ARC ENERGY IDEAS

This week’s podcast is about oil and gas innovation, including the strategic implications resulting from the development of low cost North American shale gas and tight oil and the future potential for digital technology to further reduce industry costs.This podcast references the past ARC Energy Research Institute commentary: Deflating the Energy Scarcity Mindset.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

Tesla just had a historic quarter; surging Model 3 sales and greater margins on every car sold erased the red ink from the company’s financial statements for the first time in years. On this week’s podcast we review the latest electric car sales statistics, the economics and utility of EV ownership and the implications of a growing electrically powered fleet on the future of oil demand.This podcast references past ARC Energy Research Institute commentaries on EVs and oil demand including; The Biggest Transition Ever, Why Ban the Engine, Old Pistons Die Hard, and End of Oil Narratives are Misleading.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

The US/China trade war, higher oil prices and stumbling emerging markets are causing forecasters to downgrade their economic outlooks for next year. On this week’s podcast we explore the connection between economic growth and oil demand. Then, we dive into Saudi Arabia’s messaging on the unfolding Jamal Khashoggi situation. His death is already impacting geopolitics and could have ramifications for global oil markets too.Lastly, we turn to climate change, talking about the Oil and Gas Climate Initiative (OGCI)  --  a collaboration between 13 oil and gas majors with the goal of decarbonizing oil and gas. What emission sources and technologies are they targeting?Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

This episode of the ARC Energy Ideas podcast covers the record breaking markdowns for Canadian oil, including the causes and solutions that would fix the massive price arbitrage.The podcast also considers the possible implications from the latest UN IPCC report on climate change. The new report sounds the alarm on the need to reduce greenhouse gas emissions quickly, predicting more severe consequences than initially thought if global warming exceeds 1.5 °C.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

In this episode you will hear our take on the big LNG Canada announcement, NAFTA, oil sands corporate takeovers and the latest on the Trans Mountain Expansion oil pipeline project.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/