节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
加拿大在成为关键矿产全球领导者的进程中面临关键转折点，普华永道加拿大近期报告显示。该国预计到2050年在基础设施领域投资4.7万亿美元，但当前支出增速落后于全球主要同行。若未能加快项目审批并落实必要投资，加拿大在供应电气化、国防及先进制造所需关键材料的竞争中可能丧失优势。
报告将资源开发列为加拿大最大的基础设施机遇。预计到2050年累计支出将达1.6万亿美元。全球对关键矿产及能源替代品的需求持续上升，因此资源相关基础设施年投资额将从530亿美元增至630亿美元。但成功需突破单一项目模式，如安大略省“火环”地区的开发需整合基础设施，项目需结合输电、交通道路及..采矿的商业可行性。
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