Canada and China could build an energy partnership

An opinion piece argues a new energy framework signed in Beijing may open the way for deeper Canada–China energy ties to diversify Canadian exports beyond the U.S.; the article also notes potential strategic risks and the possibility of adverse U.S. reactions.

An opinion piece suggests a recently signed energy framework in Beijing may create a basis for deeper energy cooperation between Canada and China. The author frames this development against a backdrop of rising U.S. protectionist measures and the concentration of Canadian crude exports to the United States. The article reports that Energy Minister Tim Hodgson said Chinese officials expressed interest in more Canadian energy products and sought partners who "don't use energy for coercion." It describes possible Chinese financing and offtake commitments as ways to diversify Canada's export markets and fund infrastructure. Key points: - The piece reports that roughly 93 per cent of Canada's crude oil exports currently go to the United States, creating market concentration. - It notes the article's view that Chinese buyers seek long-term, stable supplies and may offer financing, infrastructure investment and binding purchase agreements. - Potential projects discussed include participation in a second Pacific coast pipeline and expanded LNG export capacity, which the article links to reduced dependence on a single market. - The article highlights broader cooperation possibilities beyond hydrocarbons, including batteries, solar, wind, hydrogen, EV components, grid infrastructure, carbon capture and nuclear engineering. - It also flags risks mentioned by the author, including concerns about leverage, security, and how Washington might respond to significant Chinese investment in Canadian energy infrastructure. Summary: The article frames the new energy framework as a moment that could shift Canada's export dynamics by opening alternative markets and attracting investment, while also creating new strategic considerations. It presents a trade-off between reducing reliance on the U.S. market and guarding against potential leverage from deeper Chinese involvement. Undetermined at this time.