Fresh from Davos, John Stackhouse shares field notes on how the world’s economy is reorganizing — and what that means for Canadians.

He is joined by Gerald Butts, Vice Chairman and Senior Advisor at Eurasia Group, to unpack the new RBC–Eurasia Canada risk outlook: what matter most, how to separate signal from noise, and the practical playbook for where to invest, what to protect, and how to diversify.

RBC / Eurasia – Risk Report
www.rbc.com/en/thought-leadership/the-growth-project/top-risks-2026-canada/

Davos ’26: Making sense of a new world order
www.rbc.com/en/thought-leadership/the-trade-hub/davos-26-making-sense-of-a-new-world-order/

RBC Thought Leadership
www.rbc.com/thoughtleadership

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If you’re trying to separate climate ambition from execution, this conversation is for you! John Stackhouse is joined by Clara Barby, Senior Partner at Just Climate, to pressure-test what’s scaling—and what’s getting stuck by diving into RBC’s new Climate Action 2026 report.

What you’ll hear:

Why 2025 was a year of “proof and pressure” and what that means for clean tech in 2026.

Climate Tech solutions that don’t require behaviour change.

The case for Canada’s ‘land transition’ as a ripe opportunity—investing in tools and inputs that help farmers and land managers decarbonize.

Why CCUS remains a complex case: carbon price, CapEx, infrastructure, and the fragmented value chain.

How AI-driven power demand is changing the investment lens on electrification and grid build.

Clara Barby is a Senior Partner at Just Climate (founded by Generation Investment Management). She previously led the Impact Management Project and supported the establishment of the ISSB (International Sustainability Standards Board)

Links:

RBC Climate Action 2026 (report): www.rbc.com/cai

Unearthing Value (report): http://bit.ly/4qJZ9TQ

Just Climate: https://www.justclimate.com

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With industrial power demand rising, can small modular reactors help anchor a cleaner, always‑on system that will support the incoming AI Data Centre boom?

In this bonus episode of Disruptors, recorded live in Edmonton, host John Stackhouse speaks with Premier Danielle Smith about a practical path: SMRs alongside abated natural gas, hydro, and stronger interties—with Indigenous equity built in from day one. They dig into reliability needs, near‑term “bring‑your‑own‑power” models, how to finance nuclear in an energy‑only market, and what collaboration between provinces could unlock.

Recorded live in Edmonton, Alberta, and convened by the SMR Forum in partnership with the Canadian Association of Small Modular Reactors (CASMR).

rbc.com/en/thought-leadership/

SMR Forum: https://smr-forum.ca

CASMR: https://canada-smr.ca

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