Canada’s New Nation-Building Projects and the IEA 2025 Outlook

ARC ENERGY IDEAS

This week on the podcast, Jackie and Peter break down the Canadian government’s latest release of nation-building projects. The second tranche includes a major LNG export development, Ksi Lisims LNG, along with a new electricity transmission line in Northwest B.C., three mining projects, and plans for a Northwest Critical Conservation Corridor.

They then turn to the IEA’s World Energy Outlook (WEO) 2025, which reintroduces the Current Policies Scenario (CPS) after a five-year hiatus. The CPS examines how global energy demand evolves under existing policies and shows oil and gas consumption continuing to grow through 2050. The report also highlights the energy requirements of rapidly expanding AI data centers. Jackie and Peter debate how this surge in load will be met—and which energy sources are most likely to power it.

Content referenced in this podcast includes:

• Prime Minister Carney announces second tranche of nation-building projects referred to the Major Projects Office (November 13, 2025)
• IEA World Energy Outlook 2025 (November 12, 2025)
• Open Circuit Podcast (November 7, 2025)
• The Stargate Project (January 2025)
• How Meta’s Data Centers Drive Economic Growth Across the US (November 7, 2025)
• US electric vehicle sales slow as Trump champions petrol (November 13, 2025)

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