Articles
2021

The Lithium Transition
Author: Kevin Meng
As demand for mobile energy storage systems grows, lithium extraction methods are rapidly developing to better align with environmental standards

The Future of Nuclear is Tiny
Author: Damien Perera
The US is shrinking its nuclear fleet in a time when clean baseload capacity is needed. What gives?

Is Copper Really the New Oil?
Author: Jimmy Wang
Strong copper prices have been supported by "post-pandemic" activity, causing investors to ask: what's next for the base metal?

Primer: Ontario's Electricity Grid
Author: Armin Buijs
A primer on Ontario's electricity grid. Included is a review of key market players, conservation initiatives, supply/demand dynamics, and recent sector trends

The Opportunity Offshore
Author: Kevin Kacvinsky & Jacob Mukosiej
What is driving offshore wind and how might it lift our green energy transition?

Hydrogen for Clean Energy: "Mind-Bogglingly Stupid" or the Key to a Sustainable Future?
Author: Josh Skuy
With most hydrogen currently being produced from fossil fuel sources, what role might green hydrogen play in decarbonizing energy systems and & industrial processes?

The Paris Agreement in 2021: Leading an Irreversible Green Transition (Blog Post)
Author: Armin Buijs
The Ivey Energy Policy and Management Centre hosted a panel event in June 2021 to discuss global challenges and advancements surrounding the Paris Agreement. This blog post provides a brief overview of significant events and key points of the discussion. View the event recording here
2020

A Recipe for The Clean Energy Grid
Author: Armin Buijs
This article takes a look into small modular reactor technology and the role it will play in distributed energy grids. A dive into the uranium mining industry also highlights some key threats and opportunities that have risen out of the pandemic.

Where are the Hydrogen Cars?
Author: Oleksandr Feoktistov
Oleksandr considers the technology behind fuel cell electric vehicles (FCEVs) and explores the factors limiting their uptake. An emerging market for zero-carbon fuels is creating a renewed interest in the use of hydrogen to power tomorrow.

Reconsidering Growth
Author: Owen Thurston
Canadian exploration and production (E&P) companies can evade volatile and high commodity prices by adding utility-quality renewables into their portfolios. This article explores how such a shift might be achieved and offers case studies that support the strategy.

A Hundred Billion Dollar Problem
Author: Faizan Asim Basharullah
Canada's freshwater supply is threatened by aging infrastructure, high contamination and severe overconsumption. This article considers how pricing frameworks might solve the "Hundred Billion Dollar Problem."
2019

A Clean Slate
Author: Will Moncrief
What are yieldcos? Why did the 2015 bubble burst? And how might yieldcos bounce back to make renewables more competitive against other energy sources?

Inter Pipeline vs LyondellBasell
Author: Gabrielle Gregg
This article contrasts two large types of polypropylene (a component of plastic packaging) producers. Inter Pipeline Ltd. is a Canadian midstream energy company and LyondellBasell is a diversified chemical company with petrochemical production assets. This article compares their respective risks and projects.

Vermillions to be Made
Author: Aleem Virji
Despite fluctuations in natural gas prices, Vermillion Energy remains an attractive investment opportunity due to its derivative strategies and asset diversification.