Entries by ARC Energy Research Institute

Pedal to the Metals: Are There Limits to the Supply of EV Batteries?

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 lithium ion batteries, electric vehicles and energy storage. Here are some of the questions Jackie and Peter asked Simon: What is driving the increase in lithium, cobalt, and […]

A Year Later: Nine Oily Lessons from the Pandemic

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 Peter discuss the recent ARC commentary “A 60-to-0 Round Trip: Nine Oily Lessons from the Pandemic.”  For the energy industry, the events of […]

Houston, We Have a Problem: Learnings from the Power Outage

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 forecasted demand with blackouts. This week, our guests – Joshua Rhodes, Research Associate at the University of Texas at Austin and Founding […]

Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard

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 barriers of limited high-speed charging infrastructure and the need for standardized plugs. Next is an update on Canada’s Clean Fuel Standard (CFS). The […]