Playbook Intro

Every election hits an inflection point where the facts meet the rhetoric. For Canadian companies, that’s the moment your story can get written, by you or by someone else. With AI, anyone can take the same facts and inject themselves into your narrative in seconds. This can either be an opportunity or pose a major risk.

With massive amounts of information at the public’s disposal, it’s important to be cognizant of who shapes that narrative and what it becomes. There are as many opportunities available to you as there are risks. This series is a reminder about how something so removed from Canadians, like the U.S. election, can still create opportunities for business to inject themselves into unforeseen and unknown news cycles.

With AI everyone can share information, but it takes a storytelling architect to signal the conversations worth having and the ones worth defending.

This playbook is a reminder of why the facts matter, how to get a read on hidden narratives, and what they could mean for you, including the missing perspective Canadian businesses might overlook.

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No Ballot. Big Stakes.

On November 3, America votes, and Canada watches. As Canadians, we don’t get a ballot. But our builders, our producers and our innovators live with the fallout, for better or worse. But that really all depends on what happens in critical races. On the line for energy, mining, renewables, data centres and artificial intelligence (AI) are:

• Permits
• Tax credits
• Oversight

Many of these may extend the life of the project, drive the next round of investment, and create opportunities for a well-prepared and agile competition.

While you keep focusing on improving delivery and perfecting the product, let me catch you up on the races that could shape the future of your industry.

This playbook closely maps the four critical sectors at play in the upcoming 2026 U.S. Midterm elections for: MINING, RENEWABLES, DATA CENTRES and AI for Canadian business.

Below is a playbook that highlights the Senate races that matter, the Canadian companies closely watching the outcome of these elections, and what it means; either Democrat or Republican.

This is a reminder this playbook is strictly objective-based and includes zero spin. Depending on your interests, shareholder concerns, and partners in industry; either party could create opportunities and risks to your projects or investments.

Will the winner have you adjusting not only to the market but to the political whims of democracy? It might have to.

When the benefit isn’t obvious, people don’t piece it together. They fill the gaps with their own version of the story, not yours. So stay ahead!

How to read this playbook

• One seat, what it can and can’t change (Analysis). There is no presidential race this year, so one Senate seat doesn’t choose who runs the agencies, but it can determine who confirms those choices. It changes which party controls the Senate, how much oversight the administration faces, and the votes on bills.
• Senate math to consider: The Senate has 53 Republicans, 45 Democrats and two independents who caucus with the Democrats. Democrats need a net gain of four seats to win a majority (last accessed October 24, 2026). A 50–50 split goes to the Republicans, because Vice President JD Vance breaks ties.

The races at a glance

Table notes: Dates are when each rater last updated its whole table, not necessarily when a race last moved. Cook and Inside Elections were read on their own pages (Inside Elections through its ratings data, last updated Oct 15) (Inside Elections, Oct 15, 2026). Sabato’s site blocked automated access, so Sabato ratings come from 270toWin and Sabato’s own Substack posts, which agree with each other. Short forms used in the table: R = Republican; D = Democrat; DFL = Democratic–Farmer–Labor (Minnesota’s Democratic party); inc. = incumbent.

About the author

Jared Fisk is an award-winning storytelling architect who helps mining, energy and cleantech companies define their narrative, build the content that carries it, and amplify it until the market repeats it. He works where communications, government relations and AI meet: reading how a story will land with investors, regulators and the machines that now summarize it.

Start with Episode 01: Ohio → Husted v. Brown, and what it means for Canadian companies exposed to data-centre permitting and the electricity grid.