Power Struggle

In this episode of Power Struggle, Stewart Muir welcomes back Shannon Joseph, President of Energy for a Secure Future, fresh off a year of international missions meeting with ambassadors and diplomats from Taiwan, South Korea, India, and the Philippines, and leading trade delegations to Japan alongside First Nations and industry leaders. Joseph shares what she's learned straight from the world's energy customers—including how the crisis in the Strait of Hormuz reshaped the conversation around natural gas security across Asia. 

They discuss:

• The view from the world's energy-importing nations, and why countries like the Philippines are "150%" behind Canadian LNG
• How Hormuz disrupted 20% of the world's natural gas supply and what that meant for global energy security
• Why renewables can't do it alone in geographies like Japan and Vietnam, and what "energy addition" really means
• The findings of ESF's new report, "When Our Nation Builds," on the real-world impact of LNG Canada and Coastal GasLink
• What the data shows would have happened if the Coastal GasLink pipeline had been cancelled—and what actually happened instead
• A $19,000–$26,000 annual income boost, 215 more Indigenous language speakers, and other benefits flowing to 20 First Nations and 20 municipalities along the corridor
• Why the upstream Montney Basin matters as much as the export terminals themselves
• The shifting politics of public trust, community benefits, and Indigenous leadership in Canada's energy debate

This is a conversation about diplomacy, data, and what it actually takes to build public understanding of Canada's role as a global energy supplier. As global demand keeps climbing and geopolitical shocks keep multiplying, the case for Canadian LNG isn't theoretical anymore—it's showing up in the numbers.

#EnergyForASecureFuture #LNG #CanadaEnergy #WhenOurNationBuilds #IndigenousPartnership #NaturalGas #PowerStruggle #BCEnergy #ClimateAndEnergy #EnergySecurity

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

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Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Can a Calgary startup with a Cree First Nation as its largest shareholder build Canada's next great LNG project?

In this episode of Power Struggle, recorded with Robert Delamar calling in from Tokyo at 6 a.m., Stewart Muir is joined by the co-founder and CEO of Kanata Clean Power and Climate Technologies Corp to unpack one of the biggest energy stories Canadians haven't heard yet.

Last week in Vancouver, Delamar and his partners announced Kanata LNG — a proposed 12 million tonne per annum facility in the Prince Rupert area that would match the scale of LNG Canada and anchor a new energy hub for northwestern BC. The company's largest shareholder is Frog Lake First Nations, a Cree nation in northeast Alberta, and the project is being built on a 50/50 co-development model with First Nations rights and title holders in the region.

They discuss:

• How displacing coal with Canadian natural gas could cut global power emissions in half—roughly 10% of all greenhouse gas emissions on Earth
• Why Japan, Korea, and India are looking to Canada for energy security after the Strait of Hormuz crisis
• The cost problem: why coal is half the price of LNG and how Canada can still compete
• The Major Projects Office, the end of the consumer carbon tax, and the policy conditions making this moment possible
• The Frog Lake First Nations model—50/50 governance, shared wealth, and a template for what Indigenous partnership looks like in 2026
• Why the Montney basin alone could supply Japan's thermal power needs for 200 years
• The 12-year journey, the dozen co-founders who went years without paycheques, and what Canada can learn from Silicon Valley
• Why "how would you do that" beats "that's a dumb idea" as a response to audacious projects

This is a conversation about ambition, partnership, and the entrepreneurial culture Canada needs to build the energy superpower it keeps talking about.

At a time when allies are reaching out for secure supply and global emissions keep climbing, the case for Canadian LNG has rarely been clearer.

The question is no longer whether Canada has the resources or the partners to build at this scale — but whether it has the courage to back the people willing to try.

#PowerStruggle #RobertDelamar #KanataLNG #LNG #CanadianEnergy #FrogLakeFirstNations #EnergySuperpower #PrinceRupert #IndigenousPartnership #EnergyPolicy

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Is the world quietly turning to Canadian propane—and is Canada ready to meet the demand?

In this episode of Power Struggle, recorded at the Global Energy Show in Calgary, Stewart Muir is joined by Chris Prokop, Senior Vice President of Export Development and External Affairs at AltaGas, to unpack one of Canada's most underappreciated energy success stories.

From Ridley Island in Prince Rupert to demand centres in Japan, Korea, China, and India, Prokop explains how AltaGas built a propane and butane export business that now ships 40% of Canada's propane — and why the world keeps asking for more.

They discuss:

• Why LPG matters far beyond barbecues—cooking, heating, petrochemicals, and daily life for billions. 
• The RIPET terminal, the REEF expansion, and what's being built on Ridley Island 
• Canada's shipping advantage: 10 days to Asia from Prince Rupert vs. 28 from Houston and 35 from the Middle East 
• The Montney's liquids-rich geology and the natural synergy between LNG and LPG production 
• Why Canadian producers can fetch $90 a barrel for propane in China versus $30 in the United States 
• The Strait of Hormuz, energy security, and India's pivot toward Canadian supply 
• How propane could replace wood and dung cookstoves in millions of homes across the developing world 
• Regulatory reform, First Nations partnership, and how AltaGas built in Prince Rupert without controversy

This is a conversation about energy, infrastructure, and a window of opportunity Canada cannot afford to miss.

At a time when allies are reaching out for secure supply and global energy demand keeps climbing, Canada's west coast position has rarely mattered more.

The question is no longer whether the world wants Canadian energy—but how quickly Canada can deliver it.

#PowerStruggle #ChrisProkop #AltaGas #PropaneExports #LPG #CanadianEnergy #PrinceRupert #Montney #EnergySecurity #LNG

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Is Canada ready to tell a clearer story about why its energy matters to the world?

In this episode of Power Struggle, Stewart Muir is joined by Dr. David Detomasi, Professor of International Business at Queen's Smith School of Business and author of Profits and Power: Navigating the Politics and Geopolitics of Oil, to examine why energy is never just a commodity—and why Canada keeps falling short of its own ambitions.

From classroom hostility toward fossil fuels to the geopolitical weight of LNG, pipelines, and critical minerals, Detomasi explains why the country has the ingredients to be an energy superpower but has yet to build the narrative—or the infrastructure—to become one.

They discuss:

• Why oil is a political instrument, not just a commodity
• The reality of global energy poverty and why two billion people still lack reliable power
• What it actually means to be an "energy superpower," and why the term has eluded Canada for 20 years
• The trade-offs of energy transition and the false either/or of carbon vs. renewables
• How Canadian LNG and natural gas can influence emissions in China, India, and Southeast Asia
• Trans Mountain, Bill C-69, and the lessons of getting big projects built
• Shifting public opinion, polling cycles, and the need for durable reasons to build
• What young people misunderstand about how the energy system actually works

This is a conversation about energy, narrative, and national purpose at a moment when Canada's global role is being rewritten in real time.

At a time when allies are scrambling for secure supply and the post-war trade order is fraying, Canada's resource wealth has rarely mattered more—or been more underused.

The question is no longer whether Canada has the ingredients to be an energy superpower, but whether it can finally explain why it should be one.

#PowerStruggle #Podcast #DavidDetomasi #EnergyPolicy #CanadianEnergy #EnergySuperpower #Geopolitics #LNG #OilAndGas #EnergyPoverty #ProfitsAndPower #QueensUniversity #EnergySecurity

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at [email protected]

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

How do you power the places the grid forgot — and could nuclear be the answer?

In this episode, Stewart Muir is joined by Dr. Anthony Ciccone, Senior Vice President of the Global Nuclear Sector at WSP, to explore how small modular reactors could transform energy access in some of the most challenging environments on Earth.

From Canada’s Arctic to remote regions around the world, Ciccone explains why traditional energy solutions often fall short — and how advanced nuclear technologies are changing the equation.

They discuss:

• Why remote and northern communities still rely on diesel — and the risks involved
• How small modular reactors (SMRs) could provide reliable, low-carbon power
• Why nuclear and renewables are complementary, not competing technologies
• Canada’s advantage in nuclear innovation and reactor refurbishment
• The realities of nuclear waste — and how it’s managed
• The economics of nuclear energy and long-term cost considerations
• Energy needs of mining, military, and northern communities
• What the future of nuclear looks like in Canada and globally

This is a conversation about energy, infrastructure, and the realities of powering communities far beyond the grid.

At a time when energy security and sustainability are both critical priorities, nuclear is re-emerging as a practical solution — not just for cities, but for the most remote parts of the world.

The question is no longer whether nuclear is part of the future — but where it will be deployed first.

#PowerStruggle #NuclearEnergy #SMR #AnthonyCiccone #EnergyPolicy #CanadaEnergy #Arctic #EnergySecurity #CleanEnergy #RemoteCommunities

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at [email protected]

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Is the world entering a new era of energy instability — and is Canada ready for it?

In this episode, Stewart Muir is joined by Robert (R.J.) Johnston, Director of Energy and Natural Resources Policy at the University of Calgary and former CEO of Eurasia Group, to unpack the geopolitical forces reshaping global energy markets.

From rising tensions in the Middle East to shifting U.S. policy and growing competition for critical resources, Johnston explains why energy security is once again at the center of global decision-making.

They discuss:

• Why global energy markets are becoming more unstable
 • The changing role of the United States in global trade and energy
 • Canada’s opportunity — and why it hasn’t been fully realized
 • LNG, oil exports, and the importance of market diversification
 • The impact of geopolitical conflict on energy security
 • Critical minerals, AI, and the growing demand for resources like copper
 • The future of energy transition and shifting climate priorities
 • What business leaders are most concerned about right now

This is a conversation about energy, power, and uncertainty in a world where geopolitics and markets are increasingly intertwined.

At a time of global disruption — from Ukraine to the Persian Gulf — energy is no longer just an economic issue, but a strategic one.

The question is no longer whether the world needs reliable energy — but which countries are prepared to supply it.

#PowerStruggle #RobertJohnston #EnergyPolicy #GlobalEnergy #Geopolitics #EnergySecurity #OilAndGas #LNG #CriticalMinerals #CanadaEnergy

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

What are investors actually seeing in today’s energy data — and what does it reveal about the future of oil markets?

In this episode, Stewart Muir speaks with Dane Gregoris, Energy Director at Enverus Intelligence Research, one of the leading energy analytics firms in the world.

Gregoris leads the oil and gas intelligence team at Enverus, where he works with vast datasets that help investors and companies understand the forces shaping global energy markets. From production trends to capital flows, he explains how data is increasingly driving decision-making across the energy sector.

They discuss:

• What current oil and gas production data is telling investors
 • How energy analytics influence investment decisions
 • Capital discipline and market signals in the energy sector
 • Global energy demand and long-term market trends
 • How companies interpret energy market intelligence
 • What the latest data suggests about the future of oil and gas

This conversation explores how the energy industry reads the market — not through headlines, but through data.

At a time when energy debates are often driven by politics and speculation, understanding the underlying market signals has never been more important.

The real story of the energy market may not be in the headlines — but in the numbers.

#PowerStruggle #DaneGregoris #EnergyMarkets #OilAndGas #EnergyInvestment #EnergyAnalytics #GlobalEnergy #EnergyData #OilMarkets #EnergyIndustry

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Is Canada entering a new commodity supercycle — and are we prepared for what comes next?

In this episode of Power Struggle, Stewart Muir is joined by Heather Exner-Pirot, Director of Energy, Natural Resources, and Environment at the Macdonald-Laurier Institute, to explore the economic and geopolitical forces reshaping Canada’s future.

From uranium and mining stocks to LNG expansion and oil markets, Exner-Pirot explains why commodity cycles matter — and why this one could redefine Canada’s global position.

They discuss:

• The return of investor interest in energy and mining
 • Why oil demand continues to grow globally
 • LNG, natural gas, and British Columbia’s strategic role
 • Methane regulations and the cost of compliance
 • Carbon competitiveness and investment risk
 • Nuclear power and Canada’s uranium advantage
 • Arctic sovereignty, security, and NORAD modernization
 • What it truly means to be an “energy superpower”

This is a candid conversation about prosperity, policy, and realism in a world where energy demand is rising — not falling.

At a time of global instability and shifting alliances, Canada’s resource base may be its greatest strategic advantage.

The question is no longer whether the world needs Canadian energy — but whether Canada will seize the opportunity.

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at [email protected]

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Canada says this is the decade of energy security and trade diversification.
But can we actually build the infrastructure to make that happen?

In this episode of Power Struggle, Stewart Muir sits down with Radha Curpen, National Leader of McMillan LLP’s ESG and Sustainability Practice, to unpack what it really takes to deliver major projects in Canada today.

From pipelines and transmission lines to ports, data centres and critical minerals, Curpen explains why modern infrastructure must pass three tests:
 legal legitimacy, social durability, and capital credibility.

The conversation explores:

• The Canada–Alberta Memorandum of Understanding and what it actually means
 • Why a west coast pipeline is possible — but far from inevitable
 • Alberta’s urgency vs. B.C.’s caution
 • Indigenous consultation, equity ownership, and economic reconciliation
 • Why some investors now describe B.C. as “uninvestable”
 • How duplication and regulatory complexity stall projects
 • Why governance — not politics — determines durability

Curpen argues that project success depends on early planning, corridor thinking, relationship-building, and legal clarity. Equity is no longer just about revenue sharing — it’s about operational oversight, environmental accountability, and long-term value for Indigenous communities.

At stake is more than one pipeline.
It’s whether Canada can operate as a first-world economy — attracting capital, reconciling rights, and building nation-scale infrastructure in an era of polarization.

This is a national test case.

Send us Fan Mail

The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at [email protected]

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

What if the future we’re planning simply can’t be built?

In this episode of Power Struggle, Stewart Muir speaks with Craig Tindale, private investor, systems thinker, and author of the widely discussed essay “Copper: Limits to Growth in the Age of Demand Simultaneity.”

Tindale argues that for the first time in industrial history, three massive transitions are colliding at once: artificial intelligence, electrification, and military rearmament. Each demands staggering quantities of copper and critical minerals. Together, they may exceed what the physical world can supply.

AI data centers require 50,000 tons of copper each.
Gallium demand projected to outstrip global production.
Transformers and rare earths facing 5–10 year bottlenecks.
China is refining 50–60% of the world’s copper.

The conversation explores:
• Why price signals alone won’t solve mineral shortages
 • How central banking and cost of capital shape industrial capacity
 • The strategic implications of China’s refining dominance
 • Whether electrification timelines are physically achievable
 • Why innovation and circular economy solutions may not arrive fast enough
 • The case for surge capacity and domestic refining
 • How robotics and AI may reshape industrial production
 • Why policymakers may need to rethink globalization

Is this a temporary bottleneck — or a structural turning point for Western economies?

This episode connects resource geology, geopolitics, climate ambition, defense strategy, and financial systems into one uncomfortable question:
Are we planning a future the planet cannot supply?

Send us Fan Mail

The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at [email protected]

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod