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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

43:22

Canadian Electricity: Insights from Jason Chee-Aloy...

ARC ENERGY IDEAS ·

2025/11/04

This week on the podcast, our guest is Jason Chee-Aloy, Managing Director at Power Advisory LLC. The firm provides expert consulting services in the electricity sector across Canada and the United States. A new report from CanREA and Dunsky forecasts a rapid build-out of new electricity generation across the country. With this growth forecast in mind, Jason shares his insights on several major new electricity generation projects shaping Canada’s power landscape — including the plan...

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37:24

LNG Ambition, Pipelines, and the Climate Debate in...

ARC ENERGY IDEAS ·

2025/10/28

This week on the podcast, Jackie and Peter begin with a roundup of the latest developments in Canadian energy. They start by discussing Prime Minister Carney’s remarks at the ASEAN Summit in Malaysia, where he suggested that Canada could export up to 50 million tonnes of LNG per year (about 6.5 Bcf/d) by 2030, with the potential to double that by 2040. They then turn to the upcoming federal budget, which is expected to include details about Canada’s Climate Competitiveness Plan. Another...

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48:38

Pipeline Politics and Canadian Unity: A Conversation...

ARC ENERGY IDEAS ·

2025/10/21

Oil pipeline politics are once again in high gear in Canada. Alberta Premier Danielle Smith is advancing plans for a 1 MMB/d pipeline to the West Coast of British Columbia, while B.C. Premier David Eby remains firmly opposed. At the same time, during a recent trip to Washington, Mark Carney and Donald Trump reportedly discussed the potential revival of the Keystone XL pipeline, which, if completed, would carry Canadian crude south to the United States. To help us unpack the complexities...

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35:42

What’s Holding Back Canada’s Mining Sector?

ARC ENERGY IDEAS ·

2025/10/07

Canada must raise its level of ambition to compete in today’s rapidly shifting geoeconomic and geopolitical landscape. So far on the podcast, we’ve focused on how diversifying oil and gas exports can strengthen Canada’s power and influence. This week, we turn our attention to another strategic sector — mining. Our guest this week is Photinie Koutsavlis, Vice President of Economic Affairs and Climate Change at the Mining Association of Canada. She joins us to discuss the current state of...

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39:22

Canada’s Energy Ambition: From Market Hostage to...

ARC ENERGY IDEAS ·

2025/09/30

This week, Jackie and Peter discuss Peter’s recent writing, including his article in The Hub titled “Increasing Canada’s Energy Ambition is an Economic and Geopolitical Imperative” as well as two other pieces, “Geoeconomics and State Capitalism” and “The Cost of Being a Market Hostage.” Peter argues that Canada must raise its level of ambition to compete in today’s geoeconomic and geopolitical environment—one where markets are shaped less by free trade and more by state power, economic ...

en-ca

35:48

Investment, Regulation, and a Letter to the Prime...

ARC ENERGY IDEAS ·

2025/09/23

This week on the podcast, our guest is Brian Schmidt, Founder and Chief Executive Officer of Tamarack Valley Energy. Tamarack is a Canadian oil and gas company with operations in Alberta, including the Clearwater and Charlie Lake plays. Brian was also a signatory to a letter, alongside more than 90 leaders from Canadian oil and gas producers, service providers, and midstream companies, sent to Prime Minister Mark Carney on September 15, 2025. The letter called for policy changes to enab...

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40:59

Canada’s Push to Advance Major Projects

ARC ENERGY IDEAS ·

2025/09/16

This week, our guest is David Nikolejsin, Strategic Advisor at McCarthy Tétrault. David previously served the B.C. government as Deputy Minister for seven years under the Natural Gas Development and Energy and Mines Ministries. He was involved with implementing a successful “one window” approach that helped LNG Canada Phase 1 advance through construction. In recent weeks, the Canadian federal government has announced several initiatives to fast-track major projects, including the ...

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41:24

The Canadian Oil & Gas Investor Perspective with Eric...

ARC ENERGY IDEAS ·

2025/09/09

This week, our guest is Eric Nuttall, Partner and Senior Portfolio Manager at Ninepoint Partners. Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI). Here are some of the questions Peter and Jackie asked Eric: How would you compare investing in Canadian oil and gas producers versus U.S. companies? Do you still believe Canada is undervalued relative to the U.S., as you did when we spoke a few years ago? With OPEC announcing on September 7, 20...

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36:51

We’re Back! Catching Up on Summer’s Energy Headlines

ARC ENERGY IDEAS ·

2025/09/02

After a summer break, Peter and Jackie are back with their weekly podcast. This week, they catch up on the events and news headlines from the summer, including: Geoeconomics – recap examples where countries use economic tools to influence foreign affairs – as well as more moves towards state capitalism by the United States, where the government exercises more control over institutions and companies. Canadian oil patch M&A news. Updates regarding the federal government’s Bi...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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

301 results

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