U.S.-Canadian Trade War
IESO
The reference scenario in IESO’s 2026 Annual Planning Outlook indicates net annual energy demand growth of 65% by 2050, from just over 150 TWh in recent years to 250 TWh.
Government of Ontario
IESO is considering ways to grow Ontario’s economy and secure its energy supply without relying on trade with its U.S. neighbors, just as President Donald Trump launched another salvo in his ongoing trade war on Canada.
© RTO Insider LLC
The Ontario government’s efforts to align IESO and the Ontario Energy Board to make the province an energy “superpower” was the dominant theme at the 2025 Ontario Energy Conference.
Xcel Energy
Xcel CEO Bob Frenzel tried to reassure the investment community that the company is better prepared for a trade war and President Trump's tariffs during a first-quarter earnings call.
© RTO Insider
FERC approved filings by NYISO and ISO-NE authorizing them to collect tariffs on electricity imports from Canada.
© RTO Insider
Attendees at the Electric Power Supply Association’s Competitive Power Summit discussed how markets are responding to rapid demand growth.
C-SPAN
Electricity imports from Canada into New York have continued without any change to prices, but the “fluidity and uncertainty” of President Donald Trump’s trade policy make it difficult to predict anything, state agencies reported to Gov. Kathy Hochul.
© RTO Insider
CERAWeek 2025 by S&P Global examined the changing energy landscape through 14 themes, from policy and regulation to climate and sustainability, but none seemed to draw more focus than the rapid expansion of AI and is potential transformative effects.
Shutterstock
The Ontario premier said he would suspend the 25% tariff on electricity exports to the U.S. after speaking with Commerce Secretary Howard Lutnick and receiving threats of additional tariffs by President Donald Trump.
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