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ARC ENERGY IDEAS

by ARC ENERGY RESEARCH INSTITUTE

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Latest episodes

  • Oil Markets, Diesel, Canadian Heavy Discounts and Pipelines

    October 20, 2026 · 35 min

    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…

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

    October 6, 2026 · 43 min

    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…

  • The Battery Race: A Conversation with Bob Galyen

    September 29, 2026 · 40 min

    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…

  • Alberta Data Centres: Opportunity and Opposition

    September 23, 2026 · 46 min

    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…

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

    September 15, 2026 · 45 min

    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…

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

    September 8, 2026 · 43 min

    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…

  • Tariffs, Tankers, and Data Centre Tensions

    September 1, 2026 · 44 min

    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…

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

    July 15, 2026 · 41 min

    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…

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

    July 7, 2026 · 45 min

    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…

  • Canadian Electricity and the New Nuclear Strategy

    June 30, 2026 · 48 min

    This week, our guest is Mike Law, former president and CEO of the Alberta Electric System Operator (AESO). Mike now leads MGL Advisory Services Ltd. and advises several companies, including Energy Alberta, where he is head of power system…

  • Angela Stent on Putin's War in Ukraine

    June 23, 2026 · 43 min

    This week on the podcast, our guest is Angela Stent, a globally recognized authority on U.S.-Russia relations. Angela has held senior roles at Georgetown University, the American Enterprise Institute (AEI), the Brookings Institution, the…

  • Two Topics: MOU with Iran and a Tour of the Westridge Marine Terminal

    June 16, 2026 · 28 min

    This week on the podcast, Peter and Jackie begin with the big news of June 14th: the United States and Iran have reached a preliminary agreement to end the war, which takes the form of a memorandum of understanding (MOU). While the…

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About the show

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.