Rick and Dianne, the AI hosts of Canada Morning Business Brief, examine the difference between investment commitments and usable capacity. New Brunswick's energy financing, Saskatchewan's housing infrastructure and Atlantic AI support meet the practical questions of cost and delivery. Enerflex and Artemis provide concrete corporate updates. Globally, the hosts unpack Neo's European rare-earth project, ASML's equipment constraints, JPMorgan's uneven momentum and Singapore's policy hold. Gulf shipping attacks bring security risks back into the business outlook. The episode closes with the US inflation release still ahead at the research cutoff of 5.37 a.m. Eastern on October 14, 2026.SourcesBoC policyhttps://www.bankofcanada.ca/core-functions/monetary-policy/key-interest-rate/TD primehttps://www.td.com/ca/en/personal-banking/products/todays-rates-and-primeFed decisionhttps://www.federalreserve.gov/newsevents/pressreleases/monetary20260916a.htmBoC yieldshttps://www.bankofcanada.ca/rates/interest-rates/canadian-bonds/Treasury yieldshttps://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curveBoC exchange rateshttps://www.bankofcanada.ca/rates/exchange/daily-exchange-rates/MarketScreener TSXhttps://www.marketscreener.com/news/canada-stocks-rise-as-bond-yields-ease-energy-stocks-gain-ce785dddd18eff26Reuters/RTHK US stockshttps://news.rthk.hk/rthk/en/component/k2/1873832-20261014.htmReuters/Arab News oil and shippinghttps://www.arabnews.com/energy/oil-prices-rise-as-iran-deploys-new-tactics-to-target-ships-transiting-hormuz-3006260NRCan New Brunswickhttps://www.canada.ca/en/natural-resources-canada/news/2026/10/canada-makes-milestone-clean-energy-investment-in-new-brunswick-to-drive-economic-and-energy-security-and-enhance-climate-competitiveness.htmlCanada Saskatchewan infrastructurehttps://www.canada.ca/en/housing-infrastructure-communities/news/2026/10/canada-and-saskatchewan-invest-in-housing-enabling-infrastructure-across-the-province.htmlACOA AI fundinghttps://www.canada.ca/en/atlantic-canada-opportunities/news/2026/10/atlantic-canadian-businesses-to-benefit-from-an-additional-40-million-in-federal-dollars-for-ai.htmlEnerflex contracthttps://www.sec.gov/Archives/edgar/data/1904856/000119312526419999/efxt-ex99_1.htmArtemis productionhttps://www.newswire.ca/news-releases/artemis-gold-reports-q3-2026-production-results-in-line-with-guidance-806695810.htmlNeo strategic projecthttps://www.neomaterials.com/neos-european-separation-facility-named-a-strategic-project-under-eu-critical-raw-materials-act/ASML earningshttps://www.investor.asml.com/news-releases/news-release-details/asml-reports-eu11.7-billion-total-net-sales-and-eu5.0-billion-net-income-q3-2026JPMorgan earningshttps://jpmorganchaseco.gcs-web.com/node/943776/htmlCNA Singapore policyhttps://www.channelnewsasia.com/singapore/mas-monetary-policy-inflation-economy-6454831BLS calendarhttps://www.bls.gov/schedule/2026/10_sched.htm