← Back to overview

Energy swap

The great energy swap: electrify at home, export the molecules

The same principle as section 8, run in reverse inside the border — and the closing loop of the whole plan.

Every barrel and cubic foot burned at home is sold to Canadians at domestic prices; every one displaced by domestic electrons can be sold abroad at export netbacks. Shifting Canadian consumption to renewable electricity monetizes the same resource twice: cheap clean power serves Canadians, and the freed hydrocarbons flow into the prepay strips — with no new resource discovery required (sustaining development drilling continues; the freed gas also partly substitutes for new LNG feedgas drilling rather than adding a wholly separate stream).

The swap loop

New renewables + hydro +235 TWh (compact factories supply kit) Electrified homes & industry EVs · heat pumps · e-boilers Freed oil & gas 0.65 Mb/d + 2.9 Bcf/d (base case) Export revenue C$19–23B/yr corrected gross (C$12.6B conservative) displaces domestic burn sold via prepay strips funds the next tranche of build The same resource earns twice: electrons serve Canadians at cost, molecules earn export prices abroad — and the loop self-funds.

The aspiration and the evidence ladder

TierC$B/yrBasis

Technology-by-technology verdicts (verified)

TechnologyVerdictEvidenceGate

The four wedges (to 2040)

WedgeFreesNew demand (TWh)Enabler

The renewable buildout (C$B, 2026–2040)

ComponentCapexNotes

Why this loop closes this plan

Risks, stated plainly