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The plan

Overview

Why now Guiding Principles The sequence Leverage What's locked The plan The bridge The build Map The cost Press room

Financing Prepay scenario The sweetener Sources & uses

Who buys Maximum exposure scenario Growth impact Macro vs status quo The prize Gravity model Labor model

Auto pivot Nuclear power Ukraine/NATO compact Kelp bioeconomy Turkey/Kazakh corridor

China compact Parallel compacts Partner playbook Strategic pillars

Electricity → molecules Energy swap Molecule balance

Escalation game Scenario explorer Honest constraints Legal annex International best practices Crown ring-fence The institution Public diplomacy & advocacy Method & sources

The plan — three horizons

Ship what we can now; build the second wave; rebalance structurally.

Canada Export Pivot · August 2026 · Independent public-policy analysis. Not government policy, not investment advice. Data as of August 26, 2026 — the situation is moving fast; figures will be revised.