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US Midterms and Canada’s Federal Budget
US Midterms and Canada’s Federal Budget
Despre acest podcast
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.
Episoade
Cele mai noi 50 din 344 episoade
- US Midterms and Canada’s Federal Budget · 34 min · Sezonul 1 Episodul 344This week on the podcast, Peter and Jackie cover the US midterm election results and their potential implications for energy policy and Canada. They discuss why Trump’s veto…
- BC’s Energy Superpower Plan · 35 min · Sezonul 1 Episodul 343British Columbia has seen a major political shift with the election of a majority Conservative government led by Premier-designate Lorne Doerkson after nine years of NDP rule…
- Election Updates and a Conversation with Jigar Shah at ETC · 42 min · Sezonul 1 Episodul 342This episode is also available as a video on YouTube. This week on the podcast, Peter and Jackie review the latest election news, including the BC election, which produced a…
- Oil Markets, Diesel, Canadian Heavy Discounts and Pipelines · 35 min · Sezonul 1 Episodul 341In 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…
- Bill C-39 and Canada’s Regulatory Alphabet Soup: Former CER CEO Gitane De Silva Explains · 43 min · Sezonul 1 Episodul 340This 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…
- The Battery Race: A Conversation with Bob Galyen · 40 min · Sezonul 1 Episodul 339This 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…
- Alberta Data Centres: Opportunity and Opposition · 46 min · Sezonul 1 Episodul 338This 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…
- A Bullish Outlook for Canadian and U.S. Natural Gas · 45 min · Sezonul 1 Episodul 337This 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…
- Canada’s Growing LPG Trade with Asia: A Conversation with Vern Yu · 43 min · Sezonul 1 Episodul 336This 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…
- Tariffs, Tankers, and Data Centre Tensions · 44 min · Sezonul 1 Episodul 335The 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…
- Hormuz Risk, Pipeline Momentum, and Alberta’s New Gigawatt Data Centre · 41 min · Sezonul 1 Episodul 334This 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…
- Oil Pipeline News, Plus Natural Gas with Enbridge’s Michele Harradence · 45 min · Sezonul 1 Episodul 333This 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…
- Canadian Electricity and the New Nuclear Strategy · 48 min · Sezonul 1 Episodul 332This 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…
- Angela Stent on Putin's War in Ukraine · 43 min · Sezonul 1 Episodul 331This 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…
- Two Topics: MOU with Iran and a Tour of the Westridge Marine Terminal · 28 min · Sezonul 1 Episodul 330This 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…
- Alberta’s Energy Opportunity: A Conversation With the Honourable Brian Jean · 33 min · Sezonul 1 Episodul 329This 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…
- NVIDIA’s Marc Spieler: AI, Data Centres, and Energy · 48 min · Sezonul 1 Episodul 328The 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…
- Advancement of the Canada-Alberta MOU Agreement: Pipeline, CCS, and Carbon Markets · 45 min · Sezonul 1 Episodul 327On 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…
- Is the Strait of Hormuz Closure Accelerating Clean Energy? · 39 min · Sezonul 1 Episodul 326This 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…
- Rory Johnston on the Sanguine Strait Stoppage · 47 min · Sezonul 1 Episodul 325This 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…
- Shell, LNG Momentum, and Nova Scotia’s Energy Ambitions · 45 min · Sezonul 1 Episodul 324The 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…
- Stewart Muir on B.C. Energy: DRIPA, Pipelines, LNG & Power · 48 min · Sezonul 1 Episodul 323This 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…
- Inside Suncor’s Transformation: A Conversation With Rich Kruger · 50 min · Sezonul 1 Episodul 322This 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…
- Progress on the Canada-Alberta MOU: A Conversation with Deborah Yedlin · 42 min · Sezonul 1 Episodul 321This 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…
- Recapping CERAWeek 2026 · 33 min · Sezonul 1 Episodul 320This 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…
- This Is Our Moment: An Interview With the Honourable Tim Hodgson · 32 min · Sezonul 1 Episodul 319This 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…
- What 1.5 Million Barrels per Day Could Mean for Canada’s Economy · 46 min · Sezonul 1 Episodul 318Over the past decade, the Canadian economy has been driven largely by consumption and government spending, while business investment has remained relatively flat. To accelerate…
- Strait of Hormuz Closure and the Oil Price Roller Coaster · 34 min · Sezonul 1 Episodul 317This week on the podcast, Jackie and Peter review developments in the Iran war, which entered its tenth day at the time of recording on the morning of March 9, 2026. The U.S…
- Iran War, Oil Prices, and Canada Implications · 46 min · Sezonul 1 Episodul 316On February 28, the United States and Israel launched an attack on Iran, killing the Supreme Leader along with other senior leaders of the Islamic Revolutionary Guard Corps…
- Building at Record Speed: Does Canada Have the Workforce? · 37 min · Sezonul 1 Episodul 315Prime Minister Mark Carney has said Canada needs to “build at speeds not seen in generations.” More than ten major projects have now been referred to the Major Projects Office…
- Edward Fishman on American Power in the Age of Economic Warfare · 47 min · Sezonul 1 Episodul 314This week on the podcast, we’re sharing highlights from a conversation at the 8th Annual Haskayne School of Business PETRONAS International Energy Speaker Series held on February…
- Canada’s E-Fuels Competitiveness with StormFisher Hydrogen · 42 min · Sezonul 1 Episodul 313This week on the podcast, our guest is Brandon Moffatt, Chief Development Officer at StormFisher Hydrogen. StormFisher Hydrogen develops projects that repurpose energy, water…
- Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025 · 26 min · Sezonul 1 Episodul 312This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with…
- What Is Canadian Carbon Competitiveness? · 42 min · Sezonul 1 Episodul 311This 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 Canadian federal…
- Rob West’s Top Energy Themes for 2026 + Your Doomsday Power Backup Plan · 43 min · Sezonul 1 Episodul 310This week on the podcast, we welcome back Rob West, founder and CEO of Thunder Said Energy. Founded in 2019, the firm provides research that helps decision-makers identify energy…
- Predicting the Unpredictable: Energy and Geopolitics in 2026 · 45 min · Sezonul 1 Episodul 309Predicting the Unpredictable: Energy and Geopolitics in 2026 This week, Peter and Jackie kick off the year with their 2026 outlook. They begin by asking a fundamental question…
- Special Episode: U.S. Intervention in Venezuela and What It Means for Canada · 36 min · Sezonul 1 Episodul 308This special episode analyzes the United States’ intervention in Venezuela on January 3, 2026, and explores its broader implications for Canada and the Canadian oil sector. Peter…
- 2025 Wrap-Up: Energy, Policy, and Predictions Revisited · 40 min · Sezonul 1 Episodul 307We’re closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do?…
- First Cargo, Future Opportunities: A Conversation with LNG Canada CEO Chris Cooper · 47 min · Sezonul 1 Episodul 306Canada’s first cargo of LNG set sail from Kitimat, British Columbia, on June 30, 2025. This week on the podcast, Chris Cooper, President and CEO of LNG Canada, joins us to…
- Alberta–Ottawa’s MOU: Reactions, Reality, and National Opportunity · 47 min · Sezonul 1 Episodul 305A memorandum of understanding (MOU) between Alberta and the Canadian federal government was signed on November 27, 2025. It declared a shared goal of making Canada a global…
- New Canadian Electricity Outlook: Bullish Load Growth and a Major Renewables Buildout · 44 min · Sezonul 1 Episodul 304This week on the podcast, we dig into a new report on renewable growth in Canada, “Canada’s Renewable Energy Market Outlook 2025”, a joint study by Dunsky Energy + Climate…
- Canada’s New Nation-Building Projects and the IEA 2025 Outlook · 39 min · Sezonul 1 Episodul 303This week on the podcast, Jackie and Peter break down the Canadian government’s latest release of nation-building projects. The second tranche includes a major LNG export…
- Our Take on Canada’s Budget 2025 · 47 min · Sezonul 1 Episodul 302This week on the podcast, Jackie and Peter share their insights on Canada’s 2025 federal budget, released last week and expected to pass on November 17. They also briefly…
- Canadian Electricity: Insights from Jason Chee-Aloy from Power Advisory · 43 min · Sezonul 1 Episodul 301This week on the podcast, our guest is Jason Chee-Aloy, Managing Director at Power Advisory LLC. The firm provides expert consulting services in the electricity sector across…
- LNG Ambition, Pipelines, and the Climate Debate in Canada · 37 min · Sezonul 1 Episodul 300This week on the podcast, Jackie and Peter begin with a roundup of the latest developments in Canadian energy. They start by discussing Prime Minister Carney’s remarks at the…
- Pipeline Politics and Canadian Unity: A Conversation with the Honourable Jason Kenney · 49 min · Sezonul 1 Episodul 299Oil pipeline politics are once again in high gear in Canada. Alberta Premier Danielle Smith is advancing plans for a 1 MMB/d pipeline to the West Coast of British Columbia, while…
- What’s Holding Back Canada’s Mining Sector? · 36 min · Sezonul 1 Episodul 298Canada must raise its level of ambition to compete in today’s rapidly shifting geoeconomic and geopolitical landscape. So far on the podcast, we’ve focused on how diversifying…
- Canada’s Energy Ambition: From Market Hostage to Global Player · 39 min · Sezonul 1 Episodul 297This week, Jackie and Peter discuss Peter’s recent writing, including his article in The Hub titled “Increasing Canada’s Energy Ambition is an Economic and Geopolitical…
- Investment, Regulation, and a Letter to the Prime Minister — with Tamarack CEO Brian Schmidt · 36 min · Sezonul 1 Episodul 296This week on the podcast, our guest is Brian Schmidt, Founder and Chief Executive Officer of Tamarack Valley Energy. Tamarack is a Canadian oil and gas company with operations in…
- Canada’s Push to Advance Major Projects · 41 min · Sezonul 1 Episodul 295This week, our guest is David Nikolejsin, Strategic Advisor at McCarthy Tétrault. David previously served the B.C. government as Deputy Minister for seven years under the Natural…
