, meeting with European stakeholders to promote carbon capture, utilization, and storage, and expand international energy partnerships.

Sources: www.alberta.ca

What We're Reading This Week

• US Utilities Plan 24 GW of New Battery Storage in 2026 as Interconnection Waits Stretch: An overview of battery storage growth plans facing transmission delays in the US.
• Energy project envisioned to become major economic driver aligned with national energy goals: A look at a new energy project’s anticipated economic impacts and policy alignment.
• What does Carney’s investment summit mean for clean energy?: Media analysis of Mark Carney’s investment summit and clean energy’s role in Canada’s investment strategy.
• House passes bill aimed at addressing impact of data centers on energy costs: Recent US legislative activity about the effects of data centers on power demand and rates.
• TC Energy urges co-operation on growing network to meet ‘generational’ gas demand: TC Energy discusses requirements for expanding gas infrastructure to meet future demand.
• Canada’s energy opportunity: Why global investors should be looking north: Media exploration of Canada’s market positioning in global energy investment.
• Stay Prepared for Canada's Grid Outages with Up to 65% Off Jackery Power Stations During Prime Big Deal Days' Early Access Event: Coverage of consumer power backup offers as grid resilience becomes a market theme.
• onsemi Charts Path to Power the Next Decade of Innovation: Industry views on high-efficiency power solutions driving the next wave of energy innovation.
• Is Donald 'drill, baby, drill' Trump helping the world transition away from oil?: Media perspective on US energy policy consequences for fossil fuel transition.
• TC Energy urges co-operation on growing network to meet 'generational' gas demand: Additional reporting on TC Energy’s infrastructure expansion plans.

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