I'll start by touching on the support of storage for interties.
You've correctly mentioned that previously we traded a lot of energy north and south. Fundamentally, moving forward, that will probably still be the case, but what has come into clearer focus are the opportunities to trade energy east and west.
Storage supports interties by making trade more reliable and more valuable. Interties are strongest when you can move power at the right time, not just when it is available. That's fundamentally one of the key principles of storage. The fact that it can be deployed in such a short and timely construction timeline allows you to deploy it where it is most beneficial to the system.
Think about interconnection points that oftentimes have a lot of energy congestion—too many electrons going on a node. Deploying storage strategically allows you to make better use of the existing infrastructure from an interties perspective, but also to leverage it as new transmission comes on board.
To comment quickly on the international uncertainty we face when it comes to trade and tariffs, fundamentally, the energy question—that we have to have energy security here in Canada—is of critical importance to us at Energy Storage Canada. How we see organizations in my home province of Ontario moving from EV manufacturing to grid battery cell manufacturing is an example of developing a robust domestic supply chain to ensure we have the opportunity for energy security in the future.
