ARC ENERGY IDEAS

The threat of tariffs on Canada’s trade with the United States continues to be top of mind, with Alberta’s Premier, Danielle Smith, recently returning from Mar-a-Lago after meeting with President-elect Donald Trump over the weekend. This week on the podcast, our guest is Marcus Rocque, Vice President at the ARC Energy Research Institute. Marcus joins Jackie and Peter in discussing the potential fo...

Peter and Jackie start the new year by reviewing their predictions from 2024: what did they get right, and what did they miss? Next, they introduce their top energy themes to watch in 2025 and some predictions. Themes include changing governments and policy in the US and Canada – including the breaking news at the time of recording that Prime Minister Trudeau was resigning. They also predict the r...

This is our last podcast of 2024! We will be back in the new year with a look back at 2024 and the energy themes we will be watching in 2025. For the last podcast of the year, we welcome Elliot Mainzer, President & Chief Executive Officer, California Independent System Operator (CAISO). California has integrated a large share of renewables into its electricity supply. As of 2023, almost 50% of...

This week, our guest is Arne Wohlschlegel, Managing Director at Siemens Energy Canada. Siemens Energy Canada provides a range of energy technologies, including natural gas turbines, grid equipment and digital solutions, wind turbines, and hydrogen electrolyzers. Peter and Jackie asked Arne about the power equipment business, including how the potential new tariffs could impact the business and new...

Peter and Jackie start the podcast by discussing President-elect Donald Trump’s threat to impose a 25% tariff on all imports from Canada and Mexico and the potential impact on Canadian oil and gas markets and prices. Next, Peter and Jackie welcome their guest, Vittoria Bellissimo, President and CEO of the Canadian Renewable Energy Association (CanREA). CanREA is a national industry association and...

This week, the podcast begins with Jackie and Peter reviewing recent news, including key takeaways from COP29, the escalation of the Russia-Ukraine conflict, and discussions about potentially restarting the Keystone XL oil pipeline project. They also reviewed President Trump's nominations for the Department of Energy (DOE), the Environmental Protection Agency (EPA), and the US Department of t...

On November 9th, 2024, the Canadian Government published a proposed policy to cap oil and gas sector emissions, known as Canada Gazette Part 1. While the final targets will not be set until 2026, the Government estimates that this policy, in conjunction with other policies, will reduce GHG emissions from the oil and gas sector by 35% in the early 2030s compared to 2019. When flexible compliance op...

On November 5th, Donald Trump was elected as the 47th President of the United States. The Republicans gained a majority in both the Senate and the House of Representatives. There were also recent provincial elections in Canada, including British Columbia, where the incumbent NDP party nearly lost power to the Conservatives. Federally, in Canada, there is potential for a spring election. This week,...

This week on the podcast, Peter and Jackie discuss what they are watching for from the upcoming 29th Conference of the Parties to the UN Framework Convention on Climate Change, better known as COP29. The conference will take place in Baku, Azerbaijan, from November 11th to 22nd, 2024.  Next, they delve into the IEA’s recently released World Energy Outlook 2024. This annual report is widely read an...

This week, our guest is Chris Levesque, President and CEO of TerraPower . Founded by Bill Gates, TerraPower is advancing fourth-generation nuclear reactor technology in the United States, using a Natrium reactor and molten salt. The company recently made the 2024 Fortune "Change the World" list. Here are some of the questions Jackie and Peter asked Chris Levesque: What is a fourth-genera...

On June 25th, 2024, Cedar LNG announced a positive final investment decision (FID) for a floating liquefied natural gas (FLNG) facility with a nameplate capacity of 3.3 million tonnes per annum (~0.4 Bcf/d) located in the traditional territory of the Haisla Nation, near Kitimat, British Columbia, on Canada’s west coast. Commercial operation is expected by 2028, and the project will use the existin...

This week on the podcast, Peter and Jackie reflect on the six years since the podcast started. With over 250 episodes and counting, they have commented on a range of topics and events shaping the energy industry in Canada and beyond. In this episode, Peter and Jackie reflect on the podcasts and events that have stayed with them over the past six years and the topics that keep arising, including di...

This week, our guest is Andrew Miller, the Chief Operating Officer of Benchmark Mineral Intelligence, which was established in 2014. The firm provides market prices, supply chain data, forecasting, and strategic advisory for energy transition technologies, including focused coverage on battery supply chains.  Here are some of the questions Jackie and Peter asked Andrew: How did the market for batt...

This week, Peter and Jackie discuss recent news headlines. Here is what they explored: Canadian Federal Politics . Last week was not the time for an election as the NDP and the Bloc Québécois did not support the Conservative Party of Canada’s motion for a carbon tax election. But when will the election be held, and what does a faster election mean for advancing new energy legislation and regulatio...

So far this year, electric vehicle (EV) sales have been less than expected in the United States and Europe, but growth remains strong in China. Why is EV adoption slowing in North America, and what is different in China? We examine the latest sales numbers and the factors that could be contributing to slower growth in North America. Factors include a lack of charging infrastructure, the high cost...

This week, our guest is the Honourable Christy Clark, the 35th Premier of British Columbia and Canada’s longest-serving female Premier. Christy Clark is currently a Senior Advisor for Bennett Jones LLP. Politics is top of mind for energy decision-makers with the upcoming US election, Canadian federal by-elections, the possibility of an early federal election in Canada, and a provincial election ne...

This week, our guest is Rob West, founder and CEO of Thunder Said Energy. Founded in 2019, the research firm aims to help decision-makers find economic opportunities in the energy transition. Rob lives nine time zones away in Estonia and is an uber-productive energy expert who covers a wide range of topics in his consultancy.  Rob explains why he hates S-curves, since they are often used to assume...

So long summer!  Peter and Jackie are back in the studio and are discussing the energy news from the past few months.  They kick off the podcast by discussing political developments in the United States and Canada. Then, they examine the drop in clean energy stocks over the summer and the weaker market sentiment, including the rapid decline in BC's low carbon fuel standard (LCFS) credit price...

This week, we are joined by Nancy Southern, Chair & Chief Executive Officer of ATCO Ltd., and Chair & Chief Executive Officer of Canadian Utilities Limited, an ATCO Company. ATCO is a publicly traded company that offers innovative and sustainable solutions to customers in various sectors, such as housing, real estate, energy, water, transportation, and agriculture.  Under Nancy's lead...

This week, on our Calgary Stampede podcast edition, our guest is Avik Dey, President and Chief Executive Officer of Capital Power . Capital Power is a publicly traded North American power producer headquartered in Edmonton, Alberta. Capital Power owns renewable and thermal power generation facilities, totaling over 9 GW of power generation capacity across 32 facilities. Here are some of the questi...

On June 20, 2024, Bill C-59 received Royal Assent and officially became law, implementing its provisions into Canadian legislation. The Bill, along with Bill C-69, which was passed on the same day, introduced new subsidies to encourage investment in clean energy in Canada. Bill C-59 established the Clean Technology Investment Tax Credit and Carbon Capture, Utilization, and Storage Tax Credit. Bill...

This week on the podcast, our guest is Stephen Poloz, former Governor of the Bank of Canada, Author, Special Advisor at Osler , and recently appointed by Finance Minister Chrystia Freeland to lead a working group to explore how to catalyze greater domestic investments by Canada’s pension funds.   This is Stephen's second appearance on the podcast. The first was in 2022 after he released his b...

This week, our guest is David Hobbs, Executive Chairman of Pantheon Resources PLC and Chairman of Proton Green LLC. David has an extensive background in energy research, having served as Head of Research at King Abdullah Petroleum Studies and Research (KAPSARC) in Riyadh, Saudi Arabia, and as Chief Energy Strategist at IHS CERA (now part of S&P Global Commodities Insights).   The podcast is a...

According to the IEA, heat accounts for almost half of final global energy consumption , with approximately two-thirds currently sourced from hydrocarbons . Net zero energy scenarios anticipate that heating can be predominantly electrified.   In pursuit of lower-carbon buildings, high-efficiency air-source heat pumps offer a promising decarbonization and energy reduction solution. Further, the Can...

This week, our guest is Jennifer Williams, President and CEO of Newfoundland and Labrador Hydro. Hydro manages Newfoundland and Labrador’s electricity system, generating and transmitting most of the province's electricity, and exporting electricity to other parts of Canada and the United States.   Newfoundland and Labrador Hydro operates several hydroelectric plants, including the Churchill F...