Hydro-Quebec estimates that achieving carbon neutrality by 2050 will require an additional 100 terawatt-hours of electricity—more than half of its current generating capacity. To meet this demand, the province plans to add 9,000 MW of capacity and construct 5,000 kilometers of transmission lines, an undertaking projected to cost $110 billion by 2035. Lyman, a former diplomat and energy economist, notes that while Quebec derives 99% of its electricity from renewables, hydrocarbons currently account for roughly half of the province's total energy consumption.

Beyond domestic costs, the report frames the global "electrify everything" movement as a geopolitical risk. Drawing on analysis from the newsletter Doomberg, the Friends of Science Society suggests that the push away from fossil fuels serves the strategic interests of China, which dominates the global supply chain for battery technology and renewable infrastructure. Critics argue that this dependency creates a national security vulnerability for Canada. Consequently, the organization is calling for a formal "re-carbonization" of the Canadian energy sector, urging federal regulators to reconsider climate-risk financial guidelines that they claim prioritize ideological goals over energy independence and economic stability.