PODCAST · business
ARC ENERGY IDEAS
by ARC ENERGY RESEARCH INSTITUTE
Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
Episodes
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Canada’s 2030 Emissions Reduction Plan, GLOBE Forum and the IEA’s Tim Gould
Last week Peter attended GLOBE Forum 2022 in Vancouver, British Columbia. GLOBE Forum is Canada’s sustainability conference. At GLOBE, Peter and Tonja Leach, the executive director of Quest interviewed Tim Gould, the Chief Energy Economist at the IEA and we include a recording of their…
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Russia’s War on Ukraine: A Security and Intelligence Perspective
This week our guest is Candyce Kelshall who has worked extensively with militaries and advising police forces around the world. Kelshall is currently the President of the Canadian Association for Security and Intelligence Studies (CASIS) –Vancouver, Adjunct Professor, Buckingham University Centre...
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Canada’s Journey to Export Oil to the World: An Interview with Ian Anderson, CEO of Trans Mountain Corp.
On this week’s podcast, we interview Ian Anderson, the President and CEO of Trans Mountain Corporation on how the pipeline expansion project is progressing. The Trans Mountain Expansion Project is expected to transport oil to Canada’s west coast by late 2023. Here are some of the questions Peter...
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Ukraine War and the Implications for Global Energy Markets
This week Peter and Jackie talk about Russia’s invasion of Ukraine. What is the current situation with energy trade flows and markets due to the conflict? How much oil and gas supply could be cut off and what are the alternatives? Could Canadian energy supply help? Will high oil prices and...
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An Interview with Murray Mullen, President and CEO of the Mullen Group
On this episode we welcome Murray Mullen, President and CEO of Mullen Group to the podcast. The Mullen group is one of Canada’s largest logistics providers. Here are some of the questions we asked Murray: What is the situation today with COVID related supply chain bottlenecks? Is there a shortage...
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FortisBC: Moving Towards a Low Carbon Gas Future
This week Tyler Bryant, Strategic Advisor, Climate and Energy at FortisBC joins the podcast. FortisBC delivers renewable energy, natural gas and electricity to customers in British Columbia. Here are some of the questions we asked Tyler: What are the challenges of electrifying heating in Canada?...
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Tune in for $90+ Oil Prices and Lessons on Electricity
With WTI oil prices over $90/B, Peter and Jackie update podcast listeners on the most recent oil market fundamentals. As a result of these higher prices, ARC has increased its estimates for Canadian industry revenue and cash flows. Finally, they discuss Jackie’s recent commentary “Turn out the...
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BONUS: Decarbonizing Aviation
This week we would like to share another podcast with you, called “Energy vs Climate.” The three hosts are David Keith, Sara Hastings-Simon and Ed Whittingham. Every two weeks the trio, along with their guests, break down the trade-offs and hard truths of the energy transition in Alberta, Canada,...
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Everything Oil: Prices, Geopolitics, Volatility and Equity Markets
Brent oil price is near $90/B now and WTI is not far behind. Peter and Jackie discuss the latest price moves and drivers. They also muse over the return of geopolitical tensions in the oil markets. While geopolitics have historically been a significant factor in the oil markets and price…
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Low Carbon Steel: Canadian Steel Producers Move Towards Net-Zero 2050
This week Catherine Cobden joins our podcast. Catherine is the President and CEO of the Canadian Steel Producers Association (CSPA). Canadian steel is already some of the lowest carbon product in the world and the industry has announced goals to achieve net-zero carbon dioxide emissions by 2050....
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Canada Oil and Gas 2022: Another Bull Run, But Different and Another IEA Report
On this episode, Peter and Jackie review the ARC Energy Research Institute’s recently released outlook for the Canadian oil and gas economy for 2022. See the last page of our weekly ARC Energy Charts publication to review the 2022 estimate of revenue, cash flow and other metrics here. They also...
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Seven Topics to Watch in 2022
Peter and Jackie start the year off by introducing seven topics that are likely to dominate energy and climate discussions in 2022. Oil Price Geopolitics Elections Inflation and the Economy Sustainable Finance Clean Energy Spending Energy and Climate Policy in the US and Canada See Prime Minister...
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Year End: The Big Themes for 2021
On this week’s podcast we look back on the big themes that shaped 2021 by reviewing our past podcasts. Peter and Jackie also revisit their 2021 predictions made at the start of the year to see how well they did. View the ARC SnapChart on the Global EV Sales Data for 2021: Strong Showing for EV...
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Powering Canada’s Net Zero Future with Wind, Solar and Energy Storage
This week our guest is Robert Hornung, the founding President and CEO of the Canadian Renewable Energy Association (CanREA). The industry group is the voice for wind energy, solar energy and energy storage solutions in Canada. Recently CanREA released “Powering Canada’s Journey to Net-Zero:...
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Omicron, Oil Price Drop and a Significant Decision from Canada’s Energy Regulator
Last Friday, November 26, oil prices dropped $US 10/B after a new COVID variant named Omicron was discovered. The same day, the Canada Energy Regulator (CER) made a historic decision to deny Enbridge’s application to enter into long-term contracts for 90% of the Mainline oil pipeline. Jackie and...
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An Interview with Andrew Weaver: Climate Scientist and Former BC Green Party Leader
This week our guest is Andrew Weaver. He is a climate scientist, professor at the University of Victoria, and former leader of the British Columbia Green Party. Here are some of the questions we asked Andrew: Why did you decide to become a politician? Is climate change contributing to BC’s…
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Autonomous Vehicle Expert Larry Burns on the Future of Mobility
This week Larry Burns joins our podcast. Larry is a Business Advisor on Mobility, Logistics, Manufacturing, Energy and Innovation—in short, he is a guru in the area of self-driving vehicles and mobility. Here are some of the questions we asked Larry: What level of autonomous driving has been...
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First Week Highlights from COP26 and Energy Inflation
We start this week’s podcast sharing thoughts on the first week of the COP26 climate conference currently underway in Glasgow, Scotland. Highlights include the major goals of the conference and the announcement of a major initiative to mobilize private finance led by Mark Carney. We also cover…
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Fusion Energy: When Could Mini Stars Power the Planet?
This week, Dr. Arthur Turrell, author of the recently published book “The Star Builders – Nuclear Fusion and the Race to Power the Planet” joins the podcast. Arthur has a PhD in plasma physics and writes about fusion energy in a way that makes sense for the average person. Here are some of the...
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Canadian Investors Organize to Promote A Just Transition to Net Zero
On this week’s episode we interview Barbara Zvan, inaugural President and CEO of the University Pension Plan in Ontario. Barb is recognized as a leading voice on sustainable investing and was appointed to the Canadian Government’s Expert Panel on Sustainable Finance that released recommendations...
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Energy Crisis: The Russian Perspective
This week, Matthew J. Sagers, Vice President at IHS Markit and head of the Russian and Caspian Energy Advisory service joins the podcast. Here are some of the questions we asked Matt Sagers: Why is the Nord Stream 2 pipeline so controversial? Why isn’t Russia ramping-up its natural gas exports to...
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EV Adoption: The North American Plug-in Problem
In this week’s podcast, Peter and Jackie talk about why the lack of charging infrastructure in North America is holding back the adoption of electric vehicles (EV). The charging problem is amplified because Canada and the United States do not mandate a standard electrical plug-in. Read Jackie’s...
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Lessons from the European Energy Crisis
Europe is heading into winter with historically low inventories of natural gas. The scarcity has driven up the global prices of every type of energy, including natural gas, coal and oil. Despite the rising commodity prices, energy supply has not been growing. On this week’s podcast, Jackie and...
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Inflation: The Next Episode?
On this week’s Podcast, Jackie and Peter discuss how inflation and affordability have come into the spotlight. How is inflation measured and how much has it increased? What is the connection between oil price and inflation? And, if a more sustained period of inflation were to occur, what are the...
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Transforming Power Systems: An Interview with Scott Thon from AltaLink and Berkshire Hathaway Energy Canada
As you got out of bed this morning and flicked on the lights and coffee maker, how many of you thought about where the electricity came from? Scott Thon, the CEO of AltaLink and President and CEO of Berkshire Hathaway Energy Canada is our guest this week. Scott helps explain what is going on with...
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The Hydrogen Revolution: An Interview with Ballard Power President & CEO
Few in Canada know the pioneering work of Geoffrey Ballard and his Vancouver based fuel cell company called Ballard Power. Founded in 1979, it’s now recognized as one of the pre-eminent manufacturers of fuel cells in the world today. This week, the President & CEO of Ballard Power, Randy MacEwen...
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Back from Summer: Election, Weather, and IPCC Climate Report
The ARC podcast is back! This week we cover some of the big news over the summer break, including Canada’s upcoming federal election, the extreme weather experienced this past summer and the Intergovernmental Panel on Climate Change’s (IPCC) sixth climate report. Canadians head to the polls on...
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New Energyphile Story: Reinventing the Wheel
In this episode we showcase Peter’s new Energyphile story “Reinventing the Wheel”. What can companies facing radical disruption today learn from history? The McLaughlin Carriage Company was a leader in high-end carriages. Yet at the peak of its game, it started manufacturing automobiles. It’s a...
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Alberta CCUS Policy: An Interview with Tristan Goodman the President of EPAC
Responding to a very large number of carbon sequestration inquiries, the Alberta Government issued an Information Letter that proposes a centralized hub model for storing carbon in the province. This week, Tristan Goodman, the President of the Explorers and Producers Association of Canada (EPAC)...
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Learn from History: Building Energy Security into the Energy Transition
As the world embarks on re-piping and re-wiring energy systems in the pursuit of decarbonization, the plan should be to make the future energy infrastructure more secure than the past. This week on the podcast, Jackie and Peter review several energy security learnings from history. In the pursuit...
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Oil Sands Producers Announce Pathways to Net Zero Alliance
Canadian oil sands companies are typically rivals, but now they have announced a collective project for achieving net zero GHG emissions by 2050. Producers that account for 90% of oil sands production – Canadian Natural Resources, Cenovus Energy, Imperial, MEG Energy and Suncor Energy – have...
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Here Comes the Sun: Canada’s Solar Industry
Solar is starting to shine in Canada. Five utility scale solar projects have been announced in Alberta so far this year. Residential solar should benefit from newly announced federal government incentives. This week Nicholas Gall, the Director of Distributed Energy Resources at the Canadian...
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High Pressure, Low Carbon and the IEA’s Net Zero 2050
This past week, Shell, Exxon and Chevron were all in the headlines as these three supermajors are being pushed, in the boardroom and courtroom, to transition more quickly towards a low carbon future. Adding to the pressure, the International Energy Agency (IEA) released their much-anticipated Net...
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Capturing the Opportunity: Canadian CCUS Policy and Growth Prospects
Canada is a global leader in Carbon Capture Utilization and Storage (CCUS), with four large-scale operating projects. However, compared to the United States, new investment in Canada is not keeping pace. This week our guest is Beth (Hardy) Valiaho, Vice President, Strategy & Stakeholder Relations...
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Full Tank of Opportunity: The Future of Canadian Fuels
The Canadian Clean Fuel Standard (CFS) will come into force next year with the objective of lowering the carbon intensity of fuels, such as gasoline and diesel. This week David Schick, Western Canadian Vice President from the Canadian Fuels Association joins the podcast to talk about the future,...
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Housing Price Wars: Will an Energy Efficient Home Win?
Housing prices in Canada are heating up again, and so are carbon taxes. In a price war, home energy efficiency may not be top-of-mind for buyers, but with rising carbon taxes maybe it should be. This week Jackie and Peter talk energy efficiency, including: How important is energy efficiency for...
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Economy, Budgets, and Climate Targets: An Interview with RBC’s John Stackhouse
In the past week, Canada and the United States committed to more ambitious GHG emission reduction targets, the Canadian government announced a historic budget, and the Bank of Canada provided an economic outlook. This week, John Stackhouse, Senior Vice President, Office of the RBC CEO, joined the...
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Biden’s Energy and Climate Plans: Insights from the Brookings Institution
President Biden’s climate plans are starting to come into focus. The Whitehouse released “The American Jobs Plan” a few weeks ago, which included about $1 trillion of spending for clean energy and climate initiatives. The Whitehouse is also hosting a virtual Climate Summit this week with dozens…
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Electric Vehicles: You Asked, We Answered
This week Jackie and Peter take on listener EV questions and comments. Here are some of the questions they tackled: Are EVs impacting oil demand and markets? Is degrading battery life a risk of EV ownership? How much range is lost due to cold weather? How do the economics of leasing vs buying...
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An Interview with Peter Zebedee: CEO of LNG Canada
LNG Canada’s $40 billion megaproject is taking shape. The project is the largest private sector investment ever made in Canada, and marks the birth of a new export industry. This week, the CEO of LNG Canada, Peter Zebedee joins the podcast to provide an update on the construction underway in...
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Clean Energy Investing: Is This Time Different?
Stock prices of companies in the clean energy space have rocketed-up over the past year. Even considering the recent pullback, most stocks are still up significantly. Clean energy investing is not new. There have been a few cycles in the past that have generally not ended well for investors. This...
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An Interview with Martha Hall Findlay: Chief Sustainability Officer at Suncor Energy
What is the effort required to respond to investor ESG disclosure requirements? Should oil sands companies have access to “green financing” to fund emissions reduction projects? How do Suncor’s GHG emission reduction goals compare to other oil producers? What types of new energy technologies and...
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Pedal to the Metals: Are There Limits to the Supply of EV Batteries?
This week our guest is Simon Moores, Managing Director of Benchmark Mineral Intelligence. Benchmark Mineral Intelligence offers price reporting and market intelligence for the supply chains of lithium ion batteries, electric vehicles and energy storage. Here are some of the questions Jackie and...
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A Year Later: Nine Oily Lessons from the Pandemic
This week marks a year since the oil price war started and COVID-19 reached North America. While pandemic restrictions still remain, the oil markets have roared back. In this episode, Jackie and Peter discuss the recent ARC commentary “A 60-to-0 Round Trip: Nine Oily Lessons from the Pandemic.”…
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Houston, We Have a Problem: Learnings from the Power Outage
Millions of Texans were left in the freezing cold when the electrical system fell short during a historic winter chill. The deadly event caused the electric system operator to cut about 35% of forecasted demand with blackouts. This week, our guests – Joshua Rhodes, Research Associate at the...
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Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard
Are electric vehicles the new family car? Jackie’s family recently purchased an EV to find out. In this episode, Peter and Jackie discuss the economics and utility of EV ownership, including the barriers of limited high-speed charging infrastructure and the need for standardized plugs. Next is an...
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Oil Market Recovery: Bulls vs Bears
Last week the IEA described the oil markets as ‘fragile.’ In contrast, the price of oil has soared back from all time lows (and negative pricing) to its pre-COVID levels. This week Peter and Jackie discuss the arguments of the bulls and the bears. The bears are focused on weak oil demand, slow...
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Oil, Climate and Net-Zero 2050: What do Albertans Think?
The UN reported that net zero pledges from local governments and business have roughly doubled in less than a year. Canada has introduced a bill that would legally bind the government to achieving net-zero emissions by 2050. But what do the people of Alberta think? This week, our guests – Linda...
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Good News for Oil and Gas Stocks. Finally.
Oil and gas stocks can hardly compete for news headlines with the wild volatility of GameStop and the soaring price of Tesla. Yet there is good news to report. Year-to-date oil and gas equities have outperformed the overall market. Relative to March 2020 – when the stocks were crushed – some…
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Canada’s UNDRIP Bill C-15: Concerns and Unintended Consequences
This week our guest is Dale Swampy, President of the National Coalition of Chiefs (NCC). Dale recently wrote an op-ed titled “UNDRIP will slow, not hasten Indigenous development.” UNDRIP (the United Nations Declaration on the Rights of Indigenous Peoples) was drafted by the United Nations in 2007...
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ABOUT THIS SHOW
Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
HOSTED BY
ARC ENERGY RESEARCH INSTITUTE
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Frequently Asked Questions
How many episodes does ARC ENERGY IDEAS have?
ARC ENERGY IDEAS currently has 148 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is ARC ENERGY IDEAS about?
Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
How often does ARC ENERGY IDEAS release new episodes?
ARC ENERGY IDEAS publishes regularly with 148 episodes available. Check the episode list for the typical release schedule.
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You can listen to ARC ENERGY IDEAS on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts ARC ENERGY IDEAS?
ARC ENERGY IDEAS is created and hosted by ARC ENERGY RESEARCH INSTITUTE.
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