ARC ENERGY IDEAS

This week, we interview Todd Hirsch, Chief Economist at ATB Financial. Tune in to hear about the current state of the Alberta economy and the outlook in the near term considering weak oil prices.  Winding up on a positive note with a discussion on Alberta’s strengths,  that could spur new types of investments. This podcast references the ATB Owl Blog to view and subscribe, link here . Please revie...

Too much oil supply is back, causing global oil price to slide from $US 85/B in October to under $US 70/B now.  This week’s podcast reviews the outlook for global oil supply and the strategy of OPEC plus in the face of low price. 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 . Pleas...

A Montana court has overturned President Trump’s approval of the Keystone XL pipeline.  This week’s podcast reviews the decision and the implications for Canadian oil markets that are facing extreme price discounts due to a lack of pipe capacity. 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.  Fi...

This week’s podcast is about oil and gas innovation, including the strategic implications resulting from the development of low cost North American shale gas and tight oil and the future potential for digital technology to further reduce industry costs. This podcast references the past ARC Energy Research Institute commentary: Deflating the Energy Scarcity Mindset. Please review our disclaimer at...

Tesla just had a historic quarter; surging Model 3 sales and greater margins on every car sold erased the red ink from the company’s financial statements for the first time in years. On this week’s podcast we review the latest electric car sales statistics, the economics and utility of EV ownership and the implications of a growing electrically powered fleet on the future of oil demand. This podca...

The US/China trade war, higher oil prices and stumbling emerging markets are causing forecasters to downgrade their economic outlooks for next year. On this week’s podcast we explore the connection between economic growth and oil demand. Then, we dive into Saudi Arabia’s messaging on the unfolding Jamal Khashoggi situation. His death is already impacting geopolitics and could have ramifications fo...

This episode of the ARC Energy Ideas podcast covers the record breaking markdowns for Canadian oil, including the causes and solutions that would fix the massive price arbitrage. 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 consequ...

In this episode you will hear our take on the big LNG Canada announcement, NAFTA, oil sands corporate takeovers and the latest on the Trans Mountain Expansion oil pipeline project. Please review our disclaimer at : https://www.arcenergyinstitute.com/disclaimer/