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Stock impact report

2 Canadian Stocks That Could Win From More Power Demand [Yahoo! Finance Canada]

Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC) 
electricity demand to grow 44% coast to coast by 2050, driven by AI data centres, industrial electrification, and residential growth. In Ontario alone, the IESO's queue already includes 8,400 megawatts of data centre demand — equivalent to one-third of the province's entire electricity system — while annual consumption is forecast to grow from roughly 157 TWh in 2026 to over 260 TWh by 2050. The IESO's own chief energy transition officer noted the demand forecast has already had to be revised upward twice in two years, calling data centres “that big and arriving that fast.” For investors who want to own the infrastructure that gets paid when electricity becomes the new bottleneck, these two Canadian businesses are worth a close look. BEP.UN Brookfield Renewable Partners TSX:BEP.UN ) looks like a natural winner if demand keeps rising because it owns a huge, diversified global fleet of renewables and knows how to recycle capital into new growth. It runs hydro, wind, solar, stora Show less Read more
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