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ARC ENERGY IDEAS
29 minutes | 7 days ago
Electric Vehicles: You Asked, We Answered
This week Jackie and Peter take on listener EV questions and comments. Here are some of the questions they tackled: Are EVs impacting oil demand and markets? Is degrading battery life a risk of EV ownership? How much range is lost due to cold weather? How do the economics of leasing vs buying compare? What about people without the luxury of a garage with adequate electrical capacity? And, if the energy for manufacturing the cars is factored in, are EVs still the lower GHG emissions option? Link to the IEA study that compares lifecycle greenhouse gas emissions over ten year lifetime, comparing EVs to ICE, as well as other technologies. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/The post Electric Vehicles: You Asked, We Answered first appeared on ARC Energy Research Institute.
26 minutes | 14 days ago
An Interview with Peter Zebedee: CEO of LNG Canada
LNG Canada’s $40 billion megaproject is taking shape. The project is the largest private sector investment ever made in Canada, and marks the birth of a new export industry. This week, the CEO of LNG Canada, Peter Zebedee joins the podcast to provide an update on the construction underway in Kitimat, British Columbia. Here are some of the questions we asked Peter Zebedee: What is the current long-term outlook for LNG demand? Is it possible for an LNG facility to be net-zero emissions? How would you describe support from Indigenous peoples impacted by the project? What is the state of the construction now, and how has COVID impacted progress? View current pictures of LNG Canada’s construction site: https://www.arcenergyinstitute.com/pictures-from-lng-canada/ See LNG Canada’s website: https://www.lngcanada.ca/ Link to Shell LNG Outlook 2021. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/The post An Interview with Peter Zebedee: CEO of LNG Canada first appeared on ARC Energy Research Institute.
28 minutes | 21 days ago
Clean Energy Investing: Is This Time Different?
Stock prices of companies in the clean energy space have rocketed-up over the past year. Even considering the recent pullback, most stocks are still up significantly. Clean energy investing is not new. There have been a few cycles in the past that have generally not ended well for investors. This week, Peter and Jackie discuss today’s market dynamics and what may have changed compared with the past. The mentioned article on direct air capture, including the estimated price for removing carbon dioxide at $US 250/tonne can be found here: “The Potential for Carbon Capture Tech is Captivating.” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/The post Clean Energy Investing: Is This Time Different? first appeared on ARC Energy Research Institute.
28 minutes | a month ago
An Interview with Martha Hall Findlay: Chief Sustainably Officer at Suncor Energy
What is the effort required to respond to investor ESG disclosure requirements? Should oil sands companies have access to “green financing” to fund emissions reduction projects? How do Suncor’s GHG emission reduction goals compare to other oil producers? What types of new energy technologies and projects is Suncor investing in? What is your perspective on Canadian federal climate policy, including $170/tonne carbon price by 2030 and the Clean Fuel Standard? These are just some of the questions we asked Martha Hall Findlay, Chief Sustainably Officer at Suncor Energy. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/The post An Interview with Martha Hall Findlay: Chief Sustainably Officer at Suncor Energy first appeared on ARC Energy Research Institute.
32 minutes | a month ago
Pedal to the Metals: Are There Limits to the Supply of EV Batteries?
This week our guest is Simon Moores, Managing Director of Benchmark Mineral Intelligence. Benchmark Mineral Intelligence offers price reporting and market intelligence for the supply chains of lithium ion batteries, electric vehicles and energy storage. Here are some of the questions Jackie and Peter asked Simon: What is driving the increase in lithium, cobalt, and nickel prices today? Are there new mineral mines coming? Are auto manufactures considering the battery supply chain in their ambitious growth plans? What about the geopolitics of battery production and minerals? To learn more about Benchmark Mineral Intelligence research and events visit: https://www.benchmarkminerals.com/ For access to the Energyphile Book Clubs, and other Energyphile content, signup here. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Pedal to the Metals: Are There Limits to the Supply of EV Batteries? first appeared on ARC Energy Research Institute.
24 minutes | a month ago
A Year Later: Nine Oily Lessons from the Pandemic
This week marks a year since the oil price war started and COVID-19 reached North America. While pandemic restrictions still remain, the oil markets have roared back. In this episode, Jackie and Peter discuss the recent ARC commentary “A 60-to-0 Round Trip: Nine Oily Lessons from the Pandemic.” For the energy industry, the events of the past 12 months have been a thought experiment turned reality. What have we learned? See the IEA’s “Achieving net-zero emissions by 2050” to view the assumptions around the impact of behaviour on GHG emissions. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post A Year Later: Nine Oily Lessons from the Pandemic first appeared on ARC Energy Research Institute.
33 minutes | 2 months ago
Houston, We Have a Problem: Learnings from the Power Outage
Millions of Texans were left in the freezing cold when the electrical system fell short during a historic winter chill. The deadly event caused the electric system operator to cut about 35% of forecasted demand with blackouts. This week, our guests – Joshua Rhodes, Research Associate at the University of Texas at Austin and Founding Partner at IdeaSmiths LLC and Blake Shaffer, Assistant Professor in the Department of Economics and School of Public Policy at the University of Calgary – help us understand what happened and the lessons that can be applied to other jurisdictions, including in Alberta. Joshua and Blake recently wrote an op-ed titled “Lessons for Alberta from the Texas power blackout.” Here are some of the questions Peter and Jackie asked this week’s guests: Why did demand rocket up so fast? What sources of power generation (wind, solar, natural gas, coal and nuclear) fell short? What happened to power prices? What could have improved the situation (capacity markets, transmission interconnects with other jurisdictions, demand-side changes)? What are the lessons for Alberta? And critically, what does this event mean for the way we think about decarbonizing electrical grids? The power generation by fuel type in the first few weeks of February 2021 by the IEA: “Severe Power Cuts in Texas Highlight Energy Security Risks Related to Extreme Weather Events.” Blake’s tweet that shows the actual generation of different power sources vs expectations: https://twitter.com/bcshaffer/status/1364635620706971651 Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Houston, We Have a Problem: Learnings from the Power Outage first appeared on ARC Energy Research Institute.
30 minutes | 2 months ago
Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard
Are electric vehicles the new family car? Jackie’s family recently purchased an EV to find out. In this episode, Peter and Jackie discuss the economics and utility of EV ownership, including the barriers of limited high-speed charging infrastructure and the need for standardized plugs. Next is an update on Canada’s Clean Fuel Standard (CFS). The draft legislation was released in the Canada Gazette in December 2020 and the deadline to provide feedback on the proposed CFS policy is quickly approaching on March 4, 2021. View the draft CFS, starting on digital PDF page 108. Instructions to provide feedback are on digital PDF page 245. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Road Trip! Electric Vehicles and Canada’s Clean Fuel Standard first appeared on ARC Energy Research Institute.
31 minutes | 2 months ago
Oil Market Recovery: Bulls vs Bears
Last week the IEA described the oil markets as ‘fragile.’ In contrast, the price of oil has soared back from all time lows (and negative pricing) to its pre-COVID levels. This week Peter and Jackie discuss the arguments of the bulls and the bears. The bears are focused on weak oil demand, slow vaccine roll outs and prolonged lockdowns. The bulls see beyond this near-term fragility to the demand recovery. Next, we consider the climate impacts of constraining North American oil production. Rating agencies are downgrading oil and gas companies because of climate risk. New permits for oil and gas drilling on US Federal lands are paused. The presidential permit for the KXL pipeline is canceled. But how do these actions reduce GHG emissions and fight climate change? Subscribe to the Energyphile email to learn about future book club events (scroll to the bottom of the webpage to enter your email address). In Total’s recent investor outlook, slide 14, they present an outlook for a 10 MMB/d shortfall in oil supply by 2025. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Oil Market Recovery: Bulls vs Bears first appeared on ARC Energy Research Institute.
31 minutes | 2 months ago
Oil, Climate and Net-Zero 2050: What do Albertans Think?
The UN reported that net zero pledges from local governments and business have roughly doubled in less than a year. Canada has introduced a bill that would legally bind the government to achieving net-zero emissions by 2050. But what do the people of Alberta think? This week, our guests – Linda Coady, the executive director of the Pembina Institute, and Janet Brown, a pollster and political commentator – share the results from a poll of Albertans commissioned by the Pembina Institute. Here are some of the questions they asked: Is Alberta too dependent on oil and gas? What is the cause for the decline in investment in Canada’s oil and gas industry? How effective have efforts from the Alberta Government been in enhancing the reputation of the province’s oil and gas sector? And, do Albertans support or oppose the federal government’s net zero 2050 goal? See Pembina Institute’s press release on the polling titled “Two thirds of Albertans support reaching net-zero emissions by 2050”, including the detailed polling results. See the Energyphile vignette on hybrid products that have smoothed the energy transition in the past: “Easing into a New Energy Paradigm.” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Oil, Climate and Net-Zero 2050: What do Albertans Think? first appeared on ARC Energy Research Institute.
30 minutes | 3 months ago
Good News for Oil and Gas Stocks. Finally.
Oil and gas stocks can hardly compete for news headlines with the wild volatility of GameStop and the soaring price of Tesla. Yet there is good news to report. Year-to-date oil and gas equities have outperformed the overall market. Relative to March 2020 – when the stocks were crushed – some public oil and gas names are now up 3 or 4 times. This week, our guest Trent Boehm, Vice Chairman and Head of Energy Sales for STIFEL FirstEnergy, explains the equity markets. Peter and Jackie asked Trent: The overall market seems to have COVID immunity, has the strong performance surprised you? What has driven the recent move up in oil and gas stocks? How do investors value oil and gas companies now? How do investors value clean energy companies? What about other natural resource stocks, like lithium, copper and other battery metals, how have they performed? Read Peter’s recent commentary on the metal intensity of the energy transition “In With the New…and the Old Too.” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Good News for Oil and Gas Stocks. Finally. first appeared on ARC Energy Research Institute.
41 minutes | 6 months ago
Daniel Yergin on “The New Map: Energy, Climate, and the Clash of Nations”
This week’s guest is Daniel Yergin, the Pulitzer Prize winning author and authority on everything energy. We discuss Dan’s new book “The New Map: Energy, Climate, and the Clash of Nations.” Here are some of the questions that Peter and Jackie asked him: How has the US shale revolution changed the global energy order? Is the geopolitics of oil a non-issue now? What is the growing conflict between the United States and China? If Joe Biden were to win the US election, how could this change relations with Iran and oil supply? Will Saudi Arabia diversify their economy by 2030? How fast will the energy transition occur? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ ‘
34 minutes | 6 months ago
Musings about Energy Policy and Net-Zero Targets
On this week’s episode we discuss Alberta’s recently released “Natural Gas Vision and Strategy” that outlines petrochemicals, LNG, hydrogen, and plastic recycling as priorities for the government. We also talk about the province’s announcement around developing geothermal regulation. Next up, we consider the implications to lending and investing now that some banks are targeting net-zero emissions across their customers by 2050. Finally, we debate why companies should consider making net-zero 2050 targets. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
30 minutes | 7 months ago
Talking Alberta Energy with the Honourable Sonya Savage
When it comes to energy, Alberta is most known for its large oil and gas industry. However, the province also has emerging new energy potential, including blue hydrogen, geothermal, minerals and carbon capture and storage (CCS). Alberta’s Energy Minister, the Honourable Sonya Savage, joined the podcast this week. Here are some of the questions we asked her: How are companies coping with the oil market crisis? What is your take on the federal government’s throne speech and plan to achieve net-zero emissions by 2050? Is Joe Biden a risk to the province’s investment in the Keystone XL pipeline? What are the emerging energy technologies to watch for in Alberta? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
28 minutes | 7 months ago
Pondering the Headlines: From California to Canada
We start this week’s podcast talking about the Energyphile Vignette “Decarbonization Lessons from Edison.” Thomas Edison’s strategy for electrification provides learnings for today’s energy transition. We also cover recent energy headlines: BP’s prediction that oil demand will peak soon. California’s summer power blackouts and the state’s pledge to ban the sale of new combustion vehicles by 2035. Canada also has big targets for the adoption of electric cars, but could Canada also become a leader in producing EVs? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
33 minutes | 7 months ago
Fighting Climate Change with Nature: A Conversation with Duncan Van Bergen from Shell
This week our guest is Duncan Van Bergen, Vice President of Nature Based Solutions for Royal Dutch Shell. What exactly are nature-based solutions? Duncan explains how Shell is harnessing nature to help achieve Shell’s ambitious GHG emission reduction targets. We learned that nature is a powerful weapon in the flight against climate change. Here are some of the questions that Peter and Jackie asked Duncan: What are some examples of nature carbon storage projects? Do the economics and scale compare with other carbon storage options? How do you respond to the greenwashing criticism? Will consumers pay more to offset their emissions with nature? What is the opportunity in Canada for these solutions? Yale 360 Feb 2019 blog reported that “Planting 1.2 Trillion Trees Could Cancel Out a Decade of CO2 Emissions, Scientists Find.” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
38 minutes | 7 months ago
Is Canada Ready for the Hydrogen Economy?
A recently published Transition Accelerator report suggests that hydrogen could represent a $C 100 billion per year economic opportunity for Canada. This week our guests are Dan Wicklum, President and CEO of the Transition Accelerator and David Layzell, Research Director at the Transition Accelerator, Professor and Director, Canadian Energy Systems Analysis Research (CESAR), University of Calgary. Dan Wicklum and David Layzell explain why Canada has a cost advantage for producing blue and green hydrogen. However, successfully building a new hydrogen economy in Canada is complex. It requires the simultaneous build out of new production and consumption systems, and government policy will be critically important. Download the Transition Accelerator report “Towards Net-Zero Energy Systems in Canada: A Key Role for Hydrogen.” See Peter’s latest Energyphile Vinette “Hijacking Infrastructure.” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
46 minutes | 7 months ago
Sustainable Recovery: A Conversation with Fatih Birol, Executive Director of the International Energy Agency (IEA)
This week we have a special guest, Fatih Birol, Executive Director of the IEA. Dr. Birol provides his global energy perspectives, both on the current situation with the pandemic and how the future may unfold. Here are some of the questions that Peter and Jackie asked him: Has oil demand peaked? Does the pandemic speed up or slow down the transition to cleaner energy? Are you optimistic that that the world can achieve the Sustainable Development Scenario (SDS) and decarbonisation by 2050? What is the potential for emerging zero emission technologies, including hydrogen, small nuclear reactors and Carbon Capture and Storage (CCS)? What about natural gas demand? How can Canada improve its stature in the energy world? Check out the IEA’s website, including the recent Sustainable Recovery report (that suggests global spending of $1 trillion annually is needed for three years to support economic recovery and to accelerate the energy transition). The Sustainable Development Scenario (SDS) assumes the world delivers on holding the average long term temperature increase to less than 2 degrees C. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Sustainable Recovery: A Conversation with Fatih Birol, Executive Director of the International Energy Agency (IEA) first appeared on ARC Energy Research Institute.
34 minutes | 8 months ago
Saskatchewan Innovation: A Conversation with the Honourable Bronwyn Eyre, Energy and Resources Minister
Saskatchewan has an abundance of natural resources. The province is already well known for the production of oil, natural gas and uranium. It soon could be known for extracting hydrogen, helium, lithium and other elements across the periodic table. On this week’s episode, the Honourable Bronwyn Eyre gives us an update on Saskatchewan’s established and emerging resource sectors. Peter and Jackie cover many topics with the Minister including: resource development; acceleration of Small Modular Reactors (SMRs); leadership with Carbon Capture, Utilization and Storage (CCUS); and policy matters, including Saskatchewan’s concerns about the proposed Federal Clean Fuel Standard (CFS) and incentives for CCUS projects. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Saskatchewan Innovation: A Conversation with the Honourable Bronwyn Eyre, Energy and Resources Minister first appeared on ARC Energy Research Institute.
27 minutes | 8 months ago
Oil Musings: Pipelines, Stranded Assets and Pivots
North American pipelines are being canceled, delayed and threatened to shut down. Producers are announcing tens of billions of dollars in asset write-downs, and supermajor BP has declared they will reduce oil and gas production and become an integrated low carbon energy company. This week’s episode we discuss: Does the recent news bolster the oil and gas divestment movement’s stranded asset argument? What are the implications of these changes on North American energy supply and GHG emissions? How material are the reserve write-downs? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ The post Oil Musings: Pipelines, Stranded Assets and Pivots first appeared on ARC Energy Research Institute.
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