Largely agree, with one big nitpick.

Canada is a massive exporter of electricity to the USA. The more clean energy CND produces the more there is to displace North East's coal.

Of course, solar on Canadians' roof is a joke. A proper regulatory regime would encourage solar in Arizona and encourage lettuce Canada; not vice versa.

I don't disagree but the major energy being exported is from hydro or nuclear. It isn't coming off rooftop even at the margins. Rooftop solar is purely residential play.

If you are trying to argue that in aggregate the demand for energy in canada drops because of high adoption of residential solar which then passes off clean energy to the US - its a reach. Also the amount of individual infra for each small residential asset is probably not particularly great return on investment - would be better to do as large deployments.