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OIL AND GAS FUNDAMENTALS

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The Iran Crisis and the Pipeline Debate Canada Can’t Avoid

The Iran Crisis and the Pipeline Debate Canada Can’t Avoid

Written by Jackie Forrest | May 6th, 2026

This article was originally published in The Globe and Mail. In the 1980s, Saudi Arabia built the 1,200-kilometre (...)

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Rory Johnston on the Sanguine Strait Stoppage

Rory Johnston on the Sanguine Strait Stoppage

Produced by ARC Energy Research Institute | May 5th, 2026

This week, our guest is Rory Johnston, a Toronto-based oil market researcher, the founder of Commodity Context, and, among (...)

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Rory Johnston on the Sanguine Strait Stoppage

Shell, LNG Momentum, and Nova Scotia’s Energy Ambitions

Produced by ARC Energy Research Institute | April 28th, 2026

The podcast opens with major news: Shell’s agreement to acquire ARC Resources, signaling strong confidence in LNG Canada (...)

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Rory Johnston on the Sanguine Strait Stoppage

Stewart Muir on B.C. Energy: DRIPA, Pipelines, LNG & Power

Produced by ARC Energy Research Institute | April 21st, 2026

This week on the podcast, Peter and Jackie are joined by Stewart Muir, President and CEO of Resource (...)

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Energy sovereignty. Lower-carbon barrels. Indigenous partnership. Good jobs for everyday Canadians.

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2 Sep 2095157816302645525

#ARCEnergyIdeas is back from our summer break! In this episode, @JackieForrest and I review the escalating U.S.–Canada trade war, uncertain oil markets as the Strait of Hormuz closes again, and Canadian LNG and oil pipeline developments. Then Graeme Edge, founder and CEO of

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