Canada's Clean Energy, Technology, and Critical Mineral Exports
Official: Canada’s Clean Energy, Clean Technology, and Critical Mineral Exports
The Canadian International Trade committee met to discuss Canada's clean energy, clean technology, and critical mineral exports. Before diving into the main topic, committee members Jacob Mantle and Yasir Naqvi provided an update on a motion regarding the public release of the Special Import Measures Act (SIMA) handbook. They reported progress, with the Canada Border Services Agency (CBSA) working to make the document public, and agreed to follow up after the upcoming holiday week.
The committee then heard from representatives from the Canadian Nuclear Safety Commission, the Department of Foreign Affairs, Trade and Development, and the Department of Natural Resources. Sara Wilshaw, Chief Trade Commissioner of Canada, highlighted Canada's strong position in clean energy, clean technologies, and critical minerals due to abundant resources, expertise, and strong standards. She noted that Canada's minerals and metals sector exported $162 billion in 2025, with uranium exports alone valued at $3 billion, mostly to international markets. She also emphasized the importance of diversifying trade beyond the U.S. market, which currently accounts for 76% of clean technology exports.
Committee members asked about the progress of free trade agreements, with Jay Allen from Foreign Affairs confirming 15 fully implemented agreements and three recently negotiated ones (with the U.A.E., Ecuador, and Indonesia) in the ratification process. There was also discussion about the government's role in supporting Canadian companies' export readiness and the future of nuclear technology, including the choice between CANDU and AP1000 reactors. Isabella Chan from Natural Resources Canada discussed barriers to critical mineral production, such as capital access and the need for infrastructure investments like the $1.5 billion "first and last mile fund."
The second panel featured Jeff Mahon, an individual expert, and representatives from Cameco Corporation (Dale Austin) and Westinghouse Electric (John Gorman). They discussed the strategic importance of Canada's nuclear sector, emphasizing the export potential of both CANDU and the Canadian-owned AP1000 reactor technology. John Gorman highlighted the AP1000's readiness and its potential to create Canadian jobs and open global markets, noting that 90% of the world's nuclear fleet uses light water reactors like the AP1000. Dale Austin stressed Cameco's role in the entire nuclear fuel supply chain, from uranium mining to fuel fabrication, and the strategic leverage Canada has as the world's second-largest uranium producer.
Jeff Mahon advocated for novel, sector-specific trade agreements to foster long-term partnerships, especially with emerging markets. He also suggested that Canada should carefully manage Chinese participation in critical minerals processing to gain technology and know-how, rather than imposing a blanket prohibition. Committee members questioned the cost-effectiveness of nuclear power compared to renewables and the challenges in Canada's aluminum sector, including tariffs and the lack of secondary processing capacity. The witnesses largely agreed on the need for government support to de-risk projects, invest in infrastructure, and strategically leverage Canada's energy and natural resources for economic growth and international influence.