10 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
    • 5.0, 8 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.

    America’s Addiction to Foreign Oil: Get Ready for a Relapse

    America’s Addiction to Foreign Oil: Get Ready for a Relapse

    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, technology (not policy) caused a surge of North American oil production. Consequently, the dependence on foreign oil was diminished. But now North American production is set to decline.  
    On this week’s episode, we consider what actions US policy makers could take to avoid a relapse in their addiction to foreign oil.  What policies were used in the past? Could these ideas work now? Will new transportation options, like e-bikes, contribute to reducing oil demand? 
    See the Energyphile Geopolitical Memoranda; https://energyphile.org/vignettes/?vid=V0143 
    See ARC Commentary “If the US Slapped Tariffs on Oil Imports, Consumers and Refiners Would Feel the Sting.” 
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ 

    • 29 min
    Oil: I’m Not Dead!

    Oil: I’m Not Dead!

    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. It is reminiscent of the famous Monty Python plague scene when someone tries to drop off a live body.  With half of the world’s population under lockdown, oil consumption fell just 30 percent.  Now, with restrictions lifting, demand is bouncing back.
    On this week’s episode, we also discuss the divestment of four oil sands producers by Norway’s sovereign wealth fund. Finally, we talk about how North American oil production is declining from COVID-19 and the serious implications for continental energy security.
    See the Energyphile abandoned gasoline pump: https://energyphile.org/vignettes/?vid=V0144
    See Peter’s commentary on the energy security implications of less North American oil production “The Biggest Energy Transition.”
    See the upstream oil and gas holdings of Norway’s sovereign wealth fund at the end of 2019: https://www.nbim.no/en/the-fund/holdings/holdings-as-at-31.12.2019/
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 27 min
    Certified Responsible Energy Supplier: An Interview with Seven Generations CEO, Marty Proctor

    Certified Responsible Energy Supplier: An Interview with Seven Generations CEO, Marty Proctor

    On this week’s podcast we interview Marty Procter, President, Chief Executive Officer and Director of Seven Generations Energy (7G).  He reflects on the evolution of the firms ESG culture and communication, from the early days to the new supply agreement 7G was awarded because they were certified as a responsible energy supplier.
    7G has been recognized for their ESG leadership, receiving a high rating from the well-known CDP organization. Additionally, Equitable Origin (advised by the Pembina Institute) certified 7G’s gas as responsible. Because of this certification, 7G was able to secure a natural gas supply agreement with Quebec’s largest natural gas distributor, Energir (formerly Gaz-Metro).
    This podcast was recorded on March 6, 2020.
    Check out Energyphile.org to learn more about “When Stokes Stoke” a postcard that exalted the polluted air from an Industrial town In England in 1947.
    View Seven Generations’ new 2020 ESG Report.
    To view corporate reporting to the CDP, including Seven Generations’ report, visit: https://www.cdp.net/en/search
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 33 min
    An Interview with CEO of Precision Drilling, Kevin Neveu

    An Interview with CEO of Precision Drilling, Kevin Neveu

    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 from this downturn?  Post-pandemic, how will the industry change?  These are just some of the questions we asked Kevin Neveu, President and Chief Executive Officer at Precision Drilling, a leading provider of services to the oil and gas industry.
    To learn more about Precision Drilling, see the website: https://www.precisiondrilling.com/Home/default.aspx
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 31 min
    “Planet of the Humans” Exposes Inconvenient Truths on Green Energy

    “Planet of the Humans” Exposes Inconvenient Truths on Green Energy

    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 upstream environmental impacts.  What did the documentary get right?  What parts of the narrative were incomplete?  The movie highlights unsustainable trends including population growth and humankind’s thirst for energy, but are there solutions?
    We also review recent events, including; the historic minus $38/B oil price ; the reaction to the Canadian government’s fiscal support for the oil and gas industry; and finally, why producers are asking the Canadian Energy Regulator (CER) to pause the Enbridge Mainline Contracting Hearing for at least six months.
    See ARC SnapChart “Paris Target is Still out of Reach.”
    View movie “Planet of the Humans.”
    Project Drawdown’s table of solutions for impacting climate change.
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 31 min
    Interview with Bobby Tudor, Chairman and Founder of Tudor, Pickering, Holt & Co.

    Interview with Bobby Tudor, Chairman and Founder of Tudor, Pickering, Holt & Co.

    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 recovery look like? The oil and gas sector was already on wobbly ground with investors prior to Coronavirus, will they come back now?  These are just some of the questions we asked Bobby Tudor, the Co-Head of the advisory business of Perella Weinberg Partners and the Chairman and founder of Tudor, Pickering, Holt & Co (TPH). TPH provides strategic and financial advice to investors, management teams, boards of directors, government bodies, and other professionals and participants in the global energy industry.
    Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

    • 34 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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!

nicolja ,

One of the better oil/gas industry podcasts

Great podcast!

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