155 episodes

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.

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    • Business
    • 4.8 • 435 Ratings

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.

    Alberta Headline Replay: Politics, Court Decision on Bill C-69, Royalties and CCS Incentives

    Alberta Headline Replay: Politics, Court Decision on Bill C-69, Royalties and CCS Incentives

    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 headlines.  
    First, they talk about the political change with Premier Jason Kenney announcing that he is stepping down as leader of the United Conservative Party (UCP).  
    Next, an Alberta court found the Impact Assessment Act (formerly Bill C-69) to be unconstitutional.  The Act defines the review process for large energy infrastructure projects in Canada.
    After that, an update on the Canadian oil and gas industry’s fiscal pulse.  With higher oil and gas prices, the outlook for revenue and cashflow for 2022 has increased and can be viewed on the last page of our weekly ARC Energy Charts publication.  Today’s higher prices have significant implications for royalties, specifically, speeding up the timeline for oil sand projects to achieve the higher post-payout royalty rates.  
    Finally, Peter and Jackie weigh in on the debate about who should pay for Carbon Capture and Storage (CCS) – federal and provincial governments, or industry.

    Here's the Calgary Herald article Jackie mentions re carbon capture 
    Please review the ARC Energy Institute disclaimer.

    • 31 min
    Powering the Net-Zero Transition in Canada: A Conversation with Heather Ferguson from OPG

    Powering the Net-Zero Transition in Canada: A Conversation with Heather Ferguson from OPG

    This week Heather Ferguson, Senior Vice President, Business Development, Strategy and Corporate Affairs with Ontario Power Generation (OPG) joins the podcast. OPG burned its last piece of coal in 2014 and has committed to being a net-zero company by 2040.  They have also expanded their generation assets beyond Ontario’s borders into the United States. 
    Here are some of the questions Peter and Jackie asked Heather: How will OPG achieve net-zero by 2040?  Is the regulatory process in Canada a barrier to achieving net-zero? What is the state of OPG’s Small Modular Reactor (SMR) projects? How is OPG’s electric car charging business progressing?  Are interconnects across Canada a way to achieve net-zero electricity faster and at a lower cost? Who should pay for zero emissions electricity and infrastructure – the rate payer or the taxpayer?  How are Indigenous voices and concerns represented as OPG proceeds with new projects?
    See OPG’s Climate Change Plan at  https://www.opg.com/climate-change/
    Please review the ARC Energy Institute disclaimer.

    • 37 min
    The Next Age of Uncertainty: An Interview with Former Bank of Canada Governor Stephen Poloz

    The Next Age of Uncertainty: An Interview with Former Bank of Canada Governor Stephen Poloz

    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 2020 and was at the helm during the early days of the COVID-19 pandemic. Stephen just released a new book titled “The Next Age of Uncertainty” that outlines five tectonic forces that, when they interact together, will create more volatility and risk than the past era. 
    Here are some of the questions that Peter and Jackie asked Stephen: How would you compare the inflation we face today to the period in the 1970s? How do higher interest rates work to reduce inflation? Are there other tools the central bank can use to control inflation? During the early 1980s high interest rates used to fight inflation caused a double dip recession, is that a concern now? What actions were taken by the central bank during the early days of the pandemic?  How concerned are you about Canadian housing prices? Why do you view the future to be more uncertain and volatile? 
    “The Next Age of Uncertainty” is available for purchase from numerous retailers including digital and audio. Here is a link to purchase a hardcover on Amazon.ca: https://www.amazon.ca/Next-Age-Uncertainty-Riskier-Future/dp/0735243905
    Please review the ARC Energy Institute disclaimer.

    • 44 min
    Leading in a Big Way: The Future of Small Modular Reactors (SMRs) in Canada

    Leading in a Big Way: The Future of Small Modular Reactors (SMRs) in Canada

    This week John Gorman, President and Chief Executive Officer at the Canadian Nuclear Association (CNA) joins the podcast.  John recently wrote an op-ed titled “Examining the role of nuclear in Canada’s Emissions Reduction Plan.”  
    Here are some of the questions Peter and Jackie asked John: What is the scale and size of the new Small Modular Reactors (SMR)?  Is SMR technology safe?  What about the waste issue? When will the first SMRs be in operation? Is the electricity affordable? And, do you think Canada is poised for leadership in this new generation of reactors? 
    To learn more about the Canadian Nuclear Association visit: https://cna.ca/
    Please review ARC Energy Institute disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 35 min
    Alberta’s $90 Billion Carbon Capture Storage (CCS) Opportunity

    Alberta’s $90 Billion Carbon Capture Storage (CCS) Opportunity

    This week we welcome to the podcast Jared Dziuba, Oil & Gas Market Specialist, BMO Nesbitt Burns and Rachel Walsh, Carbon Innovation Analyst, BMO Nesbitt Burns.
    Jared and Rachel have authored several reports on the topic of CCS, including, “The Outer Limits: Exploring the Cost (Opportunity) of Canada’s Net Zero Pathways” and following the recent news of the federal tax credit for CCUS in Canada, they published “Durable Carbon Offset Revenue Still Needed to Drive CCUS.” 
    Here are some of the questions Peter and Jackie asked them: Considering the new federal tax credit, what carbon price is needed to support new investments? How likely is it that the carbon credit market in Alberta will trade at this level?  Could the actual costs for building large scale CCS projects be greater than expected? How is Alberta allocating the subsurface pore space for storing carbon? 
    If you would like to have access to BMO Nesbitt Burns research on CCS, please contact Jared directly at Jared.Dziuba@bmo.com
    Please review BMO Capital Markets disclosure at:  https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ 
    Please review ARC Energy Institute disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 36 min
    A Conversation with the Honourable Jonathan Wilkinson

    A Conversation with the Honourable Jonathan Wilkinson

    This week our guest is the Honourable Jonathan Wilkinson, Minister of Natural Resources.
    The Canadian federal government has recently released some important energy and climate policy, including the 2030 Emissions Reduction Plan and the Canadian Federal Budget 2022.
    Here are some of the questions Peter and Jackie asked Minister Wilkinson: How achievable is Canada’s greenhouse gas reduction goal of a 40 to 45 percent reduction by 2030? What has been the response to the plan from corporate Canada? What is the reaction to the CCS tax credit and what are the remaining barriers for projects moving ahead?  
    With Russia’s invasion of Ukraine and the resulting energy price shock, is Canada prepared to increase hydrocarbon supplies? It takes a long time to build large energy projects in Canada, how can we move faster? What is the future of critical minerals and hydrogen in Canada? 
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 41 min

Customer Reviews

4.8 out of 5
435 Ratings

435 Ratings

bmofoshizz ,

Best Energy Podcast I’ve Found

Excellent, engaging, hyper-knowledgeable hosts, presenting pragmatic views on issues that are topical to the energy industry. A must listen for me!

mike s1212 ,

Terrible

Normally a great I formative pod cast this just a waste of time

SRB Alberta ,

Low Carbon Steel Episode

Great guest with a realistic view of what net zero means to the industry and how they can reasonably respond. Tells it like it is and not what she thinks she’s supposed to say.

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