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 off and what are the alternatives? Could Canadian energy supply help? Will high oil prices and geopolitical concerns accelerate the […]
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 asked Murray: What is the situation today with COVID related supply chain bottlenecks? Is there a shortage of truck drivers? How has […]
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. Here are some of the questions we asked Tyler: What are the challenges of electrifying heating in Canada? What is renewable natural gas? How much renewable natural […]
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 Canadian industry revenue and cash flows. Finally, they discuss Jackie’s recent commentary “Turn out the lights and other lessons on electricity consumption.” This […]
