Podcasts by ARC ENERGY IDEAS

Canada’s 2030 Emissions Reduction Plan, GLOBE Forum and the IEA’s Tim Gould from 2022-04-05T23:51:10

Last week Peter attended GLOBE Forum 2022 in Vancouver, British Columbia.  GLOBE Forum is Canada’s sus...

Russia’s War on Ukraine: A Security and Intelligence Perspective from 2022-03-22T17:36:30

This week our guest is Candyce Kelshall who has worked extensively with militaries and advising police forces around the world. Kelshall is currently the President of the Listen

Canada’s Journey to Export Oil to the World: An Interview with Ian Anderson, CEO of Trans Mountain Corp. from 2022-03-15T19:23:47

On this week’s podcast, we interview Ian Anderson, the President and CEO of Trans Mountain Corporation on how the pipeline expansion project is progressing.  The Trans Mountain Expansion Project is...

Ukraine War and the Implications for Global Energy Markets from 2022-03-08T21:37:03

This week Peter and Jackie talk about Russia’s invasion of Ukraine.  What is the current situation with energy trade flows and markets due to the conflict?  How much oil and gas supply could be cut...

An Interview with Murray Mullen, President and CEO of the Mullen Group from 2022-03-01T22:33:56

On this episode we welcome Murray Mullen, President and CEO of Mullen Group to the podcast.  The Mullen group is one of Canada’s largest logistics providers. Here are some of the questions we aske...

FortisBC: Moving Towards a Low Carbon Gas Future from 2022-02-22T18:11:22

This week Tyler Bryant, Strategic Advisor, Climate and Energy at FortisBC joins the podcast.  FortisBC delivers renewable energy, natural gas and electricity to customers in British Columbia.   He...

Tune in for $90+ Oil Prices and Lessons on Electricity from 2022-02-15T22:58:37

With WTI oil prices over $90/B, Peter and Jackie update podcast listeners on the most recent oil market fundamentals.  As a result of these higher prices, ARC has increased its estimates for Canadi...

BONUS: Decarbonizing Aviation from 2022-02-08T19:35:29

This week we would like to share another podcast with you, called “Energy vs Climate.”  The three hosts are David Keith, Sara Hastings-Simon and Ed Whittingham. Every two weeks the trio, along with...

Everything Oil: Prices, Geopolitics, Volatility and Equity Markets from 2022-02-01T21:07:57

Brent oil price is near $90/B now and WTI is not far behind. Peter and Jackie discuss the latest price moves and drivers. They also muse over the return of geopolitical tensions in the oil markets....

Low Carbon Steel: Canadian Steel Producers Move Towards Net-Zero 2050 from 2022-01-25T20:21:52

This week Catherine Cobden joins our podcast. Catherine is the President and CEO of the Canadian Steel Producers Association (CSPA).  Canadian steel is already some of the lowest carbon product in ...

Canada Oil and Gas 2022: Another Bull Run, But Different and Another IEA Report from 2022-01-18T20:41:44

On this episode, Peter and Jackie review the ARC Energy Research Institute’s recently released outlook for the Canadian oil and gas economy for 2022.  See the last page of our weekly ARC Energy Cha...

Seven Topics to Watch in 2022 from 2022-01-11T21:43:11

Peter and Jackie start the year off by introducing seven topics that are likely to dominate energy and climate discussions in 2022.

• Oil Price
• Geopolitics
• Elections<...
  Listen

Year End: The Big Themes for 2021 from 2021-12-14T20:43:16

On this week’s podcast we look back on the big themes that shaped 2021 by reviewing our past podcasts.  Peter and Jackie also revisit their 2021 predictions made at the start of the year to see how...

Powering Canada’s Net Zero Future with Wind, Solar and Energy Storage from 2021-12-07T20:38:27

This week our guest is Robert Hornung, the founding President and CEO of the Canadian Renewable Energy Association (CanREA). The industry group is the voice for wind energy, solar energy and energy...

Omicron, Oil Price Drop and a Significant Decision from Canada’s Energy Regulator from 2021-11-30T21:06:14

Last Friday, November 26, oil prices dropped $US 10/B after a new COVID variant named Omicron was discovered.  The same day, the Canada Energy Regulator (CER) made a historic decision to deny Enbri...

An Interview with Andrew Weaver: Climate Scientist and Former BC Green Party Leader from 2021-11-23T21:16:40

This week our guest is Andrew Weaver. He is a climate scientist, professor at the University of Victoria, and former leader of the British Columbia Green Party.

Autonomous Vehicle Expert Larry Burns on the Future of Mobility from 2021-11-16T21:53:06

This week Larry Burns joins our podcast. Larry is a Business Advisor on Mobility, Logistics, Manufacturing, Energy and Innovation—in short, he is a guru in the area of self-driving vehicles and mob...

First Week Highlights from COP26 and Energy Inflation from 2021-11-09T22:39:24

We start this week’s podcast sharing thoughts on the first week of the COP26 climate conference currently underway in Glasgow, Scotland.  Highlights include the major goals of the conference and th...

Fusion Energy: When Could Mini Stars Power the Planet? from 2021-11-02T17:52:51

This week, Dr. Arthur Turrell, author of the recently published book “The Star Builders – Nuclear Fusion and...

Canadian Investors Organize to Promote A Just Transition to Net Zero from 2021-10-26T18:35:21

On this week’s episode we interview Barbara Zvan, inaugural President and CEO of the University Pension Plan in Ontario. Barb is recognized as a leading voice on sustainable investing and was appoi...

Energy Crisis: The Russian Perspective from 2021-10-19T19:44:31

This week, Matthew J. Sagers, Vice President at IHS Markit and head of the Russian and Caspian Energy Advisory service joins the podcast. Here are some of the questions we asked Matt Sagers: Why i...

EV Adoption: The North American Plug-in Problem from 2021-10-12T19:31:58

In this week’s podcast, Peter and Jackie talk about why the lack of charging infrastructure in North America is holding back the adoption of electric vehicles (EV). The charging problem is amplifie...

Lessons from the European Energy Crisis from 2021-10-05T20:40:21

Europe is heading into winter with historically low inventories of natural gas.  The scarcity has driven up the global prices of every type of energy, including natural gas, coal and oil. Despite t...

Inflation: The Next Episode? from 2021-09-28T20:08:11

On this week’s Podcast, Jackie and Peter discuss how inflation and affordability have come into the spotlight. How is inflation measured and how much has it increased? What is the connection betwee...

Transforming Power Systems: An Interview with Scott Thon from AltaLink and Berkshire Hathaway Energy Canada from 2021-09-17T20:39:48

As you got out of bed this morning and flicked on the lights and coffee maker, how many of you thought about where the electricity came from? Scott Thon, the CEO of AltaLink and President and CEO ...

The Hydrogen Revolution: An Interview with Ballard Power President&CEO from 2021-09-14T17:16:37

Few in Canada know the pioneering work of Geoffrey Ballard and his Vancouver based fuel cell company called Ballard Power. Founded in 1979, it’s now recognized as one of the pre-eminent manufacture...

Back from Summer: Election, Weather, and IPCC Climate Report from 2021-09-07T18:32:09

The ARC podcast is back! This week we cover some of the big news over the summer break, including Canada’s upcoming federal election, the extreme weather experienced this past summer and the Interg...

New Energyphile Story: Reinventing the Wheel from 2021-08-03T21:50:49

In this episode we showcase Peter’s new Energyphile story “Reinventing the Wheel”.  What can companies facing radical disruption today l...

Alberta CCUS Policy: An Interview with Tristan Goodman the President of EPAC from 2021-07-06T19:59:53

Responding to a very large number of carbon sequestration inquiries, the Alberta Government issued an Information Letter that proposes a centralized hub model for storing carbon in the province. T...

Learn from History: Building Energy Security into the Energy Transition from 2021-06-22T18:27:17

As the world embarks on re-piping and re-wiring energy systems in the pursuit of decarbonization, the plan should be to make the future energy infrastructure more secure than the past. This week o...

Oil Sands Producers Announce Pathways to Net Zero Alliance from 2021-06-15T19:16:08

Canadian oil sands companies are typically rivals, but now they have announced a collective project for achieving net zero GHG emissions by 2050.   Producers that account for 90% of oil sands produ...

Here Comes the Sun: Canada’s Solar Industry from 2021-06-08T19:27:54

Solar is starting to shine in Canada. Five utility scale solar projects have been announced in Alberta so far this year. Residential solar should benefit from newly announced federal government inc...

High Pressure, Low Carbon and the IEA’s Net Zero 2050 from 2021-06-01T21:05:21

This past week, Shell, Exxon and Chevron were all in the headlines as these three supermajors are being pushed, in the boardroom and courtroom, to transition more quickly towards a low carbon futur...

Capturing the Opportunity: Canadian CCUS Policy and Growth Prospects from 2021-05-18T20:59:11

Canada is a global leader in Carbon Capture Utilization and Storage (CCUS), with four large-scale operating  projects. However, compared to the United States, new investment in Canada is not keepin...

Full Tank of Opportunity: The Future of Canadian Fuels from 2021-05-11T20:42:16

The Canadian Clean Fuel Standard (CFS) will come into force next year with the objective of lowering the carbon intensity of fuels, such as gasoline and diesel. This week David Schick, Western Can...

Housing Price Wars: Will an Energy Efficient Home Win? from 2021-05-04T20:46:28

Housing prices in Canada are heating up again, and so are carbon taxes. In a price war, home energy efficiency may not be top-of-mind for buyers, but with rising carbon taxes maybe it should be. T...

Economy, Budgets, and Climate Targets: An Interview with RBC’s John Stackhouse from 2021-04-27T19:28:44

In the past week, Canada and the United States committed to more ambitious GHG emission reduction targets, the Canadian government announced a historic budget, and the Bank of Canada provided an ec...

Biden’s Energy and Climate Plans: Insights from the Brookings Institution from 2021-04-20T20:14:52

President Biden’s climate plans are starting to come into focus.   The Whitehouse released “The American Jobs Plan” a few weeks ago, which included about $1 trillion of spending for clean energy an...

Electric Vehicles: You Asked, We Answered from 2021-04-13T18:41:30

This week Jackie and Peter take on listener EV questions and comments. Here are some of the questions they tackled: Are EVs impacting oil demand and markets? Is degrading battery life a risk of EV...

An Interview with Peter Zebedee: CEO of LNG Canada from 2021-04-06T18:23:27

LNG Canada’s $40 billion megaproject is taking shape.  The project is the largest private sector investment ever made in Canada, and marks the birth of a new export industry. This week, the CEO of...

Clean Energy Investing: Is This Time Different? from 2021-03-30T15:40:12

Stock prices of companies in the clean energy space have rocketed-up over the past year. Even considering the recent pullback, most stocks are still up significantly. Clean energy investing is not...

An Interview with Martha Hall Findlay: Chief Sustainability Officer at Suncor Energy from 2021-03-23T20:00:21

What is the effort required to respond to investor ESG disclosure requirements?  Should oil sands companies have access to “green financing” to fund emissions reduction projects?  How do Suncor’s G...

Pedal to the Metals: Are There Limits to the Supply of EV Batteries? from 2021-03-16T21:10:30

This week our guest is Simon Moores, Managing Director of Benchmark Mineral Intelligence. Benchmark Mineral Intelligence offers price reporting and market intelligence for the supply chains of lit...

A Year Later: Nine Oily Lessons from the Pandemic from 2021-03-09T18:06:42

This week marks a year since the oil price war started and COVID-19 reached North America. While pandemic restrictions still remain, the oil markets have roared back. In this episode, Jackie and P...

Houston, We Have a Problem: Learnings from the Power Outage from 2021-03-02T04:11

Millions of Texans were left in the freezing cold when the electrical system fell short during a historic winter chill.  The deadly event caused the electric system operator to cut about 35% of for...

Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard from 2021-02-23T20:12:05

Are electric vehicles the new family car? Jackie’s family recently purchased an EV to find out.  In this episode, Peter and Jackie discuss the economics and utility of EV ownership, including the b...

Oil Market Recovery: Bulls vs Bears from 2021-02-16T21:00:54

Last week the IEA described the oil markets as ‘fragile.’ In contrast, the price of oil has soared back from all time lows (and negative pricing) to its pre-COVID levels. This week Peter and Jackie...

Oil, Climate and Net-Zero 2050: What do Albertans Think? from 2021-02-09T20:08:50

The UN reported that net zero pledges from local governments and business have roughly doubled in less than a year.  Canada has introduced a bill that would legally bind the government to achieving...

Good News for Oil and Gas Stocks. Finally. from 2021-02-02T21:23:32

Oil and gas stocks can hardly compete for news headlines with the wild volatility of GameStop and the soaring price of Tesla. Yet there is good news to report. Year-to-date oil and gas equities hav...

Canada’s UNDRIP Bill C-15: Concerns and Unintended Consequences from 2021-01-26T04:47:08

This week our guest is Dale Swampy, President of the National Coalition of Chiefs (NCC). Dale recently wrote an op-ed titled Listen

The Next Chapter in Canadian Nuclear Energy Leadership: Small and Modular from 2021-01-19T21:06:36

This week our guest is Diane Cameron, Director of the Nuclear Energy Division at Natural Resources Canada. Canada is already a global leader in nuclear energy and safety. Canada is the second large...

A New Year and a New Barrage of Headlines, Predictions and Carbon Policy from 2021-01-12T20:27:41

The news flow has started off 2021 with a bang!  Saudi Arabia surprised the oil markets announcing a voluntary 1 MMB/d cut to their production for February and March. The Democrats gained two seats...

2020: A Year Like No Other from 2020-12-15T18:31:44

On this week’s podcast we look back on the events that shaped the challenging year that was 2020.  Early in January, tensions between the United States and Iran briefly pushed oil prices over $60/B...

Clean Fuel Standard 101 from 2020-12-08T18:35:12

The Canadian federal government is developing a Clean Fuel Standard (CFS) policy.  The draft rule for liquid fuel (including gasoline and diesel) is expected later this month.  Subsequently, rules ...

Are Canadian Biofuels set for Growth? from 2020-12-01T20:42:37

This week our guest is Doug Hooper, Director of Policy and Regulations at Advanced Biofuels Canada. Advanced Biofuels Canada is a national industry association established to promote the production...

Net Zero Legislation, Energy Efficiency, Carbon Neutral Driving and Oil Markets from 2020-11-24T23:16:36

On this week’s episode, we discuss the Canadian federal government’s plans to legislate net-zero greenhouse gas emissions by 2050. What is the reaction from the oil and gas industry? Next up, we co...

Alberta’s Industrial Heartland: Building a Roadmap for Launching the Hydrogen Economy from 2020-11-17T01:29:50

This week our guests are Mayor Alanna Hnatiw of Sturgeon County (the home of Alberta’s Industrial Heartland) and Mayor Don Iveson from the City of Edmonton. Both Mayors are leaders on the Alb...

US Election: What Happens Next? from 2020-11-07T00:18:40

The US election has been a ‘nail-biter’ to say the least, with the votes still being counted three days after the election. While still not certain, the odds are now (at time of writing...

Renewable Energy: A Conversation with Dan Balaban from Greengate Power from 2020-11-03T02:45:30

Canada’s largest solar farm is coming to Alberta! This week our guest is Dan Balaban, Founder, President, and Chief Executive Officer of Greengate Power.  Under Dan’s leadership, Greengate has deve...

Consolidation Gains Momentum in Canada’s Oil Patch from 2020-10-27T20:16:29

As we woke up Sunday morning, the news was about Cenovus and Husky’s plan to merge and create a new “resilient intergraded energy leader.”  The consolidation wave has been gaining momentum in Canad...

Daniel Yergin on “The New Map: Energy, Climate, and the Clash of Nations” from 2020-10-20T22:00:10

This week’s guest is Daniel Yergin, the Pulitzer Prize-winning author, and authority on everything energy. We discuss Dan’s new book “The New Map: Energy, Climate, and the Clash of Nations.” Here a...

Musings about Energy Policy and Net-Zero Targets from 2020-10-13T21:22:45

On this week’s episode we discuss Alberta’s recently released “Natural Gas Vision and Strategy”  that outlines petrochemicals, LNG, hydrogen, and plastic recycling as priorities for the government....

Talking Alberta Energy with the Honourable Sonya Savage from 2020-10-02T23:19:15

When it comes to energy, Alberta is most known for its large oil and gas industry.  However, the province also has emerging new energy potential, including blue hydrogen, geothermal, minerals and c...

Pondering the Headlines: From California to Canada from 2020-09-29T21:27:55

We start this week’s podcast talking about the Energyphile Vignette “Decarbonization Lessons from Edison.” Thomas Edison’s strategy for electrification provides learnings for today’s energy transit...

Fighting Climate Change with Nature: A Conversation with Duncan Van Bergen from Shell from 2020-09-21T23:48:23

This week our guest is Duncan Van Bergen, Vice President of Nature Based Solutions for Royal Dutch Shell. What exactly are nature-based solutions?  Duncan explains how Shell is harnessing nature to...

Is Canada Ready for the Hydrogen Economy? from 2020-09-15T21:16:52

A recently published Transition Accelerator report suggests that hydrogen could represent a $C 100 billion per year economic opportunity for Canada. This week our guests are Dan Wicklum, President ...

Sustainable Recovery: A Conversation with Fatih Birol, Executive Director of the International Energy Agency (IEA) from 2020-09-09T22:12:38

This week we have a special guest,  Fatih Birol, Executive Director of the IEA.  Dr. Birol provides his global energy perspectives, both on the current situation with the pandemic and how the futur...

Saskatchewan Innovation: A Conversation with the Honourable Bronwyn Eyre, Energy and Resources Minister from 2020-09-01T21:39:20

Saskatchewan has an abundance of natural resources. The province is already well known for the production of oil, natural gas and uranium. It soon could be known for extracting hydrogen, helium, li...

Oil Musings: Pipelines, Stranded Assets and Pivots from 2020-08-10T16:04:25

North American pipelines are being canceled, delayed and threatened to shut down. Producers are announcing tens of billions of dollars in asset write-downs, and supermajor BP has declared they will...

Will Oil’s Pain Trigger Others’ Gain? from 2020-07-07T22:28:28

A pandemic can accelerate change. Take for instance the rapid adoption of video meetings like Zoom.  Could COVID-19 also change the trajectory for oil demand?    On this week’s episode,?we?consider...

A Conversation with the Honourable Seamus O’Regan from 2020-06-23T22:40:23

This week’s podcast is a recording of a live stream conversation that Peter and Jackie hosted on June 22, 2020 with the Honourable Seamus O’Regan, Canada’s Minister of Natural Resources. Here...

An Interview with David Keith: Harvard Professor, Climate and Energy Expert from 2020-06-17T14:23:12

David Keith is a Professor at Harvard’s Kennedy School and also of Applied Physics at the Harvard School of Engineering and Applied Sciences. He is also a board member at Carbon Engineering. Dr. Ke...

North American Natural Gas: Could the Future be Brighter? from 2020-06-09T20:59:41

North American natural gas producers have had a tough few years and COVID-19 related demand destruction has only made things worse. But could the situation turn around this winter?   On this week’s...

America’s Addiction to Foreign Oil: Get Ready for a Relapse from 2020-06-02T21:14:54

In 2006, President George W. Bush said America was “addicted to oil” and set a goal to reduce Middle Eastern imports. Over the next decade, technology (not policy) caused a surge of North American ...

Oil: I’m Not Dead! from 2020-05-26T22:26:01

Some Canadian Federal politicians are claiming that oil is dead, never to return from the COVID-19 demand collapse. Instead, oil is alive and kicking. It is reminiscent of the famous Monty Python p...

Certified Responsible Energy Supplier: An Interview with Seven Generations CEO, Marty Proctor from 2020-05-12T19:10:48

On this week’s podcast we interview Marty Procter, President, Chief Executive Officer and Director of Seven Generations Energy (7G).  He reflects on the evolution of the firms ESG culture and commu...

An Interview with CEO of Precision Drilling, Kevin Neveu from 2020-05-05T22:24:48

What is happening in the oilfields of the world as a result of the COVID pandemic? To what extent is the oilfield service industry being decimated from this downturn?  Post-pandemic, how will the i...

“Planet of the Humans” Exposes Inconvenient Truths on Green Energy from 2020-04-28T21:56:21

First, we review Michael Moore’s new movie “Planet of the Humans.”  The film casts doubt on the green credentials of renewable energy by exposing upstream environmental impacts.  What did the docum...

Interview with Bobby Tudor, Chairman and Founder of Tudor, Pickering, Holt & Co. from 2020-04-21T19:51:54

Have you ever seen anything so severe in your 30 plus year energy career?  How far could US oil production fall?  What could the post-COVID oil demand recovery look like? The oil and gas sector was...

Post-Pandemic: What is the Future of Energy? from 2020-04-14T22:13:07

There are many ways society changes and adapts after major crises, such as wars, geopolitical events, economic recessions, environmental disasters and, of course, pandemics. What is the future of e...

Is an OPEC, Plus, Plus Production Cut Achievable? from 2020-04-07T22:50:18

The pain of rock bottom oil prices has become so great that Saudi Arabia, Russia and other OPEC and non-OPEC producers, including potentially the United States and Canada, are considering a coordin...

Canada Announces Coronavirus Wage Subsidy from 2020-03-31T19:28:53

Just like other businesses across the country, Canadian oil and gas producers are suffering from a loss of demand for their products due to the COVID-19 lockdowns. Responding to the unprecedented b...

North American Oil Demand is Collapsing: Western Canada Needs to Get Ready from 2020-03-24T22:28:46

In big parts of Canada and the United States, people are being asked to stay home to avoid spreading Coronavirus. This week we review the latest information on COVID-19 infection rates and the impl...

COVID-19 Impacts Intensify from 2020-03-17T21:03:10

The effects of COVID-19 are reaching all aspects of our day-to-day lives.  Stock markets are being hit hard, businesses are closing, and people are staying at home.  On this episode we give an upda...

Oil Market Crash: Why Start a Price War Now? from 2020-03-10T21:13:42

Oil prices have collapsed due to the Saudi Arabia/Russia price war and the ongoing COVID-19 outbreak.  On this episode we discuss the possible motivations behind why Russia and Saudi Arabia are thr...

An Interview with CEO of AIMCO, Kevin Uebelein from 2020-03-04T20:32:38

How is the Coronavirus impacting the markets? Did the protests across Canada in opposition to the Coastal GasLink pipeline surprise you? Does climate change risk impact investment strategy?  These ...

Small and Modular, A New Era for Nuclear Reactors? from 2020-02-29T00:04:33

So you think nuclear power plants are big concrete monoliths? Not so, says Norman JD Sawyer the President and CEO of ARC Nuclear Canada. His company is among a new generation developing small, modu...

LNG: Then, Now and Future from 2020-02-22T22:54:48

On this weeks episode we go back in time to 1959, when the Methane Pioneer carried the first cargo of liquefied natural gas (LNG) between the United States and the United Kingdom. Now, LNG has beco...

Canadian Rail Grinds to a Halt: Implications for Oil Markets, Plus Other Topics from 2020-02-15T23:53:45

Blockades have stopped big parts of Canada’s rail network. Around the same time that the protests started, Ottawa ordered trains carrying dangerous goods to cut their speed in half.  This week, we ...

Energyphile: A New Way to Engage on Energy Issues from 2020-02-08T04:20:59

What can we learn from a 100-year-old utility bill? Can it help us think more clearly about today’s energy issues, like polarized pipeline issues? Find out as we talk about Peter Tertzakian’s Energ...

Drilling for Clean Energy: Geothermal Innovation in Alberta from 2020-02-01T00:32:29

This week we interview John Redfern, the President and CEO of Eavor. His company has invented a novel way for harvesting the earth’s geothermal energy based, in part, on their knowledge from drilli...

Big Climate Targets: BlackRock, Cenovus, Microsoft, Starbucks from 2020-01-25T00:24:47

Corporations and financiers are making big climate commitments. First, we look at Cenovus Energy’s new net-zero 2050 commitment. The oil sands producer joins a club of other Canadian producers with...

Doug Suttles Introduces Ovintiv from 2020-01-17T00:07:30

This week we interview Doug Suttles, President and CEO of Encana (soon to be Ovintiv). On January 14, 2020 Encana shareholders voted in favour to change the company’s name and to move corporate hea...

Reflections on the Past Year and 2020 Outlook from 2020-01-11T04:25:31

This podcast reflects on 2019 to consider the big themes from the year. Next we look forward to think about what 2020 could bring. We reference Canadian oil and gas industry revenue and cash flow i...

Live from the Young Women in Energy Awards from 2019-12-14T21:12:56

This episode was recorded on December 11th at the Young Women in Energy (YWE) Awards in Calgary.  We began by discussing why recognition and the sense of community for women in energy is important....

Cybertruck Debut, and the Case for Buying Local from 2019-12-07T19:02

First we talk about the unveiling of the Tesla Cybertruck. Love it or hate it, you have to admit that Elon Musk puts on a good show.  Musk takes a page from past pioneers of new ideas. These entrep...

An Interview with Former Executive Director of the IEA, Maria van der Hoeven from 2019-11-30T04:48:51

How long do energy transitions take? What is the potential for natural gas and Canadian LNG in the global energy transition?  What is the perception of Canadian energy internationally?  These are j...

Could Oil Fields Produce Low Cost, Zero Emission Hydrogen? from 2019-11-23T03:53:09

Seta Afshordi, Chief Operating Officer at Proton Technologies, says yes!  Seta explains how reactions in the oil reservoir can liberate the hydrogen while keeping the carbon emissions trapped. Hydr...

Saudi Aramco IPO: What is the Pitch? from 2019-11-16T04:42:23

This week we explain the pitch in Saudi Aramco’s 653 page prospectus and why the Initial Public Offering (IPO) is a big deal.  Also covered in the show are themes from the tsunami of third quarter ...

Canadian Oil and Gas: Following the Money from 2019-11-03T04:33:42

This year has been a difficult one for Canada’s oil and gas workers, capital spending is down and there are concerns about next year too.  In this episode we follow the Fiscal Pulse of the industry...

Canada Elects a Minority Liberal Government: What Happens Next? from 2019-10-26T02:42:34

Canadians elected a Liberal minority government on October 21.  On this episode we break down the voting results regionally. Next, we look at the history of past minority governments. Finally,...

Alberta is Starting up the World’s Largest CO2 Pipeline from 2019-10-18T22:43:44

Imagine if crude oil production and use resulted in low, or even no net greenhouse gas emissions?  This is not a Jetson-style idea, it will soon be a reality in Alberta.  This week we hea...

Positive Developments for Western Canada Oil and Gas from 2019-10-14T02:17:57

This week’s podcast gives our take on some significant government and regulatory changes with positive implications for Western Canadian oil and gas markets.  Two decisions were made by the Ca...

Digital Transformation: An Interview with Hitachi Vantara Energy’s CTO from 2019-10-04T22:05:10

This week we interview David Smethurst who is the Chief Technology Officer for Energy at Hitachi Vantara. His division is headquartered in Silicon Valley, where buzzwords such as ‘big data’, ‘data ...

Climate Week, Greta Thunberg, Consumption, and EVs from 2019-09-27T23:31:55

Tune into this weeks episode where we discuss some of the headlines from New York City Climate Week including the speech from Greta Thunberg at the United Nations, and the importance of dealing wit...

Saudi Oilfield Attack: What’s Next? from 2019-09-20T23:33:46

The oil markets take for granted that Saudi Arabia’s spare capacity will cover any unplanned outages. The events of the past week have changed that with 5.7 MMB/d of Saudi production shut down abru...

An Interview with Energy Investor Eric Nuttall from 2019-09-13T21:48:45

This week we interview Eric Nuttall, Partner and Senior Portfolio Manager from Ninepoint Partners. While many investors have fled, Eric is a rare breed that is still actively investing in public oi...

Growing Calls to Delay Enbridge Mainline Contracting from 2019-09-06T19:11:38

This week we discuss Enbridge’s proposal to change their Mainline pipeline from 100 percent open for all shippers to 90 percent contracted – leaving only 10 percent available for everyo...

What do Canadian Energy Investors Think? from 2019-07-29T03:54:24

This episode was recorded live on July 9th at the Scotiabank Stampede Event held in Calgary. On the podcast we analyze the results from audience polling questions, including: Are Canadian oil and g...

An Interview with Entrepreneur Pat Carlson from 2019-07-22T04:22:35

This week we interview Pat Carlson CEO of Kiwetinohk Resources Corp. Pat has founded a number of successful Western Canadian entrepreneurial companies including; Passage Energy, Krang Energy, North...

Canadian Natural Resources: An interview with Steve Laut from 2019-07-12T18:52:29

This week we interview Steve Laut the Executive Vice Chairman of Canadian Natural Resources that has risen to be Canada’s largest oil and gas producer aided by recent acquisitions, including ...

Energy Security: Does Canada Have it? from 2019-07-07T19:26:14

Canadians take for granted that they have energy security. But on this week’s podcast we argue that Canada could be one of the least energy secure countries in the world when it comes to oil. The p...

Needing A More Realistic Plan for Cutting GHG Emissions from 2019-06-28T12:57:45

This week we introduce the need for new plan for reducing global GHG emissions, since the current one, that envisions a fast switch from fossil fuels to renewables is proving to be unrealistic. The...

How to Finance a Green Canadian Economy? from 2019-06-22T03:18:48

On this week’s episode we interview Barbara Zvan, Director, Chief Risk & Strategy Officer for the Ontario Teachers’ Pension Plan. Barbara is a member of the Canadian Government’s Expert Panel o...

Why You Can’t Ignore the ESG Movement from 2019-06-14T22:44:14

Environmental, Social and Governance (ESG) focused investors have moved mainstream.  On this week’s episode we interview Patrick Bryden, Director, Equity Research at Scotiabank. Pat coauthored...

Canadian News Headlines and Oil Price Drop from 2019-06-08T03:48:35

This week’s podcast gives our take on recent Canadian energy news headlines including the latest on the contentious Bill C-69 and Bill C-48, a Minnesota court ruling that could delay the Enbridge L...

Show me the Money from 2019-05-31T22:58:06

Oil and gas E&P share prices in both the United States and Canada have been underperforming compared to the broad indices. This week’s podcast discusses the causes and what it could turn things...

Canadian Oil and Gas Leadership: An Interview With Chris Slubicki from 2019-05-25T18:08:25

This week we interview Chris Slubicki President and CEO of Modern Resources, a Western Canadian oil and gas producer that is an environmental leader.  Chris is an advocate for the Canadian oil...

The Big Question: How to Cut Carbon Emissions? from 2019-05-11T03:48:20

Climate change is a pressing issue caused by greenhouse gas emissions. This week’s podcast examines global, US and Canadian emissions and ways to make reductions. To compare GHG emissions in Canada...

Pondering Oil Markets: Sanctions, Russians and Saudi Arabians from 2019-05-05T03:15:13

The Trump Administration announced the United States would not extend the sanction waivers for countries importing Iranian crude oil. This week’s podcast ponders the implications from the lost Iran...

Permian Perspectives: At Ground Zero of Oil Market Disruption from 2019-04-27T03:06:12

The Permian Basin has made the United States the world’s largest oil producer.  The oil field is now the biggest in the world, producing more than Ghawar in Saudi Arabia.  This week’s pod...

Alberta Elects a New Government: What Happens Next? from 2019-04-20T03:41:59

Alberta voted for change on April 16th giving Jason Kenney’s United Conservative Party (UCP) a majority win. This week’s podcast reviews the UCP’s energy platform, providing a guide of what to expe...

Farming Wind on the Canadian Prairies from 2019-04-14T03:15:32

This week we interview Evan Wilson from the Canadian Wind Energy Association. Evan talks about the potential for more low cost wind farms in Saskatchewan and Alberta. Both provinces have excellent ...

Transmountain Pipeline 65 Years and Onward: An Interview with CEO Ian Anderson from 2019-04-05T23:09:34

This week we interview Ian Anderson the President and CEO of Trans Mountain Corporation, the proponent of the hotly debated TMX pipeline expansion project.  Ian explains the history of the exi...

Recapping CERAWeek 2019 from 2019-03-30T04:09:16

The energy world’s top leaders and influencers recently gathered in Houston for the annual IHS Markit CERAWeek. In this week’s podcast we discuss the major themes and takeaways of the conference th...

Getting the Message Out on Modern Oil Sands: Lower Cost, Lower Carbon from 2019-03-23T04:24:20

This week we interview Alex Pourbaix the President and CEO of Cenovus Energy, Canada’s largest SAGD oil sands producer. Alex explains that the oil sands are not what they used to be; new barrels ar...

Are Investors in Oil and Gas Doomed? from 2019-03-16T03:50:53

ARC Energy Research Institute debated Carbon Tracker on the risks of investing in fossil fuels at the Globe Capital Conference in Toronto last month. This week’s episode outlines the arguments and ...

Impact of Canadian Oil Pipeline Delay from 2019-03-09T03:38:20

This week’s podcast covers the latest twist in the Canadian oil pipeline saga, the delay in the Enbridge Line 3 Replacement Project.  The postponement increases the call on crude-by-rail from Alber...

World Energy: Still Made in China? from 2019-03-01T23:37:59

The Chinese economy is still very consequential to energy and oil demand, making up one-third of all global growth.  In this week’s podcast, we consider the implications from slower Chinese economi...

Canada’s Low Carbon LNG Opportunity from 2019-02-23T21:19:03

This week we interview Susannah Pierce, LNG Canada’s Director of External Relations. LNG Canada will be the first major LNG project in the country, planning to deliver 1.8 Bcf/d of gas from British...

Drilling into the Green New Deal from 2019-02-16T00:09:17

The US Green New Deal puts forward an aggressive plan for tackling climate change and social issues.   On this weeks podcast we explain the resolution, including why it could prove consequential. W...

Canadian Crude by Rail: Growing or Slowing? from 2019-02-09T05:02:36

This week we interview James Cairns, CN Rail’s Vice President of Petroleum and Chemicals on the outlook for Canadian crude by rail considering the Alberta government production curtailment.  We als...

The US Stops Importing Venezuelan Oil: Will Canada Help Fill the Void? from 2019-02-02T04:07:46

This week’s podcast considers how Canada could help fill the gap created by the US sanctions on importing Venezuelan crude oil, explaining the potential for moving crude by rail from Canada to the ...

Is Western Canadian Natural Gas Facing a Crisis? from 2019-01-26T05:13:49

This week we tackle the Western Canadian natural gas markets that have faced weak prices for more than a year. What are the implications of the situation for producers, the economy and the resource...

How Long Before Renewable Energy Causes Disruption? from 2019-01-19T00:12:33

This week we interview Grant Arnold CEO of BluEarth Renewables on how and when renewables could disrupt the current electric utilities model.  What is the state of renewables in Alberta, Canada and...

Phew, A New Year from 2019-01-13T04:15:12

There is a sense of relief that 2018 is over. The year ended with pipeline drama and low international oil prices. But, so far, the year is starting off better with prices moving up. This podcast c...

What’s Ahead for 2019? from 2018-12-21T18:20:59

Following the time honored year-end tradition, this week we flip the calendar and present our list of energy market trends and unknowns to watch for in 2019.    We also dare to revisit our 2018 lis...

What is Bill C-69? from 2018-12-14T18:23:24

This week we interview Martha Hall Findlay from the Canada West Foundation about the contentious Bill C-69 that aims to overhaul the review process for major infrastructure projects in Canada. We c...

Cuts and More Cuts from 2018-12-10T03:38:36

This week’s episode is about the oil supply cuts. First, the Alberta Government’s historic announcement to curtail output on December 2, and second, the OPEC plus group’s significant decision on De...

Western Canada Oil Glut: To Cut or Not? from 2018-12-01T22:55:05

This week we tackle the most hotly debated question in Western Canada today, should the Alberta government mandate oil production cuts to help clear the local oversupply?  Inaction has serious cons...

The Alberta Economy: What Next? from 2018-11-24T04:13:18

This week, we interview Todd Hirsch, Chief Economist at ATB Financial. Tune in to hear about the current state of the Alberta economy and the outlook in the near term considering weak oil prices.  ...

OPEC Plus and the Future of Oil Supply from 2018-11-17T04:32:53

Too much oil supply is back, causing global oil price to slide from $US 85/B in October to under $US 70/B now.  This week’s podcast reviews the outlook for global oil supply and the strategy of OPE...

Keystone XL Setback, Again from 2018-11-11T05:11:43

A Montana court has overturned President Trump’s approval of the Keystone XL pipeline.  This week’s podcast reviews the decision and the implications for Canadian oil markets that are facing extrem...

Oil and Gas Innovation: Past, Present and Future from 2018-11-03T22:30:04

This week’s podcast is about oil and gas innovation, including the strategic implications resulting from the development of low cost North American shale gas and tight oil and the future potential ...

Electric Cars and the Oil Age from 2018-10-27T16:37:29

Tesla just had a historic quarter; surging Model 3 sales and greater margins on every car sold erased the red ink from the company’s financial statements for the first time in years. On this week’s...

Oil and the Economy from 2018-10-20T15:58:29

The US/China trade war, higher oil prices and stumbling emerging markets are causing forecasters to downgrade their economic outlooks for next year. On this week’s podcast we explore the connection...

Canada Oil Markdowns and Sobering Climate Report from 2018-10-13T16:50:47

This episode of the ARC Energy Ideas podcast covers the record breaking markdowns for Canadian oil, including the causes and solutions that would fix the massive price arbitrage. The podcast also c...

Big News Week for Canadian Energy from 2018-10-05T22:16:32

In this episode you will hear our take on the big LNG Canada announcement, NAFTA, oil sands corporate takeovers and the latest on the Trans Mountain Expansion oil pipeline project. Please review ou...

Big News Week for Canadian Energy from 2018-10-05T16:16:32

In this episode you will hear our take on the big LNG Canada announcement, NAFTA, oil sands corporate takeovers and the latest on the Trans Mountain Expansion oil pipeline project.

Plea...