On this week’s podcast we look back on the key themes that shaped the past year.  First, we review our predictions from early January. How well did we predict the issues that would dominate the discussion in 2022?  We also review some of the big stories of the year that we did not foresee twelve months ago.  Content referenced in this podcast:  Jackie’s commentary: Learnings from building Canada’s Railway for Today’s Megaprojects  The Wall Street Journal article on ho...

Looking Back on 2022: What Were the Big Surprises?

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

Careers

Management & Marketing

Business News

Shopping

Management

This week, our guest is Dawn Farrell, President and CEO of Trans Mountain Corporation. On May 1, 2024, the Trans Mountain Expansion Project (TMEP) started commercial operations. Over a decade in the making, this milestone is a huge accomplishment. Originally built in 1953, the expansion project triples the pipeline's capacity from 300,000 to 890,000 B/d.   This significant expansion of Canada's only oil pipeline to the West Coast comes at an important time since Canadian production ...

The Trans Mountain Expansion Project: Crossing the Finish Line

This week our guest is Doug Hooper, Director of Policy and Regulations at Advanced Biofuels Canada. Advanced Biofuels Canada is an industry association that promotes the production and use of biofuels and renewable synthetic fuels. One of the topics covered in the podcast is Canada’s Clean Fuels Regulation (CFR). The policy is nearing its first anniversary after coming into effect on July 1, 2023 (Canada Day). The rule requires Canadian refiners and fuel importers to reduce the carbon intensi...

Canadian Biofuels: Clean Fuel Regulation, Competitiveness and Budget 2024

Jackie and Peter provide an update on ESG this week on the podcast.  Has the anti-ESG movement started to change companies' reporting and actions?   To answer this question, they reviewed some articles and research that point to the recent loss of momentum and profile for the ESG movement.  There have also been examples of companies exiting sustainability-focused organizations. While sustainability may have peaked in these regards, it is not going away. Companies continue to re...

ESG: Trends, Shifts, and Changes

The 2024 Canadian Federal Budget was released on April 16th. This year’s budget is focused on affordability, housing, and spending on social programs such as pharmaceutical care, daycare, and dentist care.  Peter and Jackie discuss the budget, including the size of the deficit and the planned increase in capital gains taxes. They also cover energy-related updates from the budget, such as changes to investment tax credit programs (ITCs), adjustments to the green home subsidy, and the...

Unpacking Canada’s Budget 2024

The threat of a wider Middle East war is increasing. Over the past weekend, Iran attacked Israel with missiles and drones in retaliation for Israel’s suspected strike on Iran's embassy in Syria. This week, our guest, Raoul LeBlanc, Vice President, Energy, S&amp;P Global Commodity Insights, explains why oil prices have increased over the past few months, including the impact of the growing conflict in the Middle East, OPEC+, and US shale oil growth. Jackie and Peter also asked Raoul about...

Looking Back on 2022: What Were the Big Surprises?

Download our free app to listen on your phone