Advancing Investment Grade Thinking in Ontario’s Energy System – Large Loads vs. Forecast Reality

When Demand Grows Faster Than Planning Cycles

Major loads — AI, advanced manufacturing, electrified industry — are being approved at a pace that challenges both forecast accuracy and system readiness.

Why this matters now

Provincial and federal growth strategies depend on reliable power. Yet recent approvals may already exceed near-term capacity in several regions.

Working Problem

How does the compilation of large load approvals over the past 24 months compare to current and forecast IESO capacity, and what does this imply for reliability and investment sequencing?

Session Outcome

A capacity gap narrative to inform co-investment models, strategic load qualification, and infrastructure prioritization.

Session Format & Logistics

  • 5 minute expert framing
  • 25 minute focused technical and investment discussion
  • 30 minute facilitated, active problem-solving dialogue

Date: [TBD]
Time: [TBD]
Delivery: Virtual (Microsoft Teams)

Audience: OECA Members Only

This session is built directly from OECA Symposium contributions and is intended to produce investable insight and policy-relevant positions — not general updates.

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