{"id":74854,"date":"2026-10-16T08:50:35","date_gmt":"2026-10-16T15:50:35","guid":{"rendered":"https:\/\/penderfund.com\/?post_type=podcasts&#038;p=74854"},"modified":"2026-10-16T08:50:35","modified_gmt":"2026-10-16T15:50:35","slug":"pender-podcast-the-great-infrastructure-build-out-canadas-resource-moment","status":"publish","type":"podcasts","link":"https:\/\/penderfund.com\/fr\/podcasts\/pender-podcast-the-great-infrastructure-build-out-canadas-resource-moment\/","title":{"rendered":"Pender Podcast: The Great Infrastructure Build-Out, Canada\u2019s Resource Moment"},"content":{"rendered":"<p>The return of the physical economy, the copper and power bottlenecks shaping the next commodity cycle, and why scarcity, security, and shifting policy are bringing Canada\u2019s energy and critical minerals advantage into focus.<\/p>\n<p>In this episode of the Pender Podcast, host Laura Baker sits down with Heather Exner-Pirot, Senior Fellow and Director of Natural Resources, Energy and Environment at the Macdonald-Laurier Institute, to explore why AI, electrification, and energy security are driving a return of the physical economy. They discuss the copper and power bottlenecks shaping the next commodity cycle, why new supply takes so long to build, and how Canada\u2019s shifting policy backdrop is strengthening its position as a resource leader.<\/p>","protected":false},"featured_media":74855,"template":"","meta":{"_acf_changed":false},"fund-type":[],"topics":[183],"class_list":["post-74854","podcasts","type-podcasts","status-publish","has-post-thumbnail","hentry","topics-pender-podcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Pender Podcast: The Great Infrastructure Build-Out, Canada\u2019s Resource Moment - PenderFund Capital Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/penderfund.com\/fr\/podcasts\/pender-podcast-the-great-infrastructure-build-out-canadas-resource-moment\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pender Podcast: The Great Infrastructure Build-Out, Canada\u2019s Resource Moment\" \/>\n<meta property=\"og:description\" content=\"The return of the physical economy, the copper and power bottlenecks shaping the next commodity cycle, and why scarcity, security, and shifting policy are bringing Canada\u2019s energy and critical minerals advantage into focus. 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