ARC ENERGY IDEAS
Episodes
Mixed Signals: Renewables Pause in Alberta While Feds Unveil Canada’s 2035 Net Zero Draft Policy
15 Aug 2023
Contributed by Lukas
The podcast is back after a summer break! This week, Vittoria Bellissimo, President and CEO of the Canadian Renewable Energy Association (CanREA) join...
From The Prize to The New Map: An Interview with Daniel Yergin
20 Jun 2023
Contributed by Lukas
This week our special guest is Daniel Yergin vice chairman of S&P Global and author of the Pulitzer Prize-winning book “The Prize: The Epic Ques...
Bullish on Oil: An Interview with Eric Nuttall
13 Jun 2023
Contributed by Lukas
This week our guest is Eric Nuttall, Partner, and Senior Portfolio Manager at Ninepoint Partners LP. Eric manages the Ninepoint Energy Fund (NNRG) a...
Disruption in Electricity Markets: AI, Renewables and Demand Growth
06 Jun 2023
Contributed by Lukas
Energy markets are undergoing major changes. Demand for electricity is increasing and at the same time supply from intermittent renewables is gainin...
UCP Wins the Alberta Election
31 May 2023
Contributed by Lukas
The United Conservative Party (UCP) and its leader, Danielle Smith won a majority in the Alberta election on May 29, 2023. Jackie and Peter start th...
Alberta Election: Where Do the Parties Stand on Energy?
24 May 2023
Contributed by Lukas
This week on the podcast our special guest is John Dillon, former Senior Vice President, Policy and Corporate Counsel at Business Council of Canada. ...
Clean Energy Investing: What is the Investor Perspective?
16 May 2023
Contributed by Lukas
This week on the podcast Peter and Jackie discuss the results of a recent survey they conducted with a group of investors to understand their perspect...
The Olympics of Petroleum Conferences Is Coming to Calgary
09 May 2023
Contributed by Lukas
This episode marks the 200th ARC Energy Ideas podcast! Peter and Jackie start the podcast commemorating this milestone. Next, Richard Masson, Chair...
Atlantic Canada: Is Net Zero Electricity by 2035 Possible?
02 May 2023
Contributed by Lukas
This week John Dalton, President of Power Advisory joins the podcast to provide an overview of the electricity markets in Atlantic Canada, including t...
Canadian Natural Gas Has Gone Global: An Interview with Mike Rose from Tourmaline
25 Apr 2023
Contributed by Lukas
This week Michael (Mike) Rose, Chairman, President, and Chief Executive Officer of Tourmaline joins us as our guest. Tourmaline made some exciting an...
Photographer Edward Burtynsky: A Picture is Worth 1000 Spreadsheets
18 Apr 2023
Contributed by Lukas
Listen to Peter and Jackie speak in front of a live audience with world-renowned photographer Edward Burtynsky at the office of GBE Energy in Calgary ...
OPEC Surprise Cut and Canada’s Budget 2023
11 Apr 2023
Contributed by Lukas
On April 2, OPEC surprised the markets by announcing a large production cut. Oil prices jumped about $5 a barrel on the news. On March 28, the 2023 ...
BloombergNEF: Big Trends in Energy Transition Investment
04 Apr 2023
Contributed by Lukas
Albert Cheung, Deputy CEO, of BloombergNEF joins us as our guest this week. BloombergNEF provides its clients with research on global commodity mark...
Newfoundland’s Green Hydrogen Project
29 Mar 2023
Contributed by Lukas
This week Frank Davis, Assistant VP, Green Hydrogen and Canada Country Head at Pattern Energy joins as our guest. Pattern Energy is developing a gre...
What Are Scope 4 GHG Emissions?
21 Mar 2023
Contributed by Lukas
Institutional investors are making pledges to reduce the emissions in their portfolio of investments. Most often the goals are tied to their scope 1 a...
Talking Energy Policy with the Honourable Jonathan Wilkinson
14 Mar 2023
Contributed by Lukas
This week our guest is the Honourable Jonathan Wilkinson, Minister of Natural Resources. The Government of Canada is working on some key energy polic...
ENMAX: Powering Up for the Future
07 Mar 2023
Contributed by Lukas
This week our guest is Jana Mosley, President of ENMAX Power. Headquartered in Calgary with operations across Alberta and Maine, ENMAX Corporation is ...
The Future of LNG in British Columbia
28 Feb 2023
Contributed by Lukas
This week our guest is Stewart Muir, founder and CEO of Resource Works,. Resource Works is a public-interest advocacy and communications not-for-pro...
Catching Up: Russia, Oil, Natural Gas, Policy and Clean Tech Promises
21 Feb 2023
Contributed by Lukas
This week Peter and Jackie catch up on the latest news and topics of interest including: Russia to cut oil production by 500,000 B/d in March BP sca...
An Interview with Canada Pension Plan Investments' President and CEO, John Graham
14 Feb 2023
Contributed by Lukas
This week on the podcast our guest is John Graham, President and CEO of Canada Pension Plan (CPP) Investments. The mandate of CPP Investments is to in...
Making History: Enbridge Partners with Indigenous Communities on Pipelines
07 Feb 2023
Contributed by Lukas
In September 2022, Enbridge and 23 First Nations and Metis communities announced that the Indigenous groups would buy an 11.57% non-operating interest...
Can the Grid Handle EVs?
31 Jan 2023
Contributed by Lukas
This week on the podcast our guest is Blake Shaffer, Assistant Professor in the Department of Economics and School of Public Policy at the University ...
Are Carbon Offsets Credible?
24 Jan 2023
Contributed by Lukas
Carbon credits are coming under increasing scrutiny. The Guardian ran an article last week that alleged that 90% of rainforest carbon credits issued b...
A Conversation on Energy and Quebec
17 Jan 2023
Contributed by Lukas
This week, Yvan Cliche, Fellow at CERIUM (Center for International Studies and Research) at Université de Montreal talks about the opportunities and ...
Nine Themes to Watch in 2023
10 Jan 2023
Contributed by Lukas
Peter and Jackie start the year off by introducing nine topics that are likely to dominate energy and climate discussions in 2023. China – Zero-COV...
Looking Back on 2022: What Were the Big Surprises?
20 Dec 2022
Contributed by Lukas
On this week’s podcast we look back on the key themes that shaped the past year. First, we review our predictions from early January. How well did...
The Ups and Downs of Aviation: An Interview with WestJet’s CEO
13 Dec 2022
Contributed by Lukas
This week Alexis von Hoensbroech, Chief Executive Officer at WestJet joins as our guest. The last few years have been very difficult for airlines. CO...
EVs in Canada: Are Mandates a Good Idea?
06 Dec 2022
Contributed by Lukas
This week Daniel Breton, President and CEO of Electric Mobility Canada (EMC) joins as our guest. Prior to joining EMC, Daniel was an environmental a...
Canadian Energy, Politics and Western Alienation
29 Nov 2022
Contributed by Lukas
This week our podcast was recorded at the Bennet Jones Lake Louise World Cup Business Forum. Our podcast guest is the Honourable A. Anne McLellan, w...
Energy Transition in the Middle East
22 Nov 2022
Contributed by Lukas
This week on the podcast our guest is Dr. Bassam Fattouh, Director of the Oxford Institute for Energy Studies (OIES). OIES is a world leading indepe...
Spotlight on Alberta Power: An Interview with Mike Law, CEO at AESO
15 Nov 2022
Contributed by Lukas
On this week’s podcast our guest is Mike Law, President and Chief Executive Officer at the Alberta Electric System Operator (AESO). Here are some o...
New Canadian Clean Energy Incentives and COP 27
08 Nov 2022
Contributed by Lukas
This week on the podcast, Peter and Jackie talk about the news from the Federal Government’s Fall Economic Statement 2022. The Government announce...
A Concrete Solution to Sequestering Carbon: An Interview with CarbiCrete
01 Nov 2022
Contributed by Lukas
Did you know that concrete is responsible for about 8% of global carbon dioxide emissions, more than double those from aviation. On this week’s ...
Catching up: Politics, European Energy Conservation and Oil Markets
25 Oct 2022
Contributed by Lukas
This week on the podcast Peter and Jackie catch up on Peter’s trip to Europe. First, they talk about the political changes, both in Europe and clo...
About the Economy: Inflation, Equity Markets and Recession Fears
18 Oct 2022
Contributed by Lukas
The stock markets have witnessed steep declines this year, inflation is at 40-year highs, central banks are increasing interest rates and recession fe...
An Interview with Peter Altmaier, Germany’s former Energy Minister
14 Oct 2022
Contributed by Lukas
This week, Peter Altmaier, Germany’s former Minister for Economic Affairs and Energy (2018-2021) visited Calgary to speak at the PETRONAS Internatio...
Energy War in Europe
04 Oct 2022
Contributed by Lukas
Putin's war is being fought on many fronts. A real war in Ukraine, but also an economic and energy war in the rest of Europe. This week our gues...
A Well-Rounded Conversation with Google About the Circular Economy
27 Sep 2022
Contributed by Lukas
Currently we have a linear economy – products are created, used and then thrown away. In a circular economy there is no waste – after they are u...
Natural Gas and Energy Affordability: A Conversation with Tim Egan from the Canadian Gas Association (CGA)
20 Sep 2022
Contributed by Lukas
While North American natural gas prices are relatively low compared to Europe and Asia – they are still over four times greater than the typical lev...
The Growing Anti-ESG Movement
13 Sep 2022
Contributed by Lukas
The backlash against the ESG movement is on the rise. ‘Anti-woke’ investment funds are launching and 19 US States wrote a letter to BlackRock, say...
Charging into the Energy Transition: An Interview with Canadian Battery Technology Company Electrovaya
06 Sep 2022
Contributed by Lukas
One uncertainty about how the energy transition will play out is how prevalent battery technology will be in the future. Today’s lithium-ion batter...
Summer Wrap-Up: US Inflation Reduction Act, AECO Gas Price Plunge and Other Headlines
30 Aug 2022
Contributed by Lukas
This week on the podcast, Jackie and Peter discuss some recent news. First, they talk about the surprise end to summer with the United States passing ...
Energyphile Story: Long Way Around
16 Aug 2022
Contributed by Lukas
In this episode we showcase one of Peter’s Energyphile stories “Long Way Around.”In the preamble to the story, Peter and Jackie talk about Canad...
New Caps and New Concerns: Discussing the Federal Government’s Plan for Oil and Gas Emissions
09 Aug 2022
Contributed by Lukas
This week on the podcast we discuss the Canadian Federal Government’s July 2022 discussion document “Options to Cut Oil and Gas Sector Greenhouse ...
Canada Releases the Final Clean Fuel Standard (CFS)
26 Jul 2022
Contributed by Lukas
The final rule for Canada’s Clean Fuel Standard (CFS) was published in the Canada Gazette on July 6, 2022. By 2030, the rule aims to reduce the e...
Debating the News Headlines: Oil, ESG, EVs and Greenwashing
19 Jul 2022
Contributed by Lukas
This week on the podcast, Jackie and Peter try a new format discussing and debating a number of recent news headlines, including:Citi Says Oil May Col...
Canadian Gas is Going Global: An Interview with Cheniere Energy and ARC Resources
12 Jul 2022
Contributed by Lukas
Earlier this year Cheniere Energy and ARC Resources announced a new supply agreement to export Canadian gas from an LNG facility located on the US Gul...
Driving Home the Need for Residential Solar
28 Jun 2022
Contributed by Lukas
This week on the podcast we talk about Jackie’s recent op-ed “Blackouts Could Drive a Return to Home Solar” with our guests Gursh Bal and Kai Fa...
An Interview with Kiewit: What is Next for North American Energy Construction Projects?
21 Jun 2022
Contributed by Lukas
Kiewit is one of North America’s largest construction and engineering organizations. As such, the company has a unique perspective on the pipeline...
Oilfield Services Capacity: Hitting the Limits?
14 Jun 2022
Contributed by Lukas
In the depths of the COVID pandemic, oilfield activity ground to a halt and service companies were forced to shrink. While oilfield activity levels ...
The Sell-Off: What is Next for Clean Energy?
07 Jun 2022
Contributed by Lukas
The broad-based Invesco WilderHill Clean Energy ETF is off 60% from its peak in early 2021. Riskier stocks on the clean energy spectrum have fallen ...
North American Gas is Going Global
31 May 2022
Contributed by Lukas
Natural gas price has been climbing to near record highs in North America. This week, Jackie and Peter talk about the reasons for high natural gas p...
Alberta Headline Replay: Politics, Court Decision on Bill C-69, Royalties and CCS Incentives
24 May 2022
Contributed by Lukas
While the Battle of Alberta is front page news, this week Jackie and Peter take a break from hockey and talk about some other game-changing local head...
Powering the Net-Zero Transition in Canada: A Conversation with Heather Ferguson from OPG
17 May 2022
Contributed by Lukas
This week Heather Ferguson, Senior Vice President, Business Development, Strategy and Corporate Affairs with Ontario Power Generation (OPG) joins the ...
The Next Age of Uncertainty: An Interview with Former Bank of Canada Governor Stephen Poloz
10 May 2022
Contributed by Lukas
This week we are delighted to have Stephen Poloz the former Governor of the Bank of Canada. Stephen was the Bank’s Governor from June 2013 to June...
Leading in a Big Way: The Future of Small Modular Reactors (SMRs) in Canada
03 May 2022
Contributed by Lukas
This week John Gorman, President and Chief Executive Officer at the Canadian Nuclear Association (CNA) joins the podcast. John recently wrote an op-...
Alberta’s $90 Billion Carbon Capture Storage (CCS) Opportunity
26 Apr 2022
Contributed by Lukas
This week we welcome to the podcast Jared Dziuba, Oil & Gas Market Specialist, BMO Nesbitt Burns and Rachel Walsh, Carbon Innovation Analyst, BMO ...
A Conversation with the Honourable Jonathan Wilkinson
20 Apr 2022
Contributed by Lukas
This week our guest is the Honourable Jonathan Wilkinson, Minister of Natural Resources.The Canadian federal government has recently released some imp...
Energy Shock: Now and in the Longer Term
12 Apr 2022
Contributed by Lukas
This week Peter and Jackie talk about the recent developments in the oil markets, including the demand concerns from China’s recent COVID lockdowns,...
Canada’s 2030 Emissions Reduction Plan, GLOBE Forum and the IEA’s Tim Gould
05 Apr 2022
Contributed by Lukas
Last week Peter attended GLOBE Forum 2022 in Vancouver, British Columbia. GLOBE Forum is Canada’s sustainability conference. At GLOBE, Peter and T...
Russia’s War on Ukraine: A Security and Intelligence Perspective
22 Mar 2022
Contributed by Lukas
This week our guest is Candyce Kelshall who has worked extensively with militaries and advising police forces around the world. Kelshall is currently ...
Canada’s Journey to Export Oil to the World: An Interview with Ian Anderson, CEO of Trans Mountain Corp.
15 Mar 2022
Contributed by Lukas
On this week’s podcast, we interview Ian Anderson, the President and CEO of Trans Mountain Corporation on how the pipeline expansion project is prog...
Ukraine War and the Implications for Global Energy Markets
08 Mar 2022
Contributed by Lukas
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 c...
An Interview with Murray Mullen, President and CEO of the Mullen Group
01 Mar 2022
Contributed by Lukas
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 pr...
FortisBC: Moving Towards a Low Carbon Gas Future
22 Feb 2022
Contributed by Lukas
This week Tyler Bryant, Strategic Advisor, Climate and Energy at FortisBC joins the podcast. FortisBC delivers renewable energy, natural gas and ele...
Tune in for $90+ Oil Prices and Lessons on Electricity
15 Feb 2022
Contributed by Lukas
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 pric...
BONUS: Decarbonizing Aviation
08 Feb 2022
Contributed by Lukas
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...
Everything Oil: Prices, Geopolitics, Volatility and Equity Markets
01 Feb 2022
Contributed by Lukas
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 retu...
Low Carbon Steel: Canadian Steel Producers Move Towards Net-Zero 2050
25 Jan 2022
Contributed by Lukas
This week Catherine Cobden joins our podcast. Catherine is the President and CEO of the Canadian Steel Producers Association (CSPA). Canadian steel is...
Canada Oil and Gas 2022: Another Bull Run, But Different and Another IEA Report
18 Jan 2022
Contributed by Lukas
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...
Seven Topics to Watch in 2022
11 Jan 2022
Contributed by Lukas
Peter and Jackie start the year off by introducing seven topics that are likely to dominate energy and climate discussions in 2022: Oil Price Geopol...
Year End: The Big Themes for 2021
14 Dec 2021
Contributed by Lukas
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 pred...
Powering Canada’s Net Zero Future with Wind, Solar and Energy Storage
07 Dec 2021
Contributed by Lukas
This week our guest is Robert Hornung, the founding President and CEO of the Canadian Renewable Energy Association (CanREA). The industry group is the...
Omicron, Oil Price Drop and a Significant Decision from Canada’s Energy Regulator
30 Nov 2021
Contributed by Lukas
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 Regulato...
An Interview with Andrew Weaver: Climate Scientist and Former BC Green Party Leader
23 Nov 2021
Contributed by Lukas
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 Gr...
Autonomous Vehicle Expert Larry Burns on the Future of Mobility
16 Nov 2021
Contributed by Lukas
This week Larry Burns joins our podcast. Larry is a Business Advisor on Mobility, Logistics, Manufacturing, Energy and Innovation—in short, he is a ...
First Week Highlights from COP26 and Energy Inflation
09 Nov 2021
Contributed by Lukas
We start this week’s podcast sharing thoughts on the first week of the COP26 climate conference currently underway in Glasgow, Scotland. Highlights ...
Fusion Energy: When Could Mini Stars Power the Planet?
02 Nov 2021
Contributed by Lukas
This week, Dr. Arthur Turrell, author of the recently published book “The Star Builders – Nuclear Fusion and the Race to Power the Planet” joins...
Canadian Investors Organize to Promote A Just Transition to Net Zero
26 Oct 2021
Contributed by Lukas
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 lea...
Energy Crisis: The Russian Perspective
19 Oct 2021
Contributed by Lukas
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 som...
EV Adoption: The North American Plug-in Problem
12 Oct 2021
Contributed by Lukas
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 electri...
Lessons from the European Energy Crisis
05 Oct 2021
Contributed by Lukas
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, ...
Inflation: The Next Episode?
28 Sep 2021
Contributed by Lukas
On this week’s Podcast, Jackie and Peter discuss how inflation and affordability have come into the spotlight. How is inflation measured and how muc...
Transforming Power Systems: An Interview with Scott Thon from AltaLink and Berkshire Hathaway Energy Canada
17 Sep 2021
Contributed by Lukas
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 Th...
The Hydrogen Revolution: An Interview with Ballard Power President & CEO
14 Sep 2021
Contributed by Lukas
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...
Back from Summer: Election, Weather, and IPCC Climate Report
07 Sep 2021
Contributed by Lukas
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 we...
New Energyphile Story: Reinventing the Wheel
03 Aug 2021
Contributed by Lukas
In this episode we showcase Peter’s new Energyphile story “Reinventing the Wheel”. What can companies facing radical disruption today learn fro...
Alberta CCUS Policy: An Interview with Tristan Goodman the President of EPAC
06 Jul 2021
Contributed by Lukas
Responding to a very large number of carbon sequestration inquiries, the Alberta Government issued an Information Letter that proposes a centralized h...
Learn from History: Building Energy Security into the Energy Transition
22 Jun 2021
Contributed by Lukas
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 infrast...
Oil Sands Producers Announce Pathways to Net Zero Alliance
15 Jun 2021
Contributed by Lukas
Canadian oil sands companies are typically rivals, but now they have announced a collective project for achieving net zero GHG emissions by 2050. Prod...
Here Comes the Sun: Canada’s Solar Industry
08 Jun 2021
Contributed by Lukas
Solar is starting to shine in Canada. Five utility scale solar projects have been announced in Alberta so far this year. Residential solar should bene...
High Pressure, Low Carbon and the IEA’s Net Zero 2050
01 Jun 2021
Contributed by Lukas
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 tra...
Capturing the Opportunity: Canadian CCUS Policy and Growth Prospects
18 May 2021
Contributed by Lukas
Canada is a global leader in Carbon Capture Utilization and Storage (CCUS), with four large-scale operating projects. However, compared to the Unite...
Full Tank of Opportunity: The Future of Canadian Fuels
11 May 2021
Contributed by Lukas
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 a...
Housing Price Wars: Will an Energy Efficient Home Win?
04 May 2021
Contributed by Lukas
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 ...
Economy, Budgets, and Climate Targets: An Interview with RBC’s John Stackhouse
27 Apr 2021
Contributed by Lukas
In the past week, Canada and the United States committed to more ambitious GHG emission reduction targets, the Canadian government announced a histori...
Biden’s Energy and Climate Plans: Insights from the Brookings Institution
20 Apr 2021
Contributed by Lukas
President Biden’s climate plans are starting to come into focus. The Whitehouse released “The American Jobs Plan” a few weeks ago, which include...
Electric Vehicles: You Asked, We Answered
13 Apr 2021
Contributed by Lukas
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 m...
An Interview with Peter Zebedee: CEO of LNG Canada
06 Apr 2021
Contributed by Lukas
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 ...
Clean Energy Investing: Is This Time Different?
30 Mar 2021
Contributed by Lukas
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 u...