This week, Matthew J. Sagers, Vice President at IHS Markit and head of the Russian and Caspian Energy Advisory service joins the podcast. Here are some of the questions we asked Matt Sagers: Why is the Nord Stream 2 pipeline so controversial? Why isn’t Russia ramping-up its natural gas exports to help Europe? Will the high prices for energy now accelerate the energy transition or slow it down? How do Russian oil and gas companies rate for ESG? Could Russia increase its oil production?To learn more about Matthew J. Sagers and connect, check out his page on the IHS Markit website.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

In this week’s podcast, Peter and Jackie talk about why the lack of charging infrastructure in North America is holding back the adoption of electric vehicles (EV). The charging problem is amplified because Canada and the United States do not mandate a standard electrical plug-in.Read Jackie’s commentary “Canada EV Mass Adoption: Are We There Yet?”Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

Europe is heading into winter with historically low inventories of natural gas. The scarcity has driven up the global prices of every type of energy, including natural gas, coal and oil. Despite the rising commodity prices, energy supply has not been growing. On this week’s podcast, Jackie and Peter discuss the European energy crisis and the lessons it provides for energy security and energy transition. They also cover the results of the recent Canadian federal election and what can be expected for energy and climate policy in Canada.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

On this week’s Podcast, Jackie and Peter discuss how inflation and affordability have come into the spotlight. How is inflation measured and how much has it increased? What is the connection between oil price and inflation? And, if a more sustained period of inflation were to occur, what are the implications?See Peter’s recent commentary “A New Episode of the Oil Cycle: Inflation.”Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

As you got out of bed this morning and flicked on the lights and coffee maker, how many of you thought about where the electricity came from? Scott Thon, the CEO of AltaLink and President and CEO of Berkshire Hathaway Energy Canada is our guest this week. Scott helps explain what is going on with the grids and wires we rely on, today and in the future. Here are some of the questions we asked Scott: What is the current state of power generation and grids, especially in Alberta? What are the pros and cons of centralized versus decentralized power generation systems? How will electricity systems change in the pursuit of net zero emissions?To learn more about AltaLink, see the website: https://www.altalink.ca/Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

Few in Canada know the pioneering work of Geoffrey Ballard and his Vancouver based fuel cell company called Ballard Power. Founded in 1979, it’s now recognized as one of the pre-eminent manufacturers of fuel cells in the world today. This week, the President & CEO of Ballard Power, Randy MacEwen joins our podcast. Here are some of the questions we asked Randy MacEwen: What is Ballard’s fuel cell technology, products and markets? How do fuel cells compare with batteries for mobility? There have been ups and downs with hydrogen in the past, is this time different?  What might mobility look like in the mid-2030s?To learn more about Ballard Power, see the website: https://www.ballard.com/Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

The ARC podcast is back! This week we cover some of the big news over the summer break, including Canada’s upcoming federal election, the extreme weather experienced this past summer and the Intergovernmental Panel on Climate Change’s (IPCC) sixth climate report. Canadians head to the polls on September 20th in the federal election. What are the big election issues? What is expected for climate and energy? During a summer of extreme weather, the IPCC issued their Sixth Climate Assessment Report report in August. Peter and Jackie discuss the key findings, including the potential implications for future investment and government policy.See the NASA global fire map: https://firms.modaps.eosdis.nasa.gov/map/#d:24hrs;@0.0,0.0,3zPlease review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

In this episode we showcase Peter’s new Energyphile story “Reinventing the Wheel”. What can companies facing radical disruption today learn from history? The McLaughlin Carriage Company was a leader in high-end carriages. Yet at the peak of its game, it started manufacturing automobiles. It’s a rare company that would, or could, make such a pivot — and so successfully. McLaughlin went on to become General Motors Canada.Energyphile is part museum, part library and part business school, to read and hear all of Peter’s stories visit: https://energyphile.org/stories/The Energyphile stories are also available on numerous podcast apps, including Apple iTunes Podcasts and Spotify.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

Responding to a very large number of carbon sequestration inquiries, the Alberta Government issued an Information Letter that proposes a centralized hub model for storing carbon in the province. This week, Tristan Goodman, the President of the Explorers and Producers Association of Canada (EPAC) joins the podcast to offer his perspective on Carbon Capture Utilization and Storage (CCUS) policy. In addition to central hubs, EPAC proposes that Alberta consider a distributed model for storing carbon throughout the province.Here are some of the questions Peter and Jackie asked Tristan:  What are the advantages of considering distributed carbon storage, in addition to centralized hubs? What types of projects are better suited for a distributed model?  Are CCUS projects associated with Enhanced Oil Recovery (EOR) or depleted hydrocarbon reservoirs treated differently than other projects? How are these issues being managed in the United States?Link to Alberta Government’s May 12, 2021 Information Letter on Carbon Sequestration Tenure ManagementTo learn more about EPAC, visit the website: https://www.explorersandproducers.ca/Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

As the world embarks on re-piping and re-wiring energy systems in the pursuit of decarbonization, the plan should be to make the future energy infrastructure more secure than the past. This week on the podcast, Jackie and Peter review several energy security learnings from history. In the pursuit of the best economics, often energy security is ignored.  These vulnerabilities create problems later on. One example is the current situation with Enbridge Line 5, where the state of Michigan is trying to stop the pipe from operating. Other examples include the Texas Power outage, the cyber attack on the Colonial pipeline, and Europe’s dependence on Russian natural gas.Next we deliberate about the future,  discussing Peter’s recent commentary “Suggestions for a More Energy Secure Future.”Other reading referenced in the podcast from Energyphile.org: The “Long Way Round” is a story about how Eastern Canada had to rely on Canadian oil shipped from the west and around the continent during the 1970s Oil Embargo.  Use this link to hear the audio file and read the story. A vignette with a historical utility bill, the back of it exemplifies what people demand of their energy “Cheapest, Safest, Cleanest, Quickest.”Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/