ARC ENERGY IDEAS
Business & Finance
About
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.
Episodes
- Rory Johnston on the Sanguine Strait Stoppage
Rory Johnston discusses oil markets, OPEC, and energy investment with Peter and Jackie. Topics include the UAE's potential departure from OPEC, post-conflict Middle East oil and gas investment, and refining capacity.
- Shell, LNG Momentum, and Nova Scotia’s Energy Ambitions
This episode of ARC ENERGY IDEAS focuses on Shell's acquisition of ARC Resources, signaling confidence in Canada's LNG sector. It also covers Nova Scotia's energy priorities, including offshore wind and natural gas, with an interview with…
- Stewart Muir on B.C. Energy: DRIPA, Pipelines, LNG & Power
This episode features Stewart Muir discussing British Columbia's energy sector, focusing on DRIPA, pipelines, LNG, and power. The hosts also cover geopolitical developments and Canadian energy policy, including recent events and potential…
- Inside Suncor’s Transformation: A Conversation With Rich Kruger
Rich Kruger, President and CEO of Suncor Energy Inc., discusses the company's transformation in safety, operations, and financial metrics, and addresses questions on production, growth plans, oil sands costs, capital return, reserves, Cana…
- Progress on the Canada-Alberta MOU: A Conversation with Deborah Yedlin
Deborah Yedlin, President and CEO of the Calgary Chamber of Commerce, discusses the Canada-Alberta Memorandum of Understanding (MOU). She covers progress on methane regulations and the "One Project, One Review" framework, as well as delays…
- Recapping CERAWeek 2026
This episode of the ARC ENERGY IDEAS podcast features Jackie and Peter recapping CERAWeek 2026. They discuss several key themes from the conference, such as Canada's return to the global stage, the Iran conflict, U.S. energy dominance, and…
- This Is Our Moment: An Interview With the Honourable Tim Hodgson
In this episode, Canadian Minister of Energy and Natural Resources, Tim Hodgson, discusses Canada's energy sector, including LNG exports, capital attraction for projects, and electricity generation growth. The interview covers Canada's ene…
- What 1.5 Million Barrels per Day Could Mean for Canada’s Economy
This episode discusses how an additional 1.5 million barrels per day of oil pipeline export capacity could affect Canada's GDP and jobs. Mark Parsons, Chief Economist at ATB Financial, joins the hosts to explore GDP drivers and increased e…
- Strait of Hormuz Closure and the Oil Price Roller Coaster
This episode discusses the Iran war developments, targeting of energy infrastructure in the Middle East, and the impact on oil prices. It also explores the Strait of Hormuz closure and potential winners from the crisis, such as renewable e…
- Iran War, Oil Prices, and Canada Implications
This episode discusses the attack on Iran by the United States and Israel, the resulting aggressive response from Iran, and the impact on global oil and natural gas prices. It also explores the potential implications of these developments…
- Building at Record Speed: Does Canada Have the Workforce?
This episode of ARC ENERGY IDEAS discusses whether Canada has a sufficient skilled workforce for upcoming major projects. Sean Strickland, Executive Director of Canada's Building Trades Unions, provides insights into labor availability, mo…
- Edward Fishman on American Power in the Age of Economic Warfare
Edward Fishman and guests discuss US geoeconomic strategy, including tariffs, trade with China, and the effectiveness of sanctions. They also explore the prospects for a peace agreement between Russia and Ukraine.
- Canada’s E-Fuels Competitiveness with StormFisher Hydrogen
This episode features Brandon Moffatt of StormFisher Hydrogen, who discusses Canada's competitiveness in e-fuels, particularly green hydrogen and e-methanol. The conversation covers policy advantages, global competition, and necessary chan…
- Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025
Peter and Jackie review developments in clean energy and the broader energy transition, including discussion of a report on global energy transition investment. They also discuss Nat Bullard's annual presentation on decarbonization and Pet…
- What Is Canadian Carbon Competitiveness?
This episode explores Canadian federal carbon policy, focusing on carbon pricing for large industrial emitters and methane regulations. It discusses how these policies affect competitiveness, investment, and infrastructure in Canada's natu…
- Rob West’s Top Energy Themes for 2026 + Your Doomsday Power Backup Plan
Rob West shares his top ten energy themes for 2026, covering topics like global oil demand, net zero, EVs, and decarbonization. He also discusses LNG demand, grid-enhancing technologies, copper demand, and power backup options for homes.
- Predicting the Unpredictable: Energy and Geopolitics in 2026
Peter and Jackie discuss their 2026 outlook for energy and geopolitics, acknowledging the limits of forecasting in an unpredictable world. They outline key themes and directional expectations for the coming year, focusing on global geopoli…
- Special Episode: U.S. Intervention in Venezuela and What It Means for Canada
This episode discusses the United States' intervention in Venezuela in 2026, examining the geopolitical reasons behind the action and its potential effects on Canada, particularly the Canadian oil market and export strategies. The analysis…
- 2025 Wrap-Up: Energy, Policy, and Predictions Revisited
This episode of ARC ENERGY IDEAS provides a 2025 wrap-up, revisiting predictions and discussing major developments in energy and policy. Key topics include Canadian policy shifts, changes in US energy policy, and the surge in AI data cente…
- First Cargo, Future Opportunities: A Conversation with LNG Canada CEO Chris Cooper
Chris Cooper, CEO of LNG Canada, joins the ARC ENERGY IDEAS podcast to discuss the first LNG cargo departure from Kitimat, British Columbia. He shares insights into the project's progress and Canada's future in the LNG market.
- Alberta–Ottawa’s MOU: Reactions, Reality, and National Opportunity
This episode discusses the Memorandum of Understanding (MOU) between Alberta and the Canadian federal government, focusing on a new oil pipeline, carbon capture and storage (CCS) initiatives, and changes to energy regulations. Deborah Yedl…
- New Canadian Electricity Outlook: Bullish Load Growth and a Major Renewables Buildout
This episode discusses a new report on renewable growth in Canada, featuring insights from Dunsky Energy + Climate Advisors and the Canadian Renewable Energy Association (CanREA). Experts analyze bullish load growth, major renewables build…
- Canada’s New Nation-Building Projects and the IEA 2025 Outlook
This episode discusses Canada's nation-building projects, such as an LNG export development and mining projects. It also covers the IEA World Energy Outlook 2025, focusing on global energy demand and the energy requirements of AI data cent…
- Our Take on Canada’s Budget 2025
This episode of ARC ENERGY IDEAS features Jackie and Peter discussing Canada's 2025 federal budget. Key topics include the deficit, debt, new tax measures, accelerated depreciation rules, and investment tax credits for clean energy. They a…
- Canadian Electricity: Insights from Jason Chee-Aloy from Power Advisory
Jason Chee-Aloy from Power Advisory shares insights on Canadian electricity generation, focusing on projects in Quebec, Newfoundland, Nova Scotia, and the Alberta electricity market redesign. He references reports from CanREA, Dunsky, and…
- LNG Ambition, Pipelines, and the Climate Debate in Canada
This episode discusses Canadian energy developments, including potential LNG exports, the upcoming federal budget, and trade talks. It also covers the challenges of building pipelines while addressing climate change and the media's portray…
- Pipeline Politics and Canadian Unity: A Conversation with the Honourable Jason Kenney
This episode features a conversation with former Alberta Premier Jason Kenney about Canadian pipeline politics. Topics include Alberta's plans for a new pipeline to the West Coast, British Columbia's opposition, and discussions around the…
- What’s Holding Back Canada’s Mining Sector?
This episode of ARC ENERGY IDEAS discusses the current state of Canada's mining sector, its main products, and progress since the Canada–U.S. Joint Action Plan on Critical Minerals. Photinie Koutsavlis, Vice President of Economic Affairs a…
- Canada’s Energy Ambition: From Market Hostage to Global Player
Peter discusses his writing on Canada's energy ambition, arguing that the country must raise its ambition to compete in today’s geoeconomic and geopolitical environment. He outlines four levels of ambition Canada could pursue, from market…
- Investment, Regulation, and a Letter to the Prime Minister — with Tamarack CEO Brian Schmidt
Brian Schmidt, CEO of Tamarack Valley Energy, discusses investment and regulation in the Canadian energy sector, including a letter sent to the Prime Minister. The conversation covers the Clearwater play, regulatory challenges, capital all…
- Canada’s Push to Advance Major Projects
This episode features David Nikolejsin, Strategic Advisor at McCarthy Tétrault, discussing Canada\'s push to advance major projects. Topics include environmental reviews for LNG projects in British Columbia, the new Major Projects Office,…
- The Canadian Oil & Gas Investor Perspective with Eric Nuttall
Eric Nuttall, Partner and Senior Portfolio Manager at Ninepoint Partners, discusses investing in Canadian oil and gas producers, oil prices, North American natural gas prices, and corporate consolidation in the oil patch. He also addresses…
- We’re Back! Catching Up on Summer’s Energy Headlines
Peter and Jackie return to discuss summer energy headlines. Topics include geoeconomics, state capitalism in the US, Canadian oil M&A, Bill C-5, tariff negotiations, and the US influence on the International Energy Agency.
- The Geoeconomics of Energy and Superpower Ambitions
This episode of ARC ENERGY IDEAS explores the geoeconomics of energy, the impact on oil prices, and superpower ambitions. Topics include Canadian pipelines, the Iran-Israel war's effect on oil, and global tariffs threatened by President Tr…
- Is the US Clean Energy Boom Over?
The episode discusses the impact of the newly signed "Big, Beautiful Bill" on U.S. clean energy development, focusing on changes to Biden-era subsidies and their effects on investment and competition with China. Mike Carr from SEMA Coaliti…
- Shipping Canadian Oil to Tidewater: What’s Next for Trans Mountain
Mark Maki, CEO of Trans Mountain Corporation, discusses the Trans Mountain Expansion Project, its increased capacity, and the logistics of shipping Canadian oil to tidewater. Topics include anticipated payments to the Canadian government,…
- Daniel Yergin on the Troubled Energy Transition
Daniel Yergin, Vice Chairman of S&P Global, joins the ARC ENERGY IDEAS podcast to discuss the challenges of the energy transition, including the viability of rapid transitions and the future of European green policies. He also analyzes the…
- The View From St. John’s: Investment, Energy, and Nation-Building
This episode of ARC ENERGY IDEAS focuses on Newfoundland and Labrador's energy potential and discussions from the Energy NL conference. Topics include the Churchill River hydroelectric development, Equinor's Bay du Nord offshore oil develo…
- Inside the Coming Power Surge: Beacon AI Centers’ Bet on Alberta
This episode features Josh Schertzer, CEO of Beacon AI Centers, discussing plans for AI data centers in Alberta. The conversation covers the impact on electricity demand, environmental concerns, and economic effects of these developments.
- Can Ottawa Match Vision With Action? A Conversation With The Honourable Gordon Campbell
This episode of ARC ENERGY IDEAS features a discussion with The Honourable Gordon Campbell about recent Canadian political developments concerning energy. Topics include infrastructure, energy policies, and intergovernmental cooperation on…
- Ports, Pipelines, and Policy: Insights from Heather Exner-Pirot
Dr. Heather Exner-Pirot, a Senior Fellow at the Macdonald-Laurier Institute, discusses Canadian policy on ports, pipelines, and energy. She addresses topics such as Arctic export, LNG, climate policy, and project development, including sma…
- Oil Price Volatility: Recession Fears and OPEC+ Surprise
This episode of ARC ENERGY IDEAS discusses oil price volatility, examining the impact of recession fears, OPEC+ strategy, and US tariffs. The conversation features Jeremy Irwin, Global Crude Lead at Energy Aspects, who addresses potential…
- It’s Time to Build Canada Into an Energy Superpower
This episode of ARC ENERGY IDEAS discusses the Canadian election results and their potential impact on Canadian energy policy. Guests analyze Prime Minister Mark Carney's vision of building Canada into an energy superpower, covering topics…
- Electricity Demand, AI, and Market Reform: A Conversation with John Kousinioris, President and CEO TransAlta
John Kousinioris, President and CEO of TransAlta, speaks about reasons behind TransAlta’s merger with TransAlta Renewables, electricity load growth expectations in North America, and how AI data centers might impact demand. He also shares…
- Policy Discussion: The Only Certainty Is Uncertainty
Peter and Jackie discuss the Canadian federal election and takeaways from the leaders' debate. They also provide an update on clean energy investment and discuss China's dominance in clean energy technology manufacturing.
- Ice and Opportunity: Canada’s Northern Trade Route
This episode of ARC ENERGY IDEAS discusses international trade, Canadian politics, and the opportunities and challenges of Arctic export ports. Chris Avery, CEO of the Arctic Gateway Group, joins to discuss the Port of Churchill and its po…
- Liberation Day Aftermath: Trade Wars, Oil Prices, and Canada's Election
This episode discusses the impact of escalating global trade wars on financial markets and oil prices, alongside the uncertainty of Canada's federal election. Experts are concerned about a potential global recession due to these factors.
- Powering the Future: How Close Are We to Fusion Energy?
This episode of ARC ENERGY IDEAS features Brian Appelbe, who specializes in Inertial Confinement Fusion (ICF) and High Energy Density Physics. He discusses the progress and future of fusion energy, including its advantages, timelines for c…
- Alberta’s Electricity Market Overhaul: A Costly Mistake?
Peter and Jackie discuss Alberta’s proposed Restructured Energy Market (REM) with Duane Reid-Carlson. Industry stakeholders are concerned about the market overhaul, citing increased costs and decreased reliability. The episode also touches…
- Pipe Dreams vs Pipe Realities: A Conversation with François Poirier, President and CEO of TC Energy
François Poirier, President and CEO of TC Energy, discusses the themes from the CERAWeek Conference, and the future of pipelines and energy projects in North America. He offers insights into natural gas demand, the Keystone XL pipeline, an…