Scott Stinson: Ontario’s electricity-import deal with U.S. undercuts Doug Ford’s energy tough talk

Read the original at National Post ↗
Cite

Stinson, S. (2026, October 19). Scott Stinson: Ontario’s electricity-import deal with U.S. undercuts Doug Ford’s energy tough talk. National Post. https://nationalpost.com/opinion/ontario-electricity-import-deal-undercuts-ford

Dated from the outlet's own feed. Check the original for its byline.

National Post · collected 2026-10-19 · by Scott Stinson analysis

Quick Summary

Ontario Premier Doug Ford recently gave a speech reflecting on Canada’s altered relationship with the U.S., noting ongoing economic challenges under President Trump. Days later, Ontario’s electricity operator announced a deal to import 600 megawatts of power from an American company for winter supply and during nuclear plant refurbishments, despite Ford previously suggesting energy exports could be used as leverage in trade negotiations. The article highlights the potential contradiction between Ford’s past tough talk on U.S.-Canada relations and this new electricity import agreement.
Written locally by qwen2.5:14b on 2026-10-19, using this article's own text rather than the other coverage of the same event (that is the story summary below).

AI analysis runs on qwen2.5:14b, locally

Story summary

In late October 2026, Ontario Premier Doug Ford's public remarks at a Toronto business event shifted from combative to somber regarding Canada's relationship with the United States under President Donald Trump. Ford acknowledged a "permanent" change in their economic partnership and the likely long-term presence of tariffs. This shift was highlighted by the Independent Electricity System Operator (IESO) announcing an electricity import deal with the U.S., which undermined Ford’s earlier tough stance on energy independence. The deal underscores that despite talk of diversifying trade relationships, Ontario still relies heavily on U.S. suppliers for short-term needs, such as when a local factory closure forces the province to seek contracts with American companies.

Written for “Ontario Electricity Deal” on 2026-10-19, grounded in this article and the 0 other(s) covering the same event.
Why this leaning score
The article's own words the score was based on. Each is quoted verbatim and was checked against the article text before being stored, so you can find it in the original.
Reading Leans left (beta estimate) Confidence medium
Leaning: leans left for article 91647 (medium confidence, 2 verified quotes) · logged 2026-10-19

Story

📰 Ontario Electricity Deal
Politics · 1 article(s) covering the same event.

Compared with similar articles

Nothing to compare against. No article is close enough to this one for the pipeline to have linked or judged the pair.
How this article was measured signals, leaning charts, publisher record, byline, topics and claims

Signals How these are calculated →

Claims extracted
27
sentences that state something as happening or true
Uncertain
26%
7 of 27 hedged ("reportedly", "may", "according to")
Leaning
Leans left
of the writing, not the subject · beta estimate
Publisher signals
60/100
National Post's corrections and hedging, across everything collected from it. Not a measure of accuracy.
Outlets on this story
1
Politics
Same framing elsewhere
1
articles that frame the event the way this one does
Analyzed 2026-10-19 · how these are computed

How this is being covered How these are calculated →

Article leaning vs. publisher reliability
Source leaning vs. consistency

Publisher

National Post · 996 article(s) · 2 correction(s) detected
Running correction rate · 2 correction(s)

Who wrote this

Scott Stinson
11 article(s) here · 1 carrying a prediction
🔮 He began a speech to a Toronto business audience by noting that next month would mark “two years of crisis and chaos from the White House.”
🔮 Among the promises that Olivia Chow is making in her bid to be returned as mayor of Toronto is a commitment to make it easier for seniors to remain in their homes.
🔮 The scandal involving student-aid grants at Ontario’s private career colleges may have blown into the open on Tuesday, when the Doug Ford government announced that it had called in the auditor general and the Ontario Provincial Police to investigate “serious concerns” in the sector, but the juicy stuff was revealed a few days earlier.
🔮 Chris Alexander has said that he entered the Toronto mayoral race in part because he didn’t think that Brad Bradford could win it.
🔮 New paid tiers have been introduced that will require fans in some provinces to subscribe to four services should they want to watch every game at home.
🔮 “To me, it’s a great news story,” said Vic Fedeli, the minister for Economic Development, citing the fact that PowerCo now has a contract to begin building the facility, supported by at least $10 billion in subsidies from all levels of government, that it hopes will be ready by 2029.
🔮 We are left to ponder these existential questions after the events of this week, when Ontario Premier Doug Ford almost-but-not-quite endorsed Toronto Mayor Olivia Chow in her re-election campaign and then, a day and a half later, said he had done no such thing.
🔮 When it was dear Doug’s turn to speak, Ford called Joly “my favourite minister,” then joked about the other federal ministers who would be calling him to complain that he had used that particular adjective about Joly.
🔮 And on that front, Marando has a message that would appeal to a lot of party supporters: Liberals, he argues, are good at being in government.
🔮 Ontario Liberals could be forgiven for feeling their oats a little in recent times.
Also by Scott Stinson
Nothing else under this byline is closely related to this article, so these are simply their most recent.
All 11 articles by Scott Stinson →

Topics

Canada Ford IESO Ontario the United States

Subjects

Ontario GPE · 10× Ford PERSON · 7× Canada GPE · 3× U.S. GPE · 3× the United States GPE · 3× IESO ORG · 2× Trump PERSON · 2× Doug Ford PERSON · 1× Toronto GPE · 1× the White House GPE · 1×

Narrative

All of the talk of alternative markets and diversifying our trade relationship over the long term is not going to alter the short-term situation in which an Ontario factory is closed by a U.S. owner — or when Ontario has to grit its teeth and go seeking a contract with a U.S. energy supplier.
framing: mixed · carried by 1 article(s) · first seen 2026-10-19
🔮 He began a speech to a Toronto business audience by noting that next month would mark “two years of crisis and chaos from the White House.”

Claims (27 extracted, 7 hedged)

In one of his increasingly rare public appearances these days, Ontario Premier Doug Ford last week lamented the state of things. asserted
Ford → lament → things
He began a speech to a Toronto business audience by noting that next month would mark “two years of crisis and chaos from the White House.” asserted
month → begin → House
Recommended Videos Amid the resulting upheaval, Ford said, there “has been a growing realization that Canada’s relationship with the United States has changed, permanently.” asserted
relationship → result → States
He went on like this for a few more sentences. asserted
He → go → sentences
The great economic partnership is over, we need to be prepared for the long haul, tariffs are probably here to stay, that kind of thing. asserted
tariffs → need → thing
What was notable about the premier’s assessment was not the content, for Ford has been saying versions of this for awhile. asserted
Ford → say → awhile
A lunchtime business crowd is admittedly not usually the place for fire and brimstone, but it was still striking that there was much more in the premier’s speech about dealing with the new reality of Donald Trump’s America than about trying to punch it in the nose. asserted
it → strike → nose
One possible reason for the shift in tone came days later, when the province’s electricity operator announced that it had signed a deal to import 600 megawatts of electricity from a U.S.-based company to help Ontario manage its supply during the winter months. asserted
Ontario → come → months
Ford has at times acted like energy exports from Ontario to neighbouring states like New York and Michigan were perhaps his greatest trump card in the two-year trade war. asserted
exports → act → war
He applied a surcharge on those exports in the spring of 2025, in the early days of jousting with the Trump administration and then quickly removed them when it appeared that they had been a little too effective in raising the U.S. president’s ire. asserted
they → apply → ire
Asked more recently about energy exports to the United States after the last round of trade talks between Ottawa and Washington ended without a deal, Ford said simply that “everything should be on the table” in terms of retaliatory actions that Canada could take. uncertain
Canada → ask → that
He’s been consistent on this, and has also repeatedly said that Alberta and Saskatchewan should be willing to hold back their oil and potash exports if that’s what it takes to get a good deal for Canada. asserted
it → say → Canada
(This suggestion has not been received warmly on the Prairies.) asserted
suggestion → receive → Prairies
The new deal to import electricity to Ontario would seem to undermine any future sabre-rattling that Ford might do on the energy file, although there are several caveats to be noted here. uncertain
Ford → import → file
The Independent Electricity System Operator (IESO) is, as the name suggests, not making decisions at Ford’s behest. uncertain
name → suggest → behest
And its contract with Alpha Generation is a short-term arrangement to provide electricity in case Ontario needs it during the cold winter months and while the Pickering nuclear plant is undergoing a refurbishment. asserted
plant → provide → refurbishment
In the days since the Alpha contract was announced, the IESO said that Ontario will still be a net exporter of electricity to the United States and that it exported seven times as much as it imported last year. asserted
it → announce → much
The new contract is about increasing the flexibility of the provincial power grid during the high-peak demand of the winter months. asserted
contract → increase → months
And while all of that may be true, the arrangement also underscores just how intertwined Ontario’s economy is with our southern neighbour. uncertain
economy → underscore → neighbour
It’s not like we could arrange to import a short-term energy fix from Denmark or France, as much as we might be making entreaties to friendlier middle powers. uncertain
we → ’ → powers
Ford knows the reality of all that intermingling all too well, having expressed his dismay at companies like Stellantis and Stelco that backed away from investments in Ontario now that the Trump tariff regime has hardened. asserted
regime → know → Ontario
All of the talk of alternative markets and diversifying our trade relationship over the long term is not going to alter the short-term situation in which an Ontario factory is closed by a U.S. owner — or when Ontario has to grit its teeth and go seeking a contract with a U.S. energy supplier. asserted
Ontario → diversify → supplier
Ford’s speech last week was followed by an on-stage interview with Andrew Furey, the former premier of Newfoundland and Labrador, and he was a little more upbeat about the prospects for change in that discussion. asserted
he → follow → discussion
If the Republicans are dealt significant losses in the midterm elections early next month, Ford argued, Trump could find himself politically neutralized. uncertain
himself → deal → elections
“I feel the ground is shifting down there,” Ford said. asserted
Ford → feel → ?
“The Republicans are going to pull the carpet out from underneath him. asserted
Republicans → go → him
But given the economic consequences of the Trump regime that are only really starting to bite in Ontario, that just might be a case of the premier trying to speak something into existence. uncertain
premier → give → existence
💬Give feedback
🕘History 🎫Support