Movement 01 of 08

North America

Canada and the United States

Mexico is part of the Latin America & Caribbean movement.

Broad window
Thu 20 May, about 9:00 AM to 1:00 PM Toronto timeIn Toronto: Thu 20 May, about 9:00 AM to 1:00 PM. The hours belong to the conversation, not to one region: contributors from anywhere take part wherever the question needs them.
Taking part
Contributor expressions of interest are not open.

Question received from Toronto

How must leadership change when the systems people depend on are changing faster than institutions can adapt?

Regional reality

Regional Reality

North America combines extraordinary technological, financial, institutional and human capability with uneven capacity to convert that capability into outcomes that are timely, trusted, resilient and broadly experienced. The leadership challenge is increasingly one of conversion: turning resources, knowledge and authority into results across places and populations with very different capacities, risks and relationships to institutions.

Capability → Conversion → Outcomes

What these three words mean here
Capability
Already present at extraordinary scale: technological, financial, institutional and human capability, research systems, public institutions, firms, infrastructure and the people who run them. The question this region puts is not whether capability exists, but what happens between capability and result.
Conversion
The hinge. Whether commitment becomes delivery: governance, procurement, permitting, coordination, administrative burden and the pipelines that turn funded decisions into service. The bottleneck sits between decision and delivery.
Outcomes
What people actually experience, and where. Results that are timely, trusted, resilient and broadly experienced, or results that arrive unevenly across places and populations with very different capacities, risks and relationships to institutions.

Evidence-grounded synthesisLocked for the programme

The research is examining:

  • Conversion: capability into outcomes
  • Delivery capacity and implementation
  • Technological diffusion, not invention
  • Geographic inequality in essential systems
  • Resilience as a present-day choice

This is what LEAD48's research sees in North America: the tensions, the evidence and the questions it raises. It is where the inquiry starts, not a boundary around it. The conversation needs people who can strengthen it, challenge it, complicate it or take it somewhere it has not gone, and a well-evidenced challenge to this reading is as strong a contribution as support for it.

Verified findings so far
  • 17%Trust in the U.S. federal government (2025)of U.S. adults trust it to do what is right always or most of the time.
    • Source Pew Research Center (2025)

      Public Trust in Government: 1958-2025

      Just 17% of Americans say they trust the government in Washington to do what is right just about always or most of the time, one of the lowest readings since the question was first asked in 1958 (73%). The share has not been higher than 30% since 2007.

      Published
      2025-12-04
      Evidence period
      1958-2025
      Geography
      United States
      Limitations
      United States only; it says nothing about trust in Canada or Mexico. Measures trust in the federal government in Washington, one survey question over time.
  • 1.8 millionIndigenous population of Canada (2021)5.0% of the population, with an average age of 33.6 years.
    • Source Statistics Canada, The Daily (2022)

      Indigenous population continues to grow and is much younger than the non-Indigenous population, although the pace of growth has slowed

      In 2021, 1.8 million Indigenous people were enumerated, 5.0% of Canada's population. Their average age was 33.6 years, compared with 41.8 years for the non-Indigenous population, and the Indigenous population grew by 9.4% from 2016 to 2021 (non-Indigenous: +5.3%).

      Published
      2022-09-21
      Evidence period
      2021 Census of Population (with 2016 comparison)
      Geography
      Canada
      Limitations
      Canada only. Statistics Canada notes that growth partly reflects response mobility (people answering the Indigenous identity questions differently from one census to the next), and that some reserves and settlements were incompletely enumerated.
  • $109.1 billionU.S. private AI investment (2024)nearly 12 times China's, according to the 2025 AI Index.
    • Source Stanford Institute for Human-Centered Artificial Intelligence (HAI) (2025)

      The 2025 AI Index Report

      In 2024, U.S. private AI investment grew to $109.1 billion, nearly 12 times China's $9.3 billion, and U.S.-based institutions produced 40 notable AI models.

      Published
      2025
      Evidence period
      2024
      Geography
      Global, with country comparisons
      Limitations
      Investment figures come from commercial data providers and cover private investment only. Country comparisons say nothing about who inside a country benefits.
  • 38Long-term drinking water advisories on reserve (Sept 2026)still in effect in 36 communities, after 158 were lifted since November 2015.
    • Source Indigenous Services Canada (2026)

      Ending long-term drinking water advisories

      158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

      Published
      2026-09-10
      Evidence period
      November 2015 to September 10, 2026
      Geography
      Canada (First Nations communities on reserve, south of 60°)
      Limitations
      An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • $3.7 trillionU.S. infrastructure investment gap (2024-2033)between the $9.1 trillion ASCE estimates is needed and the $5.4 trillion forecast.
    • Source American Society of Civil Engineers (2025)

      2025 Report Card for America's Infrastructure

      ASCE estimates investment needs total $9.1 trillion for all 18 Report Card categories to reach a state of good repair, against $5.4 trillion in forecast public and private investment for 2024 through 2033. "This leaves a gap of $3.7 trillion in investments for America's infrastructure if we keep investing at current funding levels."

      Published
      2025-03-25
      Evidence period
      Condition as of 2025; investment need and gap modelled for 2024 to 2033
      Geography
      United States
      Limitations
      ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.
  • 23.0U.S. billion-dollar disasters a year (2020-2024)against an annual average of 9.0 across 1980-2024, in a series NOAA has since retired.
    • Source NOAA National Centers for Environmental Information (2025)

      Billion-Dollar Weather and Climate Disasters: United States summary

      From 1980 to 2024 there were 403 confirmed weather and climate disaster events with losses exceeding $1 billion each, totalling $2,918.1 billion and 16,941 deaths. The 1980-2024 annual average is 9.0 events (CPI-adjusted); the annual average for the most recent five years, 2020-2024, is 23.0 events.

      Published
      2025
      Evidence period
      1980 to 2024
      Geography
      United States
      Limitations
      The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.

Prevailing conditions Verified factLocked for the programme

What is changing here?

Each condition is backed by the sources listed with it. Open a source to see what it says and where it stops.

Capability is abundant; converting it into outcomes is uneven

The region holds world-leading skills and investment, yet the conversion of that capability into measured results is weakening in places.

Detail and scope

Canadian adults score above the OECD average in literacy (271), numeracy (271) and adaptive problem solving (259), and rank in the top ten of 27 participating countries in all three. U.S. private AI investment reached $109.1 billion in 2024. Over the same era Canada's relative labour productivity fell 26% against the United States, and of $574.7 billion in U.S. infrastructure funding, four agencies obligated about 76 percent and disbursed about 54 percent of what they obligated.

Scope: The skills data exclude Canada's territories and were collected in 2022 to 2023. The productivity comparison is a relative index rebased to 1997, not an absolute gap. Disbursement lags are normal in capital programmes and are a signal to examine, not proof of failure.

  • Source Statistics Canada (2024)

    Literacy, numeracy and adaptive problem solving skills of Canadians: Results from the 2022 Programme for the International Assessment of Adult Competencies

    "Canada's average score in literacy (271), numeracy (271) and adaptive problem solving (259) was above the OECD averages of 259, 262 and 250, respectively." Among the 27 participating OECD countries, Canada ranked in the top 10 in all three skill domains, and had one of the smallest proportions of adults in the two lowest literacy levels (19% compared with 27% among participating OECD countries).

    Published
    2024-12-10
    Evidence period
    Collected 2022 to 2023, compared with the 2012 cycle
    Geography
    Canada, compared with 27 participating OECD countries
    Limitations
    Cycle 2 data exclude the territories. The assessment was administered in English or French, so performance can reflect language proficiency as well as skill, which matters in a country with a large immigrant population. Scores are sample estimates, so a precise rank position within the top ten is not established.
  • Source Stanford Institute for Human-Centered Artificial Intelligence (HAI) (2025)

    The 2025 AI Index Report

    In 2024, U.S. private AI investment grew to $109.1 billion, nearly 12 times China's $9.3 billion, and U.S.-based institutions produced 40 notable AI models.

    Published
    2025
    Evidence period
    2024
    Geography
    Global, with country comparisons
    Limitations
    Investment figures come from commercial data providers and cover private investment only. Country comparisons say nothing about who inside a country benefits.
  • Source Statistics Canada, Economic and Social Reports (2026)

    Measuring Canada's economic performance relative to the United States

    "Canada's relative labour productivity has fallen 26% since the late 1990s", standing at 73.9 against a first-quarter-1997 base of 100. Relative output per capita in the third quarter of 2025 was 14% below early-1997 levels, and relative GNI per capita 10% below.

    Published
    2026-03-25
    Evidence period
    First quarter 1997 to third quarter 2025
    Geography
    Canada relative to the United States
    Limitations
    These are relative index levels rebased to the first quarter of 1997, not absolute productivity levels or a dollar gap, so the base period shapes the headline. Cross-country comparison depends on purchasing-power conversion and hours-worked measurement, both of which are revised.
  • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

    Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

    "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

    Published
    2026-07-22
    Evidence period
    Fiscal years 2022 to 2025, status as of September 30, 2025
    Geography
    United States
    Limitations
    A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
View the other 4 conditions

Delivery capacity is becoming as decisive as policy ambition

Funding is an input, delivery is a process and outcomes are the result. The evidence separates them: money committed is not service received.

Detail and scope

Across four U.S. agencies, about 89 percent of NTIA's infrastructure funding went to the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated"; for EPA's Drinking Water State Revolving Fund, EPA obligated about 60 percent and disbursed almost 25 percent of that. In Canada, 158 long-term drinking water advisories have been lifted since November 2015 and 38 remain in effect in 36 communities. The GAO found it "will be difficult to financially sustain networks built under" the Tribal Broadband Connectivity Program.

Scope: Obligation and disbursement are accounting stages, not construction milestones. The water tracker counts advisories on federally funded public systems on reserve. Neither source measures the quality of what is finally delivered.

  • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

    Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

    "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

    Published
    2026-07-22
    Evidence period
    Fiscal years 2022 to 2025, status as of September 30, 2025
    Geography
    United States
    Limitations
    A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
  • Source Indigenous Services Canada (2026)

    Ending long-term drinking water advisories

    158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

    Published
    2026-09-10
    Evidence period
    November 2015 to September 10, 2026
    Geography
    Canada (First Nations communities on reserve, south of 60°)
    Limitations
    An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • Source U.S. Government Accountability Office (GAO-24-106541) (2024)

    Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

    "NTIA was appropriated $3 billion for TBCP", completing the first of two funding rounds in September 2023, reaching 31 tribal recipients that had not recently participated in eight other key federal broadband programs. GAO found "it will be difficult to financially sustain networks built under TBCP": over half of recipients with infrastructure projects planned to rely on other federal funding that has proven difficult to obtain or has ended. NTIA agreed with all three recommendations.

    Published
    2024-06-24
    Evidence period
    Tribal Broadband Connectivity Program round one, completed September 2023
    Geography
    United States, Tribal lands
    Limitations
    The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.

Essential systems increasingly produce geographically unequal outcomes

Access to the basics depends on where you are: national averages hold together places with very different service.

Detail and scope

Fixed broadband at 100/20 Mbps was available to approximately 97% of Americans in June 2025, but approximately 99.5% in urban areas against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands. More than 70 of over 200 Alaska Native villages face significant environmental threats from erosion, flooding or thawing permafrost, and 36 First Nations communities remain under long-term drinking water advisories. Housing need is uneven in the same way: HUD reports 8.46 million households in worst case need, with "only 59 affordable units available per 100 very low-income renter households", most prevalent in the West, the South and urban suburbs.

Scope: Broadband availability is not adoption or affordability, and rests on provider-reported data. The Alaska assessment is from 2022 and is Alaska-specific. No comparable harmonized Canada-United States measure of local service quality was found. The HUD data are from 2023 and use a deliberately narrow definition.

  • Source Federal Communications Commission (FCC 26-55) (2026)

    2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

    As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

    Published
    2026-08-14
    Evidence period
    Broadband Data Collection deployment data as of June 30, 2025
    Geography
    United States, with rural, urban and Tribal lands breakdowns
    Limitations
    This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
  • Source U.S. Government Accountability Office (GAO-22-104241) (2022)

    Alaska Native Issues: Federal Agencies Could Enhance Support for Native Village Efforts to Address Environmental Threats

    More than 70 out of over 200 Alaska Native villages face significant environmental threats from erosion, flooding, or thawing permafrost. More than 30 federal programs could assist them, but most are difficult for small communities to access. GAO made eight recommendations to seven federal agencies and asked Congress to consider establishing an interagency entity to target federal investment.

    Published
    2022-05-18
    Evidence period
    Federal funding for fiscal years 2016 to 2020
    Geography
    United States (Alaska)
    Limitations
    Published in 2022, so it predates later federal climate and infrastructure funding, and the status of its recommendations is not captured here. It is Alaska-specific: it does not describe Tribal Nations in the contiguous United States. Threat counts rest on agency-supplied assessments.
  • Source Indigenous Services Canada (2026)

    Ending long-term drinking water advisories

    158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

    Published
    2026-09-10
    Evidence period
    November 2015 to September 10, 2026
    Geography
    Canada (First Nations communities on reserve, south of 60°)
    Limitations
    An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • Source U.S. Department of Housing and Urban Development (2025)

    Worst Case Housing Needs: 2025 Report to Congress

    "Between 2021 and 2023, cases of worst case needs remained elevated at 8.46 million households", close to the record 8.53 million. On supply, "in 2023, only 59 affordable units were available per 100 very low-income renter households, and only 38 units were available per 100 extremely low-income renter households". Worst case needs were found in every region but were most prevalent in the West, the South and urban suburbs.

    Published
    2025-11-20
    Evidence period
    Primarily the 2023 American Housing Survey, compared with 2019 and 2021
    Geography
    United States, by region and metropolitan category
    Limitations
    The survey data are from 2023 and the survey runs every two years. The definition is deliberately narrow, so it undercounts wider cost burden. The report's transmittal letter advances a contested policy interpretation about immigration and demand, which is the Department's argument rather than a finding from the survey data.

Technological change is moving faster than organizations are adapting

Adoption is rising quickly and unevenly by organization size, while the institutions using the technology report struggling to govern it.

Detail and scope

U.S. business AI use hovered between 17% and 20% from December 2025 to May 2026, but 37% of firms with at least 250 employees used AI against less than 20% of firms with four or fewer, and use "increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees". In Canada, 19.2% of businesses reported using AI in the second quarter of 2026, triple the 6.1% of two years earlier. Reported AI use cases across selected U.S. federal agencies nearly doubled from 571 to 1,110 in a year, with officials reporting difficulty complying with existing policy and keeping pace.

Scope: All three sources measure self-reported adoption, not redesigned work, spending or realised productivity. The Census product is experimental, and the Canadian and U.S. questions are not directly comparable.

  • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

    Large Firms With at Least 20 Employees Biggest AI Users

    Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

    Published
    2026-05-26
    Evidence period
    Collection periods December 14, 2025 to May 3, 2026
    Geography
    United States
    Limitations
    An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
  • Source Statistics Canada, Canadian Survey on Business Conditions (2026)

    Analysis on artificial intelligence use by businesses in Canada, second quarter of 2026

    "In the second quarter of 2026, 19.2% of businesses reported using AI to produce goods or deliver services over the 12 months preceding the survey." That is triple the 6.1% reported in the second quarter of 2024, and up from 12.2% a year earlier. The most common uses were data analytics (36.6%), text analytics (34.5%) and virtual agents or chat bots (28.2%).

    Published
    2026-06-11
    Evidence period
    Collected April 1 to May 6, 2026, reporting on the preceding 12 months
    Geography
    Canada
    Limitations
    Self-reported adoption with no measure of intensity or outcome: "using AI" covers everything from one chatbot to redesigned operations. The rolling 12-month reference window differs by respondent, and roughly half the sample did not respond. No comparison with the United States is made.
  • Source U.S. Government Accountability Office (GAO-25-107653) (2025)

    Artificial Intelligence: Generative AI Use and Management at Federal Agencies

    Across the selected agencies, the total number of reported AI use cases nearly doubled from 571 in 2023 to 1,110 in 2024, and generative AI use cases increased about nine-fold, from 32 to 282. Officials reported challenges complying with existing federal policies and guidance, obtaining technical resources and budget, and keeping pace with the technology.

    Published
    2025-07-29
    Evidence period
    Agency AI use-case inventories for 2023 and 2024
    Geography
    United States (federal agencies)
    Limitations
    Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.

Resilience requirements are rising faster than many systems were designed to absorb

What the region's built and natural systems must withstand is increasing while much of the stock they must withstand it with is already rated poor.

Detail and scope

The IPCC assesses that without limiting warming to 1.5°C, key risks to North America intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods. The United States averaged 23.0 billion-dollar disasters a year from 2020 to 2024 against a 9.0 long-run average. Meanwhile 11% of Canada's housing-enabling infrastructure was in poor or very poor condition in 2022, and ASCE puts the U.S. ten-year investment gap at $3.7 trillion. The design standard beneath much of this work assumed a stationary climate, and its replacement is scheduled for 2027.

Scope: The NOAA series has been retired after 2024. Canadian asset condition is self-reported by owners. This is about resilience broadly, of water, energy, ecosystems and the built environment, not climate policy alone.

  • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

    Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

    Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

    Published
    2022
    Evidence period
    Assessed literature to 2021
    Geography
    Canada, Mexico and the United States
    Limitations
    An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
  • Source NOAA National Centers for Environmental Information (2025)

    Billion-Dollar Weather and Climate Disasters: United States summary

    From 1980 to 2024 there were 403 confirmed weather and climate disaster events with losses exceeding $1 billion each, totalling $2,918.1 billion and 16,941 deaths. The 1980-2024 annual average is 9.0 events (CPI-adjusted); the annual average for the most recent five years, 2020-2024, is 23.0 events.

    Published
    2025
    Evidence period
    1980 to 2024
    Geography
    United States
    Limitations
    The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.
  • Source Canadian Infrastructure Council (2025)

    Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

    In 2022, 11% of housing-enabling infrastructure was classified as being in poor or very poor condition, with an estimated replacement value of $126 billion. More than 11% of water and wastewater-related assets were in poor or very poor condition (an estimated $107 billion), as were more than 13% of public transit assets (nearly $15 billion).

    Published
    2025
    Evidence period
    Condition data for 2022
    Geography
    Canada
    Limitations
    Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.
  • Source American Society of Civil Engineers (2025)

    2025 Report Card for America's Infrastructure

    ASCE estimates investment needs total $9.1 trillion for all 18 Report Card categories to reach a state of good repair, against $5.4 trillion in forecast public and private investment for 2024 through 2033. "This leaves a gap of $3.7 trillion in investments for America's infrastructure if we keep investing at current funding levels."

    Published
    2025-03-25
    Evidence period
    Condition as of 2025; investment need and gap modelled for 2024 to 2033
    Geography
    United States
    Limitations
    ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.
  • Source NOAA National Weather Service, Office of Water Prediction (2025)

    NOAA Atlas 15 Pilot Technical Report, Version 1.1.p

    The standard currently embedded in engineering and floodplain practice assumes a stable climate: "The analysis and methodologies used to estimate precipitation frequencies in the NOAA Atlas 14 series assumed that the climate is stationary in a statistical context." NOAA notes that standard "is referenced in many engineering design standards and floodplain regulations". Moving to a nonstationary framework in the Montana pilot shifted 1 percent annual-chance estimates, with differences "generally within about 20%". National replacement is scheduled for 2027.

    Published
    2025-03-25
    Evidence period
    Montana pilot domain; present-day estimates for base year 2023 and projections to 2100
    Geography
    United States, piloted over Montana ahead of national rollout
    Limitations
    The report states its values "are preliminary and intended for comparison and feedback purposes only as this analysis has not completed the peer review process". Results are for the Montana pilot and do not generalise nationally; differences run in both directions. Projections depend on downscaled climate models and emissions scenarios, and the publication timetable has already moved once.

What is changing fastest Evidence-grounded synthesisLocked for the programme

What is moving fastest?

Forces the evidence shows moving fastest here. They are not programme tracks, and the sessions are not organised around them.

  1. AI diffusion and the redesign of work

    Adoption is climbing on both sides of the border and concentrating in larger organizations, while the redesign of how work is actually done lags behind the tools.

    • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

      Large Firms With at Least 20 Employees Biggest AI Users

      Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

      Published
      2026-05-26
      Evidence period
      Collection periods December 14, 2025 to May 3, 2026
      Geography
      United States
      Limitations
      An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
    • Source Statistics Canada, Canadian Survey on Business Conditions (2026)

      Analysis on artificial intelligence use by businesses in Canada, second quarter of 2026

      "In the second quarter of 2026, 19.2% of businesses reported using AI to produce goods or deliver services over the 12 months preceding the survey." That is triple the 6.1% reported in the second quarter of 2024, and up from 12.2% a year earlier. The most common uses were data analytics (36.6%), text analytics (34.5%) and virtual agents or chat bots (28.2%).

      Published
      2026-06-11
      Evidence period
      Collected April 1 to May 6, 2026, reporting on the preceding 12 months
      Geography
      Canada
      Limitations
      Self-reported adoption with no measure of intensity or outcome: "using AI" covers everything from one chatbot to redesigned operations. The rolling 12-month reference window differs by respondent, and roughly half the sample did not respond. No comparison with the United States is made.
    • Source U.S. Government Accountability Office (GAO-25-107653) (2025)

      Artificial Intelligence: Generative AI Use and Management at Federal Agencies

      Across the selected agencies, the total number of reported AI use cases nearly doubled from 571 in 2023 to 1,110 in 2024, and generative AI use cases increased about nine-fold, from 32 to 282. Officials reported challenges complying with existing federal policies and guidance, obtaining technical resources and budget, and keeping pace with the technology.

      Published
      2025-07-29
      Evidence period
      Agency AI use-case inventories for 2023 and 2024
      Geography
      United States (federal agencies)
      Limitations
      Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.
View the other 4 forces
  1. Climate exposure and the demand for adaptation

    Impacts are already more frequent and intense, and the cost of the most damaging events has risen far above its long-run average.

    • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

      Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

      Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

      Published
      2022
      Evidence period
      Assessed literature to 2021
      Geography
      Canada, Mexico and the United States
      Limitations
      An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
    • Source NOAA National Centers for Environmental Information (2025)

      Billion-Dollar Weather and Climate Disasters: United States summary

      From 1980 to 2024 there were 403 confirmed weather and climate disaster events with losses exceeding $1 billion each, totalling $2,918.1 billion and 16,941 deaths. The 1980-2024 annual average is 9.0 events (CPI-adjusted); the annual average for the most recent five years, 2020-2024, is 23.0 events.

      Published
      2025
      Evidence period
      1980 to 2024
      Geography
      United States
      Limitations
      The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.
    • Source NOAA National Weather Service, Office of Water Prediction (2025)

      NOAA Atlas 15 Pilot Technical Report, Version 1.1.p

      The standard currently embedded in engineering and floodplain practice assumes a stable climate: "The analysis and methodologies used to estimate precipitation frequencies in the NOAA Atlas 14 series assumed that the climate is stationary in a statistical context." NOAA notes that standard "is referenced in many engineering design standards and floodplain regulations". Moving to a nonstationary framework in the Montana pilot shifted 1 percent annual-chance estimates, with differences "generally within about 20%". National replacement is scheduled for 2027.

      Published
      2025-03-25
      Evidence period
      Montana pilot domain; present-day estimates for base year 2023 and projections to 2100
      Geography
      United States, piloted over Montana ahead of national rollout
      Limitations
      The report states its values "are preliminary and intended for comparison and feedback purposes only as this analysis has not completed the peer review process". Results are for the Montana pilot and do not generalise nationally; differences run in both directions. Projections depend on downscaled climate models and emissions scenarios, and the publication timetable has already moved once.
  2. Demographic and migration assumptions

    Both countries' population assumptions have moved quickly: U.S. net international migration fell 53.8% in a year, and Canada recorded a quarterly population decrease with permanent admissions down 20.2%.

    • Source U.S. Census Bureau (2026)

      U.S. Population Growth Slows Due to Historic Decline in Net International Migration

      "Between July 1, 2024, and July 1, 2025, the U.S. population grew by 1.8 million (or 0.5%) to reach 341.8 million." Net international migration was 1.3 million, "a notable drop from 2.7 million the year before (a decline of 53.8%)", while natural change neared 519,000. Growth varied sharply by place: South Carolina grew 1.5 percent while California, Hawaii, New Mexico, Vermont and West Virginia declined.

      Published
      2026-01-27
      Evidence period
      July 1, 2024 to July 1, 2025 (Vintage 2025 estimates)
      Geography
      United States, by region and state
      Limitations
      These are estimates, not a census, and the Bureau warns that "year-to-year comparisons in the estimates should only be done within the same vintage" because of methodological updates. Part of the measured fall reflects a changed estimation method, and the 2026 figure quoted in the release is a projection.
  3. Labour-market entry and the shape of work ahead

    The change is anticipated rather than measured: U.S. youth unemployment fell 1.7 points in the year to July 2026, while BLS projects office and administrative support occupations to shed 752,100 jobs by 2035 as automation is integrated into workflows.

    • Source U.S. Bureau of Labor Statistics (2026)

      Employment and Unemployment Among Youth, Summer 2026

      "The youth unemployment rate, at 9.1 percent in July 2026, was 1.7 percentage points lower than the rate in July 2025 (10.8 percent)." In July 2026, 53.8 percent of young people were employed, little changed from 53.1 percent a year earlier. Rates for young women (9.4 percent), Black youth (12.0 percent) and Asian youth (11.0 percent) showed little change.

      Published
      2026-08-20
      Evidence period
      April to July 2026, compared with July 2025
      Geography
      United States
      Limitations
      A July snapshot that is not seasonally adjusted, so it is not comparable with monthly headline series, and it covers all 16 to 24 year olds rather than recent graduates. Subgroup estimates are volatile.
    • Source U.S. Bureau of Labor Statistics (2026)

      Employment Projections: 2025 to 2035

      "The U.S. economy is projected to add 5.9 million jobs from 2025 to 2035", growth of 3.5 percent against 10.9 percent over the previous decade. BLS expects office and administrative support occupations to "decline at the fastest pace (-4.0 percent)" and shed 752,100 jobs as automation including AI is integrated into workflows, while healthcare support and practitioner occupations account for almost a third of all new jobs.

      Published
      2026-08-27
      Evidence period
      Base year 2025, projected to 2035
      Geography
      United States
      Limitations
      A projection, not an outcome. BLS states that "this precision in the data does not account for the inherent uncertainty of predicting long-term changes in the labor market" and applies AI adjustments conservatively. It assumes full employment in the target year.
  4. Skills-to-work conversion

    Capability that institutions do not recognise or deploy is capability lost: a quarter of recent immigrants with postsecondary credentials work in jobs requiring a high school diploma or less.

    • Source Statistics Canada (2026)

      Job mismatch among core working age immigrants with postsecondary education

      Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

      Published
      2026-04-07
      Evidence period
      September 2024 and September 2025 Labour Force Survey data combined
      Geography
      Canada
      Limitations
      A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.
    • Source Statistics Canada (2024)

      Literacy, numeracy and adaptive problem solving skills of Canadians: Results from the 2022 Programme for the International Assessment of Adult Competencies

      "Canada's average score in literacy (271), numeracy (271) and adaptive problem solving (259) was above the OECD averages of 259, 262 and 250, respectively." Among the 27 participating OECD countries, Canada ranked in the top 10 in all three skill domains, and had one of the smallest proportions of adults in the two lowest literacy levels (19% compared with 27% among participating OECD countries).

      Published
      2024-12-10
      Evidence period
      Collected 2022 to 2023, compared with the 2012 cycle
      Geography
      Canada, compared with 27 participating OECD countries
      Limitations
      Cycle 2 data exclude the territories. The assessment was administered in English or French, so performance can reflect language proficiency as well as skill, which matters in a country with a large immigrant population. Scores are sample estimates, so a precise rank position within the top ten is not established.

Who experiences the region differently Verified factLocked for the programme

Who experiences this differently?

No region is a single story. These groups are named from the evidence, not as a complete list.

  • Canada and the United States

    Two countries with different constraints: U.S. federal debt is projected to reach 120 percent of GDP by 2036, while Canada's Parliamentary Budget Officer judges federal policy sustainable. Their institutional confidence questions are also different: 17% of U.S. adults trust the federal government, and 28% of Canadians report high confidence in the Federal Parliament.

    • Source Congressional Budget Office (2026)

      The Budget and Economic Outlook: 2026 to 2036

      In CBO's projections, the federal budget deficit in fiscal year 2026 is $1.9 trillion and grows to $3.1 trillion by 2036, and federal debt rises to 120 percent of GDP in 2036. The deficit is 5.8 percent of GDP in 2026, growing to 6.7 percent in 2036, against the 3.8 percent averaged over the past 50 years. "Rising net interest costs drive much of that increase."

      Published
      2026-02-11
      Evidence period
      Fiscal years 2026 to 2036
      Geography
      United States (federal government)
      Limitations
      A projection under current law, not a forecast: it excludes appropriation acts passed after 14 January 2026 and any later legislation, and runs only ten years. CBO published data rather than a narrative long-term outlook in 2026.
    • Source Office of the Parliamentary Budget Officer (Canada) (2025)

      Budget 2025: Long-term Fiscal Sustainability

      The PBO estimates the federal fiscal gap at -0.1 per cent of GDP, or $4.2 billion: the federal government could permanently increase spending or reduce revenues by 0.1 per cent of GDP while returning the federal debt-to-GDP ratio in 2055-56 to its initial level of 41.2 per cent. On that basis, "current fiscal policy in Budget 2025 would be deemed sustainable over the long term".

      Published
      2025-12-17
      Evidence period
      Baseline 2024-25, projected to 2055-56
      Geography
      Canada (federal government)
      Limitations
      A 30-year projection resting on Finance Canada's own demographic and economic assumptions, not an outcome. It covers the federal government only, so it says nothing about the provincial and municipal budgets where most infrastructure and service delivery pressure sits.
    • Source Pew Research Center (2025)

      Public Trust in Government: 1958-2025

      Just 17% of Americans say they trust the government in Washington to do what is right just about always or most of the time, one of the lowest readings since the question was first asked in 1958 (73%). The share has not been higher than 30% since 2007.

      Published
      2025-12-04
      Evidence period
      1958-2025
      Geography
      United States
      Limitations
      United States only; it says nothing about trust in Canada or Mexico. Measures trust in the federal government in Washington, one survey question over time.
    • Source Statistics Canada (2024)

      Confidence in institutions and the media, 2023

      In 2023, close to two-thirds (65%) of Canadians reported high confidence in the police, a higher proportion than any other institution measured. Confidence was lower in the justice system and courts (49%), the school system (45%), the Canadian media (37%) and the Federal Parliament (28%). Respondents were asked: "Using a scale of 1 to 5, where 1 means 'No confidence at all' and 5 means 'A great deal of confidence,' how much confidence do you have in the following institutions?"

      Published
      2024-02-13
      Evidence period
      Collected October 20 to December 3, 2023
      Geography
      Canada
      Limitations
      Self-reported confidence from one survey period, and "high confidence" is defined as a score of 4 or 5 on a 1-to-5 scale, which compresses the middle of the distribution. Excludes the territories. Not directly comparable with the U.S. Pew trust question, which asks a different thing.
View the other 8 groups
  • Indigenous people in Canada

    A younger and faster-growing population than the non-Indigenous population: average age 33.6 against 41.8, growth of 9.4% from 2016 to 2021 against 5.3%.

    • Source Statistics Canada, The Daily (2022)

      Indigenous population continues to grow and is much younger than the non-Indigenous population, although the pace of growth has slowed

      In 2021, 1.8 million Indigenous people were enumerated, 5.0% of Canada's population. Their average age was 33.6 years, compared with 41.8 years for the non-Indigenous population, and the Indigenous population grew by 9.4% from 2016 to 2021 (non-Indigenous: +5.3%).

      Published
      2022-09-21
      Evidence period
      2021 Census of Population (with 2016 comparison)
      Geography
      Canada
      Limitations
      Canada only. Statistics Canada notes that growth partly reflects response mobility (people answering the Indigenous identity questions differently from one census to the next), and that some reserves and settlements were incompletely enumerated.
  • Indigenous and Tribal communities as designers, owners and operators

    Not only affected populations: 37 new or enhanced Indigenous Guardians Programs were in implementation or sustain phases as of November 2024, and NTIA has made 275 awards totalling $2.2 billion to Tribal governments, organizations and Alaska Native Corporations building and running their own networks.

    • Source Parks Canada Agency (2025)

      Evaluation of the Indigenous Guardians Initiative: Internal review

      Parks Canada received $61.7 million to be invested between 2021-22 and 2025-26. As of November 2024 the initiative reported 37 new or enhanced Indigenous Guardians Programs in the implementation or sustain phases, plus five in capacity building. Spending ramped up slowly: $1.03 million in 2021-22, $5.93 million in 2022-23 and $10.25 million in 2023-24. The review found the initiative "has been effective in supporting the development of Indigenous Guardians programs", but that evidence of a strategy to support the programs beyond 2026 was limited.

      Published
      2025
      Evidence period
      Activities 2021-22 to 2024-25; fieldwork August 2023 to July 2024
      Geography
      Canada
      Limitations
      An internal review, not an independent evaluation, and it explicitly did not examine the performance of individual programs, "the aims of which are determined by the values and priorities of Indigenous communities". It covers Parks Canada's portion of the federal investment only. So it documents delivery and a funding-cliff risk, not measured stewardship outcomes.
    • Source National Telecommunications and Information Administration (2025)

      NTIA Announces Tribal Broadband Program Reforms to Maximize Tribal Connectivity and Reduce Red Tape

      "NTIA has already made 275 awards totaling $2.2 billion with TBCP funding." The first notice of funding opportunity "awarded more than $1.87 billion in funds through 226 projects impacting more than 400 Tribes", and the second "awarded $360 million in funds across 48 projects". Remaining tribal broadband funding, estimated at at least $500 million, was to be offered through a new notice in spring 2026.

      Published
      2025-11-12
      Evidence period
      Cumulative programme awards to November 2025
      Geography
      United States, Tribal lands
      Limitations
      An agency press release reporting awards made, not construction completed, service activated or households connected. No connectivity outcome can be inferred from it.
  • Marginalised groups, including Indigenous Peoples

    The IPCC finds that entrenched socioeconomic vulnerabilities have amplified climate impacts for these groups (medium confidence), and that loss of access to marine and terrestrial sources of protein has impaired the food security of subsistence-dependent Indigenous Peoples (high confidence).

    • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

      Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

      Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

      Published
      2022
      Evidence period
      Assessed literature to 2021
      Geography
      Canada, Mexico and the United States
      Limitations
      An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
  • Alaska Native villages and northern communities

    More than 70 of over 200 Alaska Native villages face significant environmental threats from erosion, flooding or thawing permafrost, and the GAO found most of the more than 30 federal programs that could help are hard for small communities to access.

    • Source U.S. Government Accountability Office (GAO-22-104241) (2022)

      Alaska Native Issues: Federal Agencies Could Enhance Support for Native Village Efforts to Address Environmental Threats

      More than 70 out of over 200 Alaska Native villages face significant environmental threats from erosion, flooding, or thawing permafrost. More than 30 federal programs could assist them, but most are difficult for small communities to access. GAO made eight recommendations to seven federal agencies and asked Congress to consider establishing an interagency entity to target federal investment.

      Published
      2022-05-18
      Evidence period
      Federal funding for fiscal years 2016 to 2020
      Geography
      United States (Alaska)
      Limitations
      Published in 2022, so it predates later federal climate and infrastructure funding, and the status of its recommendations is not captured here. It is Alaska-specific: it does not describe Tribal Nations in the contiguous United States. Threat counts rest on agency-supplied assessments.
  • First Nations communities under long-term drinking water advisories

    38 long-term advisories remain in effect in 36 communities after 158 were lifted, so within one country some communities have had unsafe tap water for more than a decade.

    • Source Indigenous Services Canada (2026)

      Ending long-term drinking water advisories

      158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

      Published
      2026-09-10
      Evidence period
      November 2015 to September 10, 2026
      Geography
      Canada (First Nations communities on reserve, south of 60°)
      Limitations
      An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • Rural and remote households

    Fixed broadband at 100/20 Mbps reached approximately 86.7% of rural Americans and 87.6% on Tribal lands, against approximately 99.5% in urban areas.

    • Source Federal Communications Commission (FCC 26-55) (2026)

      2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

      As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

      Published
      2026-08-14
      Evidence period
      Broadband Data Collection deployment data as of June 30, 2025
      Geography
      United States, with rural, urban and Tribal lands breakdowns
      Limitations
      This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
  • Recent immigrants with postsecondary credentials

    32.6% report being overqualified for their job, and 25.6% work in jobs requiring a high school diploma or less, against 13.2% of the Canadian-born. Those with a degree above a bachelor's are about six times more likely than the Canadian-born to be in such a job.

    • Source Statistics Canada (2026)

      Job mismatch among core working age immigrants with postsecondary education

      Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

      Published
      2026-04-07
      Evidence period
      September 2024 and September 2025 Labour Force Survey data combined
      Geography
      Canada
      Limitations
      A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.
  • Small organizations against large ones

    37% of U.S. firms with at least 250 employees reported using AI against less than 20% of firms with four or fewer, and adoption rose only among firms with at least 20 employees, so the capacity to absorb new technology is itself unequally distributed.

    • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

      Large Firms With at Least 20 Employees Biggest AI Users

      Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

      Published
      2026-05-26
      Evidence period
      Collection periods December 14, 2025 to May 3, 2026
      Geography
      United States
      Limitations
      An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
    • Source Statistics Canada, Canadian Survey on Business Conditions (2026)

      Analysis on artificial intelligence use by businesses in Canada, second quarter of 2026

      "In the second quarter of 2026, 19.2% of businesses reported using AI to produce goods or deliver services over the 12 months preceding the survey." That is triple the 6.1% reported in the second quarter of 2024, and up from 12.2% a year earlier. The most common uses were data analytics (36.6%), text analytics (34.5%) and virtual agents or chat bots (28.2%).

      Published
      2026-06-11
      Evidence period
      Collected April 1 to May 6, 2026, reporting on the preceding 12 months
      Geography
      Canada
      Limitations
      Self-reported adoption with no measure of intensity or outcome: "using AI" covers everything from one chatbot to redesigned operations. The rolling 12-month reference window differs by respondent, and roughly half the sample did not respond. No comparison with the United States is made.

What the evidence complicates Verified factLocked for the programme

What might we be getting wrong?

  • Common assumption

    North America has a technology problem.

    What the evidence shows

    It has a diffusion, redesign, governance and implementation problem. U.S. private AI investment reached $109.1 billion, yet business use sat between 17% and 20%, concentrated in larger firms, and federal agencies reported nearly doubling AI use cases while struggling to comply with their own policy. The constraint is organizational, not inventive.

    • Source Stanford Institute for Human-Centered Artificial Intelligence (HAI) (2025)

      The 2025 AI Index Report

      In 2024, U.S. private AI investment grew to $109.1 billion, nearly 12 times China's $9.3 billion, and U.S.-based institutions produced 40 notable AI models.

      Published
      2025
      Evidence period
      2024
      Geography
      Global, with country comparisons
      Limitations
      Investment figures come from commercial data providers and cover private investment only. Country comparisons say nothing about who inside a country benefits.
    • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

      Large Firms With at Least 20 Employees Biggest AI Users

      Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

      Published
      2026-05-26
      Evidence period
      Collection periods December 14, 2025 to May 3, 2026
      Geography
      United States
      Limitations
      An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
    • Source U.S. Government Accountability Office (GAO-25-107653) (2025)

      Artificial Intelligence: Generative AI Use and Management at Federal Agencies

      Across the selected agencies, the total number of reported AI use cases nearly doubled from 571 in 2023 to 1,110 in 2024, and generative AI use cases increased about nine-fold, from 32 to 282. Officials reported challenges complying with existing federal policies and guidance, obtaining technical resources and budget, and keeping pace with the technology.

      Published
      2025-07-29
      Evidence period
      Agency AI use-case inventories for 2023 and 2024
      Geography
      United States (federal agencies)
      Limitations
      Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.
View the other 4 assumptions
  • Common assumption

    More money produces proportionately more outcomes.

    What the evidence shows

    Of approximately $574.7 billion, four U.S. agencies obligated about 76 percent and disbursed about 54 percent of what they obligated. NTIA disbursed about 2 percent of the funding it obligated for the broadband programme that is about 89 percent of its infrastructure money. Funding is an input; the pipeline between commitment and service is where outcomes are won or lost.

    • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

      Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

      "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

      Published
      2026-07-22
      Evidence period
      Fiscal years 2022 to 2025, status as of September 30, 2025
      Geography
      United States
      Limitations
      A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
    • Source U.S. Government Accountability Office (GAO-24-106541) (2024)

      Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

      "NTIA was appropriated $3 billion for TBCP", completing the first of two funding rounds in September 2023, reaching 31 tribal recipients that had not recently participated in eight other key federal broadband programs. GAO found "it will be difficult to financially sustain networks built under TBCP": over half of recipients with infrastructure projects planned to rely on other federal funding that has proven difficult to obtain or has ended. NTIA agreed with all three recommendations.

      Published
      2024-06-24
      Evidence period
      Tribal Broadband Connectivity Program round one, completed September 2023
      Geography
      United States, Tribal lands
      Limitations
      The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.
  • Common assumption

    Canada has a skills shortage.

    What the evidence shows

    Canadian adults rank in the top ten of 27 OECD countries in literacy, numeracy and adaptive problem solving, while relative labour productivity has fallen 26% since the late 1990s and 25.6% of recent immigrants with postsecondary credentials work in jobs requiring a high school diploma or less. The harder problem is utilization, not supply.

    • Source Statistics Canada (2024)

      Literacy, numeracy and adaptive problem solving skills of Canadians: Results from the 2022 Programme for the International Assessment of Adult Competencies

      "Canada's average score in literacy (271), numeracy (271) and adaptive problem solving (259) was above the OECD averages of 259, 262 and 250, respectively." Among the 27 participating OECD countries, Canada ranked in the top 10 in all three skill domains, and had one of the smallest proportions of adults in the two lowest literacy levels (19% compared with 27% among participating OECD countries).

      Published
      2024-12-10
      Evidence period
      Collected 2022 to 2023, compared with the 2012 cycle
      Geography
      Canada, compared with 27 participating OECD countries
      Limitations
      Cycle 2 data exclude the territories. The assessment was administered in English or French, so performance can reflect language proficiency as well as skill, which matters in a country with a large immigrant population. Scores are sample estimates, so a precise rank position within the top ten is not established.
    • Source Statistics Canada, Economic and Social Reports (2026)

      Measuring Canada's economic performance relative to the United States

      "Canada's relative labour productivity has fallen 26% since the late 1990s", standing at 73.9 against a first-quarter-1997 base of 100. Relative output per capita in the third quarter of 2025 was 14% below early-1997 levels, and relative GNI per capita 10% below.

      Published
      2026-03-25
      Evidence period
      First quarter 1997 to third quarter 2025
      Geography
      Canada relative to the United States
      Limitations
      These are relative index levels rebased to the first quarter of 1997, not absolute productivity levels or a dollar gap, so the base period shapes the headline. Cross-country comparison depends on purchasing-power conversion and hours-worked measurement, both of which are revised.
    • Source Statistics Canada (2026)

      Job mismatch among core working age immigrants with postsecondary education

      Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

      Published
      2026-04-07
      Evidence period
      September 2024 and September 2025 Labour Force Survey data combined
      Geography
      Canada
      Limitations
      A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.
  • Common assumption

    Indigenous and Tribal communities are recipients of programmes.

    What the evidence shows

    They are also designers, owners and operators. 37 new or enhanced Indigenous Guardians Programs were in implementation or sustain phases as of November 2024, and Tribal governments, organizations and Alaska Native Corporations hold 275 broadband awards worth $2.2 billion for networks they build and run.

    • Source Parks Canada Agency (2025)

      Evaluation of the Indigenous Guardians Initiative: Internal review

      Parks Canada received $61.7 million to be invested between 2021-22 and 2025-26. As of November 2024 the initiative reported 37 new or enhanced Indigenous Guardians Programs in the implementation or sustain phases, plus five in capacity building. Spending ramped up slowly: $1.03 million in 2021-22, $5.93 million in 2022-23 and $10.25 million in 2023-24. The review found the initiative "has been effective in supporting the development of Indigenous Guardians programs", but that evidence of a strategy to support the programs beyond 2026 was limited.

      Published
      2025
      Evidence period
      Activities 2021-22 to 2024-25; fieldwork August 2023 to July 2024
      Geography
      Canada
      Limitations
      An internal review, not an independent evaluation, and it explicitly did not examine the performance of individual programs, "the aims of which are determined by the values and priorities of Indigenous communities". It covers Parks Canada's portion of the federal investment only. So it documents delivery and a funding-cliff risk, not measured stewardship outcomes.
    • Source National Telecommunications and Information Administration (2025)

      NTIA Announces Tribal Broadband Program Reforms to Maximize Tribal Connectivity and Reduce Red Tape

      "NTIA has already made 275 awards totaling $2.2 billion with TBCP funding." The first notice of funding opportunity "awarded more than $1.87 billion in funds through 226 projects impacting more than 400 Tribes", and the second "awarded $360 million in funds across 48 projects". Remaining tribal broadband funding, estimated at at least $500 million, was to be offered through a new notice in spring 2026.

      Published
      2025-11-12
      Evidence period
      Cumulative programme awards to November 2025
      Geography
      United States, Tribal lands
      Limitations
      An agency press release reporting awards made, not construction completed, service activated or households connected. No connectivity outcome can be inferred from it.
  • Common assumption

    AI has already transformed work and closed entry-level doors across North America.

    What the evidence shows

    The measured picture is smaller than the anticipated one. U.S. youth unemployment fell 1.7 percentage points in the year to July 2026, and the St. Louis Fed's own researchers put reported time savings at 1.6% of work hours, suggesting generative AI "may have increased labor productivity by up to 1.3%" while stressing the finding "cannot be interpreted as causal". BLS projects significant occupational change by 2035, but labels it a projection with explicit uncertainty.

    • Source U.S. Bureau of Labor Statistics (2026)

      Employment and Unemployment Among Youth, Summer 2026

      "The youth unemployment rate, at 9.1 percent in July 2026, was 1.7 percentage points lower than the rate in July 2025 (10.8 percent)." In July 2026, 53.8 percent of young people were employed, little changed from 53.1 percent a year earlier. Rates for young women (9.4 percent), Black youth (12.0 percent) and Asian youth (11.0 percent) showed little change.

      Published
      2026-08-20
      Evidence period
      April to July 2026, compared with July 2025
      Geography
      United States
      Limitations
      A July snapshot that is not seasonally adjusted, so it is not comparable with monthly headline series, and it covers all 16 to 24 year olds rather than recent graduates. Subgroup estimates are volatile.
    • Source Federal Reserve Bank of St. Louis (2025)

      The State of Generative AI Adoption in 2025

      Generative AI use among adults rose from 44.6% in August 2024 to 54.6% a year later, and use at work from 33.3% to 37.4%, but intensity stayed low: the share of work hours spent using it rose from 4.1% to 5.7%. Across all workers, reported time savings equal 1.6% of work hours, which the authors say "suggests that generative AI may have increased labor productivity by up to 1.3% since the introduction of ChatGPT", while stressing the correlation "cannot be interpreted as causal".

      Published
      2025-11-13
      Evidence period
      Real-Time Population Survey, August 2024 to August 2025
      Geography
      United States
      Limitations
      Time savings are self-reported, not measured output, and the productivity figure is an upper bound from a stylised model. The authors state plainly that the correlation "cannot be interpreted as causal". Published as central-bank blog research rather than peer-reviewed work.
    • Source U.S. Bureau of Labor Statistics (2026)

      Employment Projections: 2025 to 2035

      "The U.S. economy is projected to add 5.9 million jobs from 2025 to 2035", growth of 3.5 percent against 10.9 percent over the previous decade. BLS expects office and administrative support occupations to "decline at the fastest pace (-4.0 percent)" and shed 752,100 jobs as automation including AI is integrated into workflows, while healthcare support and practitioner occupations account for almost a third of all new jobs.

      Published
      2026-08-27
      Evidence period
      Base year 2025, projected to 2035
      Geography
      United States
      Limitations
      A projection, not an outcome. BLS states that "this precision in the data does not account for the inherent uncertainty of predicting long-term changes in the labor market" and applies AI adjustments conservatively. It assumes full employment in the target year.

Leadership challenges Evidence-grounded synthesisLocked for the programme

What must leaders do?

The conversations this region will prioritise. Not a ranking of the region's biggest problems.

  1. Rebuilding the Capability to Deliver

    What makes institutions capable of converting commitments into outcomes?

    Historic commitments across the region are moving slowly from obligation to service, and unfinished delivery is visible in water systems, broadband and infrastructure renewal.

    4P: Process, Portfolio, PeopleSDGs: 9, 11, 16, 17

    Rests on: Capability is abundant; converting it into outcomes is uneven; Delivery capacity is becoming as decisive as policy ambition

    • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

      Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

      "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

      Published
      2026-07-22
      Evidence period
      Fiscal years 2022 to 2025, status as of September 30, 2025
      Geography
      United States
      Limitations
      A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
    • Source Indigenous Services Canada (2026)

      Ending long-term drinking water advisories

      158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

      Published
      2026-09-10
      Evidence period
      November 2015 to September 10, 2026
      Geography
      Canada (First Nations communities on reserve, south of 60°)
      Limitations
      An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
    • Source American Society of Civil Engineers (2025)

      2025 Report Card for America's Infrastructure

      ASCE estimates investment needs total $9.1 trillion for all 18 Report Card categories to reach a state of good repair, against $5.4 trillion in forecast public and private investment for 2024 through 2033. "This leaves a gap of $3.7 trillion in investments for America's infrastructure if we keep investing at current funding levels."

      Published
      2025-03-25
      Evidence period
      Condition as of 2025; investment need and gap modelled for 2024 to 2033
      Geography
      United States
      Limitations
      ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.
View the other 4 priorities
  1. Governing Technological Diffusion, Not Merely Invention

    Who captures the benefits when technology moves faster than organizations can redesign work?

    Adoption is concentrating in the largest organizations while public institutions adopt faster than they can govern, so the question is who the gains reach.

    4P: People, Process, PortfolioSDGs: 8, 9, 10

    Rests on: Technological change is moving faster than organizations are adapting

    • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

      Large Firms With at Least 20 Employees Biggest AI Users

      Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

      Published
      2026-05-26
      Evidence period
      Collection periods December 14, 2025 to May 3, 2026
      Geography
      United States
      Limitations
      An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
    • Source Statistics Canada, Canadian Survey on Business Conditions (2026)

      Analysis on artificial intelligence use by businesses in Canada, second quarter of 2026

      "In the second quarter of 2026, 19.2% of businesses reported using AI to produce goods or deliver services over the 12 months preceding the survey." That is triple the 6.1% reported in the second quarter of 2024, and up from 12.2% a year earlier. The most common uses were data analytics (36.6%), text analytics (34.5%) and virtual agents or chat bots (28.2%).

      Published
      2026-06-11
      Evidence period
      Collected April 1 to May 6, 2026, reporting on the preceding 12 months
      Geography
      Canada
      Limitations
      Self-reported adoption with no measure of intensity or outcome: "using AI" covers everything from one chatbot to redesigned operations. The rolling 12-month reference window differs by respondent, and roughly half the sample did not respond. No comparison with the United States is made.
    • Source U.S. Government Accountability Office (GAO-25-107653) (2025)

      Artificial Intelligence: Generative AI Use and Management at Federal Agencies

      Across the selected agencies, the total number of reported AI use cases nearly doubled from 571 in 2023 to 1,110 in 2024, and generative AI use cases increased about nine-fold, from 32 to 282. Officials reported challenges complying with existing federal policies and guidance, obtaining technical resources and budget, and keeping pace with the technology.

      Published
      2025-07-29
      Evidence period
      Agency AI use-case inventories for 2023 and 2024
      Geography
      United States (federal agencies)
      Limitations
      Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.
  2. Making Place Matter in Leadership Decisions

    How should leadership change when national averages conceal radically different local realities?

    97% national broadband availability, 86.7% rural; 158 water advisories lifted, 36 communities still waiting. The average is true and the place is truer.

    4P: People, Process, PlanetSDGs: 9, 10, 11

    Rests on: Essential systems increasingly produce geographically unequal outcomes

    • Source Federal Communications Commission (FCC 26-55) (2026)

      2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

      As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

      Published
      2026-08-14
      Evidence period
      Broadband Data Collection deployment data as of June 30, 2025
      Geography
      United States, with rural, urban and Tribal lands breakdowns
      Limitations
      This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
    • Source Indigenous Services Canada (2026)

      Ending long-term drinking water advisories

      158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

      Published
      2026-09-10
      Evidence period
      November 2015 to September 10, 2026
      Geography
      Canada (First Nations communities on reserve, south of 60°)
      Limitations
      An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
    • Source U.S. Government Accountability Office (GAO-22-104241) (2022)

      Alaska Native Issues: Federal Agencies Could Enhance Support for Native Village Efforts to Address Environmental Threats

      More than 70 out of over 200 Alaska Native villages face significant environmental threats from erosion, flooding, or thawing permafrost. More than 30 federal programs could assist them, but most are difficult for small communities to access. GAO made eight recommendations to seven federal agencies and asked Congress to consider establishing an interagency entity to target federal investment.

      Published
      2022-05-18
      Evidence period
      Federal funding for fiscal years 2016 to 2020
      Geography
      United States (Alaska)
      Limitations
      Published in 2022, so it predates later federal climate and infrastructure funding, and the status of its recommendations is not captured here. It is Alaska-specific: it does not describe Tribal Nations in the contiguous United States. Threat counts rest on agency-supplied assessments.
    • Source U.S. Department of Housing and Urban Development (2025)

      Worst Case Housing Needs: 2025 Report to Congress

      "Between 2021 and 2023, cases of worst case needs remained elevated at 8.46 million households", close to the record 8.53 million. On supply, "in 2023, only 59 affordable units were available per 100 very low-income renter households, and only 38 units were available per 100 extremely low-income renter households". Worst case needs were found in every region but were most prevalent in the West, the South and urban suburbs.

      Published
      2025-11-20
      Evidence period
      Primarily the 2023 American Housing Survey, compared with 2019 and 2021
      Geography
      United States, by region and metropolitan category
      Limitations
      The survey data are from 2023 and the survey runs every two years. The definition is deliberately narrow, so it undercounts wider cost burden. The report's transmittal letter advances a contested policy interpretation about immigration and demand, which is the Department's argument rather than a finding from the survey data.
  3. Converting Human Capability into Productive Participation

    What is lost when people possess capability that institutions fail to recognize, deploy or develop?

    Strong measured skills sit alongside falling relative productivity and significant credential under-use, particularly among recent immigrants.

    4P: People, Process, PortfolioSDGs: 4, 8, 10

    Rests on: Capability is abundant; converting it into outcomes is uneven

    • Source Statistics Canada (2024)

      Literacy, numeracy and adaptive problem solving skills of Canadians: Results from the 2022 Programme for the International Assessment of Adult Competencies

      "Canada's average score in literacy (271), numeracy (271) and adaptive problem solving (259) was above the OECD averages of 259, 262 and 250, respectively." Among the 27 participating OECD countries, Canada ranked in the top 10 in all three skill domains, and had one of the smallest proportions of adults in the two lowest literacy levels (19% compared with 27% among participating OECD countries).

      Published
      2024-12-10
      Evidence period
      Collected 2022 to 2023, compared with the 2012 cycle
      Geography
      Canada, compared with 27 participating OECD countries
      Limitations
      Cycle 2 data exclude the territories. The assessment was administered in English or French, so performance can reflect language proficiency as well as skill, which matters in a country with a large immigrant population. Scores are sample estimates, so a precise rank position within the top ten is not established.
    • Source Statistics Canada (2026)

      Job mismatch among core working age immigrants with postsecondary education

      Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

      Published
      2026-04-07
      Evidence period
      September 2024 and September 2025 Labour Force Survey data combined
      Geography
      Canada
      Limitations
      A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.
    • Source Statistics Canada, Economic and Social Reports (2026)

      Measuring Canada's economic performance relative to the United States

      "Canada's relative labour productivity has fallen 26% since the late 1990s", standing at 73.9 against a first-quarter-1997 base of 100. Relative output per capita in the third quarter of 2025 was 14% below early-1997 levels, and relative GNI per capita 10% below.

      Published
      2026-03-25
      Evidence period
      First quarter 1997 to third quarter 2025
      Geography
      Canada relative to the United States
      Limitations
      These are relative index levels rebased to the first quarter of 1997, not absolute productivity levels or a dollar gap, so the base period shapes the headline. Cross-country comparison depends on purchasing-power conversion and hours-worked measurement, both of which are revised.
  4. Treating Resilience as a Present Portfolio Decision

    What must leaders protect now when the benefits of resilience may not become visible until after their tenure?

    Rising resilience demands meet ageing systems and constrained budgets, so protection is a choice made now and paid for now.

    4P: Planet, Portfolio, Process, PeopleSDGs: 9, 11, 13

    Rests on: Resilience requirements are rising faster than many systems were designed to absorb; Delivery capacity is becoming as decisive as policy ambition

    • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

      Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

      Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

      Published
      2022
      Evidence period
      Assessed literature to 2021
      Geography
      Canada, Mexico and the United States
      Limitations
      An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
    • Source NOAA National Centers for Environmental Information (2025)

      Billion-Dollar Weather and Climate Disasters: United States summary

      From 1980 to 2024 there were 403 confirmed weather and climate disaster events with losses exceeding $1 billion each, totalling $2,918.1 billion and 16,941 deaths. The 1980-2024 annual average is 9.0 events (CPI-adjusted); the annual average for the most recent five years, 2020-2024, is 23.0 events.

      Published
      2025
      Evidence period
      1980 to 2024
      Geography
      United States
      Limitations
      The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.
    • Source Canadian Infrastructure Council (2025)

      Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

      In 2022, 11% of housing-enabling infrastructure was classified as being in poor or very poor condition, with an estimated replacement value of $126 billion. More than 11% of water and wastewater-related assets were in poor or very poor condition (an estimated $107 billion), as were more than 13% of public transit assets (nearly $15 billion).

      Published
      2025
      Evidence period
      Condition data for 2022
      Geography
      Canada
      Limitations
      Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.
    • Source Congressional Budget Office (2026)

      The Budget and Economic Outlook: 2026 to 2036

      In CBO's projections, the federal budget deficit in fiscal year 2026 is $1.9 trillion and grows to $3.1 trillion by 2036, and federal debt rises to 120 percent of GDP in 2036. The deficit is 5.8 percent of GDP in 2026, growing to 6.7 percent in 2036, against the 3.8 percent averaged over the past 50 years. "Rising net interest costs drive much of that increase."

      Published
      2026-02-11
      Evidence period
      Fiscal years 2026 to 2036
      Geography
      United States (federal government)
      Limitations
      A projection under current law, not a forecast: it excludes appropriation acts passed after 14 January 2026 and any later legislation, and runs only ten years. CBO published data rather than a narrative long-term outlook in 2026.

Tensions Evidence-grounded synthesisLocked for the programme

What trade-offs must they navigate?

These are to investigate, not to resolve on a slide. Each side of a tension is a legitimate demand.

  • Speed and legitimacy

    Adaptation, renewal and technology adoption all reward speed, while consent is built through process that takes time.

    Moving faster is a legitimate demand when communities are waiting. So is the consultation that makes a decision hold.

    • Source Pew Research Center (2025)

      Public Trust in Government: 1958-2025

      Just 17% of Americans say they trust the government in Washington to do what is right just about always or most of the time, one of the lowest readings since the question was first asked in 1958 (73%). The share has not been higher than 30% since 2007.

      Published
      2025-12-04
      Evidence period
      1958-2025
      Geography
      United States
      Limitations
      United States only; it says nothing about trust in Canada or Mexico. Measures trust in the federal government in Washington, one survey question over time.
    • Source Statistics Canada (2024)

      Confidence in institutions and the media, 2023

      In 2023, close to two-thirds (65%) of Canadians reported high confidence in the police, a higher proportion than any other institution measured. Confidence was lower in the justice system and courts (49%), the school system (45%), the Canadian media (37%) and the Federal Parliament (28%). Respondents were asked: "Using a scale of 1 to 5, where 1 means 'No confidence at all' and 5 means 'A great deal of confidence,' how much confidence do you have in the following institutions?"

      Published
      2024-02-13
      Evidence period
      Collected October 20 to December 3, 2023
      Geography
      Canada
      Limitations
      Self-reported confidence from one survey period, and "high confidence" is defined as a score of 4 or 5 on a 1-to-5 scale, which compresses the middle of the distribution. Excludes the territories. Not directly comparable with the U.S. Pew trust question, which asks a different thing.
    • Source U.S. Government Accountability Office (GAO-25-107653) (2025)

      Artificial Intelligence: Generative AI Use and Management at Federal Agencies

      Across the selected agencies, the total number of reported AI use cases nearly doubled from 571 in 2023 to 1,110 in 2024, and generative AI use cases increased about nine-fold, from 32 to 282. Officials reported challenges complying with existing federal policies and guidance, obtaining technical resources and budget, and keeping pace with the technology.

      Published
      2025-07-29
      Evidence period
      Agency AI use-case inventories for 2023 and 2024
      Geography
      United States (federal agencies)
      Limitations
      Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.
View the other 4 tensions
  • Innovation and diffusion

    The region leads in inventing, while the benefits concentrate in the organizations most able to absorb what is invented.

    Backing frontier capability is legitimate. So is spending the same effort on helping small organizations use what already exists.

    • Source Stanford Institute for Human-Centered Artificial Intelligence (HAI) (2025)

      The 2025 AI Index Report

      In 2024, U.S. private AI investment grew to $109.1 billion, nearly 12 times China's $9.3 billion, and U.S.-based institutions produced 40 notable AI models.

      Published
      2025
      Evidence period
      2024
      Geography
      Global, with country comparisons
      Limitations
      Investment figures come from commercial data providers and cover private investment only. Country comparisons say nothing about who inside a country benefits.
    • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

      Large Firms With at Least 20 Employees Biggest AI Users

      Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

      Published
      2026-05-26
      Evidence period
      Collection periods December 14, 2025 to May 3, 2026
      Geography
      United States
      Limitations
      An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
    • Source Statistics Canada, Canadian Survey on Business Conditions (2026)

      Analysis on artificial intelligence use by businesses in Canada, second quarter of 2026

      "In the second quarter of 2026, 19.2% of businesses reported using AI to produce goods or deliver services over the 12 months preceding the survey." That is triple the 6.1% reported in the second quarter of 2024, and up from 12.2% a year earlier. The most common uses were data analytics (36.6%), text analytics (34.5%) and virtual agents or chat bots (28.2%).

      Published
      2026-06-11
      Evidence period
      Collected April 1 to May 6, 2026, reporting on the preceding 12 months
      Geography
      Canada
      Limitations
      Self-reported adoption with no measure of intensity or outcome: "using AI" covers everything from one chatbot to redesigned operations. The rolling 12-month reference window differs by respondent, and roughly half the sample did not respond. No comparison with the United States is made.
    • Source Federal Reserve Bank of St. Louis (2025)

      The State of Generative AI Adoption in 2025

      Generative AI use among adults rose from 44.6% in August 2024 to 54.6% a year later, and use at work from 33.3% to 37.4%, but intensity stayed low: the share of work hours spent using it rose from 4.1% to 5.7%. Across all workers, reported time savings equal 1.6% of work hours, which the authors say "suggests that generative AI may have increased labor productivity by up to 1.3% since the introduction of ChatGPT", while stressing the correlation "cannot be interpreted as causal".

      Published
      2025-11-13
      Evidence period
      Real-Time Population Survey, August 2024 to August 2025
      Geography
      United States
      Limitations
      Time savings are self-reported, not measured output, and the productivity figure is an upper bound from a stylised model. The authors state plainly that the correlation "cannot be interpreted as causal". Published as central-bank blog research rather than peer-reviewed work.
  • National ambition and local execution

    National programmes set the ambition; delivery happens in a municipality, a community or a Tribal government with its own capacity.

    National standards make outcomes comparable. Local control makes them achievable.

    • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

      Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

      "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

      Published
      2026-07-22
      Evidence period
      Fiscal years 2022 to 2025, status as of September 30, 2025
      Geography
      United States
      Limitations
      A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
    • Source U.S. Government Accountability Office (GAO-24-106541) (2024)

      Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

      "NTIA was appropriated $3 billion for TBCP", completing the first of two funding rounds in September 2023, reaching 31 tribal recipients that had not recently participated in eight other key federal broadband programs. GAO found "it will be difficult to financially sustain networks built under TBCP": over half of recipients with infrastructure projects planned to rely on other federal funding that has proven difficult to obtain or has ended. NTIA agreed with all three recommendations.

      Published
      2024-06-24
      Evidence period
      Tribal Broadband Connectivity Program round one, completed September 2023
      Geography
      United States, Tribal lands
      Limitations
      The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.
    • Source Canadian Infrastructure Council (2025)

      Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

      In 2022, 11% of housing-enabling infrastructure was classified as being in poor or very poor condition, with an estimated replacement value of $126 billion. More than 11% of water and wastewater-related assets were in poor or very poor condition (an estimated $107 billion), as were more than 13% of public transit assets (nearly $15 billion).

      Published
      2025
      Evidence period
      Condition data for 2022
      Geography
      Canada
      Limitations
      Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.
  • Immediate affordability and long-term resilience

    Resilience is paid for now and shows up later, against budgets with rising debt service and immediate cost pressure.

    Keeping costs bearable today is a legitimate duty. So is protecting what the next generation inherits.

    • Source Congressional Budget Office (2026)

      The Budget and Economic Outlook: 2026 to 2036

      In CBO's projections, the federal budget deficit in fiscal year 2026 is $1.9 trillion and grows to $3.1 trillion by 2036, and federal debt rises to 120 percent of GDP in 2036. The deficit is 5.8 percent of GDP in 2026, growing to 6.7 percent in 2036, against the 3.8 percent averaged over the past 50 years. "Rising net interest costs drive much of that increase."

      Published
      2026-02-11
      Evidence period
      Fiscal years 2026 to 2036
      Geography
      United States (federal government)
      Limitations
      A projection under current law, not a forecast: it excludes appropriation acts passed after 14 January 2026 and any later legislation, and runs only ten years. CBO published data rather than a narrative long-term outlook in 2026.
    • Source Office of the Parliamentary Budget Officer (Canada) (2025)

      Budget 2025: Long-term Fiscal Sustainability

      The PBO estimates the federal fiscal gap at -0.1 per cent of GDP, or $4.2 billion: the federal government could permanently increase spending or reduce revenues by 0.1 per cent of GDP while returning the federal debt-to-GDP ratio in 2055-56 to its initial level of 41.2 per cent. On that basis, "current fiscal policy in Budget 2025 would be deemed sustainable over the long term".

      Published
      2025-12-17
      Evidence period
      Baseline 2024-25, projected to 2055-56
      Geography
      Canada (federal government)
      Limitations
      A 30-year projection resting on Finance Canada's own demographic and economic assumptions, not an outcome. It covers the federal government only, so it says nothing about the provincial and municipal budgets where most infrastructure and service delivery pressure sits.
    • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

      Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

      Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

      Published
      2022
      Evidence period
      Assessed literature to 2021
      Geography
      Canada, Mexico and the United States
      Limitations
      An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
    • Source Philadelphia Water Department (2026)

      15 Years of Green City, Clean Waters

      At its fifteen-year milestone the city "surpassed the requirement of 3,812 Greened Acres with more than 3,860 Greened Acres completed", delivered through "more than 1,100 public and private stormwater management projects", with 14+ miles of interceptor rehabilitation completed or underway against a 14.5-mile standard. The programme runs under a 2011 Pennsylvania consent order and a 2012 EPA order, to 2036.

      Published
      2026-07-16
      Evidence period
      2011 to 2026, against a programme running to 2036
      Geography
      United States, Philadelphia's combined sewer service area
      Limitations
      Self-reported compliance reporting by the water department, not an independent audit. A "Greened Acre" is a regulatory accounting unit for impervious area managed, not a measure of water quality, health or flood risk, and the volume figure is anticipated rather than metered. No Year 15 statutory evaluation plan was published at the time of reading.
  • Efficiency and inclusion

    The fastest route to a target serves the easiest places first, and the communities furthest from service are the most expensive to reach.

    Reaching the most people per dollar is legitimate. So is refusing to leave the same communities last every time.

    • Source Federal Communications Commission (FCC 26-55) (2026)

      2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

      As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

      Published
      2026-08-14
      Evidence period
      Broadband Data Collection deployment data as of June 30, 2025
      Geography
      United States, with rural, urban and Tribal lands breakdowns
      Limitations
      This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
    • Source U.S. Government Accountability Office (GAO-24-106541) (2024)

      Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

      "NTIA was appropriated $3 billion for TBCP", completing the first of two funding rounds in September 2023, reaching 31 tribal recipients that had not recently participated in eight other key federal broadband programs. GAO found "it will be difficult to financially sustain networks built under TBCP": over half of recipients with infrastructure projects planned to rely on other federal funding that has proven difficult to obtain or has ended. NTIA agreed with all three recommendations.

      Published
      2024-06-24
      Evidence period
      Tribal Broadband Connectivity Program round one, completed September 2023
      Geography
      United States, Tribal lands
      Limitations
      The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.
    • Source Indigenous Services Canada (2026)

      Ending long-term drinking water advisories

      158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

      Published
      2026-09-10
      Evidence period
      November 2015 to September 10, 2026
      Geography
      Canada (First Nations communities on reserve, south of 60°)
      Limitations
      An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.

Regional responses and experiments

What is being tried

Every response is classified as established, promising, early, contested, failed, and documented with the Response Case Protocol: Attempt → Conditions → Mechanism → Evidence → Outcome → For whom → Cost / trade-off → Unintended effects → Transferability.

Calgary: a citywide upzoning, adopted and then repealed Contested

Classification locked. The original programme specification proposed Promising or Established Local; the citywide rezoning was approved in May 2024 and repealed with effect from August 2026, so presenting it as an established local success would misstate the record. The divergence is deliberate and settled.

Attempt
Calgary approved a housing strategy in September 2023 and citywide rezoning in May 2024, then approved a repeal of that blanket rezoning on April 8, 2026, with zoning changes in effect on August 4, 2026.
Conditions
A fast-growing city with a council majority for supply reform in 2024, and a different majority by 2026.
Mechanism
Permitting more housing forms on more parcels without a site-by-site rezoning process.
Evidence
The City's own project timeline, and CMHC's national housing starts release for 2025.
Outcome
Calgary's metropolitan area recorded record annual starts in 2025, within a national total of 259,028 starts, up 5.6% on 2024. The policy that is most often credited for it has since been repealed.
For whom
Not established. Starts data do not show who was housed, at what price, or in which neighbourhoods.
Cost / trade-off
Not published here. The reversal also puts conditions attached to federal housing funding into question, which the City's own reporting has raised.
Unintended effects
A supply reform can be reversed faster than its effects can be measured, which leaves any evaluation of it contested.
Transferability
The transferable lesson is about durability, not design: a reform that does not survive a council cycle cannot be assessed as a delivery model. Nothing here establishes that the rezoning caused the record starts, and nothing suggests the housing shortage is resolved.
  • Source The City of Calgary (2026)

    Rezoning for Housing: repeal of citywide rezoning

    The timeline records "May 2024 - Rezoning for Housing: citywide rezoning is approved", then "April 8, 2026 - Repeal of citywide rezoning is approved" and "August 4, 2026 - Zoning changes now in effect". A citywide upzoning was therefore adopted and reversed within about two years.

    Published
    2026-07-21
    Evidence period
    September 2023 to August 2026
    Geography
    Canada, Calgary, Alberta
    Limitations
    A city project page rather than a decision record, and its own banner gives the effective date as August 4, 2024 while its timeline gives August 4, 2026; the timeline date is used here and the discrepancy is noted. The page does not say how many parcels either decision affected.
  • Source Canada Mortgage and Housing Corporation (2026)

    Housing starts up 5.6% in 2025 from 2024

    "The housing starts total for all areas in Canada in 2025 was 259,028", up 5.6% compared to 2024 (245,367). Canada's six largest metropolitan areas saw a combined 3.9% year-over-year increase "driven by record annual starts in Calgary and Edmonton".

    Published
    2026-01-16
    Evidence period
    Calendar years 2024 and 2025
    Geography
    Canada, including census metropolitan areas
    Limitations
    Starts are not completions and not occupancy, and metropolitan figures cover a wider area than a city's own boundary. CMHC attributes national gains partly to record rental construction, so no single municipal policy can be read out of these numbers.
Edmonton: record starts after a zoning bylaw renewal Promising
Attempt
Edmonton renewed its zoning bylaw, and its metropolitan area went on to record its highest annual housing starts.
Conditions
Strong population growth, national financing programmes for rental construction, and a municipal reform that took effect at the start of 2024.
Mechanism
Simplified zoning intended to allow more housing forms as of right.
Evidence
CMHC's national housing starts release for 2025. The City's own zoning bylaw page could not be read from a live primary source at the time of writing, so the policy detail is recorded as a gap rather than stated here.
Outcome
CMHC reports record annual starts in Calgary and Edmonton in 2025, within a 5.6% national increase.
For whom
Not established. Starts are not completions, occupancy or affordability.
Cost / trade-off
Not established from the sources read.
Unintended effects
Not established.
Transferability
Treat as context-dependent. CMHC attributes national gains partly to record rental construction, and the city's own one-year review is reported to name demand, zoning flexibility and federal financing together, so no single cause can be isolated.
  • Source Canada Mortgage and Housing Corporation (2026)

    Housing starts up 5.6% in 2025 from 2024

    "The housing starts total for all areas in Canada in 2025 was 259,028", up 5.6% compared to 2024 (245,367). Canada's six largest metropolitan areas saw a combined 3.9% year-over-year increase "driven by record annual starts in Calgary and Edmonton".

    Published
    2026-01-16
    Evidence period
    Calendar years 2024 and 2025
    Geography
    Canada, including census metropolitan areas
    Limitations
    Starts are not completions and not occupancy, and metropolitan figures cover a wider area than a city's own boundary. CMHC attributes national gains partly to record rental construction, so no single municipal policy can be read out of these numbers.
Explore all cases (4 more)
Manitoba First Nations water infrastructure: plants built, advisories not yet lifted Established
Attempt
Indigenous Services Canada contributed more than $122.2 million to water infrastructure projects with five Manitoba First Nations serving approximately 9,525 people on reserve.
Conditions
Federal capital funding, community-led project delivery, and systems that must then be operated and maintained locally.
Mechanism
Building and expanding water treatment plants and systems community by community.
Evidence
The department's June 2026 milestone release, read against its own live list of active long-term advisories on September 10, 2026.
Outcome
Construction milestones were reached in all five communities and Berens River lifted its advisory in January 2026. Three months after the milestone announcement, Tataskweyak Cree Nation and Tootinaowaziibeeng Treaty Reserve were still on the active advisory list. Nationally, "17 of the 38 affected systems (45%) have infrastructure that can produce clean drinking water" while "20 of the 38 affected systems (53%) need operational improvements before the advisory can be lifted".
For whom
The communities named, approximately 9,525 people on reserve.
Cost / trade-off
Capital was the part that moved. The department's own breakdown shows operations, not construction, is what stands between many systems and a lifted advisory.
Unintended effects
A completed plant reads publicly as a solved problem, which can end attention before the advisory ends.
Transferability
This is the region's clearest conversion case: capability was delivered and the outcome did not follow automatically. Any programme that funds assets without funding operators and maintenance should expect the same gap.
  • Source Indigenous Services Canada (2026)

    Five Manitoba First Nations reach major milestones in improving access to safe drinking water

    "Indigenous Services Canada contributed more than $122.2 million to support these water infrastructure projects" serving approximately 9,525 people. Long Plain, Berens River and Misipawistik completed upgrades and expansions, Tataskweyak "has built a new water treatment plant", and Tootinaowaziibeeng is nearing completion. Only Berens River is recorded as lifting its advisory, "in January 2026", and the release states "there is still work ahead".

    Published
    2026-06-23
    Evidence period
    To June 2026
    Geography
    Canada, Manitoba (Treaty 1, 2 and 5 territories)
    Limitations
    A government news release announcing construction milestones, not an evaluation. It reports one advisory lifted of the five communities named, and no health or water-quality outcome data.
  • Source Indigenous Services Canada (2026)

    Active long-term drinking water advisories

    "38 active long-term drinking water advisories on public systems on reserve in 36 communities", affecting approximately 5,590 homes and 335 community buildings. The department's own breakdown is the striking part: "17 of the 38 affected systems (45%) have infrastructure that can produce clean drinking water" while "20 of the 38 affected systems (53%) need operational improvements before the advisory can be lifted". Manitoba communities on the list include Tataskweyak Cree Nation and Tootinaowaziibeeng Treaty Reserve.

    Published
    2026-09-11
    Evidence period
    Numbers as of September 10, 2026
    Geography
    Canada, First Nations public systems on reserve
    Limitations
    A live administrative list, so the numbers move; these were read on September 10, 2026. It covers public systems on reserve funded by the department and says nothing about water quality where no advisory is in force.
  • Source Indigenous Services Canada (2026)

    Ending long-term drinking water advisories

    158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

    Published
    2026-09-10
    Evidence period
    November 2015 to September 10, 2026
    Geography
    Canada (First Nations communities on reserve, south of 60°)
    Limitations
    An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
Tribal Broadband Connectivity Program: awards made, connectivity not established Promising
Attempt
NTIA was appropriated $3 billion to fund Tribal governments, organizations, Tribal Colleges and Universities, Alaska Native Corporations and the Department of Hawaiian Home Lands to build their own broadband.
Conditions
Direct federal funding to Tribal entities rather than to carriers serving them, on lands that commercial deployment has repeatedly skipped.
Mechanism
Competitive grants for infrastructure, planning and adoption, awarded to and administered by Tribal recipients.
Evidence
GAO's 2024 review of round one, and NTIA's November 2025 statement of awards.
Outcome
"NTIA has already made 275 awards totaling $2.2 billion with TBCP funding", the first round reaching 31 recipients that had not recently benefited from eight other federal broadband programmes. GAO found "it will be difficult to financially sustain networks built under TBCP", because over half of recipients planned to rely on other federal funding that has been hard to obtain or has ended.
For whom
Tribal communities on lands where fixed broadband availability trails urban areas by about twelve percentage points.
Cost / trade-off
Sustainability after construction is unresolved, and GAO made three recommendations to address it, which NTIA accepted.
Unintended effects
Not established.
Transferability
Funding routed through the communities that will own the asset is transferable in principle. It must not be read as connectivity delivered: no source establishes how many networks operate or how many households are connected.
  • Source U.S. Government Accountability Office (GAO-24-106541) (2024)

    Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

    "NTIA was appropriated $3 billion for TBCP", completing the first of two funding rounds in September 2023, reaching 31 tribal recipients that had not recently participated in eight other key federal broadband programs. GAO found "it will be difficult to financially sustain networks built under TBCP": over half of recipients with infrastructure projects planned to rely on other federal funding that has proven difficult to obtain or has ended. NTIA agreed with all three recommendations.

    Published
    2024-06-24
    Evidence period
    Tribal Broadband Connectivity Program round one, completed September 2023
    Geography
    United States, Tribal lands
    Limitations
    The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.
  • Source National Telecommunications and Information Administration (2025)

    NTIA Announces Tribal Broadband Program Reforms to Maximize Tribal Connectivity and Reduce Red Tape

    "NTIA has already made 275 awards totaling $2.2 billion with TBCP funding." The first notice of funding opportunity "awarded more than $1.87 billion in funds through 226 projects impacting more than 400 Tribes", and the second "awarded $360 million in funds across 48 projects". Remaining tribal broadband funding, estimated at at least $500 million, was to be offered through a new notice in spring 2026.

    Published
    2025-11-12
    Evidence period
    Cumulative programme awards to November 2025
    Geography
    United States, Tribal lands
    Limitations
    An agency press release reporting awards made, not construction completed, service activated or households connected. No connectivity outcome can be inferred from it.
  • Source Federal Communications Commission (FCC 26-55) (2026)

    2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

    As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

    Published
    2026-08-14
    Evidence period
    Broadband Data Collection deployment data as of June 30, 2025
    Geography
    United States, with rural, urban and Tribal lands breakdowns
    Limitations
    This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
Philadelphia Green City, Clean Waters: fifteen years of a twenty-five year commitment Established
Attempt
Philadelphia committed, under a 2011 state consent order and a 2012 federal order, to manage stormwater largely through green infrastructure rather than new tunnels, on a programme running to 2036.
Conditions
A binding regulatory commitment with published milestones, a single accountable utility, and a twenty-five year horizon that outlasts any administration.
Mechanism
Distributed green stormwater infrastructure across public and private sites, counted in "greened acres" of impervious area managed.
Evidence
The Philadelphia Water Department's fifteen-year milestone reporting, July 2026.
Outcome
The city "surpassed the requirement of 3,812 Greened Acres with more than 3,860 Greened Acres completed", through "more than 1,100 public and private stormwater management projects", with interceptor rehabilitation on target.
For whom
Residents of the combined sewer service area. Distribution across neighbourhoods is not established by this source.
Cost / trade-off
Not published in the material read. The programme trades immediate visible results for a long compliance horizon.
Unintended effects
A greened acre is a compliance unit, so hitting the standard can be reported as an environmental outcome when it is an output.
Transferability
The transferable part is the structure: a binding commitment with milestones a public body must report against, over a horizon longer than a political term. Water quality and health improvements are not attributed to the programme by the source.
  • Source Philadelphia Water Department (2026)

    15 Years of Green City, Clean Waters

    At its fifteen-year milestone the city "surpassed the requirement of 3,812 Greened Acres with more than 3,860 Greened Acres completed", delivered through "more than 1,100 public and private stormwater management projects", with 14+ miles of interceptor rehabilitation completed or underway against a 14.5-mile standard. The programme runs under a 2011 Pennsylvania consent order and a 2012 EPA order, to 2036.

    Published
    2026-07-16
    Evidence period
    2011 to 2026, against a programme running to 2036
    Geography
    United States, Philadelphia's combined sewer service area
    Limitations
    Self-reported compliance reporting by the water department, not an independent audit. A "Greened Acre" is a regulatory accounting unit for impervious area managed, not a measure of water quality, health or flood risk, and the volume figure is anticipated rather than metered. No Year 15 statutory evaluation plan was published at the time of reading.
Vancouver St George Rainway: an early experiment, benefits still projected Early implementation
Attempt
The City of Vancouver is rebuilding a residential street as a "rainway", combining green rainwater infrastructure with changes for walking and cycling.
Conditions
A single four-block street in one neighbourhood, partly federally funded, and the city's first project of this scale of its kind.
Mechanism
Green rainwater infrastructure along the street to slow, treat and absorb rainfall that would otherwise enter the combined sewer.
Evidence
The City's own project engagement material.
Outcome
Not yet established. The City states the project "will" reduce street flooding, treat rainwater pollutants, reduce combined sewer overflows, enhance climate resiliency, increase biodiversity and cool the neighbourhood: these are design intentions, not measured results.
For whom
The street's residents and catchment, in the first instance.
Cost / trade-off
Not established from the material read.
Unintended effects
Not established.
Transferability
Too early to judge. Projected benefits must not be reported as completed ones, and no instrumented performance data was found.
  • Source City of Vancouver (2025)

    St George Rainway

    The Rainway is "a green rainwater infrastructure and sustainable transportation project that aims to re-imagine the street to support nature, mobility, community and learning". Its benefits are stated as intentions: it "will" reduce street flooding, treat rainwater pollutants from roadways, reduce combined sewer overflows, enhance climate resiliency, increase biodiversity and cool the neighbourhood.

    Published
    2025-09-01
    Evidence period
    Project engagement and design to 2025
    Geography
    Canada, Mount Pleasant, Vancouver, British Columbia
    Limitations
    A city engagement page: every benefit is stated as design intent in the future tense, and no measured performance is published. The page's construction dates are out of date, and the City's own project page could not be read directly at the time of writing, so the schedule is not confirmed here.

Leadership interpretation

Through the LEAD48 4P Leadership Lens

The region remains the subject. The 4Ps help interpret what the evidence means for leadership.

What the evidence asks us to examine

People carry the consequences. Process decides whether commitment becomes delivery. Planet sets what today's systems must carry. Portfolio chooses what scarce delivery capacity is spent on. Evidence-grounded synthesisLocked for the programme
How each P reads in this region

People

Who carries the consequences?

Evidence-grounded synthesisLocked for the programme

The evidence asks Who carries the consequences when capability is not converted into outcomes?

The people furthest from the average carry them. 36 First Nations communities remain under long-term drinking water advisories, rural broadband availability trails urban by roughly thirteen points, more than 70 Alaska Native villages face erosion, flooding or thawing permafrost, and a quarter of recent immigrants with postsecondary credentials work in jobs requiring a high school diploma or less. These are not the region's margins: they are where its conversion problem is experienced first.

  • Source Indigenous Services Canada (2026)

    Ending long-term drinking water advisories

    158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

    Published
    2026-09-10
    Evidence period
    November 2015 to September 10, 2026
    Geography
    Canada (First Nations communities on reserve, south of 60°)
    Limitations
    An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • Source Federal Communications Commission (FCC 26-55) (2026)

    2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

    As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

    Published
    2026-08-14
    Evidence period
    Broadband Data Collection deployment data as of June 30, 2025
    Geography
    United States, with rural, urban and Tribal lands breakdowns
    Limitations
    This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
  • Source U.S. Government Accountability Office (GAO-22-104241) (2022)

    Alaska Native Issues: Federal Agencies Could Enhance Support for Native Village Efforts to Address Environmental Threats

    More than 70 out of over 200 Alaska Native villages face significant environmental threats from erosion, flooding, or thawing permafrost. More than 30 federal programs could assist them, but most are difficult for small communities to access. GAO made eight recommendations to seven federal agencies and asked Congress to consider establishing an interagency entity to target federal investment.

    Published
    2022-05-18
    Evidence period
    Federal funding for fiscal years 2016 to 2020
    Geography
    United States (Alaska)
    Limitations
    Published in 2022, so it predates later federal climate and infrastructure funding, and the status of its recommendations is not captured here. It is Alaska-specific: it does not describe Tribal Nations in the contiguous United States. Threat counts rest on agency-supplied assessments.
  • Source Statistics Canada (2026)

    Job mismatch among core working age immigrants with postsecondary education

    Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

    Published
    2026-04-07
    Evidence period
    September 2024 and September 2025 Labour Force Survey data combined
    Geography
    Canada
    Limitations
    A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.

Process

What systems shape the outcome?

Evidence-grounded synthesisLocked for the programme

The evidence asks What systems decide whether commitment becomes delivery in North America?

Process is this region's dominant P. The evidence points at governance, procurement, permitting, coordination and administrative burden rather than ambition or invention: four U.S. agencies obligated about 76 percent of $574.7 billion and disbursed about 54 percent of that, NTIA disbursed about 2 percent of what it obligated for its largest broadband programme, federal AI use cases nearly doubled while officials struggled to comply with existing policy, and 158 water advisories were lifted while 38 remain. The bottleneck sits between decision and delivery.

  • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

    Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

    "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

    Published
    2026-07-22
    Evidence period
    Fiscal years 2022 to 2025, status as of September 30, 2025
    Geography
    United States
    Limitations
    A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
  • Source U.S. Government Accountability Office (GAO-25-107653) (2025)

    Artificial Intelligence: Generative AI Use and Management at Federal Agencies

    Across the selected agencies, the total number of reported AI use cases nearly doubled from 571 in 2023 to 1,110 in 2024, and generative AI use cases increased about nine-fold, from 32 to 282. Officials reported challenges complying with existing federal policies and guidance, obtaining technical resources and budget, and keeping pace with the technology.

    Published
    2025-07-29
    Evidence period
    Agency AI use-case inventories for 2023 and 2024
    Geography
    United States (federal agencies)
    Limitations
    Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.
  • Source Indigenous Services Canada (2026)

    Ending long-term drinking water advisories

    158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

    Published
    2026-09-10
    Evidence period
    November 2015 to September 10, 2026
    Geography
    Canada (First Nations communities on reserve, south of 60°)
    Limitations
    An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • Source U.S. Government Accountability Office (GAO-24-106541) (2024)

    Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

    "NTIA was appropriated $3 billion for TBCP", completing the first of two funding rounds in September 2023, reaching 31 tribal recipients that had not recently participated in eight other key federal broadband programs. GAO found "it will be difficult to financially sustain networks built under TBCP": over half of recipients with infrastructure projects planned to rely on other federal funding that has proven difficult to obtain or has ended. NTIA agreed with all three recommendations.

    Published
    2024-06-24
    Evidence period
    Tribal Broadband Connectivity Program round one, completed September 2023
    Geography
    United States, Tribal lands
    Limitations
    The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.

Planet

What must endure?

Evidence-grounded synthesisLocked for the programme

The evidence asks What must endure, and what are today's systems actually able to carry?

What must endure is broader than the climate file: water systems, energy, ecosystems, land and the stewardship relationships that hold them. The IPCC assesses irreversible ecosystem change, mounting damage to infrastructure and housing and disrupted livelihoods by mid-century without deep mitigation; the United States averaged 23.0 billion-dollar disasters a year from 2020 to 2024 against 9.0 over the long run; and 11% of Canada's housing-enabling infrastructure was already in poor or very poor condition in 2022. And the design standards themselves are being rewritten: the precipitation frequency standard embedded in engineering and floodplain rules assumed a stationary climate, and its national replacement is scheduled for 2027.

  • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

    Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

    Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

    Published
    2022
    Evidence period
    Assessed literature to 2021
    Geography
    Canada, Mexico and the United States
    Limitations
    An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
  • Source NOAA National Centers for Environmental Information (2025)

    Billion-Dollar Weather and Climate Disasters: United States summary

    From 1980 to 2024 there were 403 confirmed weather and climate disaster events with losses exceeding $1 billion each, totalling $2,918.1 billion and 16,941 deaths. The 1980-2024 annual average is 9.0 events (CPI-adjusted); the annual average for the most recent five years, 2020-2024, is 23.0 events.

    Published
    2025
    Evidence period
    1980 to 2024
    Geography
    United States
    Limitations
    The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.
  • Source Canadian Infrastructure Council (2025)

    Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

    In 2022, 11% of housing-enabling infrastructure was classified as being in poor or very poor condition, with an estimated replacement value of $126 billion. More than 11% of water and wastewater-related assets were in poor or very poor condition (an estimated $107 billion), as were more than 13% of public transit assets (nearly $15 billion).

    Published
    2025
    Evidence period
    Condition data for 2022
    Geography
    Canada
    Limitations
    Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.
  • Source NOAA National Weather Service, Office of Water Prediction (2025)

    NOAA Atlas 15 Pilot Technical Report, Version 1.1.p

    The standard currently embedded in engineering and floodplain practice assumes a stable climate: "The analysis and methodologies used to estimate precipitation frequencies in the NOAA Atlas 14 series assumed that the climate is stationary in a statistical context." NOAA notes that standard "is referenced in many engineering design standards and floodplain regulations". Moving to a nonstationary framework in the Montana pilot shifted 1 percent annual-chance estimates, with differences "generally within about 20%". National replacement is scheduled for 2027.

    Published
    2025-03-25
    Evidence period
    Montana pilot domain; present-day estimates for base year 2023 and projections to 2100
    Geography
    United States, piloted over Montana ahead of national rollout
    Limitations
    The report states its values "are preliminary and intended for comparison and feedback purposes only as this analysis has not completed the peer review process". Results are for the Montana pilot and do not generalise nationally; differences run in both directions. Projections depend on downscaled climate models and emissions scenarios, and the publication timetable has already moved once.

Portfolio

What must leaders choose?

Evidence-grounded synthesisLocked for the programme

The evidence asks What must leaders fund, sequence, defer or stop when implementation capacity is the scarcest resource?

The scarce resource in North America is often not money but the capacity to deliver: commitments are outrunning the pipelines that turn them into service, while U.S. federal debt is projected at 120 percent of GDP by 2036 with rising interest costs, and Canada's federal position is judged sustainable while the assets in poor condition sit with municipalities. The choice is less whether to invest than what to sequence first, who does the work, and what is honestly deferred while that is settled.

  • Source Congressional Budget Office (2026)

    The Budget and Economic Outlook: 2026 to 2036

    In CBO's projections, the federal budget deficit in fiscal year 2026 is $1.9 trillion and grows to $3.1 trillion by 2036, and federal debt rises to 120 percent of GDP in 2036. The deficit is 5.8 percent of GDP in 2026, growing to 6.7 percent in 2036, against the 3.8 percent averaged over the past 50 years. "Rising net interest costs drive much of that increase."

    Published
    2026-02-11
    Evidence period
    Fiscal years 2026 to 2036
    Geography
    United States (federal government)
    Limitations
    A projection under current law, not a forecast: it excludes appropriation acts passed after 14 January 2026 and any later legislation, and runs only ten years. CBO published data rather than a narrative long-term outlook in 2026.
  • Source Office of the Parliamentary Budget Officer (Canada) (2025)

    Budget 2025: Long-term Fiscal Sustainability

    The PBO estimates the federal fiscal gap at -0.1 per cent of GDP, or $4.2 billion: the federal government could permanently increase spending or reduce revenues by 0.1 per cent of GDP while returning the federal debt-to-GDP ratio in 2055-56 to its initial level of 41.2 per cent. On that basis, "current fiscal policy in Budget 2025 would be deemed sustainable over the long term".

    Published
    2025-12-17
    Evidence period
    Baseline 2024-25, projected to 2055-56
    Geography
    Canada (federal government)
    Limitations
    A 30-year projection resting on Finance Canada's own demographic and economic assumptions, not an outcome. It covers the federal government only, so it says nothing about the provincial and municipal budgets where most infrastructure and service delivery pressure sits.
  • Source American Society of Civil Engineers (2025)

    2025 Report Card for America's Infrastructure

    ASCE estimates investment needs total $9.1 trillion for all 18 Report Card categories to reach a state of good repair, against $5.4 trillion in forecast public and private investment for 2024 through 2033. "This leaves a gap of $3.7 trillion in investments for America's infrastructure if we keep investing at current funding levels."

    Published
    2025-03-25
    Evidence period
    Condition as of 2025; investment need and gap modelled for 2024 to 2033
    Geography
    United States
    Limitations
    ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.
  • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

    Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

    "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

    Published
    2026-07-22
    Evidence period
    Fiscal years 2022 to 2025, status as of September 30, 2025
    Geography
    United States
    Limitations
    A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.

How the 4P Leadership Lens works

SDG connections Verified factLocked for the programme

Which Goals does this touch?

A Goal appears here only when a cited source supports the link.

  • SDG 6
    Clean water and sanitation Primary

    6.1: Achieve universal and equitable access to safe and affordable drinking water for all

    38 long-term drinking water advisories remain in effect in 36 First Nations communities. Evidence-backed

    • Source Indigenous Services Canada (2026)

      Ending long-term drinking water advisories

      158 long-term drinking water advisories have been lifted since November 2015, and 38 long-term drinking water advisories remain in effect in 36 communities. An advisory becomes long-term once it has been in place for more than 12 months.

      Published
      2026-09-10
      Evidence period
      November 2015 to September 10, 2026
      Geography
      Canada (First Nations communities on reserve, south of 60°)
      Limitations
      An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.
  • SDG 8
    Decent work and economic growth Primary

    8.2: Achieve higher levels of economic productivity through diversification, technological upgrading and innovation

    Canada's relative labour productivity has fallen 26% since the late 1990s while technology adoption concentrates in larger firms. Evidence-backed

    • Source Statistics Canada, Economic and Social Reports (2026)

      Measuring Canada's economic performance relative to the United States

      "Canada's relative labour productivity has fallen 26% since the late 1990s", standing at 73.9 against a first-quarter-1997 base of 100. Relative output per capita in the third quarter of 2025 was 14% below early-1997 levels, and relative GNI per capita 10% below.

      Published
      2026-03-25
      Evidence period
      First quarter 1997 to third quarter 2025
      Geography
      Canada relative to the United States
      Limitations
      These are relative index levels rebased to the first quarter of 1997, not absolute productivity levels or a dollar gap, so the base period shapes the headline. Cross-country comparison depends on purchasing-power conversion and hours-worked measurement, both of which are revised.
    • Source U.S. Census Bureau, Business Trends and Outlook Survey (2026)

      Large Firms With at Least 20 Employees Biggest AI Users

      Across December 2025 to May 2026, "AI usage hovered between 17% and 20%", standing at 19.8% on May 3, 2026. Adoption is strongly graded by size: 37% of firms with at least 250 employees and 32% of firms with 100 to 249 employees reported using AI, against less than 20% of firms with four or fewer employees. "AI use increased among firms with at least 20 employees but didn't change significantly among firms with fewer than 20 employees."

      Published
      2026-05-26
      Evidence period
      Collection periods December 14, 2025 to May 3, 2026
      Geography
      United States
      Limitations
      An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.
  • SDG 9
    Industry, innovation and infrastructure Primary

    9.1: Develop quality, reliable, sustainable and resilient infrastructure

    A $3.7 trillion U.S. investment gap, $126 billion of Canadian housing-enabling infrastructure in poor or very poor condition, and slow disbursement of committed funds. Evidence-backed

    • Source American Society of Civil Engineers (2025)

      2025 Report Card for America's Infrastructure

      ASCE estimates investment needs total $9.1 trillion for all 18 Report Card categories to reach a state of good repair, against $5.4 trillion in forecast public and private investment for 2024 through 2033. "This leaves a gap of $3.7 trillion in investments for America's infrastructure if we keep investing at current funding levels."

      Published
      2025-03-25
      Evidence period
      Condition as of 2025; investment need and gap modelled for 2024 to 2033
      Geography
      United States
      Limitations
      ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.
    • Source Canadian Infrastructure Council (2025)

      Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

      In 2022, 11% of housing-enabling infrastructure was classified as being in poor or very poor condition, with an estimated replacement value of $126 billion. More than 11% of water and wastewater-related assets were in poor or very poor condition (an estimated $107 billion), as were more than 13% of public transit assets (nearly $15 billion).

      Published
      2025
      Evidence period
      Condition data for 2022
      Geography
      Canada
      Limitations
      Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.
    • Source U.S. Government Accountability Office (GAO-26-108434) (2026)

      Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

      "Of the approximately $574.7 billion provided to them, the four agencies obligated about 76 percent and disbursed about 54 percent of obligated funds for fiscal years 2022 to 2025." The pace differs sharply by programme: about 89 percent of NTIA's IIJA funding was for the Broadband Equity, Access and Deployment Program, where "NTIA disbursed about 2 percent of the funding it obligated", while for EPA's Drinking Water State Revolving Fund, "EPA obligated about 60 percent of the appropriations for this program and disbursed almost 25 percent of the obligated amount as of September 30, 2025".

      Published
      2026-07-22
      Evidence period
      Fiscal years 2022 to 2025, status as of September 30, 2025
      Geography
      United States
      Limitations
      A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.
  • SDG 10
    Reduced inequalities Primary

    10.2: Empower and promote the social, economic and political inclusion of all

    Climate impacts amplified for marginalised groups, and measurably different access to essential systems by place and origin. Evidence-backed

    • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

      Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

      Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

      Published
      2022
      Evidence period
      Assessed literature to 2021
      Geography
      Canada, Mexico and the United States
      Limitations
      An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
    • Source Federal Communications Commission (FCC 26-55) (2026)

      2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

      As of June 2025, "approximately 97% of Americans had access to Fixed Terrestrial Service at 100/20 Mbps". Availability was approximately 99.5% in urban areas, against approximately 86.7% in rural areas and approximately 87.6% on Tribal lands.

      Published
      2026-08-14
      Evidence period
      Broadband Data Collection deployment data as of June 30, 2025
      Geography
      United States, with rural, urban and Tribal lands breakdowns
      Limitations
      This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.
    • Source Statistics Canada (2026)

      Job mismatch among core working age immigrants with postsecondary education

      Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

      Published
      2026-04-07
      Evidence period
      September 2024 and September 2025 Labour Force Survey data combined
      Geography
      Canada
      Limitations
      A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.
  • SDG 11
    Sustainable cities and communities Primary

    11.2: Provide access to safe, affordable, accessible and sustainable transport systems

    More than 13% of Canadian public transit assets were in poor or very poor condition in 2022, with an estimated replacement value of nearly $15 billion. Evidence-backed

    • Source Canadian Infrastructure Council (2025)

      Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

      In 2022, 11% of housing-enabling infrastructure was classified as being in poor or very poor condition, with an estimated replacement value of $126 billion. More than 11% of water and wastewater-related assets were in poor or very poor condition (an estimated $107 billion), as were more than 13% of public transit assets (nearly $15 billion).

      Published
      2025
      Evidence period
      Condition data for 2022
      Geography
      Canada
      Limitations
      Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.
    • Source American Society of Civil Engineers (2025)

      2025 Report Card for America's Infrastructure

      ASCE estimates investment needs total $9.1 trillion for all 18 Report Card categories to reach a state of good repair, against $5.4 trillion in forecast public and private investment for 2024 through 2033. "This leaves a gap of $3.7 trillion in investments for America's infrastructure if we keep investing at current funding levels."

      Published
      2025-03-25
      Evidence period
      Condition as of 2025; investment need and gap modelled for 2024 to 2033
      Geography
      United States
      Limitations
      ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.
  • SDG 13
    Climate action Primary

    13.1: Strengthen resilience and adaptive capacity to climate-related hazards and natural disasters

    Impacts already more frequent and intense, and a five-year average of 23.0 billion-dollar disasters a year against a long-run 9.0. Evidence-backed

    • Source Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report (2022)

      Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

      Since AR5, climate-change impacts have become more frequent and intense and have affected many millions of people from every region and sector across North America; accelerating hazards pose significant risks to well-being (high confidence). Entrenched socioeconomic vulnerabilities have amplified climate impacts for marginalised groups, including Indigenous Peoples, due to the impact of colonialism and discrimination (medium confidence). Without limiting warming to 1.5°C, key risks to North America are expected to intensify rapidly by mid-century, including irreversible changes to ecosystems, mounting damages to infrastructure and housing and disruption of livelihoods (high confidence). Immediate, widespread and coordinated adaptation focused on equity has the greatest potential to maintain and improve the quality of life for North Americans (high confidence).

      Published
      2022
      Evidence period
      Assessed literature to 2021
      Geography
      Canada, Mexico and the United States
      Limitations
      An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.
    • Source NOAA National Centers for Environmental Information (2025)

      Billion-Dollar Weather and Climate Disasters: United States summary

      From 1980 to 2024 there were 403 confirmed weather and climate disaster events with losses exceeding $1 billion each, totalling $2,918.1 billion and 16,941 deaths. The 1980-2024 annual average is 9.0 events (CPI-adjusted); the annual average for the most recent five years, 2020-2024, is 23.0 events.

      Published
      2025
      Evidence period
      1980 to 2024
      Geography
      United States
      Limitations
      The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.
  • SDG 16
    Peace, justice and strong institutions Primary

    16.6: Develop effective, accountable and transparent institutions at all levels

    Low confidence in national institutions in both countries, measured by different but consistent questions. Evidence-backed

    • Source Pew Research Center (2025)

      Public Trust in Government: 1958-2025

      Just 17% of Americans say they trust the government in Washington to do what is right just about always or most of the time, one of the lowest readings since the question was first asked in 1958 (73%). The share has not been higher than 30% since 2007.

      Published
      2025-12-04
      Evidence period
      1958-2025
      Geography
      United States
      Limitations
      United States only; it says nothing about trust in Canada or Mexico. Measures trust in the federal government in Washington, one survey question over time.
    • Source Statistics Canada (2024)

      Confidence in institutions and the media, 2023

      In 2023, close to two-thirds (65%) of Canadians reported high confidence in the police, a higher proportion than any other institution measured. Confidence was lower in the justice system and courts (49%), the school system (45%), the Canadian media (37%) and the Federal Parliament (28%). Respondents were asked: "Using a scale of 1 to 5, where 1 means 'No confidence at all' and 5 means 'A great deal of confidence,' how much confidence do you have in the following institutions?"

      Published
      2024-02-13
      Evidence period
      Collected October 20 to December 3, 2023
      Geography
      Canada
      Limitations
      Self-reported confidence from one survey period, and "high confidence" is defined as a score of 4 or 5 on a 1-to-5 scale, which compresses the middle of the distribution. Excludes the territories. Not directly comparable with the U.S. Pew trust question, which asks a different thing.
View the 2 supporting Goals
  • SDG 4
    Quality education Supporting

    4.4: Substantially increase the number of youth and adults who have relevant skills

    Strong measured adult skills alongside significant under-use of postsecondary credentials, especially among recent immigrants. Evidence-backed

    • Source Statistics Canada (2024)

      Literacy, numeracy and adaptive problem solving skills of Canadians: Results from the 2022 Programme for the International Assessment of Adult Competencies

      "Canada's average score in literacy (271), numeracy (271) and adaptive problem solving (259) was above the OECD averages of 259, 262 and 250, respectively." Among the 27 participating OECD countries, Canada ranked in the top 10 in all three skill domains, and had one of the smallest proportions of adults in the two lowest literacy levels (19% compared with 27% among participating OECD countries).

      Published
      2024-12-10
      Evidence period
      Collected 2022 to 2023, compared with the 2012 cycle
      Geography
      Canada, compared with 27 participating OECD countries
      Limitations
      Cycle 2 data exclude the territories. The assessment was administered in English or French, so performance can reflect language proficiency as well as skill, which matters in a country with a large immigrant population. Scores are sample estimates, so a precise rank position within the top ten is not established.
    • Source Statistics Canada (2026)

      Job mismatch among core working age immigrants with postsecondary education

      Recent immigrants were most likely to report being overqualified for their job (32.6%), against 22.4% of established immigrants and 19.1% of people born in Canada. On the harder measure, 25.6% of recent immigrants were working in a job requiring a high school diploma or less, against 13.2% of the Canadian-born. Recent immigrants with a degree above a bachelor's were "about 6 times more likely than those born in Canada to be working in a job requiring only a high school diploma or less (16.1% vs. 2.8%)".

      Published
      2026-04-07
      Evidence period
      September 2024 and September 2025 Labour Force Survey data combined
      Geography
      Canada
      Limitations
      A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.
  • SDG 17
    Partnerships for the goals Supporting

    17.17: Encourage and promote effective public, public-private and civil society partnerships

    Federal funding delivered through Tribal governments and Indigenous-led programmes that design and operate the work themselves. Evidence-backed

    • Source National Telecommunications and Information Administration (2025)

      NTIA Announces Tribal Broadband Program Reforms to Maximize Tribal Connectivity and Reduce Red Tape

      "NTIA has already made 275 awards totaling $2.2 billion with TBCP funding." The first notice of funding opportunity "awarded more than $1.87 billion in funds through 226 projects impacting more than 400 Tribes", and the second "awarded $360 million in funds across 48 projects". Remaining tribal broadband funding, estimated at at least $500 million, was to be offered through a new notice in spring 2026.

      Published
      2025-11-12
      Evidence period
      Cumulative programme awards to November 2025
      Geography
      United States, Tribal lands
      Limitations
      An agency press release reporting awards made, not construction completed, service activated or households connected. No connectivity outcome can be inferred from it.
    • Source Parks Canada Agency (2025)

      Evaluation of the Indigenous Guardians Initiative: Internal review

      Parks Canada received $61.7 million to be invested between 2021-22 and 2025-26. As of November 2024 the initiative reported 37 new or enhanced Indigenous Guardians Programs in the implementation or sustain phases, plus five in capacity building. Spending ramped up slowly: $1.03 million in 2021-22, $5.93 million in 2022-23 and $10.25 million in 2023-24. The review found the initiative "has been effective in supporting the development of Indigenous Guardians programs", but that evidence of a strategy to support the programs beyond 2026 was limited.

      Published
      2025
      Evidence period
      Activities 2021-22 to 2024-25; fieldwork August 2023 to July 2024
      Geography
      Canada
      Limitations
      An internal review, not an independent evaluation, and it explicitly did not examine the performance of individual programs, "the aims of which are determined by the values and priorities of Indigenous communities". It covers Parks Canada's portion of the federal investment only. So it documents delivery and a funding-cliff risk, not measured stewardship outcomes.
Why these Goals, and why these are primary

Primary Goals carry the region's inquiry; supporting Goals are touched by it. They are not equally weighted, and no ratio is required: weighting follows the region's mechanism, not how often a Goal is referenced. Clean water and sanitation is primary here because the water evidence is a direct manifestation of this region's capability-to-outcomes problem, and peace, justice and strong institutions is primary because institutional delivery is structurally central to the mechanism. Neither is demoted by counting mentions.

The movement

What this movement asks

Theme Capability, conversion, outcomes

Broad window Thu 20 May, about 9:00 AM to 1:00 PM Toronto time. In Toronto: Thu 20 May, about 9:00 AM to 1:00 PM.

Inquiry themes this movement feeds When capability exists but never reaches the outcome · Fund, sequence, defer or stop: when every choice is defensible · Adapting faster without spending the trust you will need later · When the same evidence tells different stories. Where you live does not decide where you fit.

LEAD48 curates the conversations inside this movement from the research on this page and the perspectives below. You do not need to choose a session: bring what you know to the inquiry, and the matching is LEAD48's work.

Contributor expressions of interest are not open.

The shape of a movement

How a movement moves

The same beats in every region, in the same order. What fills them, and how long they take, is this region's own.

View the beats every movement runs through
  1. Baton Handover In

    The incoming and outgoing regions are both live. Intellectual content, not an emcee transition.

  2. Opening Regional Provocation

    One strong regional voice frames the movement: what is happening in this region right now, and why should the rest of the world care?

  3. Regional Reality

    The evidence: what is actually true in this region.

  4. Responses, Experiments and Tensions

    The practical core: what is being tried, and where it is contested.

  5. Regional Synthesis

    What we learned, what challenged our assumptions and where we disagreed.

  6. Baton Question + Handover Out

    The signature moment. The baton never simply moves: it evolves.

Perspectives sought Evidence-grounded synthesisLocked for the programme

What perspectives strengthen this inquiry?

The kinds of knowledge and experience this inquiry needs. They describe perspectives, not places: one person may bring several, and a strong case or a well-evidenced challenge counts as much as a title.

View the knowledge this movement needs
  • Systems delivery practitioner

    Knowledge required Has run a large public programme from commitment through procurement to delivered service, and can say where it actually slowed.

    Why this is needed The region's evidence points at the pipeline between decision and delivery, which only someone who has operated one can describe honestly.

  • First Nations, Inuit or Métis knowledge holder

    Knowledge required Holds community knowledge of stewardship, water or infrastructure delivery, and of governing that work as its owner.

    Why this is needed Indigenous communities in this region are designers, owners and operators, not only affected populations, and the room must show that.

  • U.S. Tribal leader or practitioner

    Knowledge required Has led or delivered a Tribal programme such as broadband, water or climate relocation, including its sustainability after the grant.

    Why this is needed 275 Tribal broadband awards exist and their long-term sustainability is unresolved; the people running them know why.

  • AI implementation leader

    Knowledge required Has put AI into a working organization and redesigned the work around it, not only procured the tool.

    Why this is needed Adoption is rising while redesign lags; the gap between the two is the conversation.

  • Labour and workforce researcher

    Knowledge required Works with labour market and skills data across Canada or the United States, including its limits.

    Why this is needed The skills-to-work conversion claim rests on data that must be presented with its caveats intact.

  • Youth contributor

    Knowledge required Is entering the labour market now, in this region, and can speak to that entry directly.

    Why this is needed Decisions about skills and technology are made mostly by people who are not living their consequences.

  • Immigrant skills integration practitioner or researcher

    Knowledge required Works on credential recognition, licensing or employer practice, and knows where recognition actually breaks.

    Why this is needed Measured under-use of immigrant credentials is one of the region's clearest conversion failures.

  • Housing or local-government practitioner

    Knowledge required Has delivered housing or local services under a municipal mandate, with real constraints on staff, land and money.

    Why this is needed National ambition meets local execution here, and outcomes differ by city rather than by country.

  • Infrastructure or project-delivery leader

    Knowledge required Has moved capital programmes from obligation to construction, and can explain the lag rather than defend it.

    Why this is needed Disbursement rates are the region's sharpest evidence of a delivery problem, and need someone who can read them fairly.

  • Climate resilience practitioner

    Knowledge required Has delivered adaptation or resilience work, such as stormwater, relocation or hardening, on a multi-year horizon.

    Why this is needed Resilience is a present portfolio decision whose benefits arrive after the decision-maker's tenure.

  • Institutional trust researcher

    Knowledge required Studies confidence in institutions in Canada or the United States and understands why the two countries' measures are not comparable.

    Why this is needed The trust evidence is easy to misuse, and the movement should be precise about what it does and does not show.

  • Small or medium-sized enterprise leader

    Knowledge required Runs an organization small enough that new technology and new requirements compete with the day's work.

    Why this is needed Adoption is rising only among larger firms, so the room needs the perspective that is being left behind.

The baton

The question moves

  1. It arrives. Toronto (opening) hands this movement the question.
  2. This region changes it. Everything above is what it is changed by.
  3. It leaves changed. Latin America & Caribbean receives whatever this movement earns in the room.

No question is written in advance. Each movement's question is earned live, in the room, and published here once it has been.

Global report contribution

What this movement will contribute

How this movement feeds the report

What this movement will contribute to the LEAD48 Global Leadership Report 2027. Every field is filled from the live movement, including what changed our mind.

What this movement finds is written in the room during the relay and becomes its part of the LEAD48 Global Leadership Report 2027. How the five outputs work

Research gaps and limitations Evidence-grounded synthesisLocked for the programme

What this evidence cannot show

These are limitations, not blockers. They are published so a reader can judge the evidence for themselves.

View what this evidence cannot show
  • No harmonized Canada and United States trust comparison

    The Pew and Statistics Canada measures ask different questions of different populations in different years. They show a consistent direction, not a comparable number.

    Affects: Prevailing conditions, leadership priority 1

  • Realized economic effects of generative AI are uncertain

    Adoption is measured; productivity and output effects are not. Every AI figure here counts use, not result.

    Affects: Conditions, the diffusion priority, the 4P Process lens

  • The long-run employment effect of AI is unresolved

    No source reviewed establishes what AI does to employment in this region over time, and the brief makes no claim about it.

    Affects: What is changing fastest

  • Indigenous housing and demographic data are older

    The census evidence used here is from 2021, which remains the latest authoritative release of its kind.

    Affects: Who experiences the region differently

  • Infrastructure outcome evaluation is incomplete

    Obligation and disbursement are accounting stages. What was actually built, and to what standard, is not established by the funding-status evidence.

    Affects: Delivery capacity condition, response cases

  • Tribal broadband outcomes are still developing

    275 awards totalling $2.2 billion are documented. Networks completed, households connected and long-term sustainability are not.

    Affects: Response cases, geographic inequality condition

  • Green infrastructure results are outputs, not measured impact

    Philadelphia's greened acres are a regulatory accounting unit. Improvements in water quality, health or flood risk are not attributed to the programme by the source.

    Affects: Response cases, the 4P Planet lens

  • Housing outcomes cannot be attributed to a single reform

    Where housing policy and housing starts are both recorded, the source data do not establish that one caused the other.

    Affects: Response cases

  • Rural and remote digital measures are imperfectly harmonized

    Broadband availability data are provider-reported and measure availability rather than adoption or affordability, and Canadian and U.S. definitions differ.

    Affects: Geographic inequality condition

  • The consequences of recent migration policy are uncertain

    Population and migration levels have shifted recently in both countries, and the downstream effects on labour markets and services are not yet established.

    Affects: What is changing fastest

  • No current authoritative measure of permitting or delivery time

    The U.S. federal environmental-review timelines publication was withdrawn during 2025, and no replacement was found, so the brief carries no figure for how long delivery takes.

    Affects: Delivery capacity condition, tensions

  • Calgary's citywide rezoning has been repealed

    Calgary approved citywide rezoning in May 2024 and approved its repeal on April 8, 2026, effective August 4, 2026. The city's record 2025 housing starts must not be read as the result of a policy that has since been reversed. The City's own page also carries a date discrepancy, giving the effective date as 2024 in one place and 2026 in another. The case is therefore classified contested rather than as an established local success, which is a settled editorial decision rather than an open question.

    Affects: Response cases

Research and evidence

See the evidence

Every claim on this page links here. Participants' contributions do not statistically represent the whole region.

View all 35 sources
  1. Public Trust in Government: 1958-2025

    Pew Research Center · 2025-12-04 · Evidence period: 1958-2025 · Geography: United States

    Population: U.S. adults (survey trend compiled from Pew Research Center and National Election Study data)

    Limitations: United States only; it says nothing about trust in Canada or Mexico. Measures trust in the federal government in Washington, one survey question over time.

  2. Indigenous population continues to grow and is much younger than the non-Indigenous population, although the pace of growth has slowed

    Statistics Canada, The Daily · 2022-09-21 · Evidence period: 2021 Census of Population (with 2016 comparison) · Geography: Canada

    Population: People enumerated in the 2021 Census who identified as Indigenous

    Limitations: Canada only. Statistics Canada notes that growth partly reflects response mobility (people answering the Indigenous identity questions differently from one census to the next), and that some reserves and settlements were incompletely enumerated.

  3. The 2025 AI Index Report

    Stanford Institute for Human-Centered Artificial Intelligence (HAI) · 2025 · Evidence period: 2024 · Geography: Global, with country comparisons

    Population: Not a population survey: investment, model and research data

    Limitations: Investment figures come from commercial data providers and cover private investment only. Country comparisons say nothing about who inside a country benefits.

  4. Ending long-term drinking water advisories

    Indigenous Services Canada · 2026-09-10 · Evidence period: November 2015 to September 10, 2026 · Geography: Canada (First Nations communities on reserve, south of 60°)

    Population: Public drinking water systems on reserve that are funded by Indigenous Services Canada

    Limitations: An administrative count of advisories, not a measure of water security: lifting an advisory does not guarantee it stays lifted, and private systems, semi-public systems and communities north of 60° are counted differently or not at all. The page is a live counter, so the numbers move; these were read on September 10, 2026.

  5. 2025 Report Card for America's Infrastructure

    American Society of Civil Engineers · 2025-03-25 · Evidence period: Condition as of 2025; investment need and gap modelled for 2024 to 2033 · Geography: United States

    Population: Eighteen categories of U.S. public and private infrastructure

    Limitations: ASCE is a professional body that advocates for higher infrastructure investment, so this is an expert assessment against its own criteria rather than an independent audit. Its own pages state the gap as both $3.6 trillion and $3.7 trillion; the economics page and ASCE's news release say $3.7 trillion.

  6. Billion-Dollar Weather and Climate Disasters: United States summary

    NOAA National Centers for Environmental Information · 2025 · Evidence period: 1980 to 2024 · Geography: United States

    Population: U.S. weather and climate disaster events with direct losses above $1 billion each

    Limitations: The series has been retired, with no updates beyond calendar year 2024, so there is no official figure for 2025 or later; NOAA states the 1980-2024 archive remains authoritative. It counts direct losses only, above a $1 billion threshold that is sensitive to inflation, and draws partly on private insurance data that is not public.

  7. Literacy, numeracy and adaptive problem solving skills of Canadians: Results from the 2022 Programme for the International Assessment of Adult Competencies

    Statistics Canada · 2024-12-10 · Evidence period: Collected 2022 to 2023, compared with the 2012 cycle · Geography: Canada, compared with 27 participating OECD countries

    Population: Adults aged 16 to 65

    Limitations: Cycle 2 data exclude the territories. The assessment was administered in English or French, so performance can reflect language proficiency as well as skill, which matters in a country with a large immigrant population. Scores are sample estimates, so a precise rank position within the top ten is not established.

  8. Measuring Canada's economic performance relative to the United States

    Statistics Canada, Economic and Social Reports · 2026-03-25 · Evidence period: First quarter 1997 to third quarter 2025 · Geography: Canada relative to the United States

    Population: National and business-sector aggregates

    Limitations: These are relative index levels rebased to the first quarter of 1997, not absolute productivity levels or a dollar gap, so the base period shapes the headline. Cross-country comparison depends on purchasing-power conversion and hours-worked measurement, both of which are revised.

  9. Funding Status: Infrastructure Investment and Jobs Act and Inflation Reduction Act

    U.S. Government Accountability Office (GAO-26-108434) · 2026-07-22 · Evidence period: Fiscal years 2022 to 2025, status as of September 30, 2025 · Geography: United States

    Population: Four federal agencies: EPA, the Department of Transportation, the Department of the Interior and NTIA

    Limitations: A financial status report, not an evaluation of what was built. Obligation and disbursement are accounting stages, and capital programmes legitimately lag, so a low disbursement rate is a signal to examine rather than proof of failure. It covers four agencies only.

  10. Tribal Broadband: Additional Assistance to Recipients Would Better Support Implementation of $3 Billion in Federal Grants

    U.S. Government Accountability Office (GAO-24-106541) · 2024-06-24 · Evidence period: Tribal Broadband Connectivity Program round one, completed September 2023 · Geography: United States, Tribal lands

    Population: Tribal Broadband Connectivity Program grant recipients; a non-generalizable sample of 16 recipients was interviewed

    Limitations: The interview sample is explicitly non-generalizable and covers round one only. The report examines grant administration and financial sustainability. It contains no data on networks completed or households connected, so it cannot show connectivity outcomes.

  11. 2026 Section 706 Report on the Deployment of Advanced Telecommunications Capability

    Federal Communications Commission (FCC 26-55) · 2026-08-14 · Evidence period: Broadband Data Collection deployment data as of June 30, 2025 · Geography: United States, with rural, urban and Tribal lands breakdowns

    Population: The whole U.S. population

    Limitations: This measures availability, not adoption, affordability or actual subscription: a household counted as served may not have service. It rests on provider-reported data. The Commission's conclusion that deployment is "reasonable and timely" is a policy judgement that reverses the 2024 report's finding, not a change in the underlying data.

  12. Alaska Native Issues: Federal Agencies Could Enhance Support for Native Village Efforts to Address Environmental Threats

    U.S. Government Accountability Office (GAO-22-104241) · 2022-05-18 · Evidence period: Federal funding for fiscal years 2016 to 2020 · Geography: United States (Alaska)

    Population: Alaska Native villages and the federal agencies serving them

    Limitations: Published in 2022, so it predates later federal climate and infrastructure funding, and the status of its recommendations is not captured here. It is Alaska-specific: it does not describe Tribal Nations in the contiguous United States. Threat counts rest on agency-supplied assessments.

  13. Worst Case Housing Needs: 2025 Report to Congress

    U.S. Department of Housing and Urban Development · 2025-11-20 · Evidence period: Primarily the 2023 American Housing Survey, compared with 2019 and 2021 · Geography: United States, by region and metropolitan category

    Population: Very low-income renter households without government housing assistance

    Limitations: The survey data are from 2023 and the survey runs every two years. The definition is deliberately narrow, so it undercounts wider cost burden. The report's transmittal letter advances a contested policy interpretation about immigration and demand, which is the Department's argument rather than a finding from the survey data.

  14. Large Firms With at Least 20 Employees Biggest AI Users

    U.S. Census Bureau, Business Trends and Outlook Survey · 2026-05-26 · Evidence period: Collection periods December 14, 2025 to May 3, 2026 · Geography: United States

    Population: U.S. employer businesses excluding farms, from a sample of approximately 1.2 million businesses

    Limitations: An experimental Census data product. Use is self-reported over a two-week window and says nothing about depth, spending or realised productivity. The headline rate is firm-weighted, so "most firms do not use AI" and "many workers are at firms that do" can both be true. The trend window is under six months.

  15. Analysis on artificial intelligence use by businesses in Canada, second quarter of 2026

    Statistics Canada, Canadian Survey on Business Conditions · 2026-06-11 · Evidence period: Collected April 1 to May 6, 2026, reporting on the preceding 12 months · Geography: Canada

    Population: Businesses with employees; 9,251 responses from a sample of 21,105

    Limitations: Self-reported adoption with no measure of intensity or outcome: "using AI" covers everything from one chatbot to redesigned operations. The rolling 12-month reference window differs by respondent, and roughly half the sample did not respond. No comparison with the United States is made.

  16. Artificial Intelligence: Generative AI Use and Management at Federal Agencies

    U.S. Government Accountability Office (GAO-25-107653) · 2025-07-29 · Evidence period: Agency AI use-case inventories for 2023 and 2024 · Geography: United States (federal agencies)

    Population: Twelve selected federal agencies; eleven publish AI inventories (the Department of Defense is exempt)

    Limitations: Counts are self-reported by agencies and cover twelve selected agencies, not the whole federal government. It measures adoption and management practice, not outcomes for the public. Federal AI guidance changed in early 2025, so the two years are not a clean like-for-like trend.

  17. Climate Change 2022: Impacts, Adaptation and Vulnerability. Chapter 14: North America

    Intergovernmental Panel on Climate Change (IPCC), Working Group II, Sixth Assessment Report · 2022 · Evidence period: Assessed literature to 2021 · Geography: Canada, Mexico and the United States

    Population: Regional assessment; not a survey

    Limitations: An assessment of published literature with a 2021 cut-off. Confidence levels vary by finding and are stated with each one.

  18. Building Foundations for Tomorrow: Assessing Housing-Enabling Infrastructure Across Canada (National Infrastructure Assessment, Report 1)

    Canadian Infrastructure Council · 2025 · Evidence period: Condition data for 2022 · Geography: Canada

    Population: Housing-enabling public infrastructure: water, wastewater, stormwater and public transit assets

    Limitations: Condition ratings are self-reported by the asset owners, mostly municipalities, rather than independently assessed, and the data are from 2022. The scope is deliberately narrow: roads, bridges, energy, health and school buildings are outside the headline figure. This is the first report in the series, so there is no prior-year baseline.

  19. NOAA Atlas 15 Pilot Technical Report, Version 1.1.p

    NOAA National Weather Service, Office of Water Prediction · 2025-03-25 · Evidence period: Montana pilot domain; present-day estimates for base year 2023 and projections to 2100 · Geography: United States, piloted over Montana ahead of national rollout

    Population: Engineering design and floodplain regulation practice

    Limitations: The report states its values "are preliminary and intended for comparison and feedback purposes only as this analysis has not completed the peer review process". Results are for the Montana pilot and do not generalise nationally; differences run in both directions. Projections depend on downscaled climate models and emissions scenarios, and the publication timetable has already moved once.

  20. The Budget and Economic Outlook: 2026 to 2036

    Congressional Budget Office · 2026-02-11 · Evidence period: Fiscal years 2026 to 2036 · Geography: United States (federal government)

    Population: Federal deficits, debt, outlays and revenues

    Limitations: A projection under current law, not a forecast: it excludes appropriation acts passed after 14 January 2026 and any later legislation, and runs only ten years. CBO published data rather than a narrative long-term outlook in 2026.

  21. Budget 2025: Long-term Fiscal Sustainability

    Office of the Parliamentary Budget Officer (Canada) · 2025-12-17 · Evidence period: Baseline 2024-25, projected to 2055-56 · Geography: Canada (federal government)

    Population: Federal debt, spending and revenue

    Limitations: A 30-year projection resting on Finance Canada's own demographic and economic assumptions, not an outcome. It covers the federal government only, so it says nothing about the provincial and municipal budgets where most infrastructure and service delivery pressure sits.

  22. Confidence in institutions and the media, 2023

    Statistics Canada · 2024-02-13 · Evidence period: Collected October 20 to December 3, 2023 · Geography: Canada

    Population: Canadians aged 15 and older in the ten provinces (Canadian Social Survey - Quality of Life, Renter Experiences and Trust)

    Limitations: Self-reported confidence from one survey period, and "high confidence" is defined as a score of 4 or 5 on a 1-to-5 scale, which compresses the middle of the distribution. Excludes the territories. Not directly comparable with the U.S. Pew trust question, which asks a different thing.

  23. Evaluation of the Indigenous Guardians Initiative: Internal review

    Parks Canada Agency · 2025 · Evidence period: Activities 2021-22 to 2024-25; fieldwork August 2023 to July 2024 · Geography: Canada

    Population: Indigenous Guardians Programs supported through Parks Canada's share of the federal commitment

    Limitations: An internal review, not an independent evaluation, and it explicitly did not examine the performance of individual programs, "the aims of which are determined by the values and priorities of Indigenous communities". It covers Parks Canada's portion of the federal investment only. So it documents delivery and a funding-cliff risk, not measured stewardship outcomes.

  24. NTIA Announces Tribal Broadband Program Reforms to Maximize Tribal Connectivity and Reduce Red Tape

    National Telecommunications and Information Administration · 2025-11-12 · Evidence period: Cumulative programme awards to November 2025 · Geography: United States, Tribal lands

    Population: Tribal governments and organizations, Tribal Colleges and Universities, Alaska Native Corporations and the Department of Hawaiian Home Lands

    Limitations: An agency press release reporting awards made, not construction completed, service activated or households connected. No connectivity outcome can be inferred from it.

  25. Job mismatch among core working age immigrants with postsecondary education

    Statistics Canada · 2026-04-07 · Evidence period: September 2024 and September 2025 Labour Force Survey data combined · Geography: Canada

    Population: Workers aged 25 to 54 holding a postsecondary diploma or degree

    Limitations: A custom tabulation from the Labour Force Survey, pooling two September snapshots, so seasonal composition is embedded. Overqualification is partly self-reported, and the analysis identifies the mismatch without separating its causes: credential recognition, language, networks and discrimination are not distinguished.

  26. Employment and Unemployment Among Youth, Summer 2026

    U.S. Bureau of Labor Statistics · 2026-08-20 · Evidence period: April to July 2026, compared with July 2025 · Geography: United States

    Population: People aged 16 to 24

    Limitations: A July snapshot that is not seasonally adjusted, so it is not comparable with monthly headline series, and it covers all 16 to 24 year olds rather than recent graduates. Subgroup estimates are volatile.

  27. The State of Generative AI Adoption in 2025

    Federal Reserve Bank of St. Louis · 2025-11-13 · Evidence period: Real-Time Population Survey, August 2024 to August 2025 · Geography: United States

    Population: A nationally representative sample of adults aged 18 to 64

    Limitations: Time savings are self-reported, not measured output, and the productivity figure is an upper bound from a stylised model. The authors state plainly that the correlation "cannot be interpreted as causal". Published as central-bank blog research rather than peer-reviewed work.

  28. Employment Projections: 2025 to 2035

    U.S. Bureau of Labor Statistics · 2026-08-27 · Evidence period: Base year 2025, projected to 2035 · Geography: United States

    Population: Total employment across 22 major occupational groups

    Limitations: A projection, not an outcome. BLS states that "this precision in the data does not account for the inherent uncertainty of predicting long-term changes in the labor market" and applies AI adjustments conservatively. It assumes full employment in the target year.

  29. Rezoning for Housing: repeal of citywide rezoning

    The City of Calgary · 2026-07-21 · Evidence period: September 2023 to August 2026 · Geography: Canada, Calgary, Alberta

    Population: Land use across the city

    Limitations: A city project page rather than a decision record, and its own banner gives the effective date as August 4, 2024 while its timeline gives August 4, 2026; the timeline date is used here and the discrepancy is noted. The page does not say how many parcels either decision affected.

  30. Housing starts up 5.6% in 2025 from 2024

    Canada Mortgage and Housing Corporation · 2026-01-16 · Evidence period: Calendar years 2024 and 2025 · Geography: Canada, including census metropolitan areas

    Population: Housing starts in centres of 10,000 people or more

    Limitations: Starts are not completions and not occupancy, and metropolitan figures cover a wider area than a city's own boundary. CMHC attributes national gains partly to record rental construction, so no single municipal policy can be read out of these numbers.

  31. Five Manitoba First Nations reach major milestones in improving access to safe drinking water

    Indigenous Services Canada · 2026-06-23 · Evidence period: To June 2026 · Geography: Canada, Manitoba (Treaty 1, 2 and 5 territories)

    Population: Approximately 9,525 community members living on reserve

    Limitations: A government news release announcing construction milestones, not an evaluation. It reports one advisory lifted of the five communities named, and no health or water-quality outcome data.

  32. Active long-term drinking water advisories

    Indigenous Services Canada · 2026-09-11 · Evidence period: Numbers as of September 10, 2026 · Geography: Canada, First Nations public systems on reserve

    Population: Approximately 5,590 homes and 335 community buildings

    Limitations: A live administrative list, so the numbers move; these were read on September 10, 2026. It covers public systems on reserve funded by the department and says nothing about water quality where no advisory is in force.

  33. 15 Years of Green City, Clean Waters

    Philadelphia Water Department · 2026-07-16 · Evidence period: 2011 to 2026, against a programme running to 2036 · Geography: United States, Philadelphia's combined sewer service area

    Population: Philadelphia residents in the combined sewer area

    Limitations: Self-reported compliance reporting by the water department, not an independent audit. A "Greened Acre" is a regulatory accounting unit for impervious area managed, not a measure of water quality, health or flood risk, and the volume figure is anticipated rather than metered. No Year 15 statutory evaluation plan was published at the time of reading.

  34. St George Rainway

    City of Vancouver · 2025-09-01 · Evidence period: Project engagement and design to 2025 · Geography: Canada, Mount Pleasant, Vancouver, British Columbia

    Population: A four-block residential street and its catchment

    Limitations: A city engagement page: every benefit is stated as design intent in the future tense, and no measured performance is published. The page's construction dates are out of date, and the City's own project page could not be read directly at the time of writing, so the schedule is not confirmed here.

  35. U.S. Population Growth Slows Due to Historic Decline in Net International Migration

    U.S. Census Bureau · 2026-01-27 · Evidence period: July 1, 2024 to July 1, 2025 (Vintage 2025 estimates) · Geography: United States, by region and state

    Population: The resident population

    Limitations: These are estimates, not a census, and the Bureau warns that "year-to-year comparisons in the estimates should only be done within the same vintage" because of methodological updates. Part of the measured fall reflects a changed estimation method, and the 2026 figure quoted in the release is a projection.