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Carney emphasized that the construction of the pipeline must simultaneously meet three conditions: ensuring that the province of British Columbia (BC) benefits tangibly, building a massive carbon capture project concurrently, and conducting thorough consultations with local Indigenous communities. BC Premier David Eby currently opposes the pipeline. He stated that, in the context of the US-Canada trade war, BC is fully advancing several large-scale projects aimed at boosting the local economy, but these projects must equally prioritize environmental protection.

Strategist William Marshall wrote in his report that long-term forward yields are only about half a standard deviation above the bank's estimated fair value, whereas during the 2023 bond sell-off and the sharp decline triggered by the April 2025 tariff, this gap exceeded one standard deviation. He wrote: "If a valuation misalignment similar to that of 2023 occurs again, long-term forward yields will be about 75 basis points higher than they are now."

Golden Ten Data reported on May 21 that Wally Cheng, Morgan Stanley's Global Head of Technology M&A, stated that as companies race to fill technological gaps in chips, power, networks, and infrastructure, mergers and acquisitions in the artificial intelligence sector are taking place at all scales and expanding across multiple industries. Cheng said, "I believe deal activity will span the entire spectrum, including both private and publicly listed companies." While semiconductors that power AI are in the spotlight for their "technological marvel" properties, Cheng noted that the infrastructure surrounding these chips carries immense value as well, including sectors like networking, storage, energy, and real estate. Cheng stated that valuations in the AI industry are still "very challenging" because a balance must be struck between the "unicorns and rainbow scenarios full of imagination" and actual execution risks. Tammy Kiely, Senior Managing Director of Evercore's Technology Investment Banking, shared a similar view. She noted that potential acquirers must assess the potential value they can create themselves, while also weighing the cost of lost opportunities.