Jeff Rubin is a CIGI senior fellow. A Canadian economist and bestselling author, Jeff is a world-leading energy expert and former chief economist and chief strategist at CIBC World Markets.

In his first research mandate at CIGI, Jeff explored the future of Canada’s oil sands in an emissions-constrained world, the case for a national carbon tax, as well as that for divestment from Canadian fossil fuels, and the opportunities that climate change itself might bring to the Canadian economy.

Jeff is currently researching the implications of shifting US trade, energy and environmental policies on the Canadian economy under the Trump administration, including a critical assessment of how Canada’s auto industry has performed relative to its NAFTA trading partners, an exploration of whether globalization has left Canadian workers behind and an examination of whether shifts in US energy and environmental policies will have a discernible impact on the future of Canada’s fossil fuel industries.

Jeff began his career in 1982 at the Ontario Ministry of Treasury and Economics, where he rose to become the senior policy advisor for the Macroeconomic Forecasting and Analysis Group. In 1988, Jeff left the Ontario government to join the brokerage firm Wood Gundy as their senior economist. In 1991, he was appointed chief economist and managing director at the investment bank CIBC World Markets, where he served for two decades. During that time, he received 10 number one citations from Brendan Wood International as the top-ranked economist in Canadian financial markets. In 2007, Jeff was appointed as the firm’s chief equity strategist in addition to his responsibilities as chief economist.

Jeff resigned from CIBC World Markets in 2009 to pursue a career as an author. His first book, Why Your World Is About to Get a Whole Lot Smaller, was an international bestseller, and was favourably reviewed in both Time and Newsweek. The book was the number-one-selling non-fiction book in Canada and won the National Business Book Award, as well as being long-listed for the Financial Times and Goldman Sachs Business Book of the Year Award. Since then, he has written two other bestsellers, The End of Growth and The Carbon Bubble.

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What Trump means to Canadian oil and manufacturing

Without the return to triple digit oil prices, economics will either stand in the way of new pipelines being built or strand them if they are constructed, leaving the country in search for other opportunities for growth.

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