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Ontario Power Generation


Ontario Power Generation (OPG) is a crown corporation wholly owned by the Government of Ontario, serving as the province's largest electricity generator and producer of low-carbon power, accounting for approximately half of Ontario's electricity needs through nuclear, hydroelectric, and other low-emission sources.
Formed on April 1, 1999, as a successor to the restructured Ontario Hydro, OPG operates a diverse portfolio including the Darlington Nuclear Generating Station, the now-decommissioned Pickering Nuclear Generating Station, 66 hydroelectric facilities with 7,624 MW capacity, and additional biomass, solar, and natural gas assets, yielding a total generating capacity of 18,150 MW.
With over 11,000 employees, OPG emphasizes reliable baseload power from nuclear and hydro sources, which in 2024 produced 35.1 TWh from hydro alone, supporting Ontario's energy reliability while investing in refurbishments like the ongoing Darlington project to extend nuclear operations for decades.
OPG's operations have faced scrutiny over nuclear maintenance costs and safety protocols, yet its facilities provide consistent, low-cost electricity critical to the province's industrial base and carbon reduction goals, underscoring the causal importance of dispatchable generation in stable grids.

History

Establishment in 1999

Ontario Power Generation Inc. (OPG) was formed amid the Ontario government's efforts to address the severe financial distress of , a that had accumulated approximately $38.1 billion in debt by the late , largely from cost overruns on projects, delays in plant construction, and resulting surplus generating capacity that strained rates and fiscal sustainability. This restructuring, initiated under Premier Mike Harris's Progressive Conservative administration, aimed to separate electricity generation from and , introduce market competition, and isolate the province's from Hydro's liabilities through specialized entities. The Electricity Act, 1998 (S.O. 1998, c. 15, Sched. A), provided the legislative framework, leading to 's dissolution on March 31, 1999, and the transfer of its assets to five successor organizations: for generation; the Ontario Hydro Services Company (later ) for transmission, distribution, and customer services; the Independent Electricity Market Operator for wholesale market administration; the Ontario Electricity Financial Corporation for debt management; and Ontario Hydro Financial Corporation as a holding entity. was incorporated under the Business Corporations Act () on December 1, 1998, as a wholly owned provincial intended to operate on commercial principles while subject to regulatory oversight to mitigate its dominant market position. OPG commenced operations on April 1, 1999, inheriting Ontario Hydro's entire portfolio of generating assets, including stations with roughly 11,000 MW of capacity (such as Pickering and ), hydroelectric facilities totaling about 7,400 MW, and fossil-fueled thermal plants contributing around 3,700 MW. Its mandate focused on producing and selling electricity into the newly competitive market, with initial emphasis on cost recovery, efficiency improvements, and decommissioning uneconomic coal-fired units, though output remained central to meeting baseload demand. The creation of OPG marked a shift from Hydro's integrated model to a more fragmented structure, though provincial ownership ensured continued public control over generation amid ongoing debt retirement via surcharges on consumer bills.

Nuclear Expansion and Coal Phase-Out (2000s–2010s)

In 2003, the Ontario Liberal government, led by Premier Dalton McGuinty, committed to phasing out coal-fired electricity generation by 2007 as a key campaign promise to reduce emissions and improve air quality, with coal accounting for approximately 25% of the province's electricity supply at the time. Ontario Power Generation (OPG), which owned and operated five coal-fired stations including Nanticoke, Lambton, and Thunder Bay, played a central role in implementing the phase-out by developing a schedule prioritizing units based on fuel type, emissions profiles, unit condition, labor availability, and location. Initial deadlines were delayed due to supply reliability concerns and the need for alternative capacity; the target shifted to 2009 and ultimately to 2014, with OPG closing stations progressively—Nanticoke in 2013 and Thunder Bay Generating Station, its last coal unit, in April 2014 after burning its final piece of coal. The necessitated baseload replacements, leading OPG and the province to prioritize capacity through refurbishments and proposed expansions to maintain reliable, low-emission power. In June 2006, Ontario's 20-year energy plan aimed to sustain output at around 14,000 MWe, including feasibility studies for refurbishing OPG's aging Pickering and stations. OPG applied that September for regulatory approval to prepare the site for up to four new reactors, reflecting ambitions to add 4,000–6,000 MWe of capacity to offset losses and meet growing demand. In March 2008, the provincial Minister of Energy solicited vendor proposals for two new units at or the site, targeting construction starts by 2011–2012, though OPG focused on CANDU-6 or advanced designs like the ACR-1000. However, nuclear expansion faced escalating costs and delays; the Darlington New Nuclear project, initially scoped for two units at an estimated $6–10 billion, saw bids exceeding $14 billion by 2011, prompting suspension of site preparation in 2011 and full cancellation in 2013 amid fiscal pressures and regulatory hurdles. OPG shifted emphasis to refurbishments for life extension: at Pickering, a 2010 assessment opted against comprehensive overhaul, investing C$200 million in fuel channel management to extend operations into the mid-2010s rather than full replacement costing billions. Darlington refurbishment planning advanced in the late 2000s, with government directives in 2006 to assess feasibility, setting the stage for multi-billion-dollar work starting in 2016 to extend its four units' life to 2055, though execution fell into the 2010s. These efforts, combined with natural gas additions and renewables, enabled Ontario to achieve coal-free generation by 2014, reducing GHG emissions from electricity by over 80% from 2003 levels while preserving nuclear's ~60% share of supply.

Refurbishments and Modernization Efforts (2010s–Present)

Ontario Power Generation commenced the Darlington Refurbishment Project in 2016 to extend the service life of its four CANDU-6 reactors by 30 years beyond their original design. The initiative replaces critical components such as pressure tubes, calandria tubes, feeder pipes, and steam generators across the units, performed sequentially to maintain grid reliability. Estimated at $12.8 billion, the project remains on budget as of Q4 2024, with 86% completion and full station return targeted for the end of 2026. Unit 1 refurbishment concluded in November 2024, five months ahead of schedule, securing 3,500 megawatts of emissions-free baseload capacity. At the , Units 1 through 4 ceased operations progressively, with the final shutdown in 2024 due to aging infrastructure and economic considerations. OPG subsequently advanced plans to refurbish the remaining Units 5 through 8, supported by the government, to sustain 2,000 megawatts of clean power. In January 2025, OPG awarded a major contract for the project, projected for completion by the mid-2030s and expected to add $6.7 billion to 's GDP through economic multipliers. Refurbishment activities will include similar core component replacements, with regulatory hearings anticipated in 2026. Modernization efforts extended to non-nuclear assets, including the conversion of the Generating Station from to fueling, completed in 2013 to align with 's while repurposing existing infrastructure for renewable dispatchable power. The 200-megawatt facility now operates on sustainable wood pellets, providing flexible grid support. Comparable upgrades at other sites, such as hydroelectric refurbishments and efficiency enhancements, have sustained output from OPG's 66 hydroelectric stations, though specific large-scale overhauls post-2010 emphasize reliability amid increasing renewable integration. These initiatives collectively aim to balance decarbonization with energy security, leveraging OPG's legacy assets for long-term viability.

Governance and Leadership

Board of Directors and Executive Structure

Ontario Power Generation (OPG), as a provincially owned , maintains a appointed primarily through Ontario's Public Appointments Secretariat to provide strategic oversight, ensure financial accountability, and guide long-term operations in . The Board, chaired by Wendy Kei since June 2019 (with membership dating to March 31, 2017), comprises ten independent directors plus the President and CEO, drawing expertise in energy, operations, , , and relations. Kei, a with over 25 years in and , holds designations including FCPA, FCA, F.ICD, and GCB.D, emphasizing and factors. Key Board members include Anthony Haines, a former energy sector CEO focused on grid sustainability; Selma Lussenburg, a legal expert in aviation governance and ESG; Scott McDonald, Chair of the Human Resources and Governance Committee with HR leadership experience; Jill Pepall, an investment professional managing $70 billion in assets; Bill Pitesa, a nuclear veteran with 39 years of engineering experience; Tracy Primeau, an Indigenous advocate with 30+ years in nuclear operations; Jim Reinsch, a nuclear construction specialist from Bechtel; James Sheppard, a nuclear executive since 2017; and Anju Virmani, a former CIO with ESG and investment strategy background. This composition supports OPG's mandate in nuclear refurbishments, hydroelectric assets, and emissions reduction, with directors' tenures aligned to provincial terms extending through December 2025 for recent appointees. The executive structure reports to the Board and CEO, managing day-to-day operations across OPG's 80+ facilities generating over 50% of Ontario's electricity. Nicolle Butcher serves as President and Chief Executive Officer since January 1, 2025, succeeding Ken Hartwick; with 25+ years at OPG, she oversees major initiatives like the Darlington nuclear refurbishment and Indigenous economic reconciliation, holding an MBA from McGill and ICD.D designation. Supporting executives include Shelley Babin as Chief Operations Officer, directing the generating fleet; Aida Cipolla as Chief Financial and Administrative Officer, handling strategy and sustainability since 2022; and specialized vice presidents such as Steve Gregoris (Chief Nuclear Officer, 32 years in nuclear), Kim Lauritsen (SVP Enterprise Strategy & Growth), Brenda MacDonald (Chief Commercial Officer), Carlton Mathias (Chief Legal, ESG, and Governance Officer), Paul Séguin (SVP Pickering Nuclear), Neal Simmons (CEO of subsidiary Eagle Creek for hydro projects), Subo Sinnathamby (Chief Projects Officer), Heather Ferguson (SVP Business Development and Corporate Affairs), and Cynthia Domjancic (SVP roles in operations). This team emphasizes technical proficiency in nuclear and renewables, with collective experience exceeding 200 years in energy sectors.

Regulatory Oversight and Provincial Role

Ontario Power Generation Inc. (OPG) is wholly owned by the Province of and operates as a commercial tasked with maximizing value from its generation assets while aligning with provincial energy objectives. The provincial government appoints OPG's , which exercises oversight through specialized committees addressing audit, risk, safety, and to ensure operational reliability and fiscal accountability. As the owner, the Province provides policy direction on key initiatives, such as emissions reductions and infrastructure investments, and retains ultimate authority over major strategic decisions. At the provincial level, the Ontario Energy Board (OEB) functions as OPG's primary economic regulator, uniquely subjecting the utility—among 's generators—to public rate reviews and determinations of payment amounts for its prescribed facilities, including hydroelectric assets and select output, pursuant to section 78.1 of the Ontario Energy Board Act, 1998. The OEB approves regulated revenue streams, such as cost-of-service payments, and issues filing guidelines to standardize OPG's applications, promoting transparency in cost recovery for rate-regulated operations. Additionally, the Independent Electricity System Operator (IESO), a provincial entity, enforces reliability standards and oversees OPG's integration into the grid, mandating compliance with planning and operational protocols to maintain system stability. The Province actively supports OPG's financing and development through targeted interventions, including equity injections and regulatory adjustments; for instance, on , 2025, it approved final for small modular reactor construction at the site, backed by over $55 billion in assets. Proposed amendments to O. Reg. 53/05 in May 2025 introduced a cost-of-capital return mechanism, allowing OPG to recover debt interest on regulated assets like future small modular reactors, thereby facilitating capital-intensive projects under provincial oversight. This framework balances commercial autonomy with public accountability, ensuring OPG's contributions to Ontario's low-carbon energy supply amid evolving demands.

Electricity Generation Operations

Nuclear Power Generation

Ontario Power Generation operates two generating stations, and Pickering, which together provide baseload using CANDU pressurized heavy-water reactors. As of June 30, 2025, the in-service generating capacity stands at 4,698 MW across these facilities. These stations have collectively delivered over 50 years of operational experience, contributing more than half of Ontario's daily needs through reliable, low-carbon output. Darlington Nuclear Generating Station, located near Clarington, Ontario, features four CANDU-6 reactors with a total capacity of 3,512 MW, sufficient to power approximately two million homes and meeting over 20% of the province's electricity demand when fully operational. The facility's operating license extends to November 30, 2025, with ongoing refurbishment efforts aimed at extending unit lifetimes. Initiated in 2016, the Darlington Refurbishment Project involves sequential shutdowns and upgrades of all four units over a 10-year period to maintain output and safety standards. Pickering Nuclear Generating Station, situated near Toronto, originally comprised eight CANDU reactors, but Units 1-4 have been retired, leaving Units 5-8 operational with a capacity of about 2,100 MW, producing roughly 10% of Ontario's electricity. Unit 4 was permanently shut down at the end of 2024 as part of planned decommissioning, while the remaining units operate under a license expiring August 31, 2028. In January 2024, OPG announced a life extension project for Pickering to secure an additional 30-plus years of service, protecting 4,500 jobs through 2025 and beyond. Looking ahead, OPG is advancing (SMR) deployment at , with provincial approval in October 2025 for construction of the first of four GE Hitachi BWRX-300 units, each adding 300 MW for a total of 1,200 MW to power about 1.2 million homes. This initiative, supported by $1 billion from 's Building Ontario Fund, aligns with plans to sustain 14,000 MWe of capacity province-wide. operations emphasize , with comprehensive regulatory oversight from the Canadian Safety Commission ensuring compliance.

Hydroelectric and Renewable Sources


Ontario Power Generation operates 66 hydroelectric generating stations across 24 river systems in Ontario, supported by 239 dams, forming a cornerstone of its renewable energy production. These facilities deliver an in-service generating capacity of 7,624 megawatts as of June 30, 2025. In 2024, hydroelectric output reached 35.1 terawatt-hours, reflecting improved availability of 80.8 percent compared to 85.9 percent in 2023, amid ongoing maintenance and refurbishment efforts.
Prominent hydroelectric assets include the complex, encompassing Sir Adam Beck Generating Stations I and II along with the Pump Generating Station, which collectively represent a significant share of OPG's hydro capacity and have undergone upgrades to sustain output equivalent to about 10 percent of Ontario's needs in recent years. Sir Adam Beck I, commissioned on December 1, 1921, held the distinction of being the world's largest hydroelectric station upon entering service. On the , the R. H. Saunders Generating Station, operational since 1968 with 1,045 megawatts capacity, marked 65 years of continuous power generation in 2023. Other notable sites include Decew Falls, originally developed from an early 19th-century water mill, and northern facilities like , which produces 25 megawatts to serve around 25,000 homes. To ensure long-term reliability, OPG pursues refurbishments and expansions, particularly for aging . In June 2025, commenced on three century-old stations—Coniston, Stinson, and Matabitchuan—to modernize turbines and civil works while preserving historical contributions to supply. These initiatives, alongside broader fleet maintenance, address factors like variable water flows and equipment wear, with 2024 generation rising 1.1 terawatt-hours year-over-year in the regulated hydro segment. OPG's non-hydro renewable efforts center on , with the 44-megawatt Nanticoke Solar Facility representing its primary installation as of June 30, 2025. Completed in through a full partnership with the of the Grand River Development Corporation and Mississaugas of the Credit First Nation, the site features 192,431 panels on the former Nanticoke coal station lands, phased out in 2014, and generates output sufficient for a small town. OPG does not operate utility-scale wind facilities, with provincial wind capacity primarily developed by independent producers under contracts.

Biomass and Transitional Fuels

Ontario Power Generation (OPG) operates the Generating Station, North America's largest 100% -fueled power plant with a capacity of 205 MW. Originally constructed as a coal-fired facility and commissioned in 1985, the station underwent conversion to between 2012 and 2014 as part of 's broader initiative, marking it as OPG's first such repurposing project. The plant burns wood pellets sourced from sustainably managed forests, with fuel primarily harvested and processed within , consuming around 90,000 metric tons annually and establishing it as Canada's largest industrial wood pellet consumer. The Atikokan station supports flexible grid operations, providing baseload, intermediate, and peaking power while displacing higher-emission alternatives during its runtime. It generates sufficient electricity to power approximately 70,000 homes annually, contributing to regional economic activity through local fuel supply chains estimated to sustain hundreds of jobs in harvesting, processing, and logistics. In September 2024, OPG secured a five-year contract extension with the Independent Electricity System Operator to maintain operations through 2029, ensuring continued low-carbon dispatch capability amid rising electricity demand. For transitional fuels, OPG relies on to address spikes and in renewables or outages, operating these assets through its wholly owned Atura Power. Atura manages four combined-cycle generating stations across , selected for their rapid startup times—typically under 30 minutes—and high efficiency in balancing supply variability. These facilities, totaling several gigawatts in capacity, provide dispatchable power that complements OPG's baseload and hydroelectric assets, with accounting for about 10% of Ontario's annual generation despite representing nearly 30% of installed capacity province-wide. operations emit lower lifecycle CO2 than but exceed or levels, positioning them as a bridge fuel in Ontario's transition strategy pending further low-carbon advancements like small modular reactors.

Major Facilities and Infrastructure

Darlington Nuclear Generating Station

The Darlington Nuclear Generating Station is a four-unit nuclear power facility located in Clarington, Ontario, approximately 120 kilometres east of Toronto, operated by Ontario Power Generation (OPG). It features CANDU-6 pressurized heavy-water reactors, each with a net capacity of 878 megawatts electrical (MWe), yielding a total installed capacity of 3,512 megawatts. The station supplies over 20% of Ontario's electricity, sufficient to power about 2 million homes annually. Construction commenced in the early , with Unit 1 achieving criticality in 1989 and entering commercial service on , 1990; Units 2, 3, and 4 followed in 1991 and 1992. As Canada's largest nuclear facility and among the newest CANDU designs, has maintained high performance, ranking as one of the world's top-performing nuclear stations since the early 1990s. The Canadian Nuclear Safety Commission (CNSC) oversees operations, ensuring compliance with safety standards. A comprehensive refurbishment program, initiated in October 2016, aims to extend the plant's operational life by 30 years through replacement of key components like pressure tubes, steam generators, and feeders. Units 1, 2, and 3 have completed refurbishment and resumed operations, with Unit 1 finishing ahead of schedule. Unit 4 refurbishment progressed with the CNSC lifting the first regulatory hold point on August 28, 2025. On September 25, 2025, the CNSC renewed OPG's operating license for Darlington for 20 years, the longest such term in Canadian history, affirming the facility's safety record. The Darlington site also hosts plans for small modular reactors (SMRs), with OPG advancing North America's first SMR deployment there, supported by a $3 billion federal-provincial investment announced in October 2025. This development leverages the site's existing infrastructure and completed environmental assessment, positioning as a hub for future low-carbon nuclear expansion.

Pickering Nuclear Generating Station

The Pickering Nuclear Generating Station is a nuclear power facility located on the north shore of Lake Ontario in Pickering, Ontario, approximately 30 kilometres east of Toronto, and operated by Ontario Power Generation (OPG). It consists of eight CANDU pressurized heavy-water reactors originally designed for commercial operation starting in the late 1960s and early 1970s, divided into Pickering A (Units 1–4) and Pickering B (Units 5–8). The station has historically contributed significantly to Ontario's electricity supply, with Units 5–8 currently generating approximately 10% of the province's power as of 2025. Construction of Pickering A began in 1965, with Unit 1 entering service in 1971, followed by Units 2–4 between 1971 and 1983; Pickering B Units 5–8 came online from 1982 to 1986. A major refurbishment of Pickering A Units 1–4 occurred between 1997 and 2005, costing OPG around CAD 2.5 billion, which extended their operational life until eventual shutdowns. Unit 1 was permanently shut down on October 1, 2024, and Unit 4 followed on January 5, 2025, amid assessments of extending life versus full refurbishment feasibility. Units 5–8 continue to operate safely through at least December 31, 2026, providing up to 2,000 MW of capacity while refurbishment planning advances. In February 2024, the government approved OPG's plan to refurbish Units 5–8, aiming to extend operations into the 2050s and maintain a post-refurbishment capacity of about 2 , avoiding emissions equivalent to 643,000 gas-powered vehicles annually. This includes a January 2025 for engineering and procurement to support the project definition phase, with full refurbishment targeted for completion by the mid-2030s pending regulatory approvals. The Canadian Nuclear Safety Commission (CNSC) authorized related infrastructure, such as a component storage structure at the Pickering Facility, in July 2025, while a separate refurbishment hearing is scheduled for 2026. The station has produced medical isotopes like Cobalt-60 since 1971, supplied exclusively to Nordion for applications in cancer treatment and sterilization. Safety records include routine events such as a 2023 loss of Class IV electrical power in Unit 8, reported to the CNSC without public impact, and a 2020 erroneous emergency alert during training, which prompted procedural reviews but involved no actual incident. OPG's quarterly performance reports, including Q2 2025, emphasize compliance with safety protocols, with no major radiological releases or injuries affecting the public. Critics, including environmental groups, have raised concerns about the plant's age and proximity to population centres, though empirical data from CNSC oversight indicates defence-in-depth measures have prevented significant incidents over decades of operation.

Hydroelectric Stations and Other Sites

Ontario Power Generation operates 66 hydroelectric generating stations with a total in-service capacity of 7,624 MW as of June 30, 2025. These facilities, supported by 239 dams across 24 river systems, produced 35.1 TWh of in 2024. Distributed throughout Ontario, including 20 stations in , 14 in , and 10 in , they provide reliable, low-emission baseload power. Prominent hydroelectric sites include the Niagara Plant Group, encompassing Sir Adam Beck Generating Stations I and II, DeCew Falls Generating Stations I and II, and the Sir Adam Beck Pump Generating Station, with a combined capacity of approximately 2,400 MW sufficient to power over one million homes annually. In 2024, these Niagara facilities set a four-decade production record at 13.75 TWh. On the , the R. H. Saunders Generating Station, operational since 1958, delivers 1,045 MW from 16 units, ranking as Ontario's second-largest hydroelectric facility and capable of supplying up to 5% of the province's electricity needs. OPG maintains additional hydroelectric assets on rivers such as the and Madawaska, contributing to regional generation. Refurbishment efforts, including multi-year overhauls at Niagara sites to sustain up to 1,700 MW and ongoing work at R. H. Saunders, aim to extend operational life and ensure capacity reliability. Beyond hydroelectric operations, OPG manages other non-nuclear sites, including the Generating Station in , converted from to 100% fuel in 2014 with a 205 MW capacity, making it North America's largest pure plant fueled by local wood pellets and residuals. The Generating Station serves as a dual-fuel oil and gas peaking facility in . OPG also operates small-scale solar photovoltaic installations, though their aggregate output remains modest relative to hydro and biomass contributions.

Financial and Economic Impact

Revenue Streams and Cost Structures

Ontario Power Generation's primary revenue streams derive from the generation and sale of electricity to the Independent Electricity System Operator (IESO), which dispatches power to meet provincial demand. For its regulated facilities—encompassing plants at and Pickering, as well as hydroelectric stations—OPG receives prices approved by the Ontario Energy Board (OEB), structured to recover allowable costs plus a return on rate-regulated assets, typically around 6-9% depending on OEB rulings. These regulated revenues constituted the bulk of OPG's income in 2024, with generation contributing the largest share due to its baseload of over 12,000 MW, supplemented by hydroelectric output averaging 7-8 TWh annually. Additionally, OPG earns payments from the Nuclear Generating Stations, which it owns but operates via a long-term to , with such income classified under the regulated segment; this arrangement provided stable revenue streams exceeding $200 million annually in recent years. Non-regulated revenues from , , and former facilities (now converted or phased out) are derived from competitive wholesale market sales or bilateral contracts, though these represent a smaller portion, having declined by approximately 58% since 2008 amid shifts to cleaner sources. In 2024, OPG's overall financial performance reflected these streams, with attributable to the shareholder at $988 million, down $753 million from 2023, amid total of roughly 80-85 across segments. Regulated hydroelectric revenues remained stable at $1.8-1.9 billion annually over the prior five years (2017-2021), underscoring the low-variable-cost nature of water-powered assets. OPG's cost structures are dominated by operations, , and (OM&A), , and capital expenditures, with assets driving the majority due to stringent and regulatory requirements. OM&A expenses for regulated operations totaled over $1 billion in recent years, including fuel costs for (minimal at 5-10% of total) and labor for a of about 10,000; for instance, Q1 2025 saw a reduction in OM&A from prior periods due to optimized refurbishment spending. Hydroelectric costs are lower, focused on of aging and turbines, with annual OM&A around $200-300 million. Significant capital outlays include multi-billion-dollar refurbishments, such as the project (estimated at $12.8 billion over 2020-2030), which increased by $753 million in 2024 alone, and upcoming Pickering life efforts projected at $2.9 billion. Fuel costs for non-regulated and gas plants add variability, though overall system costs benefit from OPG's low marginal expenses—its averaging one-third below provincial alternatives from other generators—enabled by high-capacity-factor and hydro assets. Decommissioning provisions and waste management further elevate long-term liabilities, recovered via regulated rates.

Capital Investments and Long-Term Projects

Ontario Power Generation (OPG) has committed significant capital to refurbishing and extending the life of its nuclear and hydroelectric assets, alongside developing new nuclear technologies, to ensure long-term reliable, supply for . These investments, totaling billions over multi-year timelines, focus on maintaining baseload capacity amid rising demand from and industrial growth. The Nuclear Refurbishment Project, OPG's largest capital initiative, involves upgrading four CANDU reactors to extend operations by 30 years, with a total cost of $12.8 billion excluding impacts. Work on Unit 1 concluded in November 2024, five months ahead of schedule, while Units 2 and 3 were completed in 2020 and 2023, respectively; Unit 4 remains on track for full program completion by the end of 2026. This project sustains 3,500 MW of capacity, supporting economic contributions estimated at $89 billion over its lifespan. In parallel, OPG is advancing the Darlington New Nuclear Project featuring up to four GE Hitachi small modular reactors (SMRs), each at 300 MWe, for a combined 1,200 MW to power approximately 1.2 million homes. Construction on the first unit began in May 2025, with operations targeted for 2030, and the full buildout projected to cost nearly $21 billion over 65 years. Government equity investments of $3 billion from the Canada Growth Fund and Building Ontario Fund, announced in October 2025, provide minority stakes to de-risk the initiative, alongside $1 billion in provincial direct funding. At the Pickering Nuclear Generating Station, OPG entered the project definition phase for refurbishing Units 5-8 in January 2025, aiming for a 30-year of 2,000 MW capacity that currently supplies about 10% of Ontario's . Major contracts, including those awarded to BWXT Canada in January 2025, support manufacturing for pressure tubes and steam generators, with overall nuclear refurbishments for both and Pickering estimated at $25 billion in 2017 dollars. OPG is also allocating $1 billion over 20 years to refurbish generating units across eight hydroelectric stations, enhancing output from its 66-facility portfolio that produces one-third of its energy. Regional investments include up to $1.6 billion for sites like R.H. Saunders and nearly $4.6 billion provincially for northern hydroelectric upgrades, securing thousands of MW in flexible, renewable capacity. These efforts prioritize asset optimization over new builds, leveraging existing for cost efficiency.

Contributions to Ontario's Economy

Ontario Power Generation (OPG) directly employs more than 11,000 workers across its operations, including , hydroelectric, and other facilities, supporting high-skilled roles in , trades, and technical fields throughout the province. These positions contribute to local economies in host communities such as , Pickering, and , where generating stations drive demand for housing, services, and infrastructure. OPG's generation of approximately half of Ontario's electricity supply—primarily low-cost, baseload nuclear and hydroelectric power—underpins industrial competitiveness by enabling reliable energy at rates about one-third lower than those from other generators, facilitating manufacturing, mining, and export sectors that account for a significant portion of provincial GDP. Major refurbishment projects, such as the Darlington Nuclear Generating Station life-extension, have generated an estimated $61.4 billion in personal income and $53.4 billion in household consumption through direct spending, supply chain effects, and induced economic activity from 2016 onward. These initiatives also create thousands of indirect jobs in construction, procurement, and maintenance, with nuclear fleet refurbishments historically supporting tens of thousands of total positions province-wide via multiplier effects in related industries. As a provincial Crown corporation, OPG remits substantial fiscal contributions to the Ontario government, including payments in lieu of federal and provincial corporate taxes and dividends derived from its net income, which totaled $988 million attributable to the shareholder in 2024. These funds support public services and infrastructure, with OPG's regulated revenue model ensuring cost recovery while directing surplus earnings to the treasury; for instance, earnings before interest and taxes reached $1,392 million in the first half of 2025 alone. Additionally, OPG's procurement commitments, such as a $1 billion target for Indigenous economic participation over a decade, amplify regional impacts by prioritizing local suppliers and workforce development. Overall, OPG's operations foster causal linkages to broader growth, as stable power availability correlates with sustained industrial output and export performance in energy-intensive sectors.

Environmental Performance and Safety

Low-Carbon Achievements and Emissions Reductions

Ontario Power Generation (OPG) contributed significantly to Ontario's , completed on April 9, 2014, by retiring over 7,500 megawatts of coal-fired capacity across its stations, including Nanticoke, Lambton, and . This transition, the largest clean energy shift globally at the time, avoided an estimated 70 million tonnes of CO2 equivalent emissions cumulatively from 2003 to projected 2030 levels, equivalent to removing approximately seven million vehicles from roadways annually. Ontario's sector consequently dropped from 20 million tonnes CO2 equivalent per year in 2010 to 6 million tonnes in 2014. OPG's nuclear fleet, comprising the Darlington and Pickering Generating Stations, delivers baseload power with near-zero operational greenhouse gas emissions, supplying over 50% of Ontario's electricity needs as of 2022. generation avoids emissions on the scale of removing 15 million cars from Canadian roads each year, underscoring its role in maintaining Ontario's low-emissions grid, where power sector emissions totaled 3.8 million tonnes CO2 equivalent in 2022. Complementing nuclear output, OPG's hydroelectric assets, such as the R.H. Saunders and DeCew Falls stations, provide additional zero-emission generation, collectively enabling the province to sustain emissions reductions amid rising demand. OPG's operations have thus avoided millions of additional tonnes of greenhouse gases through low-carbon infrastructure, supporting broader decarbonization efforts. The company targets net-zero carbon emissions across its activities by 2040, integrating offsets and innovations like small modular reactors.

Nuclear Safety Protocols and Incident History

Ontario Power Generation's nuclear safety protocols adhere to the regulatory framework established by the Canadian Nuclear Safety Commission (CNSC), which mandates defense-in-depth strategies incorporating multiple physical barriers, redundant safety systems, and designs to prevent accident progression. These include automatic reactor shutdown mechanisms, emergency core cooling systems, engineered to withstand extreme events, and comprehensive monitoring. OPG conducts rigorous operator training, simulated emergency drills, and independent audits, while maintaining strict access controls and security measures to mitigate both operational risks and intentional threats. The company tracks performance through key indicators such as unplanned automatic shutdowns, occupational , and equipment reliability, reporting quarterly results that demonstrate with CNSC benchmarks; for instance, in 2023, CNSC evaluations confirmed satisfactory performance across all 14 and control areas at . Periodic reviews, required every 10 years or as specified, assess aging effects and incorporate upgrades, as evidenced by 's comprehensive completed in 2024, which affirmed structural integrity and operational margins. OPG's incident history reveals no major accidents involving core damage or significant off-site radiological releases at its facilities. A key event at occurred on December 10, 1994, when a fractured rubber in a led to coolant loss and a pipe rupture in Unit 2, causing a contained release of tritiated with no detectable off-site environmental impact. In 2003, a regional blackout triggered shutdowns at Pickering units, resulting in a temporary total impairment of high-pressure emergency core cooling systems due to loss of off-site power, classified as (INES) Level 2; diesel generators activated successfully, averting fuel overheating. At , incidents have been minimal and non-radiological; a reported worker injury on January 30, 2015, involved no broader safety compromise. The station's reliability is underscored by Unit 1's achievement of 963 consecutive days of operation without shutdown as of September 2020, and its receipt of a 20-year license renewal in September 2025—the longest for any Canadian plant—based on demonstrated safety excellence. Criticisms from anti-nuclear advocacy groups, such as the Ontario Clean Air Alliance, highlight Pickering's age and purported risks of severe events akin to , citing historical performance issues; however, these assessments diverge from CNSC-verified data showing adequate probabilistic risk margins and no substantiated heightened vulnerability. Regulatory oversight prioritizes empirical safety metrics over such projections, with OPG's protocols continually refined through post-event analyses to enhance resilience.

Waste Management Practices

Ontario Power Generation (OPG) classifies waste from its operations into (LLW), intermediate-level waste (ILW), and in the form of used , with LLW comprising approximately 90% of total volume, ILW about 7%, and used around 3%. LLW includes lightly contaminated items such as protective gear, tools, , and cleaning supplies generated from routine maintenance and operations near reactors. ILW consists of moderately radioactive materials like resins, filters, , and exposed to the during refurbishments. Used , the most radioactive category, arises from pellets in bundles that undergo in reactors and are replaced after use. OPG employs waste minimization strategies, including prevention at source, , and volume reduction techniques such as compaction and for LLW, prior to storage. LLW and ILW are processed and stored at dedicated facilities: the Western Waste Management Facility (WWMF) near , which handles waste from Darlington and Pickering stations; the Waste Management Facility (DWMF), operational since 2005; and the Pickering Waste Management Facility (PWMF). At WWMF, LLW is stored in warehouses after , while ILW is placed in reinforced, steel-lined containers for monitored . In October 2023, OPG opened the Western Clean Energy Sorting & Facility at WWMF to further reduce LLW volume by sorting and recycling items like worker garments and small tools. Used fuel from OPG's stations—totaling approximately 3.5 million bundles accumulated since the —is initially cooled in water bays for 6 to 10 years before transfer to dry storage containers, each holding 384 bundles encased in and , located at WWMF, DWMF, and PWMF. Long-term management of used fuel falls under the Waste Management Organization (NWMO), established by the 2002 Nuclear Fuel Waste Act, which OPG funds through segregated trusts for eventual disposal. For LLW and ILW, OPG pursues permanent disposal via a proposed deep geologic repository at the WWMF site, though plans have encountered local opposition, including a 2020 Saugeen Ojibway referendum vote against it; OPG maintains commitment to safe, site-specific solutions. All facilities operate under Canadian Nuclear Safety Commission (CNSC) licenses, renewed periodically—such as the WWMF license in 2017—with compliance verified through independent audits, continuous monitoring, and adherence to standards. OPG's Nuclear Sustainability Services division oversees sorting, containment, and decommissioning preparations, supported by dedicated funds for costs. In 2025, the CNSC approved operations for a new handling facility at WWMF to accommodate refurbishment . Non-radioactive from hydroelectric and other non- assets follows provincial regulations, emphasizing and landfill diversion, though dominates OPG's environmental focus due to its volume and regulatory stringency.

Controversies and Policy Debates

Criticisms of Nuclear Costs and Delays

The refurbishment project, initiated by Ontario Power Generation (OPG) in October 2016, has faced significant delays in several units despite an overall budget estimate of $12.8 billion. For instance, Unit 2's refurbishment completion slipped from February 2022 to November 2024, representing a delay of nearly three years, primarily attributed to design changes and stricter regulatory requirements. Earlier phases, such as a key project component in 2017, exceeded budgets by hundreds of millions of dollars due to unforeseen engineering challenges. The Ontario Auditor General's 2018 review highlighted risks in OPG's planning and execution, noting that deviations from expectations could lead to cost overruns and further delays if or labor issues arose. The Financial Accountability Office of Ontario's analysis on refurbishments emphasized that while OPG absorbs costs for prudently incurred overruns, non-prudent excesses shift financial burdens to ratepayers via mechanisms. Historical precedents, including the Pickering A units' 2004-2005 refurbishment, which doubled initial estimates to over US$1,600 per kilowatt electric, underscore a pattern of underestimation in projects managed by OPG. Critics, such as those from the Ontario Clean Air Alliance, contend that these overruns and delays exemplify systemic inefficiencies in refurbishments, contrasting them with lower-cost alternatives like renewables, where levelized costs for new are estimated at 24.4 cents per versus far less for and . Planned extensions, including Pickering Units 5-8 operating until December 2026 pending refurbishment decisions, raise concerns over potential repeat escalations, given the station's prior management issues documented in a 2003 review attributing overruns to poor oversight. Although OPG reported the project on track for its total cost as of Q2 2025, independent assessments question long-term fiscal impacts amid ongoing unit-specific setbacks.

Environmental Opposition to Expansion

Environmental groups have raised objections to Ontario Power Generation's (OPG) nuclear expansion initiatives, particularly refurbishments and new builds at Darlington and Pickering, citing risks to aquatic ecosystems from cooling water intake systems that impinge fish and release thermal effluent. Lake Ontario Waterkeeper has criticized OPG's operations at Darlington for ongoing violations of the federal Fisheries Act through unauthorized destruction of fish habitat, with impingement rates exceeding mitigation efforts despite available technologies like fine-mesh screens. In 2025, Waterkeeper submitted comments on Darlington's draft environmental assessment, highlighting inadequate assessments of cumulative impacts from refurbishment activities on Lake Ontario's biodiversity. Opposition intensified around the life extension project announced in 2022, with groups like the Canadian Environmental Law Association (CELA) arguing that extending operations of aging units increases risks of radiological releases and inadequate emergency preparedness, potentially endangering nearby populations and ecosystems without updated environmental impact studies. The Clean Air Alliance denounced the provincial directive to pursue Pickering refurbishment, asserting it perpetuates reliance on high-risk nuclear infrastructure over scalable renewables that avoid long-term waste liabilities. Critics, including analysts, contend that such extensions overlook seismic vulnerabilities and potentials documented in historical site assessments. Plans for small modular reactors (SMRs) at , advanced by OPG since 2020, have drawn fire from CELA and allied groups for insufficient environmental safeguards, including unproven for prototype designs and potential proliferation of low-level radioactive effluents into surrounding watersheds. In 2015, , CELA, Waterkeeper, and North Shore Environmental Alliance appealed preliminary work on Darlington refurbishment, challenging the Canadian Nuclear Safety Commission's (CNSC) environmental approval for underestimating tritium releases and habitat disruptions, though federal courts largely upheld the process. Broader campaigns, such as the Ontario Clean Air Alliance's 2025 survey claiming public opposition to new reactors, frame expansion as environmentally shortsighted amid viable and alternatives that minimize land and water footprints. Nuclear waste accumulation from expanded operations remains a focal concern, with opponents highlighting OPG's withdrawn Deep Geologic Repository proposal near Bruce and ongoing transport risks through Indigenous territories, as voiced by Saugeen Ojibway Nation in 2024. Advocacy groups argue that refurbishments exacerbate volumes without resolved disposal pathways, contrasting nuclear's low operational emissions against lifecycle impacts from and decommissioning. These positions, often advanced by organizations prioritizing rapid decarbonization via non-nuclear means, have influenced policy debates but faced regulatory affirmations of OPG's compliance with CNSC environmental monitoring standards through 2023.

Defenses of Nuclear Reliability Versus Renewables

Ontario Power Generation's facilities, including and Pickering, deliver consistent baseload , accounting for over 50% of the province's needs with a typically exceeding 80-90% annually, enabling 24/7 operation independent of weather conditions. In contrast, and resources in exhibit capacity factors of approximately 30-35% for and lower for , necessitating or to maintain during periods of low output, such as calm nights or winter months when production is minimal. Proponents of , including OPG executives, emphasize that this dispatchable reliability avoids the intermittency risks of renewables, which have led to curtailments and reliance on peakers in jurisdictions heavily dependent on variable sources. The Independent Electricity System Operator (IESO) highlights nuclear's role alongside hydro in providing firm, zero-emission baseload to meet peak demands, with Ontario's grid achieving high reliability metrics partly due to nuclear's high availability—evidenced by OPG's Darlington station generating 8.3 terawatt-hours in Q4 2024 despite seasonal maintenance. Renewables, while contributing to diversification, cannot replicate this without massive overcapacity or battery investments, which Ontario analyses indicate would require land use 500 times greater for solar equivalents to match nuclear's energy density. Defenders argue that empirical data from Ontario's energy mix demonstrates nuclear's superiority in causal terms: its fuel-based fission process yields predictable output unaffected by diurnal or seasonal variability, reducing system-wide integration costs compared to renewables' need for forecasting errors and ancillary services. Critics of renewable-heavy strategies, drawing from Ontario's experience post-2009 green energy push, note that rapid wind additions correlated with increased gas dispatch for balancing, whereas nuclear refurbishments have sustained output without such volatility—Bruce Power and OPG units maintaining over 90% capability factors in peak years. This reliability is quantified in low forced outage rates for OPG's fleet, often below 5%, versus renewables' inherent downtime, supporting arguments that nuclear enables deeper decarbonization without compromising inertia or frequency control essential for industrial loads. government reports affirm that sustaining capacity is critical for affordable, resilient supply amid growing demands, countering narratives favoring renewables by prioritizing verifiable performance metrics over subsidized deployment speeds.

Future Plans and Strategic Initiatives

Small Modular Reactors at

Ontario Power Generation (OPG) is developing the to deploy small modular reactors (SMRs) at a site adjacent to the existing in , . The project aims to install up to four reactors, each with a capacity of approximately 300 megawatts electric (MWe), providing a total of 1,200 MWe of clean, baseload sufficient to supply electricity to around 1.2 million homes. In December 2021, OPG selected the design, a featuring natural circulation and passive safety systems, for the project following a competitive evaluation process. OPG submitted a licence application to the Canadian Nuclear Safety Commission (CNSC) in October 2022 for constructing one unit, which was granted on April 4, 2025, marking the first such approval for an SMR in . The Ontario government provided final investment approval for the first unit on May 8, 2025, enabling site preparation and initial construction activities, with groundwork commencing shortly thereafter. The units are projected to enter commercial operation starting with the first reactor in 2029, followed by subsequent units, leveraging modular factory fabrication to reduce construction timelines compared to traditional large reactors. OPG anticipates drawing on over 7,000 from the ongoing Refurbishment project, expected to complete by 2026, to optimize SMR deployment. The initiative includes securing fuel supply contracts with suppliers from , the , and , announced in November 2023, to support long-term operations. As of October 2025, the project has received equity financing support from the Province of , including a $1 billion commitment to advance construction, positioning it as a key element in expanding Ontario's low-carbon capacity amid growing demands. The is expected to generate thousands of jobs during construction and operations, contributing to local in the Durham Region while aligning with provincial goals for reliable, emissions-free power.

Pickering Life Extension and New Builds

Ontario Power Generation (OPG) is advancing plans to refurbish Units 5 through 8 at the , extending their operational life by approximately 30 years beyond the original 2025 closure date. The refurbishment project, which involves comprehensive upgrades to reactor components such as steam generators and pressure tubes, aims to maintain the station's contribution to Ontario's nuclear capacity of 14,000 MWe. On January 23, 2025, the government approved OPG's progression to the Project Definition Phase, enabling detailed engineering and procurement activities leading to full refurbishment by the mid-2030s. Earlier, OPG submitted an application to the (CNSC) for license renewal to support continued operations during refurbishment. In parallel, Unit 4 of the adjacent Pickering A units was permanently shut down on January 5, 2025, as part of the decommissioning of older units, shifting focus to for the B units. OPG awarded a multi-billion-dollar on January 23, 2025, to a led by for management services specific to the Pickering refurbishment. Additionally, BWXT secured contracts to manufacture 48 steam generators at its facility, underscoring the project's reliance on domestic supply chains for CANDU reactor components. of estimates the initiative will generate significant economic impacts, including job creation and investments, though final costs remain subject to detailed scoping. While the refurbishment restores and extends existing capacity, OPG has not announced plans for entirely new builds at the Pickering site; such developments are directed toward small modular reactors at and large reactors at . The Pickering project aligns with provincial goals to sustain baseload , avoiding capacity gaps amid rising electricity demand from and data centers. Regulatory approvals from the CNSC, including environmental assessments, are prerequisites for proceeding beyond planning stages.

Alignment with Provincial Energy Goals

Ontario Power Generation (OPG) supports Ontario's energy objectives by delivering reliable baseload power from low-emission sources, aligning with the province's "Energy for Generations" plan released on June 12, 2025, which prioritizes affordable, secure, and clean to fuel economic expansion and . generation, comprising about 55% of Ontario's supply, underpins the goal of sustaining over 90% zero-carbon production, as evidenced by 2021 data showing 91% clean sourcing including and . This dispatchable addresses reliability needs amid rising demand, contrasting with the of renewables and enabling grid stability without excessive reliance on unproven storage scales. OPG's nuclear refurbishments and expansions directly advance provincial targets for capacity growth, including life extensions at Pickering and stations, endorsed in the 2023 "Powering Ontario's Growth" strategy and reaffirmed in the 2025 plan. The province's October 23, 2025, announcement of a $1 billion investment in small modular reactors (SMRs) at —part of a $3 billion federal-provincial commitment—positions OPG to add up to 17,800 MW of new by 2050, meeting projected high-electrification scenarios while minimizing emissions. These efforts complement hydroelectric upgrades, ensuring a balanced mix that prioritizes proven low-carbon technologies over subsidized intermittents. OPG's net-zero emissions target by 2040 further harmonizes with Ontario's climate ambitions, integrating storage innovations to enhance renewable viability while leveraging nuclear's consistent output for decarbonization. This strategy mitigates risks of supply shortfalls, as nuclear's role in eliminating by demonstrates effective emissions reductions without compromising affordability or security. Provincial support for OPG's portfolio underscores nuclear's empirical superiority for baseload demands in a net-zero framework.

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