Like many energy nerds, I’ve followed @JigarShahDC's clean energy, US policy and investment commentary for years. He speaks his mind and tackles tough topics. So it was great to sit down with him at the @RenewablesAssoc #ElectricityTransformationCanada conference in Toronto this week to talk #renewables, #cleanenergy, #AI, #EV and the Canadian context. The conversation is on the #ARCEnergyIdeas podcast next week. Stay tuned!

This week on #ARCEnergyIdeas, @PTertzakian and I cover the long list of news around oil markets, including the high cost of diesel, which is a regular topic of conversation, now that it is costing $C 260 dollars to fill a diesel pickup truck!

Today I’m attending the @RenewablesAssoc CanREA #EnergyTransformationCanada conference! There’s a great opportunity to grow #renewable energy in Canada. The trade show is big, and it’s exciting to see so many companies ready to meet Canada’s growing electricity demand

This week on the #ARCEnergyIdeaspodcast, guest @GitaneDeSilva (former CER CEO) explains how major projects are set to move faster in Canada. With C-5 and, draft Bill C-39 that focuses on “technical, economic and practical feasibility," a big change in focus from the C-69 review that, at times, seemed to prioritize a long list of issues over economics. Find on YouTube but also on all podcast apps at "ARC Energy Ideas"

I will be joining @RenewablesAssoc (CanREA)'s Electricity Transformation Canada on October 19 - 21 in Toronto. Canada’s electricity system is poised for BIG growth. It’s an exciting time, but funding this growth will require BIG capital. I’m talking to @RBC's Canada Head and Managing Director of Power, Utilities and Infrastructure, Rob Nicholson, to get his view on financing the build-out. Register - Electricity Transformation Canada

The West Coast oil pipeline’s national interest designation was expected. Still, hearing Prime Minister @MarkJCarney speak proudly about the #oilsands in his speech mattered to me, especially when you contrast it with the previous federal government's approach, which treated it more like something to apologize for. As an Albertan, my father worked on the oil sands projects many times in his career, including when construction jobs were scarce in the 1980s and early 1990s. In my own career, I saw the economic power of oil sands investment again during the last oil sands investment wave, which began in the mid-2000s. After a decade of discouraging energy investment, Canada is taking steps to attract capital and create prosperity. @ABDanielleSmith #cndpoli #abpoli

Batteries power EVs & back up renewables, while new chemistries promise even greater utility & lower cost. Batteries also have an important geopolitical angle, with China producing about 80% of all batteries today - our guest @BobGalyen covers it all on this week's #ARCEnergyIdeas podcast The conversation was recorded at the @EnergyDisruptor UNITE conference; the event was world-class again this year, and it was great to be part of it! Thank you, GraemeEdge, Michelle Edge & @HollyRansom for bringing excellent speakers to #YYC

Excellent news that @lngcanada has made the final investment decision! “ Phase 2 will double LNG Canada’s capacity from 14 to 28 million tonnes a year, putting LNG Canada on a trajectory to become one of the largest LNG facilities in the world and helping move Canada toward becoming one of the world’s top five LNG exporting nations,” said Chris Cooper, President and CEO, LNG Canada. lngcanada.ca/news/lng-canada…

The @EnergyDisruptor conference is underway with the keynote from @PTertzakian, we are also recording a podcast today at the conference

Could the push for energy security accelerate cleantech adoption? I look forward to speaking at the Export Development Canada Cleantech Export Summit in Toronto on October 13 about how geopolitical events could drive the next wave of investment in renewables, battery storage, nuclear power and EVs

I recently attended a conference on Alberta data centers, and there was a lot of excitement about the opportunity, but protesters opposed the developments just outside the conference. This week, we tackle "the opportunity and the opposition" with guests Deirdre Sheehan and Marcus Rocque on #ARCEnergyIdeas

NEW this week on #ARCEnergyIdeas podcast!! Tune in to the video of our discussion on YouTube! youtu.be/QsiOh_KYRqQ This week on the pod, Wood Mackenzie’s Dulles Wang shares his bullish outlook for North American natural gas. Of course, our podcast is still available in audio on Apple, Spotify and on our website: arcenergyinstitute.com/a-bul…