Substack
The Ivey Energy Policy and Management Centre and the Canadian Association for Energy Economics write longer-form essay on Canadian energy business, policy and economics at our Ergs and Equilibrium Substack. Find additional details here: https://ergsandequilibrium.substack.com/.
Ivey Energy Paper: The State of Canadian Energy in 74 Figures
Understanding the state of the Canadian energy sector can be challenging. To that end, the Ivey Energy Policy and Management Centre has assembled 74 charts illustrating different components of the Canadian and world energy economy. 74 figures is a lot and we have only scratched the surface of potential topics.
The majority of Ontario LDCs appear to under-invest in physical assets relative to an economic benchmark. Currently, the median level of under-investment is reasonable at 6 percentage points (pp). However, the degree of under- or over-investment varies widely across LDCs. Grid modernization involves a move from a business-as-usual investment plan to a temporarily higher investment rate. The investment shortfall, if LDCs plan to meaningful modernize their grid, is larger, with 88% of LDC-years showing under-investment.

