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oil price

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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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Inside Suncor’s Transformation: A Conversation With Rich Kruger

Inside Suncor’s Transformation: A Conversation With Rich Kruger

Produced by ARC Energy Research Institute | April 15th, 2026

This week on the podcast, our guest is Rich Kruger, President and Chief Executive Officer of Suncor Energy Inc.  Rich (...)

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Progress on the Canada-Alberta MOU: A Conversation with Deborah Yedlin

Progress on the Canada-Alberta MOU: A Conversation with Deborah Yedlin

Produced by ARC Energy Research Institute | April 7th, 2026

This week on the podcast, we welcome back Deborah Yedlin, President and CEO of the Calgary Chamber of (...)

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What 1.5 Million Barrels per Day Could Mean for Canada’s Economy

What 1.5 Million Barrels per Day Could Mean for Canada’s Economy

Produced by ARC Energy Research Institute | March 17th, 2026

Over the past decade, the Canadian economy has been driven largely by consumption and government spending, while business (...)

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Recent Posts

  • The Iran Crisis and the Pipeline Debate Canada Can’t Avoid
    The Iran Crisis and the Pipeline Debate Canada Can’t AvoidMay 6, 2026 - 10:10 am
  • Rory Johnston on the Sanguine Strait Stoppage
    Rory Johnston on the Sanguine Strait StoppageMay 5, 2026 - 9:48 am
  • May 4, 2026 Charts
    May 4, 2026 ChartsMay 5, 2026 - 9:42 am
  • Shell, LNG Momentum, and Nova Scotia’s Energy Ambitions
    Shell, LNG Momentum, and Nova Scotia’s Energy AmbitionsApril 28, 2026 - 4:21 pm
  • April 27, 2026 Charts
    April 27, 2026 ChartsApril 28, 2026 - 9:53 am

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Lately, I’ve been asked why Canada should pursue an expensive greenfield West Coast oil pipeline when the cheapest option is to continue shipping to the United States.

Today, my op-ed in @globeandmail argues that, if a new pipeline is evaluated only on traditional commercial

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18h 2052075532834234684

On this #ARCEnergyIdeas, oil market researcher @Rory_Johnston discusses the oil markets, including the UAE’s announcement about leaving OPEC, the market’s “shockingly sanguine” reaction to the strait’s closure and whether Canada should prioritize pipeline routes to the US or the

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