ARC ENERGY IDEAS
Episodes
An Interview with Martha Hall Findlay: Chief Sustainability Officer at Suncor Energy
23 Mar 2021
Contributed by Lukas
What is the effort required to respond to investor ESG disclosure requirements? Should oil sands companies have access to “green financing” to fun...
Pedal to the Metals: Are There Limits to the Supply of EV Batteries?
16 Mar 2021
Contributed by Lukas
This week our guest is Simon Moores, Managing Director of Benchmark Mineral Intelligence. Benchmark Mineral Intelligence offers price reporting and ma...
A Year Later: Nine Oily Lessons from the Pandemic
09 Mar 2021
Contributed by Lukas
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 h...
Houston, We Have a Problem: Learnings from the Power Outage
02 Mar 2021
Contributed by Lukas
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 el...
Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard
23 Feb 2021
Contributed by Lukas
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 econ...
Oil Market Recovery: Bulls vs Bears
16 Feb 2021
Contributed by Lukas
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) ...
Oil, Climate and Net-Zero 2050: What do Albertans Think?
09 Feb 2021
Contributed by Lukas
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 ...
Good News for Oil and Gas Stocks. Finally.
02 Feb 2021
Contributed by Lukas
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 t...
Canada’s UNDRIP Bill C-15: Concerns and Unintended Consequences
26 Jan 2021
Contributed by Lukas
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 ...
The Next Chapter in Canadian Nuclear Energy Leadership: Small and Modular
19 Jan 2021
Contributed by Lukas
This week our guest is Diane Cameron, Director of the Nuclear Energy Division at Natural Resources Canada. Canada is already a global leader in nuclea...
A New Year and a New Barrage of Headlines, Predictions and Carbon Policy
12 Jan 2021
Contributed by Lukas
The news flow has started off 2021 with a bang! Saudi Arabia surprised the oil markets announcing a voluntary 1 MMB/d cut to their production for Febr...
2020: A Year Like No Other
15 Dec 2020
Contributed by Lukas
On this week’s podcast we look back on the events that shaped the challenging year that was 2020. Early in January, tensions between the United St...
Clean Fuel Standard 101
08 Dec 2020
Contributed by Lukas
The Canadian federal government is developing a Clean Fuel Standard (CFS) policy. The draft rule for liquid fuel (including gasoline and diesel) is ...
Are Canadian Biofuels set for Growth?
01 Dec 2020
Contributed by Lukas
This week our guest is Doug Hooper, Director of Policy and Regulations at Advanced Biofuels Canada. Advanced Biofuels Canada is a national industry as...
Net Zero Legislation, Energy Efficiency, Carbon Neutral Driving and Oil Markets
24 Nov 2020
Contributed by Lukas
On this week’s episode, we discuss the Canadian federal government’s plans to legislate net-zero greenhouse gas emissions by 2050. What is the rea...
Alberta’s Industrial Heartland: Building a Roadmap for Launching the Hydrogen Economy
17 Nov 2020
Contributed by Lukas
This week our guests are Mayor Alanna Hnatiw of Sturgeon County (the home of Alberta's Industrial Heartland) and Mayor Don Iveson from the City o...
US Election: What Happens Next?
07 Nov 2020
Contributed by Lukas
The US election has been a 'nail-biter' to say the least, with the votes still being counted three days after the election. While still not ...
Renewable Energy: A Conversation with Dan Balaban from Greengate Power
03 Nov 2020
Contributed by Lukas
Canada’s largest solar farm is coming to Alberta! This week our guest is Dan Balaban, Founder, President, and Chief Executive Officer of Greengate P...
Consolidation Gains Momentum in Canada’s Oil Patch
27 Oct 2020
Contributed by Lukas
As we woke up Sunday morning, the news was about Cenovus and Husky’s plan to merge and create a new “resilient intergraded energy leader.” The...
Daniel Yergin on “The New Map: Energy, Climate, and the Clash of Nations”
20 Oct 2020
Contributed by Lukas
This week’s guest is Daniel Yergin, the Pulitzer Prize-winning author, and authority on everything energy. We discuss Dan’s new book “The New Ma...
Musings about Energy Policy and Net-Zero Targets
13 Oct 2020
Contributed by Lukas
On this week’s episode we discuss Alberta’s recently released “Natural Gas Vision and Strategy” that outlines petrochemicals, LNG, hydrogen, ...
Talking Alberta Energy with the Honourable Sonya Savage
02 Oct 2020
Contributed by Lukas
When it comes to energy, Alberta is most known for its large oil and gas industry. However, the province also has emerging new energy potential, inclu...
Pondering the Headlines: From California to Canada
29 Sep 2020
Contributed by Lukas
We start this week’s podcast talking about the Energyphile Vignette “Decarbonization Lessons from Edison.” Thomas Edison’s strategy for electr...
Fighting Climate Change with Nature: A Conversation with Duncan Van Bergen from Shell
21 Sep 2020
Contributed by Lukas
This week our guest is Duncan Van Bergen, Vice President of Nature Based Solutions for Royal Dutch Shell. What exactly are nature-based solutions? D...
Is Canada Ready for the Hydrogen Economy?
15 Sep 2020
Contributed by Lukas
A recently published Transition Accelerator report suggests that hydrogen could represent a $C 100 billion per year economic opportunity for Canada. T...
Sustainable Recovery: A Conversation with Fatih Birol, Executive Director of the International Energy Agency (IEA)
09 Sep 2020
Contributed by Lukas
This week we have a special guest, Fatih Birol, Executive Director of the IEA. Dr. Birol provides his global energy perspectives, both on the curr...
Saskatchewan Innovation: A Conversation with the Honourable Bronwyn Eyre, Energy and Resources Minister
01 Sep 2020
Contributed by Lukas
Saskatchewan has an abundance of natural resources. The province is already well known for the production of oil, natural gas and uranium. It soon cou...
Oil Musings: Pipelines, Stranded Assets and Pivots
10 Aug 2020
Contributed by Lukas
North American pipelines are being canceled, delayed and threatened to shut down. Producers are announcing tens of billions of dollars in asset write-...
Will Oil’s Pain Trigger Others’ Gain?
07 Jul 2020
Contributed by Lukas
A pandemic can accelerate change. Take for instance the rapid adoption of video meetings like Zoom. Could COVID-19 also change the trajectory for oi...
A Conversation with the Honourable Seamus O’Regan
23 Jun 2020
Contributed by Lukas
This week’s podcast is a recording of a live stream conversation that Peter and Jackie hosted on June 22, 2020 with the Honourable Seamus O'Reg...
An Interview with David Keith: Harvard Professor, Climate and Energy Expert
17 Jun 2020
Contributed by Lukas
David Keith is a Professor at Harvard’s Kennedy School and also of Applied Physics at the Harvard School of Engineering and Applied Sciences. He is ...
North American Natural Gas: Could the Future be Brighter?
09 Jun 2020
Contributed by Lukas
North American natural gas producers have had a tough few years and COVID-19 related demand destruction has only made things worse. But could the situ...
America’s Addiction to Foreign Oil: Get Ready for a Relapse
02 Jun 2020
Contributed by Lukas
In 2006, President George W. Bush said America was “addicted to oil” and set a goal to reduce Middle Eastern imports. Over the next decade, techno...
Oil: I’m Not Dead!
26 May 2020
Contributed by Lukas
Some Canadian Federal politicians are claiming that oil is dead, never to return from the COVID-19 demand collapse. Instead, oil is alive and kicking....
Certified Responsible Energy Supplier: An Interview with Seven Generations CEO, Marty Proctor
12 May 2020
Contributed by Lukas
On this week’s podcast we interview Marty Procter, President, Chief Executive Officer and Director of Seven Generations Energy (7G). He reflects on ...
An Interview with CEO of Precision Drilling, Kevin Neveu
05 May 2020
Contributed by Lukas
What is happening in the oilfields of the world as a result of the COVID pandemic? To what extent is the oilfield service industry being decimated fro...
“Planet of the Humans” Exposes Inconvenient Truths on Green Energy
28 Apr 2020
Contributed by Lukas
First, we review Michael Moore’s new movie “Planet of the Humans.” The film casts doubt on the green credentials of renewable energy by exposing...
Interview with Bobby Tudor, Chairman and Founder of Tudor, Pickering, Holt & Co.
21 Apr 2020
Contributed by Lukas
Have you ever seen anything so severe in your 30 plus year energy career? How far could US oil production fall? What could the post-COVID oil demand r...
Post-Pandemic: What is the Future of Energy?
14 Apr 2020
Contributed by Lukas
There are many ways society changes and adapts after major crises, such as wars, geopolitical events, economic recessions, environmental disasters and...
Is an OPEC, Plus, Plus Production Cut Achievable?
07 Apr 2020
Contributed by Lukas
The pain of rock bottom oil prices has become so great that Saudi Arabia, Russia and other OPEC and non-OPEC producers, including potentially the Unit...
Canada Announces Coronavirus Wage Subsidy
31 Mar 2020
Contributed by Lukas
Just like other businesses across the country, Canadian oil and gas producers are suffering from a loss of demand for their products due to the COVID-...
North American Oil Demand is Collapsing: Western Canada Needs to Get Ready
24 Mar 2020
Contributed by Lukas
In big parts of Canada and the United States, people are being asked to stay home to avoid spreading Coronavirus. This week we review the latest infor...
COVID-19 Impacts Intensify
17 Mar 2020
Contributed by Lukas
The effects of COVID-19 are reaching all aspects of our day-to-day lives. Stock markets are being hit hard, businesses are closing, and people are sta...
Oil Market Crash: Why Start a Price War Now?
10 Mar 2020
Contributed by Lukas
Oil prices have collapsed due to the Saudi Arabia/Russia price war and the ongoing COVID-19 outbreak. On this episode we discuss the possible motivati...
An Interview with CEO of AIMCO, Kevin Uebelein
04 Mar 2020
Contributed by Lukas
How is the Coronavirus impacting the markets? Did the protests across Canada in opposition to the Coastal GasLink pipeline surprise you? Does climate ...
Small and Modular, A New Era for Nuclear Reactors?
29 Feb 2020
Contributed by Lukas
So you think nuclear power plants are big concrete monoliths? Not so, says Norman JD Sawyer the President and CEO of ARC Nuclear Canada. His company i...
LNG: Then, Now and Future
22 Feb 2020
Contributed by Lukas
On this week's episode we go back in time to 1959, when the Methane Pioneer carried the first cargo of liquefied natural gas (LNG) between the Un...
Canadian Rail Grinds to a Halt: Implications for Oil Markets, Plus Other Topics
15 Feb 2020
Contributed by Lukas
Blockades have stopped big parts of Canada’s rail network. Around the same time that the protests started, Ottawa ordered trains carrying dangerous ...
Energyphile: A New Way to Engage on Energy Issues
08 Feb 2020
Contributed by Lukas
What can we learn from a 100-year-old utility bill? Can it help us think more clearly about today’s energy issues, like polarized pipeline issues? F...
Drilling for Clean Energy: Geothermal Innovation in Alberta
01 Feb 2020
Contributed by Lukas
This week we interview John Redfern, the President and CEO of Eavor. His company has invented a novel way for harvesting the earth’s geothermal ener...
Big Climate Targets: BlackRock, Cenovus, Microsoft, Starbucks
25 Jan 2020
Contributed by Lukas
Corporations and financiers are making big climate commitments. First, we look at Cenovus Energy’s new net-zero 2050 commitment. The oil sands produ...
Doug Suttles Introduces Ovintiv
17 Jan 2020
Contributed by Lukas
This week we interview Doug Suttles, President and CEO of Encana (soon to be Ovintiv). On January 14, 2020 Encana shareholders voted in favour to chan...
Reflections on the Past Year and 2020 Outlook
11 Jan 2020
Contributed by Lukas
This podcast reflects on 2019 to consider the big themes from the year. Next we look forward to think about what 2020 could bring. We reference Canadi...
Live from the Young Women in Energy Awards
14 Dec 2019
Contributed by Lukas
This episode was recorded on December 11th at the Young Women in Energy (YWE) Awards in Calgary. We began by discussing why recognition and the sens...
Cybertruck Debut, and the Case for Buying Local
07 Dec 2019
Contributed by Lukas
First we talk about the unveiling of the Tesla Cybertruck. Love it or hate it, you have to admit that Elon Musk puts on a good show. Musk takes a page...
An Interview with Former Executive Director of the IEA, Maria van der Hoeven
30 Nov 2019
Contributed by Lukas
How long do energy transitions take? What is the potential for natural gas and Canadian LNG in the global energy transition? What is the perception ...
Could Oil Fields Produce Low Cost, Zero Emission Hydrogen?
23 Nov 2019
Contributed by Lukas
Seta Afshordi, Chief Operating Officer at Proton Technologies, says yes! Seta explains how reactions in the oil reservoir can liberate the hydrogen ...
Saudi Aramco IPO: What is the Pitch?
16 Nov 2019
Contributed by Lukas
This week we explain the pitch in Saudi Aramco’s 653 page prospectus and why the Initial Public Offering (IPO) is a big deal. Also covered in the ...
Canadian Oil and Gas: Following the Money
03 Nov 2019
Contributed by Lukas
This year has been a difficult one for Canada’s oil and gas workers, capital spending is down and there are concerns about next year too. In this ...
Canada Elects a Minority Liberal Government: What Happens Next?
26 Oct 2019
Contributed by Lukas
Canadians elected a Liberal minority government on October 21. On this episode we break down the voting results regionally. Next, we look at the his...
Alberta is Starting up the World’s Largest CO2 Pipeline
18 Oct 2019
Contributed by Lukas
Imagine if crude oil production and use resulted in low, or even no net greenhouse gas emissions? This is not a Jetson-style idea, it will soon be a...
Positive Developments for Western Canada Oil and Gas
14 Oct 2019
Contributed by Lukas
This week’s podcast gives our take on some significant government and regulatory changes with positive implications for Western Canadian oil and gas...
Digital Transformation: An Interview with Hitachi Vantara Energy’s CTO
04 Oct 2019
Contributed by Lukas
This week we interview David Smethurst who is the Chief Technology Officer for Energy at Hitachi Vantara. His division is headquartered in Silicon Val...
Climate Week, Greta Thunberg, Consumption, and EVs
27 Sep 2019
Contributed by Lukas
Tune into this weeks episode where we discuss some of the headlines from New York City Climate Week including the speech from Greta Thunberg at the Un...
Saudi Oilfield Attack: What’s Next?
20 Sep 2019
Contributed by Lukas
The oil markets take for granted that Saudi Arabia’s spare capacity will cover any unplanned outages. The events of the past week have changed that ...
An Interview with Energy Investor Eric Nuttall
13 Sep 2019
Contributed by Lukas
This week we interview Eric Nuttall, Partner and Senior Portfolio Manager from Ninepoint Partners. While many investors have fled, Eric is a rare bree...
Growing Calls to Delay Enbridge Mainline Contracting
06 Sep 2019
Contributed by Lukas
This week we discuss Enbridge's proposal to change their Mainline pipeline from 100 percent open for all shippers to 90 percent contracted - leav...
What do Canadian Energy Investors Think?
29 Jul 2019
Contributed by Lukas
This episode was recorded live on July 9th at the Scotiabank Stampede Event held in Calgary. On the podcast we analyze the results from audience polli...
An Interview with Entrepreneur Pat Carlson
22 Jul 2019
Contributed by Lukas
This week we interview Pat Carlson CEO of Kiwetinohk Resources Corp. Pat has founded a number of successful Western Canadian entrepreneurial companies...
Canadian Natural Resources: An interview with Steve Laut
12 Jul 2019
Contributed by Lukas
This week we interview Steve Laut the Executive Vice Chairman of Canadian Natural Resources that has risen to be Canada's largest oil and gas pro...
Energy Security: Does Canada Have it?
07 Jul 2019
Contributed by Lukas
Canadians take for granted that they have energy security. But on this week’s podcast we argue that Canada could be one of the least energy secure c...
Needing A More Realistic Plan for Cutting GHG Emissions
28 Jun 2019
Contributed by Lukas
This week we introduce the need for new plan for reducing global GHG emissions, since the current one, that envisions a fast switch from fossil fuels ...
How to Finance a Green Canadian Economy?
22 Jun 2019
Contributed by Lukas
On this week’s episode we interview Barbara Zvan, Director, Chief Risk & Strategy Officer for the Ontario Teachers’ Pension Plan. Barbara is a...
Why You Can’t Ignore the ESG Movement
14 Jun 2019
Contributed by Lukas
Environmental, Social and Governance (ESG) focused investors have moved mainstream. On this week’s episode we interview Patrick Bryden, Director, ...
Canadian News Headlines and Oil Price Drop
08 Jun 2019
Contributed by Lukas
This week’s podcast gives our take on recent Canadian energy news headlines including the latest on the contentious Bill C-69 and Bill C-48, a Minne...
Show me the Money
31 May 2019
Contributed by Lukas
Oil and gas E&P share prices in both the United States and Canada have been underperforming compared to the broad indices. This week’s podcast d...
Canadian Oil and Gas Leadership: An Interview With Chris Slubicki
25 May 2019
Contributed by Lukas
This week we interview Chris Slubicki President and CEO of Modern Resources, a Western Canadian oil and gas producer that is an environmental leader. ...
The Big Question: How to Cut Carbon Emissions?
11 May 2019
Contributed by Lukas
Climate change is a pressing issue caused by greenhouse gas emissions. This week’s podcast examines global, US and Canadian emissions and ways to ma...
Pondering Oil Markets: Sanctions, Russians and Saudi Arabians
05 May 2019
Contributed by Lukas
The Trump Administration announced the United States would not extend the sanction waivers for countries importing Iranian crude oil. This week’s po...
Permian Perspectives: At Ground Zero of Oil Market Disruption
27 Apr 2019
Contributed by Lukas
The Permian Basin has made the United States the world’s largest oil producer. The oil field is now the biggest in the world, producing more than Gh...
Alberta Elects a New Government: What Happens Next?
20 Apr 2019
Contributed by Lukas
Alberta voted for change on April 16th giving Jason Kenney’s United Conservative Party (UCP) a majority win. This week’s podcast reviews the UCP’...
Farming Wind on the Canadian Prairies
14 Apr 2019
Contributed by Lukas
This week we interview Evan Wilson from the Canadian Wind Energy Association. Evan talks about the potential for more low cost wind farms in Saskatche...
Transmountain Pipeline 65 Years and Onward: An Interview with CEO Ian Anderson
05 Apr 2019
Contributed by Lukas
This week we interview Ian Anderson the President and CEO of Trans Mountain Corporation, the proponent of the hotly debated TMX pipeline expansion pro...
Recapping CERAWeek 2019
30 Mar 2019
Contributed by Lukas
The energy world’s top leaders and influencers recently gathered in Houston for the annual IHS Markit CERAWeek. In this week’s podcast we discuss ...
Getting the Message Out on Modern Oil Sands: Lower Cost, Lower Carbon
23 Mar 2019
Contributed by Lukas
This week we interview Alex Pourbaix the President and CEO of Cenovus Energy, Canada’s largest SAGD oil sands producer. Alex explains that the oil s...
Are Investors in Oil and Gas Doomed?
16 Mar 2019
Contributed by Lukas
ARC Energy Research Institute debated Carbon Tracker on the risks of investing in fossil fuels at the Globe Capital Conference in Toronto last month. ...
Impact of Canadian Oil Pipeline Delay
09 Mar 2019
Contributed by Lukas
This week’s podcast covers the latest twist in the Canadian oil pipeline saga, the delay in the Enbridge Line 3 Replacement Project. The postponemen...
World Energy: Still Made in China?
01 Mar 2019
Contributed by Lukas
The Chinese economy is still very consequential to energy and oil demand, making up one-third of all global growth. In this week’s podcast, we consi...
Canada’s Low Carbon LNG Opportunity
23 Feb 2019
Contributed by Lukas
This week we interview Susannah Pierce, LNG Canada’s Director of External Relations. LNG Canada will be the first major LNG project in the country, ...
Drilling into the Green New Deal
16 Feb 2019
Contributed by Lukas
The US Green New Deal puts forward an aggressive plan for tackling climate change and social issues. On this week's podcast we explain the resolu...
Canadian Crude by Rail: Growing or Slowing?
09 Feb 2019
Contributed by Lukas
This week we interview James Cairns, CN Rail’s Vice President of Petroleum and Chemicals on the outlook for Canadian crude by rail considering the A...
The US Stops Importing Venezuelan Oil: Will Canada Help Fill the Void?
02 Feb 2019
Contributed by Lukas
This week’s podcast considers how Canada could help fill the gap created by the US sanctions on importing Venezuelan crude oil, explaining the poten...
Is Western Canadian Natural Gas Facing a Crisis?
26 Jan 2019
Contributed by Lukas
This week we tackle the Western Canadian natural gas markets that have faced weak prices for more than a year. What are the implications of the situat...
How Long Before Renewable Energy Causes Disruption?
19 Jan 2019
Contributed by Lukas
This week we interview Grant Arnold CEO of BluEarth Renewables on how and when renewables could disrupt the current electric utilities model. What i...
Phew, A New Year
13 Jan 2019
Contributed by Lukas
There is a sense of relief that 2018 is over. The year ended with pipeline drama and low international oil prices. But, so far, the year is starting o...
What’s Ahead for 2019?
21 Dec 2018
Contributed by Lukas
Following the time honored year-end tradition, this week we flip the calendar and present our list of energy market trends and unknowns to watch for i...
What is Bill C-69?
14 Dec 2018
Contributed by Lukas
This week we interview Martha Hall Findlay from the Canada West Foundation about the contentious Bill C-69 that aims to overhaul the review process fo...
Cuts and More Cuts
10 Dec 2018
Contributed by Lukas
This week’s episode is about the oil supply cuts. First, the Alberta Government’s historic announcement to curtail output on December 2, and secon...
Western Canada Oil Glut: To Cut or Not?
01 Dec 2018
Contributed by Lukas
This week we tackle the most hotly debated question in Western Canada today, should the Alberta government mandate oil production cuts to help clear t...
The Alberta Economy: What Next?
24 Nov 2018
Contributed by Lukas
This week, we interview Todd Hirsch, Chief Economist at ATB Financial. Tune in to hear about the current state of the Alberta economy and the outlook ...