Global Scans · Canada · Weekly Summary

WHAT'S NEXT?: The U.S. and Canada's new governments will have their work cut out dealing with potential changes to their trade agreements while simultaneously Canada will be anxious to implement CETA with the EU.

• [New] Canadian Real Estate Canadian Renters Outperform Homeowners In Most Cities: Even In Toronto Canadian real estate is renowned as a strong investment, but renters could have easily outperformed returns. Better Dwelling
• [New] A large swath of low-rate mortgages renew in 2025; high household savings rates should provide a buffer, but there is still a risk that the next round of mortgage resets weigh on household spending. / Canada TD Securities
• [New] Canadian household spending has been more resilient than expected over the last 18 months, despite painful mortgage resets in 2024 and sharply slower population growth through 2025. TD Securities
• [New] The Canadian household sector has shown resilience but with risk in upcoming 2026 mortgage resets. TD Securities
• [New] The fall season will trend cooler than average, particularly across the Prairie Provinces and Atlantic Canada. OkotoksOnline
• [New] Moving to T + 1 will remove the costs caused by differences in settlement cycles with other large markets that have already moved to T + 1, like the US, Canada, India and China. Finance
• [New] After 2070, as sea ice retreats further, shipping traffic will shift markedly toward the Central Arctic Ocean and the Canadian Arctic Archipelago, driven by shorter routing distances and lower operational costs. PubMed Central (PMC)
• [New] Canada will continue engaging with provinces, territories, and industry groups to refine its position. McCarthy Tétrault LLP
• [New] The deadline for submitting proposals is December - a concrete proposal led by Arctic states like Canada on polar fuels will ensure a reduction of Arctic black carbon emissions. Clean Arctic Alliance
• [New] In 2025, over 60% of Canada's lithium mines plan to implement cutting-edge sustainable mining technologies. Farmonaut
• [New] Canadian lithium production is projected to grow by over 150% by 2025, powering next-generation electric vehicles worldwide. Farmonaut
• [New] As the need for secure, diversified mineral supply chains intensifies - especially in light of pandemic and geopolitical disruptions - Canada stands out as a trusted node in the global lithium supply chain for 2025. Farmonaut
• [New] By 2025, Canadian lithium mining companies will be making unprecedented advances in extraction, processing, and environmental stewardship, shifting Canada into the ranks of global leaders alongside Australia, Chile, and Argentina. Farmonaut
• [New] Canada will independently be strengthening its position in two of its oceans at once. Policy Options
• [New] Canada has promised its NATO allies that it will spend the equivalent of 2% of its GDP on national defence every year - spending levels not seen since the Cold War. CityNews Vancouver
• [New] Canada is winding down 2G now and will close 3G by late 2025. ANews
• [New] Canada's economy could grow exponentially by 2035 if businesses fast-track their artificial intelligence adoption and respond to growing climate change threats, a new study predicts. Yahoo Finance
• [New] A PwC Canada report exploring ways to unlock economic growth forecasts that with swift action to close the AI adoption gap, Canada's GDP could reach as much as $3.65 trillion by the end of the next decade. Yahoo Finance
• [New] Today, Provincial electricity systems are significantly more interconnected with the United States than with one another, and Canada's electricity needs are projected to double or even triple before 2050 due to increasing electrification of industry, transportation and heating. CAPE
• [New] An east-west electricity grid with renewable energy will bring health, employment and economic benefits across Canada. CAPE
• The ICE Pact is an economic development tool that will provide further industrial capacity and Arctic capability to the U.S. and Canada in the years to come. Canadian Global Affairs Institute
• Certainly, Canada's position as the lynchpin of the ICE Pact on a critical area of allied economic cooperation offers an innovative manner of practicing Arctic diplomacy and will enhance Canada's Arctic security. Canadian Global Affairs Institute

Last updated: 08 October 2025