Entries by ARC Energy Research Institute

From the Prize to the New Map: An Interview with Daniel Yergin

Subscribe: Spotify | iTunes This week our special guest is Daniel Yergin vice chairman of S&P Global and author of the Pulitzer Prize-winning book “The Prize: The Epic Quest for Oil, Money and Power”. Dan’s most recent book “The New Map: Energy, Climate, and the Clash of Nations” now has a revised edition. “The New Map” […]

Bullish on Oil: An Interview with Eric Nuttall

Subscribe: Spotify | iTunes This week our guest is Eric Nuttall, Partner, and Senior Portfolio Manager at Ninepoint Partners LP.  Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI), which are traded on the NEO Exchange. The Ninepoint Energy Funds are some of the largest actively managed energy funds in the […]

Disruption in Electricity Markets: AI, Renewables and Demand Growth

Subscribe: Spotify | iTunes Energy markets are undergoing major changes.  Demand for electricity is increasing and at the same time supply from intermittent renewables is gaining market share. Artificial intelligence (AI) is another source of disruption for electricity markets.   To help us understand the changing market dynamics from an electricity trader perspective, our guest Cory Paddock, […]