Entries by ARC Energy Research Institute

Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025

This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”.  They begin by discussing Bloomberg New Energy Finance’s latest “Energy Transition Investment Trends (2026)”, which finds that […]

What Is Canadian Carbon Competitiveness?

This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on Canadian federal carbon policy, including a discussion of the carbon pricing policy for large industrial emitters and the recently finalized methane regulations, which target a 75% reduction by […]

Rob West’s Top Energy Themes for 2026 + Your Doomsday Power Backup Plan

This week on the podcast, we welcome back Rob West, founder and CEO of Thunder Said Energy.  Founded in 2019, the firm provides research that helps decision-makers identify energy opportunities. Based in Estonia, nine time zones away, Rob is an exceptionally productive energy expert whose work spans a wide range of topics. We begin by […]

Predicting the Unpredictable: Energy and Geopolitics in 2026

Predicting the Unpredictable: Energy and Geopolitics in 2026  This week, Peter and Jackie kick off the year with their 2026 outlook. They begin by asking a fundamental question: How relevant are predictions in an increasingly unpredictable world?  While acknowledging the limits of forecasting, they outline key themes and directional expectations for 2026—and remind leaders that, in times […]