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The Daily Canuck 23.06.2026

发布日期: 2026-06-23研究机构: Jefferies报告页数: 12原文语言: English证据页码: 2

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The Daily Canuck 23.06.2026

Financials

Equity Research

June 23, 2026

Macroeconomic/Global

Canada unveils nuclear strategy, promises to become energy superpower (CTV News) Yesterday,

CTV News reported that the federal government unveiled a new Nuclear Energy Strategy aimed at

positioning Canada as a global energy superpower by expanding domestic nuclear capacity and

exports. The 23-page plan is built on four pillars: enabling new reactor construction, strengthening

Canada’s role as a nuclear exporter, expanding uranium and fuel production, and advancing innovation.

The government aims to deploy up to 10 new large-scale reactors, with two under construction

by 2035 and five more by 2040, while also modernizing CANDU technology by 2030. Officials

highlighted projects such as the Darlington development, expected to power 300,000 homes and

support thousands of jobs. The strategy also targets significant economic growth, with employment

in the nuclear sector projected to double from 90,000 to over 180,000 jobs. While no specific funding

commitments were included, overall investment needs could exceed $100B, with financing potentially

coming from federal institutions. The plan aligns with broader efforts to expand Canada’s electricity

grid by 2050. Provincial leaders welcomed the strategy, though critics argued it lacks concrete

execution details and immediate results.

Why Trump’s CUSMA threats worry Canadian businesses (Postmedia Network) Yesterday,

Postmedia Network reported that renewed uncertainty around the Canada-U.S.-Mexico Agreement

(CUSMA) is raising concerns among Canadian businesses after U.S. President Donald Trump

suggested the deal could be terminated or left unsigned. With little chance of renewal before the

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