•Vancouver is backing an electric passenger hydrofoil project, signaling policy-driven decarbonization in the transportation sector.
•This initiative represents a new, significant electricity load for the grid, impacting demand profiles and potentially requiring infrastructure upgrades.
•The broader 'electrification challenge' for ferries underscores the need for robust grid infrastructure, including potential transmission and interconnection enhancements, to support growing electric transport loads.
•Geopolitical events, such as the Strait of Hormuz disruption, can trigger significant LNG supply shocks, leading to delays, diversions, and repricing of natural gas.
•These LNG shocks directly impact the economics and availability of gas-fired generation, making it less attractive or accessible for power producers.
•The article challenges the conventional wisdom that coal automatically benefits from natural gas supply disruptions, suggesting other generation technologies are emerging as 'real winners' on the grid.