Canada is in a moment of getting things done. But it is also attempting to straddle a widening chasm between emerging “electrostates” like the EU and a more fossil-fuel-focused U.S. under President Trump.
We saw this tension in the federal government’s first 11 ‘projects of national interest’ slated for fast-tracking. Eight can be categorized as clean projects, spanning critical minerals, clean energy, and transmission. Yet the two in fossil fuels account for $66 billion of the $116 billion in total investment value.
As Connecting the Dots argues, true nation building in today’s world must focus on projects and sectors that strengthen Canada’s long-term prosperity and security in a rapidly electrifying economy—one that saw US$2.3 trillion in energy transition investments in 2025, up 8% over the previous year.
To that end, this report focuses on four specific clean economy sectors ready to scale now: clean electricity transmission, critical mineral refining, electric vehicle charging, and sustainable modular housing. Each sector presents an opportunity to draw out the greatest possible value from our natural resources, build high-productivity growth with a clear focus on export opportunities, and ensure Canada is leveraging its domestic market.
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