From sales mandates to industrial policy: Canada’s auto strategy shift

Prime Minister Mark Carney announced a major restructuring of Canada’s electric vehicle policy this week, scrapping the sales mandate and introducing outcome-based emission standards as part of an overarching strategy to build the Canadian supply chain and position Canada competitively in next-generation vehicles. The announcement covers considerable ground, ranging from consumer rebates to charging infrastructure […]

The rupture is here: Why Canada needs an economic security act like Japan’s

This piece originally appeared in the Financial Post on February 10, 2026 Prime Minister Mark Carney‘s speech at Davos laid out a Canadian grand strategy rooted in strategic autonomy through collaboration with other middle powers. To achieve this vision, Canada needs an economic security act that would bolster supply chain resilience and create high-priority technological […]

Learn from the Best: Why Canada’s China Deal Could Make Industrial Policy Sense

This morning, Canada and China announced a new strategic partnership including an agreement to facilitate trade in EVs, canola, and steel, as well as broader cooperation on multilateralism and investment. The agreement represents Prime Minister Carney’s boldest move yet in his efforts to build international partnerships that reduce reliance on the United States. The challenge […]

Catalyzing Demand: Critical Minerals and Canada’s G7 Leadership

Canada made a significant move on Friday by issuing an important critical minerals announcement at the close of the G7. The key innovation here is the use of direct government offtakes by the Government of Canada. Let’s break it down.   First, why is the use of price mechanisms significant?   As Canada’s Minister of Energy […]

Reforming Canada’s ZEV Mandate: How the EV Compliance Credit System Can Strengthen Canada’s Industrial Base

Executive Summary  Canada’s Zero Emission Vehicle (ZEV) mandate is a critical piece of Canada’s climate competitiveness strategy. However, the current compliance credit system inadvertently privileges companies like Tesla over Canadian manufacturers and fails to capitalize on Canada’s supply chain advantages. Rather than abandoning the policy, Canada should reform the compliance credit system to reward supply […]

Canada’s Innovative Tax Credits

This week sees yet another set of investments in Canada’s growing electric vehicle (EV) sector—but this one comes with a significant difference. It will be the first in Canada to take a full supply chain approach, using the new federal EV supply chain investment tax credit. The federal government is contributing ITCs valued at $2.5 billion towards […]

Navigating the future: Canada’s economic imperative in the net-zero transition

The push for net-zero emissions started as a necessary response to climate change, aimed at reducing greenhouse gas emissions to mitigate environmental disaster. However, it’s becoming clear that striving for net zero is also sparking a new Industrial Revolution, reshaping the global economic landscape. This shift is turning net zero into a measure of economic […]