Disruptors

As the world electrifies—from cars and buses to datacentres and defence—demand for battery materials is exploding. Today, China refines more than 90% of the world’s graphite into the material used in virtually all EV battery anodes—that level of concentration is a strategic vulnerability Canada, and its allies, can’t ignore. But Canada is starting to respond. The federal Major Projects Office has just referred Nouveau Monde Graphite’s Phase-2 Matawinie Mine as a “Major Project of National Interest”—a move aimed at helping Quebec and Canada shift from exporting ore to building a full mine-to-refine graphite value chain at home, and with it, an entirely new strand of economic and industrial capacity. In this episode of Disruptors: The Canada Project, host John Stackhouse takes listeners into that story. With former Quebec premier Jean Charest and Eric Desaulniers, founder & CEO of NMG, he lifts the hood on what it means for a critical-minerals project to be treated as a “major project” in Canada—and what this could mean for Canada’s role as a trusted critical-minerals supplier to its G7 allies.

Energy planners used to talk about a “trilemma”: reliability, affordability and sustainability. As AI reshapes the global economy and data centres demand thousands of megawatts of new load, Alberta is adding a fourth leg to the stool — velocity — turning it into an energy quadlema. At the edge of Wabamun Lake west of Edmonton, the Keephills and Sundance power sites are being reimagined from coal-era workhorses into “AI-ready” power hubs. TransAlta is converting units to natural gas, opening up land for data centres and using existing transmission and cooling infrastructure to shorten the path from project to power. In this episode of Disruptors: The Canada Project, John Stackhouse speaks with Premier Danielle Smith and John Kousinioris, President & CEO of TransAlta, about how Alberta is experimenting with a new “bring your own power” model for hyperscalers — and how the recent Canada–Alberta energy MOU aims to unlock thousands of megawatts of AI computing capacity. Alberta is positioning itself as a testing ground for how countries can build domestic compute on their own grids — instead of just exporting raw energy — while navigating an energy quadlema of reliability, affordability, sustainability and speed to power.

As the world electrifies—from cars and buses to datacentres and defence—demand for battery materials is exploding. Today, China refines more than 90% of the world’s graphite into the material used in virtually all EV battery anodes—that level of concentration is a strategic vulnerability Canada, and its allies, can’t ignore. But Canada is starting to respond. The federal Major Projects Office has just referred Nouveau Monde Graphite’s Phase-2 Matawinie Mine as a “Major Project of National Interest”—a move aimed at helping Quebec and Canada shift from exporting ore to building a full mine-to-refine graphite value chain at home, and with it, an entirely new strand of economic and industrial capacity. In this episode of Disruptors: The Canada Project, host John Stackhouse takes listeners into that story. With former Quebec premier Jean Charest and Eric Desaulniers, founder & CEO of NMG, he lifts the hood on what it means for a critical-minerals project to be treated as a “major project” in Canada—and what this could mean for Canada’s role as a trusted critical-minerals supplier to its G7 allies.