
ARC ENERGY IDEAS
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.
Episodes
291 episodes
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 th...
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Season 1
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Episode 291
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33:21

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 cap...
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Season 1
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Episode 290
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40:59

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
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Season 1
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Episode 289
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32:49

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 associati...
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Season 1
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Episode 288
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40:21

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.&nbs...
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Season 1
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Episode 287
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39:14

Can Ottawa Match Vision With Action? A Conversation With The Honourable Gordon Campbell
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, ...
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Season 1
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Episode 286
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27:29

Ports, Pipelines, and Policy: Insights from Heather Exner-Pirot
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...
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Season 1
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Episode 285
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46:35

Oil Price Volatility: Recession Fears and OPEC+ Surprise
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...
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Season 1
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Episode 284
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36:50

It’s Time to Build Canada Into an Energy Superpower
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...
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Season 1
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Episode 283
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46:27

Electricity Demand, AI, and Market Reform: A Conversation with John Kousinioris, President and CEO TransAlta
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 Aust...
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Season 1
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Episode 282
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46:18

Policy Discussion: The Only Certainty Is Uncertainty
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...
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Season 1
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Episode 281
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39:18

Ice and Opportunity: Canada’s Northern Trade Route
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 Arct...
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Season 1
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Episode 280
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43:02

Liberation Day Aftermath: Trade Wars, Oil Prices, and Canada's Election
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 al...
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Season 1
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Episode 279
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31:29

Powering the Future: How Close Are We to Fusion Energy?
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 ...
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Season 1
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Episode 278
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37:45

Alberta’s Electricity Market Overhaul: A Costly Mistake?
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 mar...
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Season 1
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Episode 277
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39:26

Pipe Dreams vs Pipe Realities: A Conversation with François Poirier, President and CEO of TC Energy
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...
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Season 1
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Episode 276
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42:02

Unlocking Canadian LNG: Mark Fitzgerald on Bringing Montney Gas to the World
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 ma...
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Season 1
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Episode 275
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43:32

Made in Canada: Changes Needed for Fortune and Opportunity
This week on the podcast, we discuss Peter’s recent articles in The Hub: “There's a fortune to be made in Canada -&...
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Season 1
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Episode 274
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39:46

The Permian Basin: True or False? Fact-Checking "Landman"
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 ...
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Season 1
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Episode 273
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37:05

Mind the Energy Security Gap: How Dependent is Canada on the US?
This week, Peter and Jackie discuss Canada's energy security weaknesses for crude oil, natural gas, refined petroleum products, and electricity.First, they cover recent news, including the latest on US tariffs, the Canadian Prime Ministe...
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Season 1
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Episode 272
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33:26

Anne Applebaum on Autocracy Inc., Trump, and US-Canada Tensions
This week, our guest is Anne Applebaum, a Pulitzer Prize-winning journalist, historian, and New York Times bestselling author. Her latest book,
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Season 1
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Episode 271
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33:15

The Trade Battle Unfolds – Insights from Former Deputy Prime Minister John Manley
On February 1st, President Donald Trump signed an executive order titled “Imposing Duties to Addr...
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Season 1
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Episode 270
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43:26

Back in the Oval Office: Trump’s Energy Policy Agenda and Canadian Implications with Christopher Sands
This week on the podcast, we discuss Donald Trump’s inauguration and his return to the Oval Office, including his memorandums and executive orders. Joining the conversation is Christopher Sands, Director of the
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Season 1
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Episode 269
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48:13

Carbon Markets in Uncertain Times: Insights from Michael Berends at ClearBlue Markets
This week, our guest is Michael Berends, Chief Executive Officer and Co-Founder of ClearBlue Markets. ClearBlue Markets helps clients harness carbon markets to meet their climate obje...
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Season 1
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Episode 268
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39:49

Trump, Tariffs, and Trade: Impacts on Canadian Oil and Gas
The threat of tariffs on Canada’s trade with the United States continues to be top of mind, with Alberta’s Premier, Danielle Smith, recently returning from Mar-a-Lago after meeting with President-elect Donald Trump over the weekend.This ...
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Season 1
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Episode 267
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40:45
