ARC ENERGY IDEAS

Mar 04 2025 274 ep. 33 mins 327

ARC ENERGY IDEAS Podcast artwork

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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Made in Canada: Changes Needed for Fortune and Opportunity

Mar 04 2025 39 mins

This week on the podcast, we discuss Peter’s recent articles in The Hub: “There's a fortune to be made in Canada - if only we’d seize the opportunity,” and “It's going to take more than diplomacy and defense spending to secure Canada’s sovereignty.” The podcast begins with a bit of history, looking back at a 1950s article on the potential to make a fortune in Canada.

The Permian Basin: True or False? Fact-Checking "Landman"

Feb 25 2025 37 mins

This week, our guest is Dan Hoffarth, Chief Executive Officer of Citadel Drilling, a Canadian-based drilling contractor operating in the Permian Basin. Citadel Drilling provides high-performance, automated drilling rigs designed for efficiency and safety. Jackie and Peter ask Dan to fact-check the popular show "Landman” currently streaming on Paramount+. The series is set in the

Mind the Energy Security Gap: How Dependent is Canada on the US?

Feb 18 2025 33 mins

This week, Peter and Jackie discuss Canada's energy security weaknesses for crude oil, natural gas, refined petroleum products, and electricity. First, they cover recent news, including the latest on US tariffs, the Canadian Prime Minister’s Canada-US Economic Summit held on February 7th, Mark Carney’s Climate Plan, interprovincial trade barriers, and the need to attract privat

Anne Applebaum on Autocracy Inc., Trump, and US-Canada Tensions

Feb 11 2025 33 mins

This week, our guest is Anne Applebaum, a Pulitzer Prize-winning journalist, historian, and New York Times bestselling author. Her latest book, Autocracy Inc.: The Dictators Who Want to Run the World, explores the global rise of authoritarianism. On February 6th, 2025, Anne spoke at the University of Calgary's Haskayne School of Business annual PETRONAS International Energy Speaker

The Trade Battle Unfolds – Insights from Former Deputy Prime Minister John Manley

Feb 04 2025 43 mins

On February 1st, President Donald Trump signed an executive order titled “Imposing Duties to Address the Flow of Illicit Drugs Across Our Northern Border.” The order calls for a 25% tariff on virtually all Canadian goods imported into the United States and a 10% tariff on Canadian energy products, starting February 4th. In response, Prime Minister Justin Trudeau imposed 25% tar

Back in the Oval Office: Trump’s Energy Policy Agenda and Canadian Implications with Christopher Sands

Jan 28 2025 48 mins

This week on the podcast, we discuss Donald Trump’s inauguration and his return to the Oval Office, including his memorandums and executive orders. Joining the conversation is Christopher Sands, Director of the Wilson Center’s Canada Institute, a specialist on Canada, US-Canadian relations, and North American economic integration. Here are some of the questions Jackie and Peter

Carbon Markets in Uncertain Times: Insights from Michael Berends at ClearBlue Markets

Jan 21 2025 39 mins

This week, our guest is Michael Berends, Chief Executive Officer and Co-Founder of ClearBlue Markets. ClearBlue Markets helps clients harness carbon markets to meet their climate objectives. Here are some questions Peter and Jackie asked Michael: What is the overall sentiment toward carbon markets, especially after the Trump Administration's retreat from ESG initiatives? Are recent

Trump, Tariffs, and Trade: Impacts on Canadian Oil and Gas

Jan 14 2025 40 mins

The threat of tariffs on Canada’s trade with the United States continues to be top of mind, with Alberta’s Premier, Danielle Smith, recently returning from Mar-a-Lago after meeting with President-elect Donald Trump over the weekend. This week on the podcast, our guest is Marcus Rocque, Vice President at the ARC Energy Research Institute. Marcus joins Jackie and Peter in discuss

The Year Ahead: Top Energy Themes and Trudeau’s Resignation

Jan 07 2025 39 mins

Peter and Jackie start the new year by reviewing their predictions from 2024: what did they get right, and what did they miss? Next, they introduce their top energy themes to watch in 2025 and some predictions. Themes include changing governments and policy in the US and Canada – including the breaking news at the time of recording that Prime Minister Trudeau was resigning. They

Successfully Managing the Growth of Renewables with Elliot Mainzer, CEO of CAISO

Dec 17 2024 43 mins

This is our last podcast of 2024! We will be back in the new year with a look back at 2024 and the energy themes we will be watching in 2025. For the last podcast of the year, we welcome Elliot Mainzer, President & Chief Executive Officer, California Independent System Operator (CAISO). California has integrated a large share of renewables into its electricity supply. As of 202