ARC ENERGY IDEAS

This week on the podcast, Peter and Jackie review the latest election news, including the BC election, which produced a Conservative majority government over the weekend, and the Alberta referendum, including the question on separation.  Jackie then shares highlights from the Electricity Transformation Canada conference in Toronto, an annual event developed by the Canadian Renewable Energy Associa...

In this week's podcast, Peter and Jackie discuss global oil and diesel markets, the government’s role in major infrastructure projects, including the Pacific Link pipeline, and widening Canadian heavy oil discounts.  Escalating conflict in the Middle East has raised oil prices and renewed concerns over supply. Wars in the Middle East and Russia have also constrained refining capacity, tighten...

This podcast is also available as a video on YouTube   The federal government introduced Bill C-39 (Building Canada Strong Act) on September 21, 2026. The bill aims to complete project reviews in one year, with a single window for proponents, rather than requiring them to deal with multiple federal and provincial agencies. Business stakeholders have responded positively to the draft legislation. ...

This week, we recorded the podcast at the Energy Disruptors: UNITE conference in Calgary. Our guest, Bob Galyen, is one of the top executives in the battery energy storage world and the former Chief Technology Officer of CATL. He now serves on boards in the emerging U.S. battery sector and owns Galyen Energy.  Battery technology has advanced significantly over the past decade, enabling EV adoption...

This podcast is also available as a video on Youtube   Data centres have faced growing public backlash in the United States. In Alberta, opposition has been less widespread, and the provincial government supports the industry, but communities are raising concerns.  This week, our guests - Deirdre Sheehan, Partner and Co-Chair of the Regulatory, Indigenous and Environmental practice at Osler , and...

This podcast is also available as a video on Youtube   This week on the podcast, our guest is Dulles Wang, Director of Americas Gas and LNG Research at Wood Mackenzie. Dulles co-authored the report Defying Gravity: Why U.S. Henry Hub Natural Gas Prices Are Set to Rise . He is also bullish on the longer-term outlook for Alberta natural gas prices (AECO).  The report comes as natural gas prices in t...

This week on the podcast, our guest is Vern Yu, President and CEO of AltaGas. AltaGas operates a midstream business focused on processing, transporting and marketing hydrocarbons, including natural gas and natural gas liquids (NGLs), such as propane and butane. The company also operates natural gas utilities in four U.S. states.  Here are some of the questions Jackie and Peter asked Vern: Based on...

The podcast is back after the summer break! Peter and Jackie begin with the escalating U.S.–Canada trade war, including renewed calls to use Canadian energy exports as leverage by reducing exports or imposing tariffs. Both approaches would hurt Canada more than the United States. They also discuss Canada’s new counter-tariffs, which take effect on September 8.  Next, they examine oil markets as th...

This week’s podcast is the final episode before Peter and Jackie take a summer break. The show will return to its weekly schedule in September.  The episode begins with oil market news, as conflict with Iran flares up again and the Strait of Hormuz re-emerges as a critical chokepoint. Peter and Jackie discuss higher-than-expected global oil inventories at this point in the conflict, recent demand...

This week, the podcast starts with news on the West Coast oil pipeline. On July 2, Prime Minister Mark Carney and Alberta Premier Danielle Smith announced that a pipeline project exceeding 1 MMB/d was ready to be submitted to the Major Projects Office. Earlier that same day, PM Carney and B.C. Premier David Eby announced a Canada–B.C. Cooperative Prosperity Agreement, and, as part of the broader e...

This week, our guest is Mike Law, former president and CEO of the Alberta Electric System Operator (AESO). Mike now leads MGL Advisory Services Ltd. and advises several companies, including Energy Alberta , where he is head of power system integration. Energy Alberta is proposing a nuclear generating station in northern Alberta's Peace River region.  The podcast touches on a long list of Cana...

This week on the podcast, our guest is Angela Stent, a globally recognized authority on U.S.-Russia relations. Angela has held senior roles at Georgetown University, the American Enterprise Institute (AEI), the Brookings Institution, the U.S. State Department, the National Intelligence Council, and the Council on Foreign Relations, among others. She is also an award-winning author; some of her boo...

This week on the podcast, Peter and Jackie begin with the big news of June 14th: the United States and Iran have reached a preliminary agreement to end the war, which takes the form of a memorandum of understanding (MOU). While the agreement leaves numerous details to be settled, both sides expect that shipping will resume through the Strait of Hormuz as a result.  They then recap last week's...

This week, our guest is the Honourable Brian Jean, Alberta's Minister of Energy and Minerals. The conversation was recorded at an ARC Financial event in Calgary on June 9.  The closure of the Strait of Hormuz has underscored the importance of energy security and supply diversity. This, along with more supportive federal policies, is raising expectations for growth in Alberta’s oil and gas sec...

The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting for Canadian West Coast LNG, and the Pope's theological document warning about AI.  Next, Peter and Jackie introduce this week's guest, Marc Spieler, Senior Managing Director for the Global Energy Industry at NVIDIA, joining from Houston, Texas, to discuss the latest dev...

On May 15, Alberta and Ottawa announced updates to their MOU on carbon markets and energy policy, aimed at advancing a greenfield oil pipeline proposal to Asian markets by July 1, with possible construction readiness after September 2027. The agreement lowers industrial carbon compliance costs and introduces a TIER price floor (called a minimum transfer price), although industry groups still argue...

This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the outlook for clean energy, including how governments are rationing oil and gas use through policies such as work-from-home measures and lower speed limits....

This week, our guest is Rory Johnston, a Toronto-based oil market researcher, the founder of Commodity Context , and, among other things, the host of the Oil Ground Up podcast.   Peter and Jackie open the show with highlights from the federal government’s economic update, Polymarket bets on the Middle East conflict, and the shift in AI companies toward pay-per-use models over unlimited access.  Th...

The podcast opens with major news: Shell’s agreement to acquire ARC Resources, signaling strong confidence in LNG Canada Phase 2, the broader Canadian LNG sector, and the quality of the Montney resource. It also marks a shift, as this is the first major multinational acquisition in Canada following a long period of exits.  Jackie and Peter discuss additional developments, including Minister Hodgso...

This week on the podcast, Peter and Jackie are joined by Stewart Muir, President and CEO of Resource Works, a leading voice in Canada’s natural resource sector with a focus on British Columbia.  Peter and Jackie open the episode with a discussion of the latest geopolitical developments, including escalating tensions involving Iran and the resulting volatility in oil prices over the weekend, as the...

This week on the podcast, our guest is Rich Kruger, President and Chief Executive Officer of Suncor Energy Inc.  Rich explains key messages from the company's recent Investor Day presentation, including its transformation in safety, operations, and financial metrics over the past three years.    Here are some of the questions that Peter and Jackie asked Rich: What is Suncor’s production now,...

This week on the podcast, we welcome back Deborah Yedlin, President and CEO of the Calgary Chamber of Commerce.  Deborah returned to the show to discuss the April 1 deadline for key deliverables under the Canada-Alberta Memorandum of Understanding (MOU), signed in late November 2025.  The conversation covered a wide range of topics, including:  The Iran conflict, the ongoing Strait of Hormuz closu...

This week on the podcast, Jackie and Peter unpack key themes from the CERAWeek conference held in Houston from March 23–27, 2026.  Highlights from the conference include:  Canada is back on the global stage: Senior political leaders promoted energy investment opportunities, with notable alignment between federal and provincial governments.   Iran conflict and the Strait of Hormuz: Experts from mul...

This week, our guest is the Honourable Tim Hodgson, Canada’s Minister of Energy and Natural Resources. The conversation was recorded at CERAWeek in Houston on March 24, 2026.  Here are some of the questions Jackie asked Minister Hodgson: How is Canadian energy being perceived at CERAWeek, particularly in the context of the war in the Middle East? Do you expect that Canada will meet the Prime Minis...

Over the past decade, the Canadian economy has been driven largely by consumption and government spending, while business investment has remained relatively flat. To accelerate Canada’s economic growth, an objective emphasized by Prime Minister Mark Carney, Canada will need stronger business investment, particularly investments with the “one-two punch” of growing the economy through increased capi...