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Who buys

Who buys — measured demand, not hope

Demand evidence by destination market, with a confidence grade.

New export capacity + redirected volume by sector (C$B/yr)

5-year10-year20-year

Net-new export capacity (LNG, fuels, minerals, EVs) built for new markets, plus the share of current US-bound exports judged redirectable at each horizon. Sector shares are flagged assumptions, sourced on the Method & Sources page.

SectorOrganic growthBasisSource