Entries by ARC Energy Research Institute

Climate Week, Greta Thunberg, Consumption, and EVs

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 with hydrocarbon consumption not just supply. And while New York is talking zero emissions, recent Electric Vehicle (EV) sales are starting to […]

Saudi Oilfield Attack: What’s Next?

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 abruptly from a drone attack.  We discuss the situation, the potential for further escalation in the region, as well as the possible […]

An Interview with Energy Investor Eric Nuttall

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 oil and gas equities.  Tune in to hear Eric explain the sell off of oil and gas equities over the last several years, with […]

Growing Calls to Delay Enbridge Mainline Contracting

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 everyone else. This monumental change is concerning, especially considering that the Mainline makes up 70% of all Canadian oil pipelines and the region is chronically short […]