x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

ARC ENERGY IDEAS

ARC ENERGY RESEARCH INSTITUTE

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.

business investing

All Episodes

31:24

The Geoeconomics of Energy and Superpower Ambitions

ARC ENERGY IDEAS ·

2025/07/15

This week on the podcast, Jackie and Peter start by talking about Jackie’s recent op-ed in the Globe and Mail, titled “Yes, absolutely – Canada needs more oil and gas pipelines to our coasts,” also available on the ARC Energy Research Institute website. Next, Peter and Jackie review the fundamentals of oil prices, the muted effect of the 12-day Iran-Israel war, and why oil prices have been creeping up despite weaker short-term fundamentals. Peter argues that the growing importance of “g...

en-ca

33:21

Is the US Clean Energy Boom Over?

ARC ENERGY IDEAS ·

2025/07/08

The President of the United States signed the “Big, Beautiful Bill” into law on July 4th. The new legislation brings big changes to the future of U.S. clean energy development. It reduces many (though not all) of the Biden-era subsidies from the Inflation Reduction Act of 2022 (IRA). This week on the podcast, our guest is Mike Carr, Executive Director at SEMA Coalition—an organization supporting the U.S.-based solar supply chain. Mike has extensive experience in U.S. federal energy poli...

en-ca

42:22

Shipping Canadian Oil to Tidewater: What’s Next for...

ARC ENERGY IDEAS ·

2025/06/24

This week, our guest is Mark Maki, Chief Executive Officer of Trans Mountain Corporation. The original Trans Mountain pipeline was built in 1953, and the Expansion Project was completed just over one year ago, nearly tripling the pipeline’s capacity to 890,000 B/d (from 300,000 B/d). Here are some of the questions that Jackie and Peter asked Mark: How much do you expect to pay your shareholder (the Canadian Government) in 2025 and 2026? What are the logistics of moving the oil by tanke...

en-ca

32:49

Daniel Yergin on the Troubled Energy Transition

ARC ENERGY IDEAS ·

2025/06/17

This week, our special guest is Daniel Yergin, Vice Chairman of S&P Global and Chairman of S&P's CERAWeek conference. Daniel is the Pulitzer Prize-winning author of “The Prize: The Epic Quest for Oil, Money, and Power”. His most recent book is “The New Map: Energy, Climate, and the Clash of Nations”. Please note that the interview with Daniel Yergin was recorded on June 11th, before the Israel and Iran conflict began on June 13th, 2025. Here are some of the questions Peter...

en-ca

40:21

The View From St. John’s: Investment, Energy, and...

ARC ENERGY IDEAS ·

2025/06/10

This week on the podcast, we discussed Jackie’s recent visit to St. John’s, Newfoundland and Labrador, to attend the Energy NL conference. Energy NL is the province’s energy supply and service sector association, which annually hosts the province’s flagship conference on conventional and clean energy. This week, Charlene Johnson, Chief Executive Officer of Energy NL, joins the podcast to explore Newfoundland and Labrador’s energy potential and the discussions at the conference. Among th...

en-ca

39:14

Inside the Coming Power Surge: Beacon AI Centers’ Bet...

ARC ENERGY IDEAS ·

2025/06/03

North American electricity demand is growing fast, driven by the increasing presence of data centers, as well as other load growth. In Alberta alone, the AESO has reported about 12 GW of requests for load grid connections from data centers. This week, our guest is Josh Schertzer, Chief Executive Officer at Beacon AI Centers, which recently announced plans to develop up to 4.5 GW of AI data centers in Alberta, representing an investment of up to C$10 billion. Here are some of the q...

en-ca

27:29

Can Ottawa Match Vision With Action? A Conversation...

ARC ENERGY IDEAS ·

2025/05/27

The past week saw a surge in energy-related political developments in Canada. Prime Minister Carney issued a unified Mandate Letter to his cabinet on May 21, 2025, emphasizing that Canada “must build an enormous amount of new infrastructure at speeds not seen in generations. This includes the infrastructure to diversify our trading relationships; to become an energy superpower in both clean and conventional energies.” The newly appointed Minister of Energy and Natural Resources, Tim Hod...

en-ca

46:35

Ports, Pipelines, and Policy: Insights from Heather...

ARC ENERGY IDEAS ·

2025/05/20

This week, our guest is Dr. Heather Exner-Pirot, a Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute in Ottawa, a Special Advisor to the Business Council of Canada, and a Research Advisor to the Indigenous Resource Network. Heather has twenty years of experience in Indigenous, Arctic and resource development and governance. She has published on Indigenous economic and resource development, energy security, and politics. Here are s...

en-ca

36:50

Oil Price Volatility: Recession Fears and OPEC+ Surprise

ARC ENERGY IDEAS ·

2025/05/13

After averaging around $US 75/B over the past few years, the WTI oil price fell below $US 60/B in early May. The weakness is driven by growing concerns about a potential recession resulting from US tariffs and announcements from the OPEC+ group that they will accelerate adding supply to the market, just as demand may be softening. To help us understand the recent volatility in oil prices, our guest this week is Jeremy Irwin, Global Crude Lead at Energy Aspects. Here are some of th...

en-ca

46:27

It’s Time to Build Canada Into an Energy Superpower

ARC ENERGY IDEAS ·

2025/05/06

Canadians voted for Mark Carney and the Liberal government on April 28th, 2025. In his victory speech, Prime Minister Carney asserted, "It's time to build Canada into an energy superpower in both clean and conventional energy." This week's podcast delves into the election results and its potential impact on Canadian energy with guest Greg Lyle, the founder and President of Innovative Research Group, a full-service market research firm with offices in Vancouver and Toronto. Peter a...

en-ca

46:18

Electricity Demand, AI, and Market Reform: A...

ARC ENERGY IDEAS ·

2025/04/29

This week, our guest is John Kousinioris, President and CEO of TransAlta, one of Canada's largest power generators. TransAlta owns, operates, and develops a diverse fleet of electrical power generation assets in Canada, the US, and Western Australia, producing electricity from renewable sources and thermal generation. Here are some of the questions Jackie and Peter asked John: What are the reasons behind TransAlta’s merger with TransAlta Renewables? What are your expectations for electr...

en-ca

39:18

Policy Discussion: The Only Certainty Is Uncertainty

ARC ENERGY IDEAS ·

2025/04/22

This week, Peter and Jackie discuss the latest news on the Canadian federal election, including takeaways from the leaders' debate on April 17th and the platform released by the Liberal Party on April 19th. The Conservative Party of Canada (CPC) had not yet released a full platform document at the time of recording. Next, they provide an update on investment in clean energy. Equity values of publicly traded clean energy companies have fallen for the past four years (as measured by Wilde...

en-ca

43:02

Ice and Opportunity: Canada’s Northern Trade Route

ARC ENERGY IDEAS ·

2025/04/15

To begin this week’s podcast, Peter and Jackie recap the past week's events, including President Trump's tariff U-turn and the escalating US-China tariff war. Next, the conversation turns to Canada, the upcoming federal election, and Arctic export ports. To help us understand the opportunities and challenges with Arctic ports, Chris Avery, CEO of the Arctic Gateway Group joins the show. The Arctic Gateway Group is an Indigenous and community-owned transportation company that operates the Port...

en-ca

31:29

Liberation Day Aftermath: Trade Wars, Oil Prices, and...

ARC ENERGY IDEAS ·

2025/04/08

This week on the podcast, Jackie and Peter discuss the significant volatility in the financial markets due to the escalating global trade war unleashed by President Trump’s “Liberation Day” on April 2nd. Economists and banks are sounding the alarm about the increased risk of a global recession. At the same time, oil prices have fallen by about $US 10/B due to fears of a recession and news that OPEC+ is adding more supply than expected into the market. In Canada, the uncertainty is further com...

en-ca

37:45

Powering the Future: How Close Are We to Fusion Energy?

ARC ENERGY IDEAS ·

2025/04/01

This week, Brian Appelbe, Research Fellow at the Centre for Inertial Fusion Studies (CIFS) at Imperial College London, who specializes in Inertial Confinement Fusion (ICF) and High Energy Density Physics, joins the podcast. Fusion energy aims to create a miniature sun on Earth, utilizing the same process that powers the sun, where tiny atoms fuse together to release a massive amount of clean energy. Recent breakthroughs in fusion include experiments achieving net energy gain and private devel...

en-ca

39:26

Alberta’s Electricity Market Overhaul: A Costly Mistake?

ARC ENERGY IDEAS ·

2025/03/25

This week our guest is Duane Reid-Carlson, President of EDC Associates Ltd., an independent electricity-focused consulting firm based in Calgary, Canada. The firm focuses closely on Alberta power markets. EDC recently published its quarterly report and had some critical words about the government's proposed changes for Alberta’s electricity market – called the Restructured Energy Market (REM) - describing it as a “highly complex, expensive, inefficient experiment.” The same sentiment wa...

en-ca

42:02

Pipe Dreams vs Pipe Realities: A Conversation with...

ARC ENERGY IDEAS ·

2025/03/18

This week, our guest is François Poirier, President and Chief Executive Officer of TC Energy. While he is based in Calgary, François joined us from Houston, where he attended the CERAWeek Conference. TC Energy has one of North America’s largest energy infrastructure portfolios, including natural gas pipelines and electricity generation assets in Canada, the United States, and Mexico. Here are some of the questions Jackie and Peter asked François Poirier: What are some of the top themes at CER...

en-ca

43:32

Unlocking Canadian LNG: Mark Fitzgerald on Bringing...

ARC ENERGY IDEAS ·

2025/03/11

This week, our guest is Mark Fitzgerald, President and CEO of PETRONAS Canada, which owns a 25% stake in LNG Canada. LNG Canada will be Canada’s first major LNG export terminal and is expected to start shipping Canadian natural gas to global markets from Kitimat, British Columbia, later this year. PETRONAS is one of the largest LNG operators in the world and has a key position in the Montney, Canada’s leading and world-class shale gas play. Here are some of the questions Jackie and Peter aske...

en-ca

39:46

Made in Canada: Changes Needed for Fortune and...

ARC ENERGY IDEAS ·

2025/03/04

This week on the podcast, we discuss Peter’s recent articles in The Hub: “There's a fortune to be made in Canada - if only we’d seize the opportunity,” and “It's going to take more than diplomacy and defense spending to secure Canada’s sovereignty.” The podcast begins with a bit of history, looking back at a 1950s article on the potential to make a fortune in Canada. While the country is still endowed with vast natural resources, investing in Canadian resources has become more com...

en-ca

37:05

The Permian Basin: True or False? Fact-Checking...

ARC ENERGY IDEAS ·

2025/02/25

This week, our guest is Dan Hoffarth, Chief Executive Officer of Citadel Drilling, a Canadian-based drilling contractor operating in the Permian Basin. Citadel Drilling provides high-performance, automated drilling rigs designed for efficiency and safety. Jackie and Peter ask Dan to fact-check the popular show "Landman” currently streaming on Paramount+. The series is set in the Permian Basin, featuring Billy Bob Thornton as Tommy Norris, a landman who also serves as the VP of Operations. The...

en-ca

312 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...