229 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.

ARC ENERGY IDEAS ARC ENERGY RESEARCH INSTITUTE

    • Business
    • 4.2 • 19 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.

    First Nations, Energy Projects and Politics: An Interview with MLA Ellis Ross

    First Nations, Energy Projects and Politics: An Interview with MLA Ellis Ross

    This week, our guest is Ellis Ross, an MLA in the British Columbia Legislature since 2017, representing the Skeena riding for the BC United political party (formerly the Liberal Party). His region includes the communities of Kitimat and Terrace on the northern coast of British Columbia. 
    Ellis also currently serves as the Shadow Minister for Energy and LNG. Before being elected to the British Columbia legislature, Ellis Ross was the Chief Councillor for the Haisla Nation, in that position, he signed an agreement with an LNG developer to build a plant on the Haisla Nation reserves. 
    Here are some of the questions that Peter and Jackie asked Ellis: Why did you enter provincial politics and why have you decided to run in the next federal election for the Conservative Party?  How has the LNG Canada project impacted people in your community?  What is the status of LNG Canada? What is the status of Cedar LNG, a smaller project in collaboration with the Haisla Nation and Pembina Pipeline Corporation also located in Kitimat?  Is BC’s requirement for net zero LNG by 2030 effectively a ban on new LNG development?  What is the status of the transmission line and electricity supply, if LNG must be net zero by 2030? How do you think Canada should tackle the climate challenge and energy projects differently?  What is the potential for blue ammonia shipments by rail and tanker from the Northern West Coast to Asia? 

    Other content referenced in this podcast: 
    Edison Motors is a privately owned Canadian Clean Technology Company. In 2023, we built Canada’s first Production Electric Hybrid Truck; consisting of Edison make Powertrain, Chassis and Cab. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  
    Check us out on social media:
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    LinkedIn: @ARC Energy Research Institute  


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    • 34 min
    What Canadians are Thinking About Energy Transition and Politics

    What Canadians are Thinking About Energy Transition and Politics

    This week, our guest is Greg Lyle, Founder and President of Innovative Research Group. Innovative Research Group is a full-service market research firm with offices in Vancouver and Toronto. The firm has recently done some interesting polling on how Canadians are thinking about energy infrastructure and energy transition. Greg also talked politics, giving us some insight into how Canadians would vote (based on polling) if a federal election were held today. 
    Here are some of the questions that Peter and Jackie asked Greg: How much do Canadians know about the energy transition? How do they feel it will impact them financially? How do they feel about energy projects in general and near where they live? How important is climate as an issue versus affordability? If a federal election were held now, what political party would win? Do the Conservatives need a credible climate plan for the next election? 


    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  


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    • 38 min
    Geopolitical Currents: Carlos Pascual on Energy, Climate, and Conflict in the Middle East

    Geopolitical Currents: Carlos Pascual on Energy, Climate, and Conflict in the Middle East

    This week, our guest is Carlos Pascual, Senior Vice President of Global Energy at S&P Global Commodity Insights.  
    Carlos's past roles include establishing and directing the new Energy Resources Bureau at the US Department of State and serving as a senior advisor to the Secretary of State on energy issues. He has also previously been a United States Ambassador to Mexico and Ukraine. 
    Here are some of the questions that Carlos tackled:  How do you expect the US will react to the recent attack on an American base in the Middle East that killed three soldiers?  What is Iran’s motivation in the escalating proxy war? Is it possible that Donald Trump will be elected president in 2024? How does the US election factor into the US strategy on the Middle East conflict? What are your thoughts on COP28 and the “transitioning away from fossil fuels” language that was adopted? Do you think a peace deal between Ukraine and Russia is possible? What is driving the growing divide between the Global North and Global South? Do you expect OPEC and Saudi Arabia will continue constraining oil production despite strong non-OPEC supply growth?

    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  


    Check us out on social media: 
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    LinkedIn: @ARC Energy Research Institute  
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    • 45 min
    Crude Realities: Unpacking the Politics and Power of Oil

    Crude Realities: Unpacking the Politics and Power of Oil

    This week on the podcast, our guest is David Detomasi, an associate professor and distinguished faculty fellow in international business at the Smith School of Business at Queens University. He is also the author of “Profits and Power: Navigating the Politics and Geopolitics of Oil.”

    First, Jackie and Peter discuss the potential impact of the Canadian government’s proposed cap on oil and gas emissions on smaller oil and gas producers. A reminder that the deadline for providing feedback on the Federal Government’s “Regulatory Framework for an Oil and Gas Sector Greenhouse Gas Emissions Cap" is February 5th, 2024.

    Next, Jackie and Peter interview David about his perspectives on the politics and geopolitics of oil. Here are some of the questions they asked him: Why is the expanding conflict in the Middle East having little impact on oil prices? Do you expect additional sanctions on Iran? Will the United States continue to protect the Middle East and critical waterways despite having less dependency on the region’s oil versus the past? Describe the United States and Saudi Arabian relationship and how it has been changing. How would you describe Donald Trump’s energy policy from 2017 to 2021? How should we think about the geopolitics of oil from a Canadian perspective? How can Canada balance climate goals with producing gas and oil?   

    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  
    Check us out on social media: 
    X (Twitter): @arcenergyinst
    LinkedIn: @ARC Energy Research Institute 


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    • 33 min
    The Green Heat Debate: Insights from FortisBC CEO Roger Dall’Antonia

    The Green Heat Debate: Insights from FortisBC CEO Roger Dall’Antonia

    This week, our guest is Roger Dall’Antonia, President and CEO of FortisBC.  FortisBC is a leading energy provider in British Columbia (BC), Canada. The utility serves about 1.1 million natural gas customers and 185,000 electricity customers. 
    Roger explains the benefits of using natural gas to meet the peak winter heating demand and the challenges of using electricity to do the same. Because of the unique ability of gaseous fuels to flex up and meet demand, even on the coldest days, Roger sees a long-term future for gas. He explains how natural gas can become cleaner over time through a broad set of measures, such as increasing the amount of renewable natural gas (RNG) and clean hydrogen and efficiency measures that use less natural gas. 


     Here are some of the questions that Peter and Jackie asked Roger: What is the outlook for the supply and demand of electricity in BC? How will Site C hydroelectric demand change the market? Is BC too reliant on hydro, considering concerns around drought? Why has BC recently decided to launch a call for renewable power from large-scale wind and solar farms? What is RNG and how much potential supply is there? How are you involving Indigenous partners in your projects? What are your thoughts on the Clean Electricity Regulations targeting net zero electricity by 2035? Considering Atlantic Canada’s exception from the retail carbon tax for heating oil, could this be the beginning of the end for the retail carbon tax in Canada?  


    Other content referenced in this podcast:  

    Other content referenced in this podcast:  
    The Canadian Association of Petroleum Producers (CAPP)’s Data Centre FortisBC’s Clean Growth Pathway to 2050 BC Renewable and Low-Carbon Gas Supply Potential Study Pathways for British Columbia to Achieve its GHG Reduction Goals  Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  
    Check us out on social media: 
    X (Twitter): @arcenergyinst
    LinkedIn: @ARC Energy Research Institute 
    Subscribe to ARC Energy Ideas Podcast
    Apple Podcasts
    Google Podcasts
    Amazon Music
    Spotify 

    • 41 min
    Weathering the Storm: Alberta’s Grid Alerts and 2024 Energy Themes

    Weathering the Storm: Alberta’s Grid Alerts and 2024 Energy Themes

    Peter and Jackie start the year by reviewing the extreme cold in Alberta that caused a spike in electricity demand, resulting in the Alberta Electricity System Operator (AESO) issuing four grid alerts between January 12th and 15th. The electricity supply-demand balance was the tightest on Saturday evening (January 13th), causing the Alberta Government to issue an emergency alert to people's mobile phones. About 200 MW of demand fell off the system within minutes of issuing the notice.  
    Peter and Jackie also discuss other storms brewing on the horizon and introduce the 2024 energy themes to watch along with some predictions. Here are the energy-related topics they will be closely following: 


    The US Election Canadian Politics and Energy Policy  Interest Rates Military Conflicts and the Risk of Oil Supply Outages  Oil and Gas Markets Climate Change Policy Nuclear Power Electric Vehicle Adoption Artificial Intelligence (AI) and Energy Clean Energy Investing Oil and Gas Mergers and Acquisitions  
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    Check us out on social media:
    X (Twitter): @arcenergyinst
    LinkedIn: @ARC Energy Research Institute

    Subscribe to ARC Energy Ideas Podcast
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    • 39 min

Customer Reviews

4.2 out of 5
19 Ratings

19 Ratings

Yes, this is Jillian. ,

Great show. But-

I love listening to this podcast. Such great ideas and insight.

But please stop talking over Jackie (sorry if I spelled that wrong). Both hosts have great things to say but sometimes she gets cut off without finishing a thought and I find that a little irritating.

If there’s more detail and not enough time, im sure I speak for some of us on not minding links in the show notes as well as further commentary. I just don’t like hearing constant interruptions.

I do appreciate you taking the time and discussing these ideas with us.

GBinBurg ,

Always worth the listening time

From the perspective of an investor in the Western Canadian oil & gas sector I’ve found Peter and Jackie’s analysis / interviews relevant, interesting, and well put together...thank you from a loyal listener and reader.

Tano 007 @ YYC ,

Well Balanced Views

I look forward to hearing Jackie and Peter’s perspective every week. It’s well balanced, Canadian centric and realistic. Thanks!

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