ARC ENERGY IDEAS, a podcast by ARC ENERGY RESEARCH INSTITUTE - Stats, Episodes and Rankings

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https://www.arcenergyinstitute.com/disclaimer/
668 shares
https://energyphile.org/
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https://energyphile.org/long-way-around/
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https://twitter.com/bcshaffer
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Election Updates and a Conversation with Jigar Shah at ETC

Season 1 · Episode 342

Tuesday, October 27, 2026 • Duration 41:47

This week on the podcast, Peter and Jackie review the latest election news, including the BC election, which produced a Conservative majority government over the weekend, and the Alberta referendum, including the question on separation.

Jackie then shares highlights from the Electricity Transformation Canada conference in Toronto, an annual event developed by the Canadian Renewable Energy Association (CanREA), including a conversation with Jigar Shah for the podcast. Jigar hosts the Energy Empire and Open Circuit podcasts. His previous roles include Director of the US Department of Energy’s Loan Programs Office, Co-Founder and President of Generate Capital, and Founder and CEO of SunEdison.

Jackie and Jigar cover a range of topics, including the pace of the energy transition, the impact of disruptions in the Strait of Hormuz, electric vehicle adoption, the outlook for emerging clean energy technologies, and Jigar’s views on how data centres can be built more intelligently.

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Oil Markets, Diesel, Canadian Heavy Discounts and Pipelines

Season 1 · Episode 341

Tuesday, October 20, 2026 • Duration 35:20

In this week's podcast, Peter and Jackie discuss global oil and diesel markets, the government’s role in major infrastructure projects, including the Pacific Link pipeline, and widening Canadian heavy oil discounts.

Escalating conflict in the Middle East has raised oil prices and renewed concerns over supply. Wars in the Middle East and Russia have also constrained refining capacity, tightening diesel supplies. With affordability and the US midterm elections in focus, Peter and Jackie discuss President Trump’s efforts to lower diesel prices. For now, the prospect of a US diesel export ban has receded. On October 15, the IEA announced plans to release 20 million barrels of diesel, while Trump agreed to purchase a relatively small volume of diesel from Russia, raising concerns about broader sanctions relief without concessions on the war in Ukraine.

Next, they discuss Peter’s article in The Hub, “Why Canada must put public dollars behind big infrastructure.” He argues that conventional financial analysis undervalues infrastructure’s generational benefits, including energy security, market access and economic sovereignty, which can extend over 50 to 100 years and may only be fully recognized by governments.

Finally, they examine the roughly US$26/B spot discount for WCS relative to WTI, driven by Western Canadian pipelines nearing capacity, Venezuelan competition in the US Gulf Coast (USGC), and high tanker rates that make re-exports of Canadian oil from the USGC costly. These discounts underscore the value of additional West Coast oil pipeline capacity.

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Bill C-39 and Canada’s Regulatory Alphabet Soup: Former CER CEO Gitane De Silva Explains

Season 1 · Episode 340

Tuesday, October 6, 2026 • Duration 42:47

This podcast is also available as a video on YouTube

The federal government introduced Bill C-39 (Building Canada Strong Act) on September 21, 2026. The bill aims to complete project reviews in one year, with a single window for proponents, rather than requiring them to deal with multiple federal and provincial agencies. Business stakeholders have responded positively to the draft legislation.

This week on the podcast, our guest is Gitane De Silva, Founder & President of GDStrategic, Executive Director of the Peter Lougheed School of Politics and Democracy at the University of Alberta, and former CEO of the Canada Energy Regulator (CER).

Gitane helps us understand the proposed regulatory process, how it compares with the fast-track process under Bill C-5 (which the new Pacific Link, formerly known as the West Coast Oil Pipeline, will follow), and the process established under Bill C-69, famously called the “No New Pipelines Bill.” She also explains the roles of the various agencies involved, depending on the type of project being reviewed.

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The Battery Race: A Conversation with Bob Galyen

Season 1 · Episode 339

Tuesday, September 29, 2026 • Duration 39:53

This week, we recorded the podcast at the Energy Disruptors: UNITE conference in Calgary. Our guest, Bob Galyen, is one of the top executives in the battery energy storage world and the former Chief Technology Officer of CATL. He now serves on boards in the emerging U.S. battery sector and owns Galyen Energy.

Battery technology has advanced significantly over the past decade, enabling EV adoption and backing up wind and solar power generation. New battery chemistries promise even greater utility, including longer duration, faster charging, and lower costs.

In their conversation with Bob, Peter and Jackie explore a wide range of topics, including new battery chemistries and Bob’s five golden rules of electrification: safety, performance, lifetime, cost, and environment. They also discuss the geopolitics of batteries and China’s dominance in the sector, including how the Chinese government supported the battery industry’s development. The conversation contrasts China’s approach with that of the United States, which is developing a domestic battery industry to reduce reliance on China for these critical materials and technologies.

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

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X (Twitter): @arcenergyinst
LinkedIn: @ARC Energy Research Institute

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Alberta Data Centres: Opportunity and Opposition

Season 1 · Episode 338

Wednesday, September 23, 2026 • Duration 46:07

This podcast is also available as a video on Youtube

Data centres have faced growing public backlash in the United States. In Alberta, opposition has been less widespread, and the provincial government supports the industry, but communities are raising concerns.

This week, our guests -Deirdre Sheehan, Partner and Co-Chair of the Regulatory, Indigenous and Environmental practice at Osler, and Marcus Rocque, Vice President of Research at the ARC Energy Research Institute, review the main concerns surrounding data centres, using the topics outlined in Premier Smith’s recent video as a guide:

What is a data centre, and why does Alberta want them?
Didn’t other places get burned by data centres?
How do Albertan’s actually benefit from these data centres?
Will my power bill go up?
What about water?
Who decides where these data centres get built?

Content referenced in this podcast:

Alberta Premier Smith video on six common questions on AI data centers

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

Check us out on social media:

X (Twitter): @arcenergyinst
LinkedIn: @ARC Energy Research Institute

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A Bullish Outlook for Canadian and U.S. Natural Gas

Season 1 · Episode 337

Tuesday, September 15, 2026 • Duration 45:10

This podcast is also available as a video on Youtube

This week on the podcast, our guest is Dulles Wang, Director of Americas Gas and LNG Research at Wood Mackenzie. Dulles co-authored the report Defying Gravity: Why U.S. Henry Hub Natural Gas Prices Are Set to Rise. He is also bullish on the longer-term outlook for Alberta natural gas prices (AECO).

The report comes as natural gas prices in the United States and Canada are depressed by abundant supply, especially in Canada, combined with an outlook for very warm winter weather.

Here are some of the questions Jackie and Peter asked Dulles: After years of low natural gas prices and abundant supply, why do you expect prices to rise? Is there a risk that supply could surprise again and continue growing fast enough to keep pace with demand growth, despite low prices? How do warmer winters affect the outlook, given that they appear to be becoming more common, including expectations for this upcoming winter? What is your outlook for Alberta natural gas prices and Canadian LNG exports? This has been a big year for M&A involving U.S. shale gas assets, with a new group of buyers that includes Abu Dhabi’s ADNOC, Saudi Aramco, and Japanese companies. What is driving this trend, and do you expect it to come to Canada?

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Canada’s Growing LPG Trade with Asia: A Conversation with Vern Yu

Season 1 · Episode 336

Tuesday, September 8, 2026 • Duration 43:10

This week on the podcast, our guest is Vern Yu, President and CEO of AltaGas. AltaGas operates a midstream business focused on processing, transporting and marketing hydrocarbons, including natural gas and natural gas liquids (NGLs), such as propane and butane. The company also operates natural gas utilities in four U.S. states.

Here are some of the questions Jackie and Peter asked Vern: Based on your experience, particularly in your previous role at Enbridge, how difficult was it to build oil pipelines in Canada historically, and are you optimistic that this is changing? How long has AltaGas been exporting liquefied petroleum gases (LPGs) from Prince Rupert, and how much will volumes grow once the new Ridley Island Energy Export Facility (REEF) is completed? How would you describe Asian demand for LPGs and Canada’s competitive position relative to the United States and the Middle East? Is the growth of AltaGas’s LPG business dependent on aggressive natural gas production growth in Western Canada? AltaGas distributes natural gas in several U.S. markets through your utilities, including Virginia, a hot spot for data-centre growth. What are your growth expectations for data centres, given the growing opposition in Virgina? As a company operating in both Canada and the United States, and even supplying natural gas to the White House, how is the U.S.-Canada trade war affecting your business?

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Tariffs, Tankers, and Data Centre Tensions

Season 1 · Episode 335

Tuesday, September 1, 2026 • Duration 43:34

The podcast is back after the summer break! Peter and Jackie begin with the escalating U.S.–Canada trade war, including renewed calls to use Canadian energy exports as leverage by reducing exports or imposing tariffs. Both approaches would hurt Canada more than the United States. They also discuss Canada’s new counter-tariffs, which take effect on September 8.

Next, they examine oil markets as the Strait of Hormuz closes again. With tanker traffic low and difficult to track, and refined-product markets tight, uncertainty remains high, with risks seemingly skewed toward higher oil prices in the near term.

They also discuss growing opposition to data centres, including permitting pauses in several U.S. states and local concerns about Meta’s planned development in Sturgeon County, Alberta.

Peter and Jackie then review Canadian LNG and oil pipeline developments from over the summer.

Finally, Graeme Edge, founder and CEO of Energy Disruptors, joins the podcast to preview the conference taking place in Calgary on September 28 and 29.

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Hormuz Risk, Pipeline Momentum, and Alberta’s New Gigawatt Data Centre

Season 1 · Episode 334

Wednesday, July 15, 2026 • Duration 41:17

This week’s podcast is the final episode before Peter and Jackie take a summer break. The show will return to its weekly schedule in September.

The episode begins with oil market news, as conflict with Iran flares up again and the Strait of Hormuz re-emerges as a critical chokepoint. Peter and Jackie discuss higher-than-expected global oil inventories at this point in the conflict, recent demand trends, and changes in China’s oil imports. While longer-term shifts, including substitution and the rerouting of oil around the Strait, are easier to anticipate, the short-term outlook remains highly uncertain.

Next, they recap the Calgary Stampede pipeline announcements, including the proposed West Coast oil pipeline and the earlier-stage Alberta-to-Ontario project. They also revisit frequently asked questions raised in conversations with the media and industry over the past week.

Finally, they review the news of Meta’s proposed $13 billion Alberta data centre project, along with the Greenlight Limited Partnership power project announced on July 2. They close by considering growing opposition to data centres, a topic Peter discussed at the Upper Bound conference in Edmonton this past May, where he participated on a panel exploring what the AI industry can learn from the energy sector.

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Oil Pipeline News, Plus Natural Gas with Enbridge’s Michele Harradence

Season 1 · Episode 333

Tuesday, July 7, 2026 • Duration 44:40

This week, the podcast starts with news on the West Coast oil pipeline. On July 2, Prime Minister Mark Carney and Alberta Premier Danielle Smith announced that a pipeline project exceeding 1 MMB/d was ready to be submitted to the Major Projects Office. Earlier that same day, PM Carney and B.C. Premier David Eby announced a Canada–B.C. Cooperative Prosperity Agreement, and, as part of the broader economic agreement, B.C. would not oppose a southern marine terminal for the oil pipeline.

On July 6, there was more pipeline news, with Ontario Premier Doug Ford and Premier Smith announcing an early-stage feasibility study for a pipeline connecting Alberta to Ontario’s refining region in Sarnia.

Peter and Jackie then welcomed Michele Harradence, Enbridge’s Executive Vice President and President, Gas Distribution and Storage, and the new Chair of the Board of the Canadian Gas Association (CGA), to the podcast.

Peter and Jackie asked Michele about municipal bans on natural gas, the role of natural gas in cold-climate reliability, and natural gas’s GHG emissions. They also discussed the outlook for North American natural gas demand growth, including demand from AI data centres, and whether supply can keep pace. Finally, they compared the regulatory process for major projects in Canada with that in the United States.

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ARC ENERGY IDEAS – Details, episodes & analysis

Podcast details

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Apple Podcasts

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Apple Podcasts8

RSS feed quality and score

Publication history

Latest published episodes

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