ARC ENERGY IDEAS The Geoeconomics of Energy and Superpower Ambitions
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Jul 15, 2025 Hosts dive into the pressing need for more oil and gas pipelines in Canada, discussing its critical role in the global energy market. They explore the concept of geoeconomics, revealing how nations wield economic power to shape foreign affairs and predict oil prices. The minimal impact of the recent Iran-Israel conflict on oil prices prompts a deeper analysis of market dynamics. Lastly, tensions over trade policies and tariffs, particularly toward Canada, highlight the looming uncertainties in the energy landscape.
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Canada Needs More Export Pipelines
- Canada's lack of diversified export routes limits its status as an energy superpower.
- More pipelines to tidewater would increase leverage over trade negotiations and improve global influence.
China Leads Clean Energy Investment
- China is a clean energy superpower through massive investment in critical minerals and clean tech.
- Canada’s potential lies in critical minerals processing and carbon capture, but catching up is tough without major national support.
Potential in SMR Nuclear Technology
- Canada could compete in small modular reactors (SMRs) technology but requires significant investment.
- Technological leadership doesn’t guarantee geopolitical influence as the nuclear space is highly competitive.