Ivey Business Review 4/30/26 Ivey Business Review 4/30/26

The Missing Link in Canada’s Nuclear Chain

Canada should complete its nuclear fuel chain by building domestic uranium enrichment with Cameco and allied partners, turning its uranium advantage into energy sovereignty without relying on foreign HALEU supply.

Ivey Business Review 12/31/25 Ivey Business Review 12/31/25

Hesitation is the New Cost of Capital: Monetizing Ambition in Canada’s Clean Economy

Canada should make its clean-economy incentives instantly bankable by converting ITCs into sovereign-backed receivables, enabling credit transferability, and standardizing CCfDs/PTCs, lowering WACC and pulling global project capital north as the U.S. advantage fades.

Ivey Business Review 4/29/23 Ivey Business Review 4/29/23

Tesla: The Future of Energy Storage

Tesla should adopt vehicle-to-grid technology to decentralize city grids and supplement intermittent energy sources.

Ivey Business Review 4/29/23 Ivey Business Review 4/29/23

German Nuclear: A Sustainable Path to Energy Independence

To achieve energy independence and reach ambitious sustainability targets, Germany must reintegrate nuclear power into its energy mix.

Jerry Wu and Michael Wu 4/6/21 Jerry Wu and Michael Wu 4/6/21

TC Energy: The Future of Hydrogen Energy Infrastructure

As TC Energy faces stagnating growth, it should use existing infrastructure to expand into hydrogen energy.

Ivey Business Review 12/17/20 Ivey Business Review 12/17/20

GE: Amping Up Energy Storage

GE should prioritize investments in innovative forms of long-term energy storage, rather than production, to prepare for the future.

Ivey Business Review 12/17/20 Ivey Business Review 12/17/20

Albemarle: Gearing Up for a Lithium-Driven Future

With the opportunity to become the world’s largest lithium producer, Albemarle must reinvent its operations to grow and save the climate.

Ivey Business Review 12/17/20 Ivey Business Review 12/17/20

Sunrun: Energizing Your Home

Given low solar adoption rates in the United States, Sunrun should partner with mortgage lenders to penetrate the homebuyers market.

Ivey Business Review 3/28/20 Ivey Business Review 3/28/20

Boston Dynamics: A Chance to Commercialize

Boston Dynamics should look towards offshore wind energy to commercialize their first industry ready robot, Spot

3/27/20 3/27/20

Vermilion Energy: Small Fields, Big Returns

Vermilion should reduce geographical risk by capitalizing on promising trends in the Netherlands

4/3/19 4/3/19

ExxonMobil: Cracking the Barrel

To hedge against volatility and lagging upstream assets, ExxonMobil should explore opportunities in emerging markets

4/3/19 4/3/19

Southern Company: In the Blink of an Eye

Electric vehicle charging infrastructure can form an ancillary revenue stream for this vertically-integrated utility company

12/15/18 12/15/18

PetroChina: Western Canada's Select Opportunity

The shift to a cost-cutting focus in the oil industry has left PetroChina vulnerable to losing its supermajor status

4/9/18 4/9/18

AM Resorts: Solar-Energized Vacations

To manage its fastest growing variable cost, AM Resorts should incorporate solar microgrids into their properties

Johnathan Copeland 12/30/17 Johnathan Copeland 12/30/17

Hydro One: Re-Energizing with Microgrids

Hydro One has a unique opportunity to utilize sustainable energy and storage technologies to improve grid reliability and position itself better for the long-term