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Ice and Opportunity: Canada’s Northern Trade Route

Ice and Opportunity: Canada’s Northern Trade Route

 Produced by ARC Energy Research Institute | April 15th, 2025

To begin this week’s podcast, Peter and Jackie recap the past week's events, including President Trump's tariff U-turn (...)

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Jackie Forrest Follow 3,208 5,471

Canadian energy nerd, co-host of the ARC Energy Ideas podcast, Executive Director at ARC Energy Research Institute, an integral part of ARC Financial Corp.

JackieForrest
JackieForrest avatar; Jackie Forrest @JackieForrest ·
8h 2009779760638132678

It’s been quite a week. The U.S. is asserting greater control over its spheres of influence—from Venezuela to Greenland—raising the question: what’s next? While near-term oil market impacts appear manageable, the broader shift in U.S. foreign policy is a serious concern for

It’s been quite a week. The U.S. is asserting greater control over its spheres of influence—from Venezuela to Greenland—raising the question: what’s next? While near-term oil market impacts appear manageable, the broader shift in U.S. foreign policy is a serious concern for
ARC Energy Research Institute @arcenergyinst

Just out! A special episode of #ARCEnergyIdeas podcast to discuss the U.S. intervention in Venezuela and what it could mean for Canada’s geopolitics and oil markets @PTertzakian @JackieForrest
https://www.arcenergyinstitute.com/special-episode-u-s-intervention-in-venezuela-and-what-it-means-for-canada/

#energy #geopolitics #Cndpoli #oil

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Peter Tertzakian Follow 2,050 9,210

Founder and President, https://t.co/0KaWOKgczo; Founder, ARC Energy Research Institute

PTertzakian
PTertzakian avatar; Peter Tertzakian @PTertzakian ·
8h 2009781185011143104

In this special #ARCEnergyIdeas episode, @JackieForrest and I discuss Venezuela: the geopolitical backdrop, narratives about US motivations, market implications for Canadian oil, and our assessment of potential Venezuelan production scenarios. In any scenario, one thing is clear:

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