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ARC ENERGY IDEAS
ARC ENERGY RESEARCH INSTITUTE
307 episodes
5 days ago
We’re closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Majo...
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Investing
Business,
Management
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We’re closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Majo...
Show more...
Investing
Business,
Management
Episodes (20/307)
ARC ENERGY IDEAS
First Cargo, Future Opportunities: A Conversation with LNG Canada CEO Chris Cooper
Canada’s first cargo of LNG set sail from Kitimat, British Columbia, on June 30, 2025. This week on the podcast, Chris Cooper, President and CEO of LNG Canada, joins us to reflect on that milestone, walk through the project’s progress, and share his view of Canada’s long-term LNG opportunity. Jackie and Peter asked Chris a wide-ranging set of questions, including: What was going through your mind as the first carrier departed? What does the workforce on-site look like today, and are wor...
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6 days ago
47 minutes

ARC ENERGY IDEAS
Alberta–Ottawa’s MOU: Reactions, Reality, and National Opportunity
A memorandum of understanding (MOU) between Alberta and the Canadian federal government was signed on November 27, 2025. It declared a shared goal of making Canada a global energy superpower by building one or more privately financed oil pipelines, co-owned with Indigenous Peoples, to ship at least 1 million barrels per day of low-emission Alberta bitumen, prioritizing routes to Asian markets, and submitting an application to the Major Projects Office by July 1. Building the pipe...
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1 week ago
47 minutes

ARC ENERGY IDEAS
New Canadian Electricity Outlook: Bullish Load Growth and a Major Renewables Buildout
This week on the podcast, we dig into a new report on renewable growth in Canada, “Canada’s Renewable Energy Market Outlook 2025”, a joint study by Dunsky Energy + Climate Advisors and the Canadian Renewable Energy Association (CanREA). To unpack the findings and the broader state of renewables in Canada, we’re joined by Leonard Kula (Vice President of Policy – Eastern Canada and Utility Affairs, CanREA), Ahmed Hanafy (Partner, Dunsky Energy + Climate Advisors), and Vittoria Bellissimo ...
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2 weeks ago
43 minutes

ARC ENERGY IDEAS
Canada’s New Nation-Building Projects and the IEA 2025 Outlook
This week on the podcast, Jackie and Peter break down the Canadian government’s latest release of nation-building projects. The second tranche includes a major LNG export development, Ksi Lisims LNG, along with a new electricity transmission line in Northwest B.C., three mining projects, and plans for a Northwest Critical Conservation Corridor. They then turn to the IEA’s World Energy Outlook (WEO) 2025, which reintroduces the Current Policies Scenario (CPS) after a five-year hiatus. Th...
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3 weeks ago
39 minutes

ARC ENERGY IDEAS
Our Take on Canada’s Budget 2025
This week on the podcast, Jackie and Peter share their insights on Canada’s 2025 federal budget, released last week and expected to pass on November 17. They also briefly introduce the topic of COP30, which started the day they recorded, and Bill Gates’ recent memo on climate. They discuss several aspects of the budget, including the size of the deficit and debt, government plans to reduce day-to-day operating expenses, and several tax measures—notably, new Productivity Super Deduction...
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1 month ago
46 minutes

ARC ENERGY IDEAS
Canadian Electricity: Insights from Jason Chee-Aloy from Power Advisory
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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1 month ago
43 minutes

ARC ENERGY IDEAS
LNG Ambition, Pipelines, and the Climate Debate in Canada
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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1 month ago
37 minutes

ARC ENERGY IDEAS
Pipeline Politics and Canadian Unity: A Conversation with the Honourable Jason Kenney
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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1 month ago
48 minutes

ARC ENERGY IDEAS
What’s Holding Back Canada’s Mining Sector?
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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2 months ago
35 minutes

ARC ENERGY IDEAS
Canada’s Energy Ambition: From Market Hostage to Global Player
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 ...
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2 months ago
39 minutes

ARC ENERGY IDEAS
Investment, Regulation, and a Letter to the Prime Minister — with Tamarack CEO Brian Schmidt
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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2 months ago
35 minutes

ARC ENERGY IDEAS
Canada’s Push to Advance Major Projects
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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3 months ago
40 minutes

ARC ENERGY IDEAS
The Canadian Oil & Gas Investor Perspective with Eric Nuttall
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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3 months ago
41 minutes

ARC ENERGY IDEAS
We’re Back! Catching Up on Summer’s Energy Headlines
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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3 months ago
36 minutes

ARC ENERGY IDEAS
The Geoeconomics of Energy and Superpower Ambitions
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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5 months ago
31 minutes

ARC ENERGY IDEAS
Is the US Clean Energy Boom Over?
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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5 months ago
33 minutes

ARC ENERGY IDEAS
Shipping Canadian Oil to Tidewater: What’s Next for Trans Mountain
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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5 months ago
42 minutes

ARC ENERGY IDEAS
Daniel Yergin on the Troubled Energy Transition
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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6 months ago
32 minutes

ARC ENERGY IDEAS
The View From St. John’s: Investment, Energy, and Nation-Building
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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6 months ago
40 minutes

ARC ENERGY IDEAS
Inside the Coming Power Surge: Beacon AI Centers’ Bet on Alberta
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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6 months ago
39 minutes

ARC ENERGY IDEAS
We’re closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Majo...