This week’s #ARCEnergyIdeas podcast: Deborah Yedlin returns to unpack the Canada-Alberta MOU, rising global energy tensions, oil prices, and why it’s critical for Canada to build infrastructure to expand oil and gas exports to Asian markets. www.arcenergyinstitute.com/progress-on-...
This week on #ARCEnergyIdeas podcast, We break down #CERAWeek 2026: Canada’s showing, energy security, geopolitics & Iran war, AI power demand & innovation, & the quiet push in clean tech shaping the future of energy #oilandgas #cleanenergy #cndpoli
www.arcenergyinstitute.com/recapping-ce...
This week, our guest on #ARCEnergyIdeas is the Honourable Tim Hodgson, Canada’s Minister of Energy and Natural Resources.
We recorded this conversation in Houston at #CERAWeek
www.arcenergyinstitute.com/this-is-our-...
Just recorded the next #ARCEnergyIdeas podcast with Minister Hodgson (NRCan) at #CERAWeek in Houston. We covered Canada’s abundant energy resources, its geographic advantage in reaching Asian markets, and the importance of stability.
#oilandgas #LNG #electricity #cndpoli
Heading to #CERAWeek in Houston next week. We’ll record an #ARCEnergyIdeas podcast with Canada’s Energy & Natural Resources Minister Tim Hodgson. Episode drops March 25. Visit Canada & Alberta Houses to explore Canada’s strengths: #LNG #oilandgas #renewables #nuclear #cleanenergy #energysecurity
This week on #ARCEnergyIdeas, we review new analysis from ATB & Studio.Energy on the potential impact of new oil pipeline capacity. They make the case that investment in export-oriented business can make a big contribution to Canada’s economic growth www.arcenergyinstitute.com/what-1-5-mil...
Uncertainty about when the Strait of Hormuz will open created an oil price roller coaster this week, with WTI price reaching $118/B , and then falling quickly to the mid-80s. Peter & I share our take in the many breaking events on #ARCEnergyIdeas podcast
www.arcenergyinstitute.com/strait-of-ho...
War with Iran has effectively halted shipments through the Strait of Hormuz, one of the world’s most critical energy chokepoints. What could this mean for oil, natural gas, & Canada? Josef Schachter, author of Schachter Energy Report, joins #ARCEnergyIdeas www.arcenergyinstitute.com/iran-war-oil...
Mark Carney says Canada must “build at speeds not seen in generations.” Do we have the skilled workforce to deliver? Tune in to #ARCEnergyIdeas with Sean Strickland of Canada’s Building Trades Unions www.arcenergyinstitute.com/building-at-...
What does “economic warfare” mean? Learn from Eddie Fishman & Robert Johnston, as we share part of the discussion of last week’s 8th annual Haskayne School of Business PETRONAS International Energy Speaker Series on #ARCEnergyIdeas podcast
www.arcenergyinstitute.com/edward-fishm...
Yesterday was the 8th annual Haskayne School of Business PETRONAS International Energy Speaker Series. I moderated a conversation with Eddie Fishman, who wrote “CHOKEPOINTS: American Power in the Age of Economic Warfare” - tune into #ARCEnergyIdeas podcast next week to hear part of the conversation
This week #ARCEnergyIdeas podcast guest Brandon Moffatt of StormFisher Hydrogen explains why Canada has an edge over the U.S. in producing green hydrogen e-fuels like e-methanol and ammonia — but other countries are growing production #elbowsup www.arcenergyinstitute.com/canadas-e-fu...
Record $2.3 trillion in global energy transition investment in 2025, according to BNEF! Growth was 8% YoY, down from the heydays of 2021 but still positive. This week on the #ARCEnergyIdeas podcast, we review clean energy trends www.arcenergyinstitute.com/global-energ...
This week, the #ARCEnergyIdeas podcast unpacks ‘Canadian carbon competitiveness,’ arguing it must keep Canada fiscally attractive for oil & gas. It also highlights the federal government’s mixed signals on carbon policy www.arcenergyinstitute.com/what-is-cana...
Rob West from Thunder Said Energy is our guest this week on #ARCEnergyIdeas podcast—talking EVs and solar to oil demand, coal, LNG, & the power grid. Rob also shares his view on whether Canada should build a major CCS project alongside the oil pipeline www.arcenergyinstitute.com/rob-wests-to...
Our “Predictions for the Year Ahead” episode is here—an #ARCEnergyIdeas pod tradition. But fair warning: this year’s outlook is fuzzier than usual, with uncertainty coming from many directions #energy #oilandgas #geopolitics
www.arcenergyinstitute.com/predicting-t...
Just out! A special episode of #ARCEnergyIdeas podcast to discuss the U.S. intervention in Venezuela and what it could mean for Canada’s geopolitics and oil markets
www.arcenergyinstitute.com/special-epis...
This week on #ARCEnergyIdeas: a landmark moment for Canada—our first LNG cargo sailed from Kitimat, BC this past summer. We’re joined by LNG Canada President & CEO Chris Cooper to unpack what it means #LNG #CNDpoli www.arcenergyinstitute.com/first-cargo-...
New #ARCEnergyIdeas dives into the Alberta–Ottawa MOU. We recap the announcement— a tectonic shift in relations with national opportunity—break down the deal, and highlight what media coverage missed. Joined by Calgary Chamber CEO, Deborah Yedlin.
www.arcenergyinstitute.com/alberta-otta...
On the latest #ARCEnergyIdeas podcast, we dive into Canada’s latest nation-building projects. . We also unpack the @iea.org WEO 2025, where the current policy case shows oil & gas still rising, renewables growing & describes AI energy growth as explosive
www.arcenergyinstitute.com/canadas-new-...
This week on #ARCEnergyIdeas podcast, we unpack Canada’s Budget 2025 — new tax rules for clean energy & manufacturing, some help for LNG (though not enough in our view), & some remaining unknowns on Canada's Climate Competitiveness Strategy #Cdnpoli www.arcenergyinstitute.com/our-take-on-...
We sit down with Jason Chee‑Aloy of Power Advisory to talk about the fast-growing electricity demand in Canada and the generation projects that are needed to match that load growth — from Churchill River to a massive offshore wind project #ARCEnergyIdeas www.arcenergyinstitute.com/canadian-ele...
Latest #ARCEnergyIdeas podcast: we discuss Mark Carney’s Asia LNG push — 50 Mt/year by 2030 and doubling by 2040 — and what’s next for pipelines. I share a candid take on a CBC interview & how climate coverage misses the mark www.arcenergyinstitute.com/lng-ambition...
New #ARCenergyIdeas episode! Former Alberta Premier Jason Kenney joins to unpack pipeline politics & Canadian unity #abpoli #cndpoli #bcpoli www.arcenergyinstitute.com/pipeline-pol...
This week, #ARCEnergyIdeas pod, we ask: What’s Holding Back Canada’s Mining? Can Canada grow critical minerals while competing with China and the US's generous support for their mining industries? Photinie Koutsavlis, Mining Association of Canada is guest www.arcenergyinstitute.com/whats-holdin...
Canada is still a market hostage in oil & gas—passive and reliant on the U.S. On this week’s #ARCEnergyIdeas podcast, Peter Tertzakian lays out 4 levels of ambition: Market Hostage ➡️ Competitor ➡️ Negotiator ➡️ Aggressor. Which path will we take? #Cndpoli www.arcenergyinstitute.com/canadas-ener...
This week on #ARCEnergyIdeas, Tamarack Valley Energy CEO Brian Schmidt joins to discuss Canada’s #oilandgas investment potential, technology, and why CEOs signed a letter to the Prime Minister.
www.arcenergyinstitute.com/investment-r...
This week #ARCEnergyIdeas dives into how Canada is fast-tracking major projects with Dave Nikolejsin, McCarthy Tétrault. The conversation includes MPO, Dawn Farrell as CEO, Indigenous rights & project permitting. 5 projects announced so far www.arcenergyinstitute.com/canadas-push...
This week Eric Nuttall from Ninepoint Partners shares the investor view on Canada #oilandgas: Are Canadian companies undervalued? commodity prices, OPEC, M&A & how to fill new pipelines if investors do not support production growth #ARCEnergyIdeas www.arcenergyinstitute.com/the-canadian...
We’re back! Catch up on the biggest energy headlines from the summer with #ARCEnergyIdeas podcast — including geopolitics/geoeconomics, oilpatch M&A, Canada's Nation Nation Building plans, tariffs, and more. Back to weekly podcast cadence this fall
www.arcenergyinstitute.com/were-back-ca...
