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Funding Transmission

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FUNDING TRANSMISSION Executive Summary “It’s time to invest in Canada” We have heard this phrase again and again over the past year as Canada works to become economically more self-reliant. Building Canada’s electricity system to meet the demands of the 21st century has been a key part of this approach, as evidenced by the announcement of a National Electricity Strategy. A key element of this is major transmission projects. These are what gets electricity across

vast distances to municipalities and, ultimately, industry and homes. This Investment Summit comes at a welcome opportunity expand transmission networks to support economic growth, electrification, system reliability, and enhanced interprovincial trade. Utilities are also partnering with Indigenous communities through equity and ownership agreements to advance projects and connect remote regions.

Electricity Canada has profiled several major transmission projects that have successfully employed a range of funding and financing models. The following projects offer a sample of the different approaches companies are taking to financing transmission:

ATCO – SaskPower Interconnection Bipole III Hertel-New York Interconnection Northwest Transmission Line Nova Scotia-New Brunswick Reliability Tie The Maritime Link

These projects highlight the value of diversified financing structures that combine utility investment with federal and provincial funding, Indigenous equity participation, private capital, infrastructure investment, and strategic partnerships. These models have helped advance projects that deliver broad public benefits, including regional economic development, reliability improvements, emissions reductions, and community connectivity. Diversified financing provides several advantages. • First, it helps reduce pressure on utility balance sheets and ratepayers by spreading project costs and risks among multiple participants. • Second, it attracts new sources of capital that can support larger and more ambitious infrastructure projects. • Third, it enables Indigenous and community participation, creating stronger local support and shared economic benefits. Finally, diversified funding can improve

project viability where transmission investments generate societal or economic benefits that extend beyond a utility's traditional customer base. Different forms of transmission require different approaches, but one element is common: building requires an “all hands on deck” situation. Canada's future transmission build-out will require regulatory certainty, clear cost recovery mechanisms, supportive public policy, and investment models that mobilize public, private, Indigenous, and institutional capital. As transmission projects become more capital-intensive and increasingly cross provincial, territorial, and international boundaries, financing innovation will be as important as engineering innovation. Electricity Canada supports the government’s approach to attracting investment for major infrastructure. Ensuring a diverse funding base will allow for the successful build out of an electricity system that is critical to Canada’s economic growth.


FUNDING TRANSMISSION PROJECT 01

ATCO–SASKPOWER INTERCONNECTION Transmission infrastructure is critical to Canada's energy future, but bringing these large-scale projects to life requires creative and flexible financing. This collection of projects highlights the diverse funding mechanisms electricity companies have used to advance projects from planning through construction.

JURISDICTION

INITIAL BUDGET PROPOSED

• Alberta • Saskatchewan

$600 Million

OWNER

ATCO Electric

$ PROJECT AT GLANCE

Type of Project Repair work

Voltage Level 240-240 kV

Current Type DC

PROJECT TIMELINE Approval 2025

PRIMARY DRIVERS • Reliability • Market Access/Benefit to Provinces • System Balancing

KEY ENABLERS • HVDC Technology • Strategic Intertie

FUNDING • To be defined

KEY PROJECT CHALLENGES • Asynchrounous grid connection • Aging Infrastructure • Global marketplace capacity for HVDC

Construction to In-service 2033


FUNDING TRANSMISSION PROJECT 02

BIPOLE III Transmission infrastructure is critical to Canada's energy future, but bringing these large-scale projects to life requires creative and flexible financing. This collection of projects highlights the diverse funding mechanisms electricity companies have used to advance projects from planning through construction.

TOTAL INVESTMENT

JURISDICTION

$4.6 Million

Manitoba

OWNER

Manitoba Hydro

$ PROJECT AT GLANCE

Voltage Level 500 kV

Line Length 1,400 km

Current Type DC

PROJECT TIMELINE Concept to Approval 2007 to 2011

Approval to Construction 2013

Construction to In-service 2013 to 2018

PROJECT LOCATION Guillam

Thompson

Keewatinoow Converter Station

BIPOLE III The Pass

BIPOLE III BIPOLE I,II

Cedar Lake Lake Winnipeg

PRIMARY DRIVERS •Reliability

FUNDING • Internal Debt

Dauphin

•No external funding Lake Manitoba

Portage La Praierie

Dorsey Converter Station Riel Converter Station Winnipeg Steinbach


FUNDING TRANSMISSION PROJECT 03

HERTEL-NEW YORK INTERCONNECTION Transmission infrastructure is critical to Canada's energy future, but bringing these large-scale projects to life requires creative and flexible financing. This collection of projects highlights the diverse funding mechanisms electricity companies have used to advance projects from planning through construction.

JURISDICTION

OWNER

TOTAL INVESTMENT • Qc: CA$1.5 billion • NY: US$ 6.0 billion

• Québec • New York State

•CHPE LLC (NY) •Hydro-Québec •Mohawk Council of Kahnawà:ke (Qc)

$ PROJECT AT GLANCE

Line Length 603 km total

Current Type DC

Voltage Level 400 kV HVDC

• 58 km (Qc) • 545 km (NY)

PROJECT TIMELINE (Qc Portion) Approval to Construction 2022 to 2023

Construction to In-service 2023 to 2026

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• Underwater cable installation

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Richelieu substation

Le Haut-Richelieu (MRC)

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Les Jardinsde-Napierville (MRC)

KEY PROJECT CHALLENGES

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• The Mohawk Council of Kahnawà:ke

• Complex permitting across jurisdictions

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• Cross-Border collaboration

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• Use of submarine and underground cables

Regional or local road

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L'Acadie substation

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    35

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• Canadian hydropower integration • New York City clean energy demand

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Saint-M a

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SaintPhilippe

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• Renewable Energy Credit generation

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• Clean Energy Standard Tier expansion

Roussillon substation

Delson Candiac substation

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• New York State clean energy policy

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KEY ENABLERS

La Vallée-du-Richelieu (MRC)

    134

Fleuve Saint-Laurent

Project components Poste d 'Ivaco Limitée Poste de Marieville

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• Maximize value of HQ hydro resources

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• Decarbonization;

PROJECT LOCATION

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PRIMARY DRIVERS

Longueuil (TÉ)

73°30'

Marieville, V 73°10'

Saint-S ébastien

Concept to Approval 2012 to 2022

73°10'


FUNDING TRANSMISSION PROJECT 04

NORTHWEST TRANSMISSION LINE Transmission infrastructure is critical to Canada's energy future, but bringing these large-scale projects to life requires creative and flexible financing. This collection of projects highlights the diverse funding mechanisms electricity companies have used to advance projects from planning through construction.

JURISDICTION

British Columbia

TOTAL INVESTMENT

$704 Million

OWNER

BC Hydro

$ PROJECT AT GLANCE

Line Length 344 km

Voltage Level 287 kV

Current Type AC

PROJECT TIMELINE Concept to Approval pre-2008 to 2011

Approval to Construction 2011 to 2012

Construction to In-service 2012 to 201 4

PROJECT LOCATION PRIMARY DRIVERS • Economic development • Load growth Bob Quinn Substation

KEY ENABLERS • Federal (Green Infrastructure Funding) and Provincial funding

Bell II British Columbia, Canada

• Policy objective to electrify region north of Terrace • Supporting mining and clean

Alaska, USA

Meziadin Substation Meziadin Junction

energy development

FUNDING • Federal Government • Provincial funding

Cranberry Junction

• Third party contributions tied to industrial customers

Aiyansh Substation

KEY PROJECT CHALLENGES • Terrain • Remoteness • Environmental Assessment • Indigenous consultation and route alignment

Skeena Substation


FUNDING TRANSMISSION PROJECT 05

NOVA SCOTIA-NEW BRUNSWICK RELIABILITY TIE Transmission infrastructure is critical to Canada's energy future, but bringing these large-scale projects to life requires creative and flexible financing. This collection of projects highlights the diverse funding mechanisms electricity companies have used to advance projects from planning through construction.

INITIAL BUDGET PROPOSED

JURISDICTION

$685 Million

• Nova Scotia • New Brunswick

OWNER •Nova Scotia Power •Canada Infrastructure Bank •Wskijinu'k Mtmo'taqnuow Agency (NS First Nations)

•Mi'gmaq United Investment Network

$

(NB First Nations)

PROJECT AT GLANCE

$ Line Length 160 km in total •65 km in NB •95 km in NS

Rate of Return As approved by NS Energy Regulator

Voltage Level 345 kV

Current Type AC

PROJECT TIMELINE Concept to Approval 2023 to 2025

Approval to Construction 2025 to 2026

PROJECT LOCATION

PRIMARY DRIVERS • Reliability • Decarbonization • System flexibility

FUNDING • Utility investment • Federal investment (CIB) • Indigenous investment

KEY PROJECT CHALLENGES KEY ENABLERS

• Cross-jurisdictional coordination

• Indigenous and Federal Partnerships

• Environmental approvals

• Provincial regulatory approval

• Integration of renewable energy and

• Policy alignment for coal-phase out

system stability planning

Construction to In-service 2026 to 2028


FUNDING TRANSMISSION PROJECT 06

THE MARITIME LINK Transmission infrastructure is critical to Canada's energy future, but bringing these large-scale projects to life requires creative and flexible financing. This collection of projects highlights the diverse funding mechanisms electricity companies have used to advance projects from planning through construction.

JURISDICTION

OWNER

TOTAL INVESTMENT

$1.56 Billion

• Newfoundland and Labrador

• NSP Maritime Link • Emera affiliate

$

• Nova Scotia

PROJECT AT GLANCE

$ Line Length 500+ km total • 45 km HVDC transmission line (NS) • 170 km subsea cable • 140 km HVDC transmission line (NL) • 160 km HVAC transmission line (NL)

Rate of Return UARB - Approved cost recovery

Voltage Level •±200 kV HVDC •230 kV AC •345 kV AC

Current Type DC

PROJECT TIMELINE Concept to Approval 2010 to 2013

Approval to Construction 2013 to 2014

PRIMARY DRIVERS

Construction to In-service 2014 to 201 8

PROJECT LOCATION

• Decarbonization • Access to Hydroelectric power • Interprovincial energy integration and market access ATLANTIC OCEAN

KEY ENABLERS

Labrador Transmission Asset

• Meet provincial clean energy targets

LABRADOR

• Federal loan guarantee

Churchill Falls

• HVDC VSC Bipole technology

Muskrat Falls

FUNDING

NEWFOUNDLAND

• Federal loan guarantee • Emera investment and market debt

QUEBEC

KEY PROJECT CHALLENGES

Maritime Link

• Longest submarine electric cable installation in North America • First bipole voltage source converter HVDC line in the world • Harsh weather conditions • Multiple juridictions

Labrador Island Link

NEW BRUNSWICK MAINE

NOVA SCOTIA


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