The new energy reality: Canada has what the world wants

At CERAWeek, the message was clear: energy security is national security, and countries that enable and optimize their reliable, affordable energy with resilient delivery systems, like natural gas infrastructure, will lead at home and in the new economy.

CERAWeek may not be widely known outside the energy sector, but it should be. Now in its 44th year, this premier global gathering in Houston brings together more than 10,000 participants from nearly 90 countries. The conference brings together the most influential figures in industry, policy, technology, finance, and government.

In conversation after conversation this past week, some key themes stood out. Energy is no longer considered narrowly as a commodity, an enabler, an environmental or market issue. It’s discussed as a matter of security and competitiveness, with an economic and social bottom line: the jurisdictions best positioned to attract investment, support industrial growth and strengthen resilience will be those that can deliver for the people and economies they serve at home and around the world.

That is as true for Canada as it is anywhere else. Canada’s ability to deliver for our allies starts with our ability to deliver at home. And if we are going to meet the moment, a clear and comprehensive natural gas strategy will be necessary to attract capital with scale and urgency.

What is also clear is that the conversation has moved beyond “all of the above” to something more urgent: we will need MORE of the above. Demand is not waiting. Every credible pathway points to the need for more supply, more infrastructure and more capacity across the system, starting with what we can deliver here at home.

In that context, natural gas is not peripheral. It is central to the prosperity of Canadians.

Across our country, the natural gas delivery industry meets 40 per cent of Canada’s energy needs through a network that serves more than 7.6 million customer locations. This is a system built for Canadian conditions, one that provides scale, storage, and reliability, and positions Canada to meet both domestic and global energy security needs.

What I have also heard this week is that pressure on the broader North American energy system is only increasing, which means we must permit and build faster to meet consumer demand. All of this is part of a much more practical conversation than the one we were having a few years ago. The question is not simply what kind of energy future we aspire to. It is whether our systems can deliver affordability, reliability and resilience while that future is being built.

As Minister Hodgson and others have underscored, “energy security is national security.” His recent message is also a welcome signal of ambition: “We will win this race. We will only win it with natural gas.” That clarity is important and worth recognizing. Natural gas is a great enabler—powering AI, supporting onshoring and delivering affordable, reliable energy. It cannot be treated simply as an export opportunity. Canada must align domestic policy to unlock existing resources and infrastructure to support affordability, economic growth and system resilience.

Canada has an opportunity to approach this moment with confidence and pragmatism, supported by its abundant natural gas and critical delivery infrastructure already in place. If the conversations at CERAWeek are any guide, the decades ahead will demand more from every part of the energy system, and Canada has what it takes to deliver.

Susanna Zagar
President & CEO, Canadian Gas Association

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