Welcome to this week's edition of IPPSA Intelligence! |
Upcoming IPPSA Event Unlocking New Generation Opportunities in Alberta Wednesday, September 16, 2026 @ 2:30 PM - 5:30 PM Platform Calgary | |
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Alberta Electric System Operator |
AESO Cancels PENV Transmission Project, to Seek AUC NID Cancellation Electricity AESO is cancelling the Provost–Edgerton and Nilrem–Vermilion (PENV) transmission development and will apply to the AUC to cancel the associated Needs Identification Document approval. The original constraints that justified PENV have been addressed by CETO project construction, system topology changes, and revised load forecasts. AltaLink and ATCO will issue cancellation notices to Indigenous, Métis, and other stakeholder groups this week. Separately, AESO has begun posting a Day-Ahead FFR Forecast Report to ETS, flagging hours where fast frequency response may be needed to support imports or MSSC during outages. |
Protesters Target AI Data Centre Conference in Calgary Over Energy and Pollution Concerns Electricity, Generation & Infrastructure Demonstrators gathered outside the Hyatt Regency Calgary on September 9 to protest a Western Canada Data Centre Alliance conference that brought together North American developers to discuss energy consumption, community engagement, and supply chain issues. The event was closed to media. Rally organizer Jenna Abbas of the Calgary Peoples' Assembly cited broad public concern about the pollution and energy demands of AI data centres. The protest signals that public opposition to data centre development in Alberta is becoming more organized, a dynamic that developers and policymakers will need to account for as large-load connection requests accelerate. |
FingerMotion Signs MOU for First 9.9 MW Behind-the-Meter Site in Alberta's Brooks Campus Zone Electricity, Generation & Infrastructure FingerMotion (FNGR) signed a binding MOU to acquire land rights and permitting for a 9.9 MW behind-the-meter natural gas generation and compute site in the County of Newell, roughly 185 km southeast of Calgary. The project is the first in a planned cluster of separately owned and permitted 9.9 MW sites under the Brooks Campus Zone concept. By staying below the 10 MW AUC Rule 007 threshold and pursuing an Industrial System Designation, the company avoids the grid interconnection queue entirely. This behind-the-meter, sub-threshold structuring is becoming a recurring pattern for data centre developers seeking to sidestep Alberta's congested interconnection process. |
Leaked Alberta Cabinet Document Floats Crown Corporation and New Pipelines to Power AI Data Centres Policy & Transition A leaked document prepared for Energy and Minerals Minister Brian Jean recommends creating a new Crown corporation and amending legislation to expand natural gas pipeline capacity for AI data centres and oil and gas production. The document states that two years of negotiations with TC Energy over Alberta's main gas transmission system have produced no viable solutions, and that private pipeline ownership is constraining growth. The province is now considering paying for legal challenges to compel investment. For electricity generators and large industrial customers, this points to a government prepared to pursue aggressive structural intervention in gas infrastructure. |
Canada's Largest CCS Hub Breaks Ground Near Clive, Alberta Storage & Emerging Enhance Energy broke ground on the Origins CCS hub near Clive, Alberta, with initial capacity to store 1.5 million tonnes of CO2 annually and operations targeted for January. CO2 will be delivered via the Alberta Carbon Trunk Line, owned by Wolf Midstream, which currently carries emissions from the Redwater fertilizer facility and the Sturgeon Refinery. Enhance Energy has operated a CCS site in Clive since 2020 and has stored over nine million tonnes to date. For Alberta's gas-fired generation sector, the expansion of viable CCS infrastructure near existing industrial emitters strengthens the long-term case for continued natural gas use under an emissions-reduction framework. |
Ontario Swears In Associate Minister of Energy-Intensive Industries as Ford Responds to U.S. Tariffs Policy & Transition Perth-Wellington MPP Matthew Rae has been sworn in as Ontario's Associate Minister of Energy-Intensive Industries, a cabinet role framed explicitly as a response to Trump administration tariffs on Canadian goods. Rae, first elected in 2022 and re-elected in 2025, has described his mandate as strengthening Ontario's energy independence and protecting jobs in energy-intensive sectors. |
Power Sustainable Commits at Least $10B to Canadian Infrastructure Over Five Years Economic & Finance Montreal-based Power Sustainable, a subsidiary of Power Corp. of Canada, plans to deploy at least $10-billion into Canadian infrastructure over five years through its own capital, co-investors, and debt financing. The firm has roughly one gigawatt of renewable energy ready to deploy in Canada and is in advanced discussions with investors from the Middle East, Europe, Asia, and the U.S. The target would roughly double Power Sustainable's total investment activity since 2021. The announcement arrives ahead of next week's Canada Investment Summit in Toronto, where Ottawa is pushing toward $500-billion in private-sector investment over five years — a backdrop that could pull capital toward provinces with competitive generation markets, including Alberta. |
Nova Scotia Tables Bill to Review Performance-Based Regulation for Nova Scotia Power Market & Regulation Premier Tim Houston's government has tabled legislation requiring the Nova Scotia Energy Board to review a performance-based regulation model for Nova Scotia Power, with the review to begin within 30 days of the law taking effect. The proposed framework would tie a portion of the utility's revenues, earnings, and penalties to outcomes including reliability, emissions reduction, and customer service. |
Ottawa Moves to Cut Duplication in Large Energy Project Approvals Under Impact Assessment Act Policy & Transition The federal government published Canada Gazette regulations removing several project categories from mandatory Impact Assessment Act reviews, including interprovincial and international pipelines, electrical transmission lines, offshore renewables regulated under CERA, certain oil sands facilities, and fossil-fuel-fired generating stations. Energy Minister Tim Hodgson positioned the changes as a step toward a 'one-project, one-decision' model, with broader legislation planned for fall. Alberta's government and energy sector have long criticized the IAA — enacted as Bill C-69 in 2019 — as a barrier to investment. Indigenous leaders have raised concerns that consolidating authority could reduce their participation. |
IPPSA's Mandate IPPSA's mission is to convene industry, providing information, resources, and a forum for knowledge sharing, and to create opportunities for dialogue, collaboration, and education. This newsletter is meant to inform members but not advocate for specific outcomes. We always appreciate your feedback at info@ippsa.com. |
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