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
307 episodes
2025 Wrap-Up: Energy, Policy, and Predictions Revisited
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 ...
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Season 1
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Episode 307
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40:14
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 shar...
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Season 1
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Episode 306
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47:17
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 pipeli...
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Season 1
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Episode 305
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47:16
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 Dun...
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Season 1
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Episode 304
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43:30
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 li...
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Season 1
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Episode 303
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39:21
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 Bi...
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Season 1
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Episode 302
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46:34
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 U...
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Season 1
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Episode 301
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43:22
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...
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Season 1
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Episode 300
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37:24
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, ...
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Season 1
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Episode 299
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48:38
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. Thi...
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Season 1
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Episode 298
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35:42
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, “Geoeconomic...
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Season 1
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Episode 297
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39:22
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,...
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Season 1
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Episode 296
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35:48
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 G...
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Season 1
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Episode 295
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40:59
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 Ninepo...
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Season 1
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Episode 294
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41:24
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 t...
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Season 1
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Episode 293
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36:51
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 – Canad...
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Season 1
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Episode 292
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31:24
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