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ARC ENERGY IDEAS

ARC ENERGY RESEARCH INSTITUTE

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Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
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Arc Energy Co is approaching the Bakersfield community with a different view of how to solve their energy problems. We’re committed to providing total transparency and honest prices as we walk you through every step of the process, helping you make the best solar decisions for your home.
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This week on the podcast, Peter and Jackie discuss what they are watching for from the upcoming 29th Conference of the Parties to the UN Framework Convention on Climate Change, better known as COP29. The conference will take place in Baku, Azerbaijan, from November 11th to 22nd, 2024. Next, they delve into the IEA’s recently released World Energy O…
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This week, our guest is Chris Levesque, President and CEO of TerraPower. Founded by Bill Gates, TerraPower is advancing fourth-generation nuclear reactor technology in the United States, using a Natrium reactor and molten salt. The company recently made the 2024 Fortune "Change the World" list. Here are some of the questions Jackie and Peter asked …
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On June 25th, 2024, Cedar LNG announced a positive final investment decision (FID) for a floating liquefied natural gas (FLNG) facility with a nameplate capacity of 3.3 million tonnes per annum (~0.4 Bcf/d) located in the traditional territory of the Haisla Nation, near Kitimat, British Columbia, on Canada’s west coast. Commercial operation is expe…
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This week on the podcast, Peter and Jackie reflect on the six years since the podcast started. With over 250 episodes and counting, they have commented on a range of topics and events shaping the energy industry in Canada and beyond. In this episode, Peter and Jackie reflect on the podcasts and events that have stayed with them over the past six ye…
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This week, our guest is Andrew Miller, the Chief Operating Officer of Benchmark Mineral Intelligence, which was established in 2014. The firm provides market prices, supply chain data, forecasting, and strategic advisory for energy transition technologies, including focused coverage on battery supply chains. Here are some of the questions Jackie an…
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This week, Peter and Jackie discuss recent news headlines. Here is what they explored: Canadian Federal Politics. Last week was not the time for an election as the NDP and the Bloc Québécois did not support the Conservative Party of Canada’s motion for a carbon tax election. But when will the election be held, and what does a faster election mean f…
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So far this year, electric vehicle (EV) sales have been less than expected in the United States and Europe, but growth remains strong in China. Why is EV adoption slowing in North America, and what is different in China? We examine the latest sales numbers and the factors that could be contributing to slower growth in North America. Factors include…
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This week, our guest is the Honourable Christy Clark, the 35th Premier of British Columbia and Canada’s longest-serving female Premier. Christy Clark is currently a Senior Advisor for Bennett Jones LLP. Politics is top of mind for energy decision-makers with the upcoming US election, Canadian federal by-elections, the possibility of an early federa…
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This week, our guest is Rob West, founder and CEO of Thunder Said Energy. Founded in 2019, the research firm aims to help decision-makers find economic opportunities in the energy transition. Rob lives nine time zones away in Estonia and is an uber-productive energy expert who covers a wide range of topics in his consultancy. Rob explains why he ha…
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So long summer! Peter and Jackie are back in the studio and are discussing the energy news from the past few months. They kick off the podcast by discussing political developments in the United States and Canada. Then, they examine the drop in clean energy stocks over the summer and the weaker market sentiment, including the rapid decline in BC's l…
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This week, we are joined by Nancy Southern, Chair & Chief Executive Officer of ATCO Ltd., and Chair & Chief Executive Officer of Canadian Utilities Limited, an ATCO Company. ATCO is a publicly traded company that offers innovative and sustainable solutions to customers in various sectors, such as housing, real estate, energy, water, transportation,…
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This week, on our Calgary Stampede podcast edition, our guest is Avik Dey, President and Chief Executive Officer of Capital Power. Capital Power is a publicly traded North American power producer headquartered in Edmonton, Alberta. Capital Power owns renewable and thermal power generation facilities, totaling over 9 GW of power generation capacity …
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On June 20, 2024, Bill C-59 received Royal Assent and officially became law, implementing its provisions into Canadian legislation. The Bill, along with Bill C-69, which was passed on the same day, introduced new subsidies to encourage investment in clean energy in Canada. Bill C-59 established the Clean Technology Investment Tax Credit and Carbon …
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This week on the podcast, our guest is Stephen Poloz, former Governor of the Bank of Canada, Author, Special Advisor at Osler, and recently appointed by Finance Minister Chrystia Freeland to lead a working group to explore how to catalyze greater domestic investments by Canada’s pension funds. This is Stephen's second appearance on the podcast. The…
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This week, our guest is David Hobbs, Executive Chairman of Pantheon Resources PLC and Chairman of Proton Green LLC. David has an extensive background in energy research, having served as Head of Research at King Abdullah Petroleum Studies and Research (KAPSARC) in Riyadh, Saudi Arabia, and as Chief Energy Strategist at IHS CERA (now part of S&P Glo…
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According to the IEA, heat accounts for almost half of final global energy consumption, with approximately two-thirds currently sourced from hydrocarbons. Net zero energy scenarios anticipate that heating can be predominantly electrified. In pursuit of lower-carbon buildings, high-efficiency air-source heat pumps offer a promising decarbonization a…
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This week, our guest is Jennifer Williams, President and CEO of Newfoundland and Labrador Hydro. Hydro manages Newfoundland and Labrador’s electricity system, generating and transmitting most of the province's electricity, and exporting electricity to other parts of Canada and the United States. Newfoundland and Labrador Hydro operates several hydr…
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Despite frequent pronouncements that the world should stop using coal, it still consumes vast amounts of black rocks. According to the Energy Institute’s Statistical Review of World Energy, coal's global primary energy consumption was about 15% above natural gas in 2022 and only 15% lower than crude oil. Coal consumption has yet to decline. Instead…
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This week, our guest is Dawn Farrell, President and CEO of Trans Mountain Corporation. On May 1, 2024, the Trans Mountain Expansion Project (TMEP) started commercial operations. Over a decade in the making, this milestone is a huge accomplishment. Originally built in 1953, the expansion project triples the pipeline's capacity from 300,000 to 890,00…
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This week our guest is Doug Hooper, Director of Policy and Regulations at Advanced Biofuels Canada. Advanced Biofuels Canada is an industry association that promotes the production and use of biofuels and renewable synthetic fuels. One of the topics covered in the podcast is Canada’s Clean Fuels Regulation (CFR). The policy is nearing its first ann…
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Jackie and Peter provide an update on ESG this week on the podcast. Has the anti-ESG movement started to change companies' reporting and actions? To answer this question, they reviewed some articles and research that point to the recent loss of momentum and profile for the ESG movement. There have also been examples of companies exiting sustainabil…
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The 2024 Canadian Federal Budget was released on April 16th. This year’s budget is focused on affordability, housing, and spending on social programs such as pharmaceutical care, daycare, and dentist care. Peter and Jackie discuss the budget, including the size of the deficit and the planned increase in capital gains taxes. They also cover energy-r…
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The threat of a wider Middle East war is increasing. Over the past weekend, Iran attacked Israel with missiles and drones in retaliation for Israel’s suspected strike on Iran's embassy in Syria. This week, our guest, Raoul LeBlanc, Vice President, Energy, S&P Global Commodity Insights, explains why oil prices have increased over the past few months…
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This week on the podcast, our guest is Rebecca Lindland, Senior Director of Industry Data and Insights at Cars Commerce. Cars Commerce has a platform to simplify the next generation of automotive retail, including Cars.com, AccuTrade, Dealer Inspire, and coming soon, Cars Commerce Media Network. Rebecca is a highly respected expert in the automotiv…
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This week our podcast guest is Rachel Walsh, Environmental Commodities Strategist at BMO Capital Markets. Here are some of the questions Peter and Jackie asked Rachel: Is the hefty Canadian emitter carbon tax starting to impact competitiveness? Is the carbon levy causing industrial emitters to invest in reducing their emissions? Canada and Alberta …
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