Before that,  Peter and Jackie discuss Canada’s 2030 Emissions Reduction Plan that was introduced during GLOBE by Canada’s Environment and Climate Minister and the Prime Minister.  The plan aims to reduce greenhouse gas emissions in Canada by 40-45% by 2030 (compared to a 2005 baseline).

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The post Canada’s 2030 Emissions Reduction Plan, GLOBE Forum and the IEA’s Tim Gould first appeared on ARC Energy Research Institute.

Kelshall is also the Editor-in-Chief of the Journal of Intelligence, Conflict and Warfare and also a board member at the Canadian International Council – Vancouver.

Here are some of the questions Peter and Jackie ask Candyce Kelshall: Will the financial sanctions on Russia be effective in influencing Putin’s actions? What if the severity of the sanctions is increased? What are the risks if NATO becomes directly involved in the Ukraine conflict? Could the conflict go beyond Ukraine’s border? Why is Russia’s army not taking over Ukraine as quickly as expected?  What are some potential scenarios going forward? What are the risks of a Russia-China-West multi-polar world?

On the podcast, Candyce Kelshall introduces the work of the American political scientist Francis Fukuyama who is known for his book “The End of History and the Last Man” (1992) that was based on an essay “The End of History” (1989).

Kelshall also introduces the Russian political strategist Alexander Dugin who authored “Foundations of Geopolitics: The Geopolitical future of Russia” (1997) that predicted a number of Russian geopolitical strategies that did occur.

See link to a recent op-ed Francis Fukuyama in the Financial Post “Francis Fukuyama: Putin’s War on the Liberal Order.”

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The post Russia’s War on Ukraine: A Security and Intelligence Perspective first appeared on ARC Energy Research Institute.

Here are some of the questions Peter and Jackie ask Ian Anderson: Are the legal challenges for the project done? What is the status of construction? How much of the workforce is Indigenous?  Did the BC floods last fall set the project back? In the most recent update, why did project costs almost double?  Who pays for the increased costs? Do you expect other large oil pipelines to be built in North America?  Does Russia’s war in the Ukraine change anything?

Peter and Jackie also extend their congratulations to Ian on his retirement starting in April 2022 and thank Ian for his incredible dedication and leadership on this critically important project for Canada.

To learn more about the Trans Mountain Expansion project visit: https://www.transmountain.com/project-overview

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The post Canada’s Journey to Export Oil to the World: An Interview with Ian Anderson, CEO of Trans Mountain Corp. first appeared on ARC Energy Research Institute.

Also discussed:

• Peter’s recent commentary titled “Cold War, Inflation and Spiking Oil Prices: Q&A Through Déjà vu.”
• The IPCC’s new report “Climate Change 2022: Impacts, Adaptation and Vulnerability.”
• A study that concludes that low carbon gas supply in British Columbia could be much larger than previously understood “BC Renewable and Low-Carbon Gas Supply Potential.”

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The post Ukraine War and the Implications for Global Energy Markets first appeared on ARC Energy Research Institute.

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 online shopping impacted supply chain issues? What is your outlook for oil and gas oilfield service activity in Canada? What is realistic for decarbonizing the trucking feet?

To learn more about Mullen Group visit: https://www.mullen-group.com/

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The post An Interview with Murray Mullen, President and CEO of the Mullen Group first appeared on ARC Energy Research Institute.

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 gas is possible? What is the potential carbon intensity reduction of gaseous fuels by blending hydrogen and renewable natural gas?  Do you agree with cities in the US and Canada banning new natural gas connections?

They also discuss a recent commentary by Jackie titled “Reduce, Reuse, Recycle and Reconsider the Future of Natural Gas.”

To learn more about FortisBC’s renewable natural gas offering: https://www.fortisbc.com/services/sustainable-energy-options/renewable-natural-gas

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The post FortisBC: Moving Towards a Low Carbon Gas Future first appeared on ARC Energy Research Institute.

Finally, they discuss Jackie’s recent commentary “Turn out  the lights and other lessons on electricity consumption.”  This article was originally published  for Let’s Talk Science and the Royal Society of Canada who have partnered to provide coverage on STEM programs and learning. To read other articles visit the “Let’s Talk Science” page at the Globe and Mail.

To see the most current Western Canadian oil and gas drilling activity , view the ARC Energy Charts: Chart 35 is the Canadian gas drilling activity and Chart 37 is the oil drilling activity.  The last page of the Energy Charts shows ARC’s estimates for Canadian industry metrics.

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The post Tune in for $90+ Oil Prices and Lessons on Electricity first appeared on ARC Energy Research Institute.

This episode is a discussion from October 2021 on the challenges of decarbonizing the Aviation sector with guest Dr. Steven Barrett of MIT’s Department of Aeronautics and Astronautics.

If you like ARC Energy Ideas, we think you will also enjoy this podcast. We hope you find this episode insightful.

To learn more about the podcast and to subscribe, visit their website: https://www.energyvsclimate.com/

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The post BONUS: Decarbonizing Aviation first appeared on ARC Energy Research Institute.

Finally, they review the volatile equity markets so far in 2022. Energy transition names have been under pressure while oil and gas equities have rallied.

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The post Everything Oil: Prices, Geopolitics, Volatility and Equity Markets first appeared on ARC Energy Research Institute.

Here are some of the questions we asked Catherine: What are some of the technologies that can reduce the greenhouse gas emissions for producing steel? How advanced are these low carbon processes now? The Canadian federal government has a stated goal to reduce emissions between 40 and 45% by 2030, is this level of reduction realistic for the steel industry in that timeframe?

Read more on CSPA’s goal to achieve net zero carbon dioxide emissions by 2050, in their “Climate Call to Action.”

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The post Low Carbon Steel: Canadian Steel Producers Move Towards Net-Zero 2050 first appeared on ARC Energy Research Institute.

They also discuss a recent commentary by Peter titled “Meet the New Boom, Different from the Last Boom” that lists the many reasons why this oil bull run is different than past cycles.

Finally, they review the new IEA report on Canada’s energy policies. The report provides recommendations on how the country can effectively manage its energy sector to achieve Canada’s GHG emission reduction goals.

Download the IEA Canada 2022 Report here.

Replay the IEA Canada  2022 Report launch video here.

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The post Canada Oil and Gas 2022: Another Bull Run, But Different and Another IEA Report first appeared on ARC Energy Research Institute.

• Oil Price
• Geopolitics
• Elections
• Inflation and the Economy
• Sustainable Finance
• Clean Energy Spending
• Energy and Climate Policy in the US and Canada

See Prime Minister Justin Trudeau’s mandate letters: Minister of Environment and Climate Change and Minister of Natural Resources.

Learn more about the Glasgow Financial Alliance for Net Zero (GFANZ) and read “Building a Private Finance System for Net Zero.”

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The post Seven Topics to Watch in 2022 first appeared on ARC Energy Research Institute.

View the ARC SnapChart on the Global EV Sales Data for 2021: Strong Showing for EV Sales in 2021

View the report on the economic potential of the energy transition for Alberta commissioned by Calgary Economic Development and Edmonton Global “Alberta Energy Transition.”

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The post Year End: The Big Themes for 2021 first appeared on ARC Energy Research Institute.

Here are some of the questions Peter and Jackie asked Robert:  What are the barriers to achieving CanREA’s vision for wind, solar and energy storage growth in Canada? Do you expect the Liberal government will move forward on plans for a net-zero electrical grid by 2035?  Are Canadians accepting of new solar and wind projects in their communities? Do you think a federal grid counsel could advance the East-West grid in Canada?

Visit CanREA’s website: https://renewablesassociation.ca/

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The post Powering Canada’s Net Zero Future with Wind, Solar and Energy Storage first appeared on ARC Energy Research Institute.

Jackie and Peter discuss the volatile oil markets, the possible impacts to global oil demand and the significance of the CER’s decision to keep Canada’s dominant pipeline open access for all.

View the CER’s full decision on the Enbridge Mainline Contracting Application (link).

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The post Omicron, Oil Price Drop and a Significant Decision from Canada’s Energy Regulator first appeared on ARC Energy Research Institute.

Here are some of the questions we asked Andrew: Why did you decide to become a politician? Is climate change contributing to BC’s extreme weather this year? How obtainable is the goal of limiting global warming to 1.5ºC? You have publicly supported the Liberal and BC climate plans, why did you face some criticism for this support? Why are you not supportive of BC LNG?

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The post An Interview with Andrew Weaver: Climate Scientist and Former BC Green Party Leader first appeared on ARC Energy Research Institute.

Here are some of the questions we asked Larry:  What level of autonomous driving has been achieved? Do people want fully autonomous vehicles? How would self-driving work for long distance heavy hauling? What about the “last mile” deliveries? Can self-driving work in extreme weather conditions, like the Canadian winter? How far in the future are flying taxis?

To connect with Larry Burns, visit his website: lawrencedburns.org

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The post Autonomous Vehicle Expert Larry Burns on the Future of Mobility first appeared on ARC Energy Research Institute.

We also cover the recent price inflation for oil and gas, including OPEC+, US shale oil and the importance of winter weather.

See Morgan Brazilian’s article “Make the COP Boring Again.”

Learn more about the Glasgow Financial Alliance for Net Zero and read “Building a Private Finance System for Net Zero.”

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The post First Week Highlights from COP26 and Energy Inflation first appeared on ARC Energy Research Institute.

Here are some of the questions Peter and Jackie asked Arthur: What are the advantages of fusion energy? How does it differ from nuclear fission? The National Ignition Facility (NIF) made global news this past summer breaking the previous records for fusion energy, why was this result significant? Realistically, how long before nuclear fusion is a commercial reality?

To learn more about Arthur Turrell, visit his homepage: http://aeturrell.com/

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The post Fusion Energy: When Could Mini Stars Power the Planet? first appeared on ARC Energy Research Institute.

Barbara tell us about a new initiative, called Climate Engagement Canada (CEC). CEC is a group of Canadian investors with $3 trillion of assets under management that will ask Canadian companies to be part of a just transition to net zero emissions. The initiative has leveraged Barbara’s leadership along with involvement from UN PRI, RIA Canada, SHARE and CERES.

Barbara also provided an update on other sustainable finance activities in Canada, including the development of a Canadian taxonomy for green investing and new diversity initiatives.

To learn more about Climate Engagement Canada (CEC), visit their website: https://climateengagement.ca/

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The post Canadian Investors Organize to Promote A Just Transition to Net Zero first appeared on ARC Energy Research Institute.

Here are some of the questions we asked Matt Sagers: Why is the Nord Stream 2 pipeline so controversial? Why isn’t Russia ramping-up its natural gas exports to help Europe? Will the high prices for energy now accelerate the energy transition or slow it down? How do Russian oil and gas companies rate for ESG? Could Russia increase its oil production?

To learn more about Matthew J. Sagers and connect, check out his page on the IHS Markit website.

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The post Energy Crisis: The Russian Perspective first appeared on ARC Energy Research Institute.

Read Jackie’s commentary “Canada EV Mass Adoption: Are We There Yet?”

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The post EV Adoption: The North American Plug-in Problem first appeared on ARC Energy Research Institute.

On this week’s podcast, Jackie and Peter discuss the European energy crisis and the lessons it provides for energy security and energy transition.  They also cover the results of the recent Canadian federal election and what can be expected for energy and climate policy in Canada.

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The post Lessons from the European Energy Crisis first appeared on ARC Energy Research Institute.

See Peter’s recent commentary “A New Episode of the Oil Cycle: Inflation.”

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The post Inflation: The Next Episode? first appeared on ARC Energy Research Institute.

Scott Thon, the CEO of AltaLink and President and CEO of Berkshire Hathaway Energy Canada is our guest this week.

Scott helps explain what is going on with the grids and wires we rely on, today and in the future. Here are some of the questions we asked Scott: What is the current state of power generation and grids, especially in Alberta? What are the pros and cons of centralized versus decentralized power generation systems? How will electricity systems change in the pursuit of net zero emissions?

To learn more about AltaLink, see the website: https://www.altalink.ca/

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The post Transforming Power Systems: An Interview with Scott Thon from AltaLink and Berkshire Hathaway Energy Canada first appeared on ARC Energy Research Institute.

This week, the President & CEO of Ballard Power, Randy MacEwen joins our podcast.

Here are some of the questions we asked Randy MacEwen: What is Ballard’s fuel cell technology, products and markets? How do fuel cells compare with batteries for mobility? There have been ups and downs with hydrogen in the past, is this time different?  What might mobility look like in the mid-2030s?

To learn more about Ballard Power, see the website: https://www.ballard.com/

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The post The Hydrogen Revolution: An Interview with Ballard Power President & CEO first appeared on ARC Energy Research Institute.

Canadians head to the polls on September 20th in the federal election.  What are the big election issues? What is expected for climate and energy?

During a summer of extreme weather, the IPCC issued their Sixth Climate Assessment Report report in August.  Peter and Jackie discuss the key findings, including the potential implications for future investment and government policy.

See the NASA global fire map: https://firms.modaps.eosdis.nasa.gov/map/#d:24hrs;@0.0,0.0,3z

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The post Back from Summer: Election, Weather, and IPCC Climate Report first appeared on ARC Energy Research Institute.

The McLaughlin Carriage Company was a leader in high-end carriages. Yet at the peak of its game, it started manufacturing automobiles. It’s a rare company that would, or could, make such a pivot — and so successfully. McLaughlin went on to become General Motors Canada.

Energyphile is part museum, part library and part business school, to read and hear all of Peter’s stories visit: https://energyphile.org/stories/

The Energyphile stories are also available on numerous podcast apps, including Apple iTunes Podcasts and Spotify.

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The post New Energyphile Story: Reinventing the Wheel first appeared on ARC Energy Research Institute.

This week, Tristan Goodman, the President of the Explorers and Producers Association of Canada (EPAC) joins the podcast to offer his perspective on Carbon Capture Utilization and Storage (CCUS) policy. In addition to central hubs, EPAC proposes that Alberta consider a distributed model for storing carbon throughout the province.

Here are some of the questions Peter and Jackie asked Tristan:  What are the advantages of considering distributed carbon storage, in addition to centralized hubs?  What types of projects are better suited for a distributed model?  Are CCUS projects associated with Enhanced Oil Recovery (EOR) or depleted hydrocarbon reservoirs treated differently than other projects? How are these issues being managed in the United States?

Link to Alberta Government’s May 12, 2021 Information Letter on Carbon Sequestration Tenure Management

To learn more about EPAC, visit the website: https://www.explorersandproducers.ca/

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The post Alberta CCUS Policy: An Interview with Tristan Goodman the President of EPAC first appeared on ARC Energy Research Institute.

This week on the podcast, Jackie and Peter review several energy security learnings from history.  In the pursuit of the best economics, often energy security is ignored.  These vulnerabilities create problems later on.  One example is the current situation with Enbridge Line 5, where the state of Michigan is trying to stop the pipe from operating.  Other examples include the Texas Power outage, the cyber attack on the Colonial pipeline, and Europe’s dependence on Russian natural gas.

Next we deliberate about the future,  discussing Peter’s recent commentary “Suggestions for a More Energy Secure Future.”

Other reading referenced in the podcast from Energyphile.org:

• The “Long Way Round” is a story about how Eastern Canada had to rely on Canadian oil shipped from the west and around the continent during the 1970s Oil Embargo.  Use this link to hear the audio file and read the story.
• A vignette with a historical utility bill, the back of it exemplifies what people demand of their energy “Cheapest, Safest, Cleanest, Quickest.”

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The post Learn from History: Building Energy Security into the Energy Transition first appeared on ARC Energy Research Institute.

This week, our guests –  Rhona DelFrari, Chief Sustainability Officer and Senior Vice-President, Stakeholder Engagement at Cenovus and Pam McIntyre, Senior Vice-President, Safety, Risk Management and Innovation and Canadian Natural Resources – join the podcast.

Here are some of the questions Peter and Jackie asked our guests: Explain the carbon capture system you envision, that spans a big geographical area from Fort McMurray to Cold Lake? Beyond CCUS, what other technology pathways are included?  What are the cost expectations for the initiative?  Who will pay?  How does net zero oil sands benefit the Canadian economy?

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The post Oil Sands Producers Announce Pathways to Net Zero Alliance first appeared on ARC Energy Research Institute.

This week Nicholas Gall, the Director of Distributed Energy Resources at the Canadian Renewable Energy Association (CanREA) joins the podcast.

Here are some of the questions Peter and Jackie asked Nicholas:  What is the size of the solar market  in Canada now? Why is Alberta getting all of these new solar projects?  Why not other provinces?  How will future costs and technology evolve? What are the federal government’s incentives for residential solar? And, finally, should Peter install solar panels on his roof?

See the IEA report: “National Survey Report of PV Power Applications in Canada (2019)” jointly authored by Natural Resources Canada, CanmetEnergy and CanREA.

To learn more about CanREA visit their website: https://renewablesassociation.ca/

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The post Here Comes the Sun: Canada’s Solar Industry first appeared on ARC Energy Research Institute.

On this week’s podcast, we review the IEA Net Zero 2050 Scenario. How fast does oil and gas production need to decline? Is the Canadian oil industry compliant with “no new oil and gas fields”? What is the growth of clean energy in this scenario? What has been the reaction?

Download the IEA Report at https://www.iea.org/reports/net-zero-by-2050

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The post High Pressure, Low Carbon and the IEA’s Net Zero 2050 first appeared on ARC Energy Research Institute.

This week our guest is Beth (Hardy) Valiaho, Vice President, Strategy & Stakeholder Relations at the International CCS Knowledge Centre.

Beth tells us about the state of CCUS in Canada and our competitive position.  Here are some of the questions Peter and Jackie asked her: How are carbon dioxide emissions captured and stored? Is CCUS economic? What are the new Canadian policies that are supportive of CCUS, including the Clean Fuel Standard (CFS), the $170/tonne carbon tax and the proposed Canadian tax credit? How do we compare to the United States with respect to policy?

To learn more about the International CCS Knowledge Centre, visit their website: https://ccsknowledge.com/

Provide feedback on future policy by taking the CCS Knowledge Centre’s survey: https://ccsknowledge.com/news/canadas-budget-2021-carbon-capture-and-storage

Read the CCS Knowledge Centre’s recent report on incenting large scale CCS in Canada: https://ccsknowledge.com/initiatives/incentivizing-large-scale-ccs

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The post Capturing the Opportunity: Canadian CCUS Policy and Growth Prospects first appeared on ARC Energy Research Institute.

This week David Schick, Western Canadian Vice President from the Canadian Fuels Association joins the podcast to talk about the future, including learnings from British Columbia’s Low Carbon Fuel Standard (LCFS) that has been in place for a decade.

Here are some of the questions Peter and Jackie asked David: Has BC’s LCFS reduced the GHG intensity of gasoline and diesel? Has the policy increased BC’s reliance on low carbon fuel imports, or has it created new investment in domestic production capacity? How will Canadian fuels change by 2050? What are Canada’s inherent advantages for establishing a domestic low carbon fuels industry?

To learn more about the Canadian Fuels Association, visit: https://www.canadianfuels.ca/

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The post Full Tank of Opportunity: The Future of Canadian Fuels first appeared on ARC Energy Research Institute.

This week Jackie and Peter talk energy efficiency, including: How important is energy efficiency for achieving a low carbon future? What are the government incentives for energy efficiency?  Will higher carbon taxes reduce the historic barriers for investing in energy efficiency? What is a heat pump?  Are new business opportunities emerging for deploying efficiency?

See Peter’s recent commentary “Location, Location, Inefficiency.”

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The post Housing Price Wars: Will an Energy Efficient Home Win? first appeared on ARC Energy Research Institute.

This week, John Stackhouse, Senior Vice President, Office of the RBC CEO, joined the podcast to discuss the recent announcements.

Here are some of the questions Peter and Jackie asked John:  What is RBC’s outlook for the Canadian economy? What is your reaction to the Canadian budget?   Should Canadians be concerned by the federal debt and the potential for inflation? What is your outlook for Canadian oil and gas considering these aggressive GHG emission reduction goals? How will all these reductions be financed? How is ESG being used in corporate lending decisions? What is the definition of green finance, are reductions in oil and gas emissions included?

Check out John Stackhouse’s recent book “Planet Canada: How Our Expats are Shaping the Future”

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The post Economy, Budgets, and Climate Targets: An Interview with RBC’s John Stackhouse first appeared on ARC Energy Research Institute.

This week, our guest is Samantha Gross, Director of Energy Security and Climate Initiatives at the Brookings Institution, a nonprofit public policy organization based in Washington, DC.

Here are some of the questions Jackie and Peter asked: What is the significance of this week’s Whitehouse Climate Summit? What are the top areas of clean energy spending in President Biden’s “American Jobs Plan”? What other policies may still be forthcoming – carbon tax, clean fuel standards, border adjustment taxes?  What should the US oil and gas industry expect?

To connect with Samantha Gross at the Brooking Institution, and to read her recent blogs and research, visit:  https://www.brookings.edu/experts/samantha-gross/

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The post Biden’s Energy and Climate Plans: Insights from the Brookings Institution first appeared on ARC Energy Research Institute.

Here are some of the questions they tackled: Are EVs impacting oil demand and markets? Is degrading battery life a risk of EV ownership? How much range is lost due to cold weather? How do the economics of leasing vs buying compare?  What about people without the luxury of a garage with adequate electrical capacity?  And, if the energy for manufacturing the cars is factored in, are EVs still the lower GHG emissions option?

Link to the IEA study that compares lifecycle greenhouse gas emissions over ten year lifetime, comparing EVs to ICE, as well as other technologies.

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The post Electric Vehicles: You Asked, We Answered first appeared on ARC Energy Research Institute.

This week, the CEO of LNG Canada, Peter Zebedee joins the podcast to provide an update on the construction underway in Kitimat, British Columbia.

Here are some of the questions we asked Peter Zebedee: What is the current long-term outlook for LNG demand? Is it possible for an LNG facility to be net-zero emissions? How would you describe support from Indigenous peoples impacted by the project? What is the state of the construction now, and how has COVID impacted progress?

View current pictures of LNG Canada’s construction site: https://www.arcenergyinstitute.com/pictures-from-lng-canada/

See LNG Canada’s website: https://www.lngcanada.ca/

Link to Shell LNG Outlook 2021.

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The post An Interview with Peter Zebedee: CEO of LNG Canada first appeared on ARC Energy Research Institute.

Clean energy investing is not new. There have been a few cycles in the past that have generally not ended well for investors.  This week, Peter and Jackie discuss today’s market dynamics and what may have changed compared with the past.

The mentioned article on direct air capture, including the estimated price for removing carbon dioxide at $US 250/tonne can be found here: “The Potential for Carbon Capture Tech is Captivating.”

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The post Clean Energy Investing: Is This Time Different? first appeared on ARC Energy Research Institute.

These are just some of the questions we asked Martha Hall Findlay, Chief Sustainability Officer at Suncor Energy.

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The post An Interview with Martha Hall Findlay: Chief Sustainability Officer at Suncor Energy first appeared on ARC Energy Research Institute.

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 nickel prices today? Are there new mineral mines coming? Are auto manufactures considering the battery supply chain in their ambitious growth plans? What about the geopolitics of battery production and minerals?

To learn more about Benchmark Mineral Intelligence research and events visit: https://www.benchmarkminerals.com/

For access to the Energyphile Book Clubs, and other Energyphile content, signup here.

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The post Pedal to the Metals: Are There Limits to the Supply of EV Batteries? first appeared on ARC Energy Research Institute.

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 the past 12 months have been a thought experiment turned reality. What have we learned?

See the IEA’s “Achieving net-zero emissions by 2050” to view the assumptions around the impact of behaviour on GHG emissions.

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The post A Year Later: Nine Oily Lessons from the Pandemic first appeared on ARC Energy Research Institute.

This week, our guests – Joshua Rhodes, Research Associate at the University of Texas at Austin and Founding Partner at IdeaSmiths LLC and Blake Shaffer, Assistant Professor in the Department of Economics and School of Public Policy at the University of Calgary – help us understand what happened and the lessons that can be applied to other jurisdictions, including in Alberta.

Joshua and Blake recently wrote an op-ed titled “Lessons for Alberta from the Texas power blackout.”

Here are some of the questions Peter and Jackie asked this week’s guests:  Why did demand rocket up so fast? What sources of power generation (wind, solar, natural gas, coal and nuclear) fell short? What happened to power prices?  What could have improved the situation (capacity markets, transmission interconnects with other jurisdictions, demand-side changes)? What are the lessons for Alberta? And critically, what does this event mean for the way we think about decarbonizing electrical grids?

The power generation by fuel type in the first few weeks of February 2021 by the IEA:  “Severe Power Cuts in Texas Highlight Energy Security Risks Related to Extreme Weather Events.”

Blake’s tweet that shows the actual generation of different power sources vs expectations: https://twitter.com/bcshaffer/status/1364635620706971651

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The post Houston, We Have a Problem: Learnings from the Power Outage first appeared on ARC Energy Research Institute.

Next is an update on Canada’s Clean Fuel Standard (CFS). The draft legislation was released in the Canada Gazette in December 2020 and the deadline to provide feedback on the proposed CFS policy is quickly approaching on March 4, 2021.

View the draft CFS, starting on digital PDF page 108.  Instructions to provide feedback are on digital PDF page 245.

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The post Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard first appeared on ARC Energy Research Institute.

Next, we consider the climate impacts of constraining North American oil production.  Rating agencies are downgrading oil and gas companies because of climate risk.   New permits for oil and gas drilling on US Federal lands are paused. The presidential permit for the KXL pipeline is canceled.  But how do these actions reduce GHG emissions and fight climate change?

Subscribe to the Energyphile email to learn about future book club events.

In Total’s recent investor outlook, slide 14, they present an outlook for a 10 MMB/d shortfall in oil supply by 2025.

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The post Oil Market Recovery: Bulls vs Bears first appeared on ARC Energy Research Institute.

This week, our guests – Linda Coady, the executive director of the Pembina Institute, and Janet Brown, a pollster and political commentator – share the results from a poll of Albertans commissioned by the Pembina Institute.

Here are some of the questions they asked: Is Alberta too dependent on oil and gas? What is the cause for the decline in investment in Canada’s oil and gas industry? How effective have efforts from the Alberta Government been in enhancing the reputation of the province’s oil and gas sector? And, do Albertans support or oppose the federal government’s net zero 2050 goal?

See Pembina Institute’s press release on the polling titled “Two thirds of Albertans support reaching net-zero emissions by 2050”,  including the detailed polling results.

See the Energyphile vignette on hybrid products that have smoothed the energy transition in the past: “Easing into a New Energy Paradigm.”

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  

The post Oil, Climate and Net-Zero 2050: What do Albertans Think? first appeared on ARC Energy Research Institute.

This week, our guest Trent Boehm, Vice Chairman and Head of Energy Sales for STIFEL FirstEnergy, explains the equity markets.

Peter and Jackie asked Trent: The overall market seems to have COVID immunity, has the strong performance surprised you? What has driven the recent move up in oil and gas stocks? How do investors value oil and gas companies now?  How do investors value clean energy companies? What about other natural resource stocks, like lithium, copper and other battery metals, how have they performed?

Read Peter’s recent commentary on the metal intensity of the energy transition “In With the New…and the Old Too.”

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  

The post Good News for Oil and Gas Stocks. Finally. first appeared on ARC Energy Research Institute.

Dale recently wrote an op-ed titled “UNDRIP will slow, not hasten Indigenous development.”  UNDRIP (the United Nations Declaration on the Rights of Indigenous Peoples) was drafted by the United Nations in 2007 with the goal of recognizing basic human rights of Indigenous people and their right to self-determination. While these goals are laudable, the concern is that the legislation could create even greater uncertainty for natural resources projects in Canada.

Peter and Jackie ask Dale:  What are your concerns with Bill C-15? Based on the 2020 Wet’suwet’en LNG pipeline conflict, consent for projects is already ambiguous, how does UNDRIP make it worse?  How much consultation with Indigenous communities occurred prior to tabling the Bill? What is the status of Trans Mountain Indigenous equity ownership? Is there a better way to advance major projects on Indigenous lands in Canada?

Visit the NCC’s website: https://coalitionofchiefs.ca/

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The post Canada’s UNDRIP Bill C-15: Concerns and Unintended Consequences first appeared on ARC Energy Research Institute.

Canada is already a global leader in nuclear energy and safety. Canada is the second largest producer of uranium and home to the world’s largest fully operational nuclear power generation facility in Ontario.

The next chapter in Canadian leadership is well underway with the development of Small Modular Reactors (SMR).  On the podcast, Diane tells us about the government’s Action Plan, that aims to deploy SMR technology in Canada within the decade.

Peter and Jackie ask Diane: What is the state of nuclear energy internationally? How do the small units differ from the traditional large nuclear plants? When and where are small modular reactors likely to be deployed first in Canada? Is there an opportunity to export Canadian SMR technology abroad?

View the Canadian government’s SMR Roadmap (2018) and the SMR Action Plan (2020).

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  

The post The Next Chapter in Canadian Nuclear Energy Leadership: Small and Modular first appeared on ARC Energy Research Institute.

Next, after a tough year for making predictions in 2020, we introduce some foolproof predictions for 2021. See Peter Tertzakian’s recent commentary “Look Into 2021.”

Finally, we review the barrage of policy strategies, draft legislation, and action plans released by the Canadian Federal Government at the end of 2020:

December 11, 2020: “A Healthy Environment and a Healthy Economy”

December 16, 2020: Hydrogen Strategy for Canada

December 18, 2020: Small Modular Reactors Action Plan

December 19, 2020: Draft Clean Fuel Standard Legislation

We debate the $170/tonne carbon tax by 2030.  How would the tax impact energy prices, and how do the rebates work?  Will the policy result in people reducing their GHG emissions?

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The post A New Year and a New Barrage of Headlines, Predictions and Carbon Policy first appeared on ARC Energy Research Institute.

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The post 2020: A Year Like No Other first appeared on ARC Energy Research Institute.

This week’s episode is a primer on clean fuel standards. What is CFS? What jurisdictions have CFS policies already in place?  What is the policy’s objective? Who is responsible? What are the compliance options? Is the clean fuel standard just another carbon tax?  What are the potential opportunities and concerns?

See the recent Canada West Foundation report on the Canadian CFS “A Citizen’s Guide to the Clean Fuel Standard.”

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The post Clean Fuel Standard 101 first appeared on ARC Energy Research Institute.

Here are some of the questions that Peter and Jackie asked Doug: Why is there a push to increase the use of biofuels in Canada? What feedstocks and processes are used to produce biofuels? How do biofuels compare with petroleum on the basis of greenhouse gas emissions and cost? Does Canada import biofuels today? Is there an opportunity to increase domestic production?  How much could Canada’s emerging Clean Fuel Standard policy increase the demand for biofuels?

See the Energyphile vignette on harnessing the energy in food using animal power: https://energyphile.org/vignettes?vid=V0082

View the Navius Research report on Biofuels in Canada: https://www.naviusresearch.com/publications/2020-biofuels-in-canada/

View a summary on the implications of Canada’s proposed Clean Fuel Standard, as well as a link to the full report by World Agricultural Economics and Environmental Services (WAEES): https://advancedbiofuels.ca/cfsanalysisbackgrounder/

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The post Are Canadian Biofuels set for Growth? first appeared on ARC Energy Research Institute.

Next up, we consider the importance of energy efficiency for achieving low carbon goals.  History has shown that energy demand growth is difficult to curb. Yet, according to the International Energy Agency (IEA), a third of the emissions reductions in the Sustainable Development Scenario must come from efficiency.

Shell Canada is now offering consumers carbon-neutral driving. People can choose to pay two cents extra per liter at the pump to offset their GHG emissions. What is the reaction? Is driving an electric vehicle (EV) considered to be carbon neutral driving?

Finally, we turn to the oil markets.  Where is demand now?  What is the situation with supply and OPEC+ spare capacity? Does the positive vaccine news change the picture?

View Peter’s Energyphile Vignette “Old Fashioned Energy Conservation.”

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The post Net Zero Legislation, Energy Efficiency, Carbon Neutral Driving and Oil Markets first appeared on ARC Energy Research Institute.

Both Mayors are leaders on the Alberta Industrial Heartland Hydrogen Task Force. The group just released a report on the market potential for hydrogen in the region, titled: “Building a Transition Pathway To A Vibrant Hydrogen Economy In The Alberta Industrial Heartland.”

Here are some of the questions that Peter and Jackie asked the Mayors: Why is the development of hydrogen an important initiative for your communities? What are the Heartland region’s strengths for producing hydrogen? How can municipalities help to kick start demand? Do you think having a large scale zero-emissions hydrogen production hub in the Edmonton area will attract new investments?

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The post Alberta’s Industrial Heartland: Building a Roadmap for Launching the Hydrogen Economy first appeared on ARC Energy Research Institute.

This week our guest is Robert Johnston. RJ leads the energy and natural resources practice at Eurasia Group, a firm with a pulse on geopolitical risks.

Assuming a Biden win, we asked RJ:  What Is the path to inauguration from here, considering that Donald Trump is contesting the election results? What happens to the KXL pipeline? Does the US shortage of heavy oil factor in?  Would the US rejoin the Joint Comprehensive Plan of Action (JCPOA) with Iran, a deal that could increase oil supply?  What happens to Biden’s clean energy plan, including a carbon pollution-free power sector by 2035?  What about the Paris Climate Agreement?

Learn more about Eurasia Group and connect with RJ at: https://www.eurasiagroup.net/people/RJohnston

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The post US Election: What Happens Next? first appeared on ARC Energy Research Institute.

Here are some of the questions that Peter and Jackie asked him: How cheap are electrons from solar now? Can costs go even lower? Do renewable projects still require government subsidies or investment?  When will battery storage take-off? Are there any other power generation technologies that we should be watching for?

See Peter’s Vignette from Machu Picchu “Sustainable Energy on Top of the World.”

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The post Renewable Energy: A Conversation with Dan Balaban from Greengate Power first appeared on ARC Energy Research Institute.

On this week’s episode, Peter and Jackie analyze the drivers for industry consolidation by reviewing ARC’s Fiscal Pulse of the Canadian Oil and Gas Industry for 2020. Low prices have slowed the fiscal pulse. This, along with pressure to return money to shareholders and liquidity issues, are catalysts for industry consolidation.

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  

The post Consolidation Gains Momentum in Canada’s Oil Patch first appeared on ARC Energy Research Institute.

Here are some of the questions that Peter and Jackie asked him: How has the US shale revolution changed the global energy order?  Is the geopolitics of oil a non-issue now? What is the growing conflict between the United States and China? If Joe Biden were to win the US election, how could this change relations with Iran and the oil supply? Will Saudi Arabia diversify its economy by 2030? How fast will the energy transition occur?

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The post Daniel Yergin on “The New Map: Energy, Climate, and the Clash of Nations” first appeared on ARC Energy Research Institute.

Next up, we consider the implications to lending and investing now that some banks are targeting net-zero emissions across their customers by 2050. Finally, we debate why companies should consider making net-zero 2050 targets.

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The post Musings about Energy Policy and Net-Zero Targets first appeared on ARC Energy Research Institute.

Alberta’s Energy Minister, the Honourable Sonya Savage, joined the podcast this week.  Here are some of the questions we asked her: How are companies coping with the oil market crisis?  What is your take on the federal government’s throne speech and plan to achieve net-zero emissions by 2050? Is Joe Biden a risk to the province’s investment in the Keystone XL pipeline? What are the emerging energy technologies to watch for in Alberta?

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The post Talking Alberta Energy with the Honourable Sonya Savage first appeared on ARC Energy Research Institute.

We also cover recent energy headlines: BP’s prediction that oil demand will peak soon. California’s summer power blackouts and the state’s pledge to ban the sale of new combustion vehicles by 2035. Canada also has big targets for the adoption of electric cars, but could Canada also become a leader in producing EVs?

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The post Pondering the Headlines: From California to Canada first appeared on ARC Energy Research Institute.

We learned that nature is a powerful weapon in the flight against climate change. Here are some of the questions that Peter and Jackie asked Duncan:  What are some examples of nature carbon storage projects? Do the economics and scale compare with other carbon storage options? How do you respond to the greenwashing criticism?  Will consumers pay more to offset their emissions with nature? What is the opportunity in Canada for these solutions?

Yale 360 Feb 2019 blog reported that “Planting 1.2 Trillion Trees Could Cancel Out a Decade of CO2 Emissions, Scientists Find.”

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The post Fighting Climate Change with Nature: A Conversation with Duncan Van Bergen from Shell first appeared on ARC Energy Research Institute.

This week our guests are Dan Wicklum, President and CEO of the Transition Accelerator and David Layzell, Research Director at the Transition Accelerator, Professor and Director, Canadian Energy Systems Analysis Research (CESAR), University of Calgary.

Dan Wicklum and David Layzell explain why Canada has a cost advantage for producing blue and green hydrogen. However, successfully building a new hydrogen economy in Canada is complex. It requires the simultaneous build out of new production and consumption systems, and government policy will be critically important.

Download the Transition Accelerator report “Towards Net-Zero Energy Systems in Canada: A Key Role for Hydrogen.”

See Peter’s latest Energyphile Vinette “Hijacking Infrastructure.”

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The post Is Canada Ready for the Hydrogen Economy? first appeared on ARC Energy Research Institute.

Here are some of the questions that Peter and Jackie asked him:  Has oil demand peaked?  Does the pandemic speed up or slow down the transition to cleaner energy?   Are you optimistic that that the world can achieve the Sustainable Development Scenario (SDS) and decarbonisation by 2050?  What is the potential for emerging zero emission technologies, including hydrogen, small nuclear reactors and Carbon Capture and Storage (CCS)?  What about natural gas demand? How can Canada improve its stature in the energy world? 

Check out the IEA’s website, including the recent Sustainable Recovery report (that suggests global spending of $1 trillion annually is needed for three years to support economic recovery and to accelerate the energy transition). The Sustainable Development Scenario (SDS) assumes the world delivers on holding the average long term temperature increase to less than 2 degrees C. 

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The post Sustainable Recovery: A Conversation with Fatih Birol, Executive Director of the International Energy Agency (IEA) first appeared on ARC Energy Research Institute.

On this week’s episode, the Honourable Bronwyn Eyre gives us an update on Saskatchewan’s established and emerging resource sectors. Peter and Jackie cover many topics with the Minister including: resource development; acceleration of Small Modular Reactors (SMRs); leadership with Carbon Capture, Utilization and Storage (CCUS); and policy matters, including Saskatchewan’s concerns about the proposed Federal Clean Fuel Standard (CFS) and incentives for CCUS projects.

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The post Saskatchewan Innovation: A Conversation with the Honourable Bronwyn Eyre, Energy and Resources Minister first appeared on ARC Energy Research Institute.

This week’s episode we discuss: Does the recent news bolster the oil and gas divestment movement’s stranded asset argument?  What are the implications of these changes on North American energy supply and GHG emissions? How material are the reserve write-downs? 

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The post Oil Musings: Pipelines, Stranded Assets and Pivots first appeared on ARC Energy Research Institute.

On this week’s episode, we consider the potential for an oil price spike caused by a lack of new capital investment. What if this occurred, just as electric cars were entering a more mature phase for consumer adoption?  Could governments around the world accelerate the trend by choosing to support EVs with stimulus spending? 

We also discuss Canadian energy security considering the potential shut down of the Enbridge Mainline Line 5, a critical pipeline for supplying oil to Ontario and Quebec. 

See IEA Clean Energy Innovation Report – July 2020, including a link to a database of more than 400 net-zero technologies.  

To learn more about Energyphile, visit the website https://energyphile.org/ 

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The post Will Oil’s Pain Trigger Others’ Gain? first appeared on ARC Energy Research Institute.

Here are some of the questions they asked Minister O’Regan during the one hour interactive session.  How can the regionalism and antagonism in the debate around Canadian energy be improved? Why has the uptake been weak for the federal government’s COVID-19 loan programs?  How can Canada’s natural resources sector aid in Indigenous reconciliation? And, what emerging technologies look promising for achieving net zero emissions from oil and gas?

The session was jointly sponsored by the ARC Energy Research Institute and Energyphile.org.

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The post A Conversation with the Honourable Seamus O’Regan first appeared on ARC Energy Research Institute.

Dr. Keith works at the interface between climate science, energy technology, and public policy. He is best known for his work on solar geoengineering. Here are some of the questions we asked David. How uncertain are climate models in predicting the implications from rising carbon dioxide levels? Does the modeling uncertainty impede climate action?  Is the world on track to reduce emissions? What is geoengineering, and how could it cool the planet? What are the prospects for carbon removal technologies, like direct air capture?

Register for our conversation with the Honourable Seamus O’Regan on June 22, 2020: https://zoom.us/webinar/register/WN_JRjYTodlRaymtO317P9xvQ

See the Energyphile Vignette of the Ford car plant “A Top Tourist Attraction?”

Visit to purchase David Keith’s book “A Case for Climate Engineering.” 

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The post An Interview with David Keith: Harvard Professor, Climate and Energy Expert first appeared on ARC Energy Research Institute.

On this week’s episode we discuss the current state of North American gas markets, including the significant share of continental gas that is a by-product of oil wells.  With US oil production set to decline, natural gas supply will also shrink. To fill the void, growth from major gas plays, including the Marcellus, Utica and Haynesville will be needed.  But, after living through some tough years, what will it take for these plays to grow? 

See the Energyphile Vignette “Piercing the Earth’s Resources.”

See ARC Commentary “Green Shoots in the Natural Gas Market.”  

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The post North American Natural Gas: Could the Future be Brighter? first appeared on ARC Energy Research Institute.

On this week’s episode, we consider what actions US policy makers could take to avoid a relapse in their addiction to foreign oil.  What policies were used in the past? Could these ideas work now? Will new transportation options, like e-bikes, contribute to reducing oil demand? 

See the Energyphile Geopolitical Memoranda; https://energyphile.org/vignettes/?vid=V0143 

See ARC Commentary “If the US Slapped Tariffs on Oil Imports, Consumers and Refiners Would Feel the Sting.” 

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The post America’s Addiction to Foreign Oil: Get Ready for a Relapse first appeared on ARC Energy Research Institute.

On this week’s episode, we also discuss the divestment of four oil sands producers by Norway’s sovereign wealth fund. Finally, we talk about how North American oil production is declining from COVID-19 and the serious implications for continental energy security.

See the Energyphile abandoned gasoline pump: https://energyphile.org/vignettes/?vid=V0144

See Peter’s commentary on the energy security implications of less North American oil production “The Biggest Energy Transition.”

See the upstream oil and gas holdings of Norway’s sovereign wealth fund at the end of 2019: https://www.nbim.no/en/the-fund/holdings/holdings-as-at-31.12.2019/

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The post Oil: I’m Not Dead! first appeared on ARC Energy Research Institute.

7G has been recognized for their ESG leadership, receiving a high rating from the well-known CDP organization. Additionally, Equitable Origin (advised by the Pembina Institute) certified 7G’s gas as responsible. Because of this certification, 7G was able to secure a natural gas supply agreement with Quebec’s largest natural gas distributor, Energir (formerly Gaz-Metro).

This podcast was recorded on March 6, 2020.

Check out Energyphile.org to learn more about “When Stokes Stoke” a postcard that exalted the polluted air from an Industrial town In England in 1947.

View Seven Generations’ new 2020 ESG Report.

To view corporate reporting to the CDP, including Seven Generations’ report, visit: https://www.cdp.net/en/search

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The post Certified Responsible Energy Supplier: An Interview with Seven Generations CEO, Marty Proctor first appeared on ARC Energy Research Institute.

To learn more about Precision Drilling, see the website: https://www.precisiondrilling.com/Home/default.aspx

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The post An Interview with CEO of Precision Drilling, Kevin Neveu first appeared on ARC Energy Research Institute.

We also review recent events, including; the historic minus $38/B oil price ; the reaction to the Canadian government’s fiscal support for the oil and gas industry; and finally, why producers are asking the Canadian Energy Regulator (CER) to pause the Enbridge Mainline Contracting Hearing for at least six months.

See ARC SnapChart “Paris Target is Still out of Reach.”

View movie “Planet of the Humans.”

Project Drawdown’s table of solutions for impacting climate change.

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The post “Planet of the Humans” Exposes Inconvenient Truths on Green Energy first appeared on ARC Energy Research Institute.

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The post Interview with Bobby Tudor, Chairman and Founder of Tudor, Pickering, Holt & Co. first appeared on ARC Energy Research Institute.

We also cover the historic OPEC Plus production cut agreement made over the Easter long weekend. The group agreed to cut production by 9.7 MMB/d over the next several months with ongoing curtailments for the next two years. Will the cartel comply with these cuts? Is the curtailment large enough considering the collapse of global oil demand? Will other non-OPEC producers contribute?

To learn from the past, understand the present and plan for the energy future sign-up for email updates from Peter Tertzakian’s Energyphile.   Visit https://energyphile.org/ and scroll to the bottom of the page to find the “stay in the know” form.

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The post Post-Pandemic: What is the Future of Energy? first appeared on ARC Energy Research Institute.

See ARC Commentaries related to this podcast, including “Colluding on Oil Production is a Game that Can’t Be Played Anymore” and “If the US Slapped Tariffs on Oil Imports Consumers and Refiners Would Feel the Sting.”

Learn more about a tanker that transported Alberta oil to Canada’s East coast during the 1970s Arab Oil Embargo, check out the full story and audio file for “Long Way Around” on the Energyphile website.

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The post Is an OPEC, Plus, Plus Production Cut Achievable? first appeared on ARC Energy Research Institute.

In addition to talking about the new government program, we also provide an update on the latest information on COVID-19 infection rates, North American refining demand, and the upstream supply response.

See ARC Commentary “We Need to Think Outside the Barrel.”

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The post Canada Announces Coronavirus Wage Subsidy first appeared on ARC Energy Research Institute.

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The post North American Oil Demand is Collapsing: Western Canada Needs to Get Ready first appeared on ARC Energy Research Institute.

We also revisit the world’s worst pandemic that occurred during the mid 1300s, considering the energy lessons from way back then.

See ARC Commentary “Energy Lessons from the Great Plague.”

Click here to see the latest ARC Charts, including our current estimate for Canadian oil and gas industry revenue, cash flow and spending.

Click here to see an interactive map of COVID-19 situation globally and by country using data from the World Health Organization (WHO).

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The active ingredient in Accutane is isotretinoin. This substance regulates sebaceous gland activity. Isotretinoin not only suppresses sebum secretion, but also reduces the size of sebaceous glands. In addition, doctors have proven that isotretinoin has an anti-inflammatory effect, which allows to fight acne bacteria.

The post COVID-19 Impacts Intensify first appeared on ARC Energy Research Institute.

See ARC’s latest commentary “The Art of The Price War.”

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The post Oil Market Crash: Why Start a Price War Now? first appeared on ARC Energy Research Institute.

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The post An Interview with CEO of AIMCO, Kevin Uebelein first appeared on ARC Energy Research Institute.

Check out Energyphile.org to learn more about the “Atomic Energy” brochure from 1963.

Visit ARC Nuclear Canada’s website for more information.

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The post Small and Modular, A New Era for Nuclear Reactors? first appeared on ARC Energy Research Institute.

On this episode we talk about the future of LNG, and consider a novel idea for reducing GHG emissions in natural gas by “decarbonizing” it.

Check out Energyphile.org to learn more about the Methane Pioneer.

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The post LNG: Then, Now and Future first appeared on ARC Energy Research Institute.

We also talk about the latest on the Coronavirus and demand for oil and gas. Finally we give an update on Enbridge’s plan to drastically change the commercial terms for Canada’s largest oil export pipeline.

Check out the debate Peter Tertzakian moderated on future energy sources at the Globe conference in Vancouver this past week.

To read all the letters submitted to the Canadian Regulator with regards to Enbridge’s plan to change the commercial terms for the Mainline.

Finally, here is the ARC commentary “Coronavirus: Implications for Oil and Gas.”

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The post Canadian Rail Grinds to a Halt: Implications for Oil Markets, Plus Other Topics first appeared on ARC Energy Research Institute.

In this week’s episode Peter talks about Energyphile, his online museum and new book, “The Investor Visit and Other Stories.”

Listen and don’t forget to visit: https://energyphile.org/

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The post Energyphile: A New Way to Engage on Energy Issues first appeared on ARC Energy Research Institute.

To learn more about Eavor, visit their website https://eavor.com/

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The post Drilling for Clean Energy: Geothermal Innovation in Alberta first appeared on ARC Energy Research Institute.

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The post Big Climate Targets: BlackRock, Cenovus, Microsoft, Starbucks first appeared on ARC Energy Research Institute.

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The post Doug Suttles Introduces Ovintiv first appeared on ARC Energy Research Institute.

Related to this podcast, see ARC Commentary “Big Questions for 2020.”

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The post Reflections on the Past Year and 2020 Outlook first appeared on ARC Energy Research Institute.

Congratulations to this years accomplished award winners!  For more information on YWE and to learn more about the women recognized this year, check out the YWE website.

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The post Live from the Young Women in Energy Awards first appeared on ARC Energy Research Institute.

Next, we interview Regan Davis the CEO of STEP Energy Services. STEP is a Calgary based oilfield service company operating in Canada and the United States. Regan makes the case for buying local in these challenging times, to help ensure that Western Canada has the depth of oilfield capacity it needs long into the future.

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The post Cybertruck Debut, and the Case for Buying Local first appeared on ARC Energy Research Institute.

Van der Hoeven is a former Dutch politician that headed the International Energy Agency from 2011 to 2015. Under her leadership the IEA expanded its energy coverage and increased engagement with non-member countries.  She visited Calgary this past week as part of the Petronas International Speakers Series organized by the University of Calgary, Haskayne School of Business.

Maria van der Hoeven is currently a Senior Fellow at the Clingendael International Energy Programme (CIEP).

This podcast references LNG economics of various countries, see “SnapChart – LNG Breakeven Cost Comparisons”.

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The post An Interview with Former Executive Director of the IEA, Maria van der Hoeven first appeared on ARC Energy Research Institute.

Hydrogen has long been viewed as a critical fuel in the transition to a low carbon economy due to its flexibility – it can replace natural gas  or be converted into electricity to power everything from wheels to cities.  The biggest barrier for hydrogen taking off  is the lack of a low cost, zero emissions way of producing it. Assuming Proton is successful at large-scale production, this could be a leap forward into a low carbon future.

To learn more about Proton Technologies, visit their website http://proton.energy/

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The post Could Oil Fields Produce Low Cost, Zero Emission Hydrogen? first appeared on ARC Energy Research Institute.

Here is a link for the Saudi Aramco Prospectus.

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The post Saudi Aramco IPO: What is the Pitch? first appeared on ARC Energy Research Institute.

In this episode we reference three charts – the ARC Fiscal Pulse, shareholder dividends and buybacks, and the historical drilling rates – see these charts in our ARC commentary “The Fiscal Pulse of Canada’s Upstream Oil and Gas Industry.”

We also reference our weekly ARC Energy Charts publication that includes historical fiscal metrics for Canada’s oil and gas industry, see page nine of the October 28, 2019 ARC Energy Charts.

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See related ARC Commentary “Majority Rules: Unless it is a Minority.”

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Read the CBC article about Canada’s carbon capture leadership “Carbon capture: What you need to know about catching CO2 to fight climate change.”

Learn more about Enhance Energy and the Alberta Carbon Trunk Line.

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This podcast references the ARC SnapChart “Are the Choppy Gas Price Waters Behind Us?”

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This podcast references the ARC SnapChart “Slowing Growth in Electric Car Sales.” We also highlight a study released during Climate Week on carbon removal technologies from the Energy Futures Initiative.

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This podcast references past ARC commentary “Want a Real Energy Transition? Start a War” and an article about Canadian energy security “Cheap, Clean, Safe and Secure?”

To learn more about Peter’s project and to download the energy story audio file visit www.energyphile.org.

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This podcast references the past ARC commentary “The Fall of Oil and Gas Stocks”.

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Producers that represent half of all Western Canadian production have written letters to the NEB stating their opposition and concerns about the proposed change , including; Shell Canada, Suncor, MEG Energy, Canadian Natural Resources, ConocoPhillips and the Explorers and Producers Association of Canada (EPAC). And, many more producers filed complaints since the podcast was recorded.

On the podcast we discuss the concerns these producers have, Enbridge's rationale for proposing the change, and possible next steps.

For more information on this topic, please see our recent blog post: Not So Fast: The Case For Delaying Enbridge's Mainline Open Season

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We are now starting a break for the rest of the summer, our next episode will be posted in early September. Thank you for following the podcast, and tune in again next month!

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The podcast refers to Pat's letter from the 2017 Seven Generation's Report about changing expectations for stakeholder engagement.

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As referenced in the podcast, here is a link to the ARC commentary Mind the Gap.

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Use this link to view the full report: “Final Report of the Expert Panel on Sustainable Finance – Mobilizing Finance for Sustainable Growth”

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Please review the Scotiabank disclosure on their website: http://www.gbm.scotiabank.com/disclosures

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This podcast refers to our SnapChart “The Market Disconnect” that shows indices for upstream oil and gas equities. It also references the past ARC commentary “Issues that are Weighing on Oil and Gas Investment”.

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Use this link to watch Chris’s widely viewed video “Canadian Energy Leadership”.

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To compare GHG emissions in Canada and the United States, see past ARC Commentary “Canada’s GHG Emission Reality”.  We also reference a few papers in this podcast: one by Nature Conservancy that concluded natural solutions could achieve 37% of Paris climate goals; another by Yale360 reported that planting 1.2 trillion trees would store ten years of carbon emissions.

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This podcast references Saudi Aramco’s Prospectus for their recent bond offering.

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As referenced in the podcast, here is a link to ARC commentary and trip photos, Betting on More Growth from the Permian.

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As referenced in the podcast, here is a link to the National Energy Board’s February 2019 Reconsideration Report that is over 600 pages long and contains detailed information on the project.

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As referenced in the podcast here is a link to videos of CERAWeek 2019, also see related ARC commentary CERAWeek 2019: Trends and Transitions.

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The post Recapping CERAWeek 2019 first appeared on ARC Energy Research Institute.

The post Getting the Message Out on Modern Oil Sands: Lower Cost, Lower Carbon first appeared on ARC Energy Research Institute.

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The post Are Investors in Oil and Gas Doomed? first appeared on ARC Energy Research Institute.

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The post Impact of Canadian Oil Pipeline Delay first appeared on ARC Energy Research Institute.

This podcast references a chart comparing China Total Energy Demand vs Population. It also references past ARC commentaries, including the energy blog and pictures from Jackie’s summer vacation in China (China’s Energy Market: My View from the Bullet Train) and ARC’s past research on how a global ban on the sales of the internal combustion engine by 2040 would impact oil demand (The End of Oil Narratives are Misleading).

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The post World Energy: Still Made in China? first appeared on ARC Energy Research Institute.

This podcast references ARC commentaries, including LNG Breakeven Cost Comparisons and LNG Canada: Getting Back to the Objective.

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The post Canada’s Low Carbon LNG Opportunity first appeared on ARC Energy Research Institute.

We also talk about the Cleantech sector, considering recent positive investment trends and the arguments for expanding the mainstream definition to include technology for greening oil and gas.

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The post Drilling into the Green New Deal first appeared on ARC Energy Research Institute.

This podcast references ARC’s estimate of rail economics for reaching the US Gulf Coast: Will Canada Help Fill the Heavy Oil Shortage on the US Gulf Coast?

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The post Canadian Crude by Rail: Growing or Slowing? first appeared on ARC Energy Research Institute.

Next, we discuss the Alberta Government’s decision to start reducing production curtailments just one month into the policy. Finally, we cover a few legal challenges, the Canadian Supreme Court’s ruling on oil and gas environmental liabilities and the city of Victoria’s plan for a class action lawsuit to help with the costs of climate change.

This podcast references past ARC Energy Research Institute commentary No One Wins at the Blame Game.

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The post The US Stops Importing Venezuelan Oil: Will Canada Help Fill the Void? first appeared on ARC Energy Research Institute.

This podcast references postcards from the early 1900s when natural gas was first discovered in Medicine Hat, Alberta.

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I used to make mistakes when choosing an . Luckily, last year I found my best online pharmacy ever. Aside from the huge assortment of prescription and OTC drugs, it also sells them at fair prices. I also love their customer support because the specialists try to be very helpful and do everything to make my purchase a pleasant experience.

The post Is Western Canadian Natural Gas Facing a Crisis? first appeared on ARC Energy Research Institute.

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The post How Long Before Renewable Energy Causes Disruption? first appeared on ARC Energy Research Institute.

This episode reference how to listen to podcasts on your phone, a great way to multitask.

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The post Phew, A New Year first appeared on ARC Energy Research Institute.

This podcast references past ARC Energy Research Institute commentaries including our 2019 watch list and our 2018 watch list.

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The post What’s Ahead for 2019? first appeared on ARC Energy Research Institute.

Relevant links: Canada West Foundation and Globe and Mail op-ed by Martha

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The post What is Bill C-69? first appeared on ARC Energy Research Institute.

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This podcast was recorded prior to the Alberta Government’s historic decision to curtail the province’s oil production on December 2, 2018. While the podcast predates the announcement, it is still relevant for explaining the decision.

The podcast references the recent ARC Energy Research Institute commentary Play Nice in the Sandbox.

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The post Western Canada Oil Glut: To Cut or Not? first appeared on ARC Energy Research Institute.

This podcast references the ATB Owl Blog to view and subscribe, link here.

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The post The Alberta Economy: What Next? first appeared on ARC Energy Research Institute.

This podcast references a figure on the future of global oil supply to 2023. Another related post is OPEC Plus: Still in the Business of Managing the Oil Markets.

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The post OPEC Plus and the Future of Oil Supply first appeared on ARC Energy Research Institute.

Next we talk about Imperial Oil’s contrarian decision to give a green light to a major new oil sands project, the first major sanction in five years.   Finally, we consider the future of oil sands financing with some European banks refusing to do business with oil sands producers.

This podcast references past ARC Energy Research Institute commentaries on Canadian oil price differentials including; Light at the End of the Pipeline and Amidst the Gloom: Positive News Headlines for Canadian Oil.

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The post Keystone XL Setback, Again first appeared on ARC Energy Research Institute.

This podcast references the past ARC Energy Research Institute commentary: Deflating the Energy Scarcity Mindset.

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The post Oil and Gas Innovation: Past, Present and Future first appeared on ARC Energy Research Institute.

This podcast references past ARC Energy Research Institute commentaries on EVs and oil demand including; The Biggest Transition Ever, Why Ban the Engine, Old Pistons Die Hard, and End of Oil Narratives are Misleading.

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The post Electric Cars and the Oil Age first appeared on ARC Energy Research Institute.

Then, we dive into Saudi Arabia’s messaging on the unfolding Jamal Khashoggi situation. His death is already impacting geopolitics and could have ramifications for global oil markets too.

Lastly, we turn to climate change, talking about the Oil and Gas Climate Initiative (OGCI)  —  a collaboration between 13 oil and gas majors with the goal of decarbonizing oil and gas. What emission sources and technologies are they targeting?

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The post Oil and the Economy first appeared on ARC Energy Research Institute.

The podcast also considers the possible implications from the latest UN IPCC report on climate change. The new report sounds the alarm on the need to reduce greenhouse gas emissions quickly, predicting more severe consequences than initially thought if global warming exceeds 1.5 °C.

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The post Canada Oil Markdowns and Sobering Climate Report first appeared on ARC Energy Research Institute.

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The post Big News Week for Canadian Energy first appeared on ARC Energy Research Institute.