170 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
    • 4.1 • 15 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.

    A Well-Rounded Conversation with Google About the Circular Economy

    A Well-Rounded Conversation with Google About the Circular Economy

    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 used, products are recycled and/or reused. 
    This week our guest is Mike Werner, Lead for Circular Economy at Google.  Mike tells us about Google’s sustainability goals. 
    Here are some of the questions Peter and Jackie ask Mike: Google sells hardware – Nest thermostats, cell phones and so on – what happens to these products when they are no longer useable?  How does Google use digital products to help consumers make more sustainable choices? Why did Google commission papers on plastic waste? Are you optimistic that plastic waste can be reduced?  
    Content referenced in this podcast:
    ·         Learn more about Google’s Sustainability Goals
    ·         “Closing the Plastics Circularity Gap”  with contributions from AFARA consulting (recently acquired by EY Canada) and Google
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 33 min
    Natural Gas and Energy Affordability: A Conversation with Tim Egan from the Canadian Gas Association (CGA)

    Natural Gas and Energy Affordability: A Conversation with Tim Egan from the Canadian Gas Association (CGA)

    While North American natural gas prices are relatively low compared to Europe and Asia – they are still over four times greater than the typical level over the past several years. Assuming a cold winter, North American prices could spike up even higher.
    This week we invite Tim Egan, President and CEO, Canadian Gas Association (CGA) to join the podcast to talk about natural gas in Canada.  
     
    Here are some of the questions Peter and Jackie ask: Is affordability a concern this winter for Canadian residential and industrial users of natural gas?   Are exports of LNG from Canada’s east coast economic? Why has central Canada’s consumption of American natural gas grown?  Will Renewable Natural Gas (RNG) or hydrogen consumption grow in Canada? What are some examples of Canadian innovation when it comes to natural gas?
     
    Content referenced in this podcast:
    ·         Website with more information on natural gas and its consumption: “Fueling Canada – we can do it” 

    • 31 min
    The Growing Anti-ESG Movement

    The Growing Anti-ESG Movement

    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, saying it is putting leftist politics above investor interests and returns.  Jackie and Peter debate if the ESG backlash could change corporate behaviour around climate and the environment.  Especially when you consider that, compared with the pro-ESG movement, the anti groups currently represent much less capital. 
    Next, we invite our guest Radha Curpen, Vice Chair, Vancouver Managing Partner and National Leader, ESG and Strategy and Solutions, Bennett Jones to join us to provide an update on the legal aspects of ESG for corporations.
    Content referenced in this podcast:
    To receive Peter’s weekly email commentary, sign-up at Energyphile.orgThe Oxford Institute for Energy Studies paper “Global trade of hydrogen: what is the best way to transfer hydrogen over long distances?”Arizona Attorney General Mark Brnovich organized and is leading a coalition of 19 states that sent a letter to BlackRock Inc., calling out its practices of putting leftist politics above investors’ interests and returns (August 4, 2022)Anti-Woke’ investment fund launches to back companies that only focus on profits, Proactive (May 11, 2022)Anti-ESG Activist Investor Urges Chevron to Increase Oil Production, WSJ (September 6, 2022)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 28 min
    Charging into the Energy Transition: An Interview with Canadian Battery Technology Company Electrovaya

    Charging into the Energy Transition: An Interview with Canadian Battery Technology Company Electrovaya

    One uncertainty about how the energy transition will play out is how prevalent battery technology will be in the future. 
    Today’s lithium-ion batteries work well for short duration utility storage and electric cars, but they are not commercial for some other applications – such as long duration energy storage or heavy hauling.  Also, material supply constraints are increasing the cost of batteries and becoming a limit to growth.  
    To understand the current and future state of battery technology, we welcome Dr. Rajshekar DasGupta, Chief Executive Officer of Electrovaya to our podcast.  
    Electrovaya is a Canadian developer and manufacture of lithium-ion batteries that is based in Mississauga, Ontario. They are also developing proprietary solid state battery technology.
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 32 min
    Summer Wrap-Up: US Inflation Reduction Act, AECO Gas Price Plunge and Other Headlines

    Summer Wrap-Up: US Inflation Reduction Act, AECO Gas Price Plunge and Other Headlines

    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 into law the Inflation Reduction Act (IRA).  The IRA includes $369 billion of spending on clean energy and supports the build-out of a clean energy supply chain in the United States and the EV incentives also help  free-trade partners and North American automakers. 
    Next, Peter and Jackie talk about how Western Canadian natural gas prices crashed in the last few weeks of summer.  While the rest of the world is paying record high natural gas prices, the benchmark in Alberta – called AECO – was pricing near zero dollars.  Peter and Jackie talk about the price collapse and the causes.
    Finally, they debate some recent news headlines.
    Content referenced in this podcast:
    Energyphile Vignette of the Week “Make Hay While the Sun Shines”August 25, 2002 CBC reports “Chemical engineer questions Belledune hydrogen plan”July 29, 2022 Yard “Just Plane Wrong: Celebs with the Worst Private Jet Co2 Emissions” Please review the ARC Energy Institute disclaimer.

    • 26 min
    Energyphile Story: Long Way Around

    Energyphile Story: Long Way Around

    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 Canadian energy security for oil.  A Strategic Petroleum Reserve (SPR) for Canada’s eastern provinces would have helped during the 1970s oil price shocks, but is it still relevant today? Should the Energy East oil pipeline be reconsidered as a way to increase Canadian energy security?
    The Energyphile stories are also available on numerous podcast apps, including Apple iTunes Podcasts and Spotify.
    Content referenced in this week’s podcast:
    See “Long Way Around” and other Energyphile stories  History of Canadian Crude Oil Imports (2010 to 2021) by the Canada Energy Regulator (CER)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 23 min

Customer Reviews

4.1 out of 5
15 Ratings

15 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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