The Missing Middle Podcast podcast

We Want 1.5 Million New Homes. But Can We Power Them?

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Ontario has pledged to build 1.5 million new homes by 2031, but can our power grid actually handle the demand? In this episode of Classonomics, Sabrina Maddeaux and Mike Moffatt break down the $100B–$120B "last mile" infrastructure crisis quietly halting major housing projects across the province, including thousands of stalled homes in Brooklin, Whitby, and Ajax.

From the historical legacy of Sir Adam Beck’s publicly owned hydro model to modern electrification demands like EVs and heat pumps, we discuss why developers are being pushed to fund local grid expansions and what policy fixes, such as tax-exempt utility bonds and reforming the tax code’s 90/10 rule, can keep Ontario’s housing goals alive.

Topics Covered:

  • Can Ontario’s Grid Handle 1.5 Million New Homes?
  • Mega Transmission Lines vs. The Real Grid Bottleneck
  • What is the "Last Mile" in Power Distribution?
  • Case Study: Why 10,000 Homes Stalled in Brooklin, ON
  • Skyrocketing Household Load: Heat Pumps & EV Chargers
  • History Lesson: Sir Adam Beck & Ontario’s Original Power Vision
  • "Build Ahead" vs. "Pay to Play": The Shift in Infrastructure Financing
  • The Role of Local Distribution Companies (LDCs)
  • Two Policy Fixes: Tax-Exempt Utility Bonds & Reforming the 90/10 Rule

#OntarioHousing #CanadianPolitics #HousingCrisis #EnergyGrid #Infrastructure #TheMissingMiddle #SabrinaMaddeaux #MikeMoffatt


Chapters:

00:00 Can Ontario's Grid Power 1.5 Million Homes?

01:43 The "Last Mile" Bottleneck & Stalled Developments

04:00 EV Demand & Ontario's Electrification History

05:29 Public Utilities vs. "Pay for Growth"

07:14 Local Distribution Companies & Funding Friction

10:11 Two Policy Solutions to Fix Grid Financing

12:07 Final Thoughts & Outro


Research/links:

North America’s electricity grid is ready to grow. Manufacturers needed to build it are placing their bets

https://www.theglobeandmail.com/business/article-north-americas-electricity-grid-is-ready-to-grow-manufacturers-needed/


Electrical Load map:

https://oeb.planview.ca/Ontario-capacity-map/


Debt/Deficit MissingMiddle Episode referred to in video:

https://www.youtube.com/watch?v=H2zza3GwZ7E


Why a multibillion-dollar electricity infrastructure gap is threatening Ontario’s housing goals

https://www.theglobeandmail.com/business/article-ontario-cant-build-homes-without-rebuilding-power-grid/




Tracking housing supply progress

https://www.ontario.ca/page/tracking-housing-supply-progress#section-0


Ontario Launches Expert Panel to Strengthen Local Electricity Distribution

https://news.ontario.ca/en/release/1006663/ontario-launches-expert-panel-to-strengthen-local-electricity-distribution?utm_source=chatgpt.com


2025 Ontario Economic - Outlook and Fiscal Review

https://drive.google.com/file/d/1oTK_RueWPjD1Oc1YXVlT8nslnx9Ue_w6/view


Forward Guidance: Canada’s Energy Future.

https://www.youtube.com/watch?v=bySyMcg-p_4


Adam Beck

https://thecanadianencyclopedia.ca/en/article/sir-adam-beck


Build Faster Fund

https://opencouncil.ca/program/building-faster-fund/


An early history of hydroelectric power in Niagara Falls

https://nflibrary.ca/articles/an-early-history-of-hydroelectric-power-in-niagara-falls


Ontario’s electric history

https://thevarsity.ca/2026/02/03/ontarios-electric-history/


To Build More Homes, Ontario Launching Building Faster Fund and Expanding Strong Mayor Powers

https://news.ontario.ca/en/release/1003397/to-build-more-homes-ontario-launching-building-faster-fund-and-expanding-strong-mayor-powers



Hosted by Mike Moffatt & Cara Stern & Sabrina Maddeaux

Produced by Meredith Martin

Funded by the Neptis Foundation https://neptis.org/


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