Canada stands at a crossroads of structural economic transformation. For decades its energy sector has depended on a single-buyer market: 80–99% of crude exports flow south to the United States, the absence of tidewater export infrastructure strips Canada of pricing autonomy, and the discount on Western Canadian Select alone costs the national economy more than CAD 10 billion a year. Imported diluent consumes pipeline capacity, while refining and high-value chemical processing happen overseas. This whitepaper — the Institute's flagship two-year research output, addressed to the Office of the Prime Minister — answers with an integrated portfolio of five corridor initiatives: the North Pacific Energy Corridor (NPEC), Hudson Bay Energy Corridor (HBEC), North Atlantic Energy Corridor (NAEC), Manitoba Green Energy Corridor (MGEC) and the Canadian Computing Power Matrix (CCPM, termed the Southern Power-Computing Matrix, SPCM, in the whitepaper). Together they form one national development strategy along four axes — Pacific, Arctic, Atlantic and South.
Integrating next-generation transport infrastructure, fourth-generation thorium molten salt reactors and AI-era computing infrastructure, the framework lets Canada break entrenched market dependence, decarbonise heavy transport and capture high-value global energy and computing markets. Full implementation is projected to add up to 3.8% to national GDP, generate more than CAD 100 billion a year in foreign-exchange earnings and create over 35,000 direct high-skilled jobs — positioning Canada as a pivotal middle-power leader and a partner for coordinated action with Northeast Asia and Northwest and Southern Europe. The strategy is financed through a multilateral, de-dollarised capital matrix and delivered through a five-point executive-action roadmap for the federal government.
NPEC moves CanaPux™ solid bitumen, LNG and returned naphtha from Alberta through Prince Rupert and Vancouver to Japan, South Korea and China along an 8,500 km route that cuts voyage distances by 40% against Persian Gulf lanes. HBEC runs solid bitumen and LNG from Edmonton and Saskatchewan up the Hudson Bay Railway to Churchill, home of a European Strategic Petroleum Reserve Centre on a 99-year sovereign lease. NAEC retrofits the Trans-Canada mainline for gas and turns the Montreal, Saint John and Halifax refineries into processing hubs supplying low-sulphur diesel, jet fuel, LNG and green hydrogen to Europe. MGEC builds a 12 GW wind array, a 150 MW thorium reactor and an 800 kV HVDC grid at The Pas to export green hydrogen, ammonia and clean power to fifteen U.S. border states and the EU. CCPM pairs six 100-Petaflop AI data centres with modular thorium reactors at six border brownfields from Creston, BC to Edmundston, NB, serving U.S. technology and industrial hubs.
CanaPux™ solidification blends heavy bitumen with recycled plastics into water-floatable pellets that travel in standard open-top railcars and bulk carriers without diluent or liquid-spill risk, then separate cleanly at 130 °C. Fourth-generation thorium molten salt reactors, fuelled by thorium recovered from Saskatchewan uranium-mine tailings, run at atmospheric pressure without large-scale water cooling and supply baseload power plus high-temperature process heat for wood processing, green-hydrogen electrolysis and electric-arc steelmaking. Virtual-coupled heavy-haul electrified railways draw on British Columbia hydro, local wind and reactor output for round-the-clock zero-carbon traction. And "oil-to-gas" repurposing of the legacy east-bound crude trunk lines and Trans Mountain removes diluent constraints, expands LNG capacity and lets eastern refineries process South American heavy crude.
Corridor by corridor, the projected GDP increment is NPEC +1.0%, HBEC +0.5%, NAEC +0.5%, MGEC +0.5%, CCPM +0.8% and indirect industrial linkages +0.5% — 3.8% in total — alongside more than CAD 100 billion a year in foreign-exchange receipts from computing-service exports and physical energy sales, and over 35,000 core high-skilled jobs. Manufacturing capacity is restored across Northern Manitoba, Ontario's industrial heartland and Atlantic port regions. Indigenous enterprises such as Arctic Network Group and Wapahki Energy hold direct equity and board representation; remote corridor communities receive free baseload electricity, clean district heating and high-speed broadband; and technical-training trust funds develop local talent for long-term operating roles.
To deliver the strategy without unsustainable public debt, EU Global Gateway and European Investment Bank funds finance offshore strategic reserves and marine logistics; China's Belt and Road Initiative funds rail infrastructure and green-fuel projects; Gulf sovereign wealth funds (PIF, ADIA) deploy capital through structured asset-backed swaps; and Canadian pension capital (CDPQ, CPPIB) takes inflation-hedged positions in nuclear and grid assets. Long-term offtake agreements with U.S., EU and Asian counterparties underpin low-cost debt and a physical-barter clearing mechanism — return-voyage tankers bring diluent naphtha back to Canada — reducing exposure to U.S.-dollar settlement, SWIFT and extraterritorial sanctions, with projects structured under CETA for sovereign investment protection.
The whitepaper sets out five federal levers: enact a National Critical Energy and Digital Infrastructure Act with a single-window environmental assessment, streamlined land access and accelerated licensing for small modular and thorium reactors; convene an inter-provincial Premier Coordination Council spanning Alberta, Saskatchewan, Manitoba, Ontario, Québec, New Brunswick and Nova Scotia; house a National Energy and Compute Strategy Committee (NECSC) in the Prime Minister's Office to coordinate Energy, Global Affairs, National Defence and Innovation portfolios; conclude binding agreements with the EU, GCC sovereign entities and Northeast Asian buyers to lock in offtake and investment protection; and launch two phase-one demonstrations immediately — CCPM Pilot Site 1 at Estevan, SK or Sault Ste. Marie, ON, and the Alberta-to-Churchill CanaPux™ freight-rail line.
加拿大正处于结构性经济转型的关键十字路口。数十年来，其能源产业高度依赖单一买家市场：80%–99% 的原油出口直接南下美国，缺乏通往海岸的出口基础设施使加拿大丧失原油定价自主权，仅西加拿大精选原油（WCS）的价格折让每年就给国民经济造成逾 100 亿加元损失；进口稀释剂占用管道运力，而炼化与高附加值化工加工主要在海外完成。本白皮书是研究所历时两年的旗舰研究成果，呈致加拿大总理办公室，提出由五大走廊工程构成的一体化战略组合：北太平洋能源通道（NPEC）、哈德逊湾能源走廊（HBEC）、北大西洋能源通道（NAEC）、曼尼托巴绿色能源走廊（MGEC）与加拿大南方算力矩阵（CCPM，白皮书中称 Southern Power-Computing Matrix，简称 SPCM）。五大支柱沿太平洋、北极、大西洋与南部四条轴线，共同构成统一的国家发展战略。
该框架整合新一代交通基础设施、第四代钍基熔盐堆核电技术与 AI 时代的算力基础设施，使加拿大得以突破根深蒂固的市场依赖、推进重型运输脱碳，并抢占高价值的全球能源与算力市场。全面实施后，预计可为加拿大带来最高 3.8% 的 GDP 增量、每年逾 1000 亿加元的外汇收入以及 3.5 万个以上直接高技能岗位，使加拿大成为举足轻重的中等强国领导者，并与东北亚、西北欧及南欧各国形成协同行动。战略通过多边、去美元化的资本矩阵融资，并以面向联邦政府的五点行政行动路线图推进落地。
NPEC 将 CanaPux™ 固态沥青、液化天然气与回程石脑油从阿尔伯塔经鲁珀特王子港和温哥华港输往日本、韩国与中国，8500 公里航线较传统波斯湾航线缩短 40%。HBEC 将固态沥青与 LNG 从埃德蒙顿和萨斯喀彻温经哈德逊湾铁路运至丘吉尔港，并在此以 99 年主权租约建设欧洲战略石油储备中心（ESPRC）。NAEC 对横加干线实施"油改气"改造，将蒙特利尔、圣约翰与哈利法克斯炼厂升级为面向欧洲的低硫柴油、航空煤油、LNG 与绿氢加工枢纽。MGEC 在 The Pas 枢纽建设 12 GW 风电阵列、150 MW 钍基反应堆与 800 kV 柔性直流输电网，向美国北部边境 15 州及欧盟输出绿氢、绿氨与清洁电力。CCPM 在从不列颠哥伦比亚省克雷斯顿到新不伦瑞克省埃德门兹顿的六处边境棕地，将六座 100P 级 AI 数据中心与模块化钍基反应堆配对，服务美国科技与工业中心。
CanaPux™ 固化技术将重质沥青与回收塑料复合成可浮于水面的固态颗粒，无需稀释剂、无液态泄漏风险，可用标准敞顶车皮与散货船运输，抵达炼厂后加热至 130 °C 即可洁净分离。第四代钍基熔盐堆以萨斯喀彻温铀矿尾矿中回收的钍为燃料，常压运行、无需大规模水冷，为算力中心提供稳定基荷电力，其高温工艺余热可大幅降低木材加工、绿氢电解与电弧炼钢的生产成本。虚拟重联重载电气化铁路依托不列颠哥伦比亚水电、本地风电与反应堆电力实现全天候零碳牵引。传统东向原油干线及横山管道的"油改气"改造则消除稀释剂约束、扩大 LNG 出口能力，并使东部炼厂转向加工南美重质原油的"两头在外"模式。
分走廊测算的 GDP 增量为：NPEC +1.0%、HBEC +0.5%、NAEC +0.5%、MGEC +0.5%、CCPM +0.8%、间接产业联动与乘数效应 +0.5%，合计 3.8%；算力服务出口与实物能源销售每年带来逾 1000 亿加元外汇收入，并创造 3.5 万个以上核心高技能岗位。曼尼托巴北部、安大略工业腹地与大西洋沿岸港口地区的制造能力得以重振。Arctic Network Group、Wapahki Energy 等原住民企业以直接股权参与并获得董事会席位；走廊沿线偏远社区免费获得基荷电力、清洁区域供热与高速宽带；专项技术培训信托基金为本地人才培养长期运营能力。
为避免累积不可持续的公共债务，欧盟"全球门户"与欧洲投资银行资金投向离岸战略储备与海运物流；中国"一带一路"资金投向铁路基础设施与绿色燃料项目；海湾主权财富基金（PIF、ADIA）通过结构化资产置换投入资本；加拿大养老金资本（CDPQ、CPPIB）配置于核能与电网资产以获取抗通胀稳定收益。与美国、欧盟及亚洲交易对手签订的长期承购协议支撑低成本债务融资与实物易货清算机制——回程油轮将稀释剂石脑油运回加拿大——从而降低对美元结算、SWIFT 及域外制裁的敞口，项目并依托《加欧全面经济贸易协定》（CETA）获得主权投资保护。
白皮书提出五项联邦政策杠杆：制定《国家关键能源与数字基础设施法》，建立联邦环评"单一窗口"、简化土地准入并加快小型模块化反应堆与钍基反应堆许可；召集覆盖阿尔伯塔、萨斯喀彻温、曼尼托巴、安大略、魁北克、新不伦瑞克与新斯科舍的省际省长协调委员会；在总理办公室内设立国家能源与算力战略委员会（NECSC），统筹能源、外交、国防与创新部门；与欧盟、海湾主权实体及东北亚采购方缔结具有约束力的协议，锁定长期承购与投资保护；并立即启动两项一期示范工程——位于萨省埃斯特万或安省苏圣玛丽的 CCPM 一号试点站，以及阿尔伯塔至丘吉尔港的 CanaPux™ 货运铁路线。