Articles
Analyses, observations and strategic readings from Québec2035.
Why closing Temiscaming can be rational for RYAM
The shutdown threatens 425 jobs, but it also follows a divestment strategy that began well before the latest U.S. tariffs.
Phosphate could become one of Québec's most underestimated strategic advantages
Bégin-Lamarche, Lac à Paul, LFP and Port Saguenay's proposed terminal outline an industrial-corridor option that remains unproven.
A plant can be 70% built and still be risky: how to assess Québec megaprojects
Construction percentage measures only part of risk. Québec2035 now tracks ten dimensions without hiding them in an average score.
Horne 5: the feasibility study is filed, but authorization and execution are the real test
Falco has filed an updated study, but the BAPE report, the decree absent from the public registry, financing and power keep the decisive gates open.
Mines are no longer the only bottleneck: roads, power lines and ports will decide what gets built
Québec's next strategic advantage depends less on isolated announcements than on assembling power, access, ports, permits, financing and markets.
Dumont Nickel and Quebec's Strategic Nickel Supply Test
Dumont is not primarily a mining story. It is a test of whether Quebec can secure, process and integrate strategic nickel before the value leaves the province.
Nouveau Monde Graphite and Quebec's Critical-Mineral Value-Chain Test
Nouveau Monde Graphite is not primarily a graphite mine. It is a test of Quebec's ability to integrate extraction, processing, power, logistics, capital and customers into one industrial system.
Could the Abitibi Energy Corridor Become Quebec's Most Important Execution Bottleneck?
The question is not whether Quebec has geology. It is whether the right megawatts can reach the right projects at the right time.
Troilus and Quebec's Execution Capacity
Troilus is not primarily a mining story. It is a test of whether Quebec can turn strategic ambition into executable industrial capacity.