ARC ENERGY IDEAS

Canadians voted for Mark Carney and the Liberal government on April 28th, 2025. In his victory speech, Prime Minister Carney asserted, "It's time to build Canada into an energy superpower in both clean and conventional energy."  This week's podcast delves into the election results and its potential impact on Canadian energy with guest Greg Lyle, the founder and President of Inn...

This week, our guest is John Kousinioris, President and CEO of TransAlta, one of Canada's largest power generators. TransAlta owns, operates, and develops a diverse fleet of electrical power generation assets in Canada, the US, and Western Australia, producing electricity from renewable sources and thermal generation.  Here are some of the questions Jackie and Peter asked John: What are the r...

This week, Peter and Jackie discuss the latest news on the Canadian federal election, including takeaways from the leaders' debate on April 17th and the platform released by the Liberal Party on April 19th. The Conservative Party of Canada (CPC) had not yet released a full platform document at the time of recording. Next, they provide an update on investment in clean energy.  Equity values of...

To begin this week’s podcast, Peter and Jackie recap the past week's events, including President Trump's tariff U-turn and the escalating US-China tariff war. Next, the conversation turns to Canada, the upcoming federal election, and Arctic export ports. To help us understand the opportunities and challenges with Arctic ports, Chris Avery, CEO of the Arctic Gateway Group joins the show....

This week on the podcast, Jackie and Peter discuss the significant volatility in the financial markets due to the escalating global trade war unleashed by President Trump’s “Liberation Day” on April 2nd. Economists and banks are sounding the alarm about the increased risk of a global recession. At the same time, oil prices have fallen by about $US 10/B due to fears of a recession and news that OPE...

This week, Brian Appelbe, Research Fellow at the Centre for Inertial Fusion Studies (CIFS) at Imperial College London, who specializes in Inertial Confinement Fusion (ICF) and High Energy Density Physics, joins the podcast. Fusion energy aims to create a miniature sun on Earth, utilizing the same process that powers the sun, where tiny atoms fuse together to release a massive amount of clean energ...

This week our guest is Duane Reid-Carlson, President of EDC Associates Ltd. , an independent electricity-focused consulting firm based in Calgary, Canada. The firm focuses closely on Alberta power markets.  EDC recently published its quarterly report and had some critical words about the government's proposed changes for Alberta’s electricity market – called the Restructured Energy Market (RE...

This week, our guest is François Poirier, President and Chief Executive Officer of TC Energy. While he is based in Calgary, François joined us from Houston, where he attended the CERAWeek Conference. TC Energy has one of North America’s largest energy infrastructure portfolios, including natural gas pipelines and electricity generation assets in Canada, the United States, and Mexico. Here are some...

This week, our guest is Mark Fitzgerald, President and CEO of PETRONAS Canada, which owns a 25% stake in LNG Canada. LNG Canada will be Canada’s first major LNG export terminal and is expected to start shipping Canadian natural gas to global markets from Kitimat, British Columbia, later this year. PETRONAS is one of the largest LNG operators in the world and has a key position in the Montney, Cana...

This week on the podcast, we discuss Peter’s recent articles in The Hub: “There's a fortune to be made in Canada -  if only we’d seize the opportunity,” and “It's going to take more than diplomacy and defense spending to secure Canada’s sovereignty.”   The podcast begins with a bit of history, looking back at a 1950s article on the potential to make a fortune in Canada. While the country...

This week, our guest is Dan Hoffarth, Chief Executive Officer of Citadel Drilling, a Canadian-based drilling contractor operating in the Permian Basin. Citadel Drilling provides high-performance, automated drilling rigs designed for efficiency and safety. Jackie and Peter ask Dan to fact-check the popular show " Landman ” currently streaming on Paramount+. The series is set in the Permian Bas...

This week, Peter and Jackie discuss Canada's energy security weaknesses for crude oil, natural gas, refined petroleum products, and electricity. First, they cover recent news, including the latest on US tariffs, the Canadian Prime Minister’s Canada-US Economic Summit held on February 7th, Mark Carney’s Climate Plan, interprovincial trade barriers, and the need to attract private capital to in...

This week, our guest is Anne Applebaum, a Pulitzer Prize-winning journalist, historian, and New York Times bestselling author. Her latest book, Autocracy Inc.: The Dictators Who Want to Run the World , explores the global rise of authoritarianism. On February 6th, 2025, Anne spoke at the University of Calgary's Haskayne School of Business annual PETRONAS International Energy Speaker Series. T...

On February 1st, President Donald Trump signed an executive order titled “Imposing Duties to Address the Flow of Illicit Drugs Across Our Northern Border.” The order calls for a 25% tariff on virtually all Canadian goods imported into the United States and a 10% tariff on Canadian energy products, starting February 4th. In response, Prime Minister Justin Trudeau imposed 25% tariffs on C$155 billio...

This week on the podcast, we discuss Donald Trump’s inauguration and his return to the Oval Office, including his memorandums and executive orders. Joining the conversation is Christopher Sands, Director of the Wilson Center’s Canada Institute , a specialist on Canada, US-Canadian relations, and North American economic integration. Here are some of the questions Jackie and Peter asked Christopher:...

This week, our guest is Michael Berends, Chief Executive Officer and Co-Founder of ClearBlue Markets.   ClearBlue Markets helps clients harness carbon markets to meet their climate objectives.   Here are some questions Peter and Jackie asked Michael: What is the overall sentiment toward carbon markets, especially after the Trump Administration's retreat from ESG initiatives? Are recent recomm...

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...