Capital for Accelerated Momentum

As global energy policy becomes increasingly fragmented, Canada is emerging as a stable, strategic hub for CCUS investment. While the U.S. Inflation Reduction Act initially catalyzed North American momentum, recent policy reversals have created uncertainty south of the border. In contrast, Canada’s CCUS Investment Tax Credit (ITC), combined with vocal support from leaders like Mark Carney and Ontario Premier Doug Ford, signals a long-term commitment to decarbonization. But tax credits alone won’t deliver scale. Unlocking CCUS’s full potential requires cross-sector collaboration to overcome regulatory bottlenecks, de-risk private capital, and build public trust—especially in Indigenous and rural communities.

Canada’s CCUS infrastructure is gaining global attention, and Alberta is at the heart of it. With over 79,000 Mt of identified CO₂ storage potential, the province is home to flagship projects like the Pathways Alliance Cold Lake hub, Entropy’s Glacier Phase 2, and Shell’s Polaris and Quest facilities. These projects are not just proof of concept, they’re proof of confidence. Backed by major players like Cenovus, Imperial, and Shell, and supported by evolving provincial and federal frameworks, Alberta offers a uniquely investable environment for large-scale decarbonization. This pillar explores how capital is being mobilized to build the pipelines, hubs, and infrastructure that will define Canada’s low-carbon economy.

From direct air capture (DAC) to modular CCS systems, Canada is becoming a launchpad for next-generation carbon technologies. Companies like Carbon Engineering, Svante, and CleanO2 are attracting global investment, while the Canada Growth Fund and Strategic Innovation Fund are helping scale promising solutions. But innovation isn’t just about invention, it’s about deployment. This pillar examines how to match the right technologies with the right applications, balancing cost, scalability, and emissions impact. Expect deep dives into CO₂ utilization, DAC commercialization, and the role of AI and automation in optimizing capture systems.

Canada is setting global precedents in carbon finance. The launch of the world’s first government-backed DAC offset protocol has legitimized carbon removal as a credible pathway to net zero. Deals like Microsoft and RBC’s purchase of 10,000 tonnes of carbon credits from Deep Sky signal growing corporate demand for high-integrity offsets. As voluntary and compliance markets evolve, Canada is well-positioned to lead, but only if it can ensure transparency, permanence, and Indigenous inclusion. This pillar explores how carbon markets can unlock billions in investment, drive innovation, and position Canada as a global hub for climate finance.