Based in Calgary, Alberta, Canada, we are dedicated to researching complex, interrelated trends that influence the energy business.
Calgary, Alberta
Joined April 2021
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ARC Energy Research Institute retweeted
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 the podcast, we cover oil markets – starting with the growing supply uncertainty in the Middle East, then moving to the situation with high cost diesel and wider discounts for Canadian oil podcasts.apple.com/ca/podcas…
ARC Energy Research Institute retweeted
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
We’re taking a one-week break from the #ARCEnergyIdeas podcast following Canadian Thanksgiving. We’ll be back next week with a new episode!
This week on the #ARCEnergyIdeaspodcast, guest @GitaneDeSilva (former CER CEO) explains how major projects are set to move faster in Canada. This clip asks whether construction still needs to be delayed to move anthills?
YouTube: youtube.com/watch?v=QlM5DULL…
ARC Energy Research Institute retweeted
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
What’s next for batteries? Former CATL CTO @BobGalyen joins the #ARCEnergyIdeas podcast, recorded at the @EnergyDisruptor UNITE conference in Calgary. Watch on YouTube, but also on Apple, Spotify and other apps
youtube.com/watch?v=6pxrkSIh…
ARC Energy Research Institute retweeted
The @EnergyDisruptor conference is underway with the keynote from @PTertzakian, we are also recording a podcast today at the conference
Will data centres raise power bills? What about water use? Watch a clip from #ARCEnergyIdeas podcast on Alberta’s data centre opportunities & concerns. @PTertzakian @JackieForrest Marcus Rocque, Deirdre Sheehan from @Osler_Law
Watch on YouTube: lnkd.in/gMNYjMrB
This week on #ARCEnergyIdeas, we discuss higher diesel prices, their impact on transportation costs, and inflation and why the oil price is only part of the story for high prices.
NEW this week! Tune in to the latest #ARCEnergyIdeas podcast in video on YouTube: youtu.be/QsiOh_KYRqQ
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…
Congrats, Michele Harradence, on being named @Enbridge's next CEO, effective at the end of 2026.
To hear Michele’s perspectives on Enbridge and the future of energy infrastructure, hear the recent #ARCEnergyIdeas podcast:
This will be remembered as the oil pipeline Stampede: a West Coast line topping 1 MMB/d, & a new Alberta-to-Sarnia idea. On #ARCEnergyIdeas we recap the news & guest @Enbridge's Michele Harradence joins to talk natural gas and its bright future arcenergyinstitute.com/oil-p…
Canada’s propane and butane are reaching higher-value markets in Asia, giving Western Canadian producers better prices and reducing reliance on the US.
This week on #ARCEnergyIdeas, @altagas CEO Vern Yu explains more arcenergyinstitute.com/canad…
The #ARCEnergyIdeas podcast is back after a summer break! arcenergyinstitute.com/tarif…
The #ARCEnergyIdeas podcast is back from summer break with @PTertzakian and me, and we have no shortage of thorny issues: an escalating US-Canada trade war, rising oil prices amid renewed conflict with Iran, and opposition to data centres.
The fall is already moving quickly, and we’re happy to be back! We also hear from Graeme Edge about the @EnergyDisruptor conference
arcenergyinstitute.com/tarif…
But before summer is forgotten, I’m sharing a few photos from Cory Pass, one of Banff’s top 50 hikes which I crossed off my list in late August.
There's a new version of this post
ARC Energy Research Institute retweeted
As Brent breaks through $100/B this morning, energy security is back in focus. Canada's geographic and geopolitical advantages are putting renewed attention on our oil and gas sector, both at home and globally. Good timing for CAPP to release a revamped Data Hub, packed with Canadian #oilandgas data and now easier to navigate. #cdnpoli @OilGasCanada capp.ca/en/data-hub/
Talking oil markets, pipelines and AI Data Centres on #ARCEnergyIdeas podcast this week. After this episode, we’re taking a summer break and will be back in September!
What do oil markets, new pipelines, and AI data centres have in common? They all affect Canada’s energy sector, and they’re the focus of this week’s #ARCEnergyIdeas podcast. After this episode, we’re taking a summer break and will be back in September! arcenergyinstitute.com/hormu…
This will be remembered as the oil pipeline Stampede: a West Coast line topping 1 MMB/d, & a new Alberta-to-Sarnia idea. On #ARCEnergyIdeas we recap the news & guest @Enbridge's Michele Harradence joins to talk natural gas and its bright future arcenergyinstitute.com/oil-p…
This week on the #ARCEnergyIdeas podcast, we talk Canadian electricity with Mike Law, former head of the AESO. We cover Alberta–BC dynamics, Canada’s new nuclear strategy, the CER, and Mike’s work on a proposed #AB nuclear project @energy_alberta #cndpoli arcenergyinstitute.com/canad…
Russia's war with Ukraine is increasingly an energy war. This week, Angela Stent, a leading authority on US-Russia, joins #ARCEnergyIdeas to unpack the geopolitics, Ukraine's strikes on Russian energy, and what it means for Canada arcenergyinstitute.com/angel…
This week on #ARCEnergyIdeas pod: an Iran MOU that could reopen the Strait of Hormuz; Alberta’s referendum question this fall on separation, and @PTertzakian tours the @TransMtn Westridge Marine Terminal in Burnaby #oilandgas #cdnpoli #abpoli #TMX arcenergyinstitute.com/two-t…
