ARC ENERGY IDEAS
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.
Episodes
334 episodes
Hormuz Risk, Pipeline Momentum, and Alberta’s New Gigawatt Data Centre
This week’s podcast is the final episode before Peter and Jackie take a summer break. The show will return to its weekly schedule in September. The episode begins with oil market news, as conflict with Iran flares up again and the S...
Oil Pipeline News, Plus Natural Gas with Enbridge’s Michele Harradence
This week, the podcast starts with news on the West Coast oil pipeline. On July 2, Prime Minister Mark Carney and Alberta Premier Danielle Smith announced that a pipeline project exceeding 1 MMB/d was ready to be submitted to the Major Projects...
Canadian Electricity and the New Nuclear Strategy
This week, our guest is Mike Law, former president and CEO of the Alberta Electric System Operator (AESO). Mike now leads MGL Advisory Services Ltd. and advises several companies, including Energy Albert...
Angela Stent on Putin's War in Ukraine
This week on the podcast, our guest is Angela Stent, a globally recognized authority on U.S.-Russia relations. Angela has held senior roles at Georgetown University, the American Enterprise Institute (AEI), the Brookings Institution, the U.S. S...
Two Topics: MOU with Iran and a Tour of the Westridge Marine Terminal
This week on the podcast, Peter and Jackie begin with the big news of June 14th: the United States and Iran have reached a preliminary agreement to end the war, which takes the form of a memorandum of understanding (MOU). While the agreement le...
Alberta’s Energy Opportunity: A Conversation With the Honourable Brian Jean
This week, our guest is the Honourable Brian Jean, Alberta's Minister of Energy and Minerals. The conversation was recorded at an ARC Financial event in Calgary on June 9. The closure of the Strait of Hormuz has underscored the impo...
NVIDIA’s Marc Spieler: AI, Data Centres, and Energy
The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting for Canadian West Coast LNG, and the Pope's theological document warning about AI. Next, Peter and Jackie introdu...
Advancement of the Canada-Alberta MOU Agreement: Pipeline, CCS, and Carbon Markets
On May 15, Alberta and Ottawa announced updates to their MOU on carbon markets and energy policy, aimed at advancing a greenfield oil pipeline proposal to Asian markets by July 1, with possible construction readiness after September 2027. The a...
Is the Strait of Hormuz Closure Accelerating Clean Energy?
This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the...
Rory Johnston on the Sanguine Strait Stoppage
This week, our guest is Rory Johnston, a Toronto-based oil market researcher, the founder of Commodity Context, and, among other things, the host of the
Shell, LNG Momentum, and Nova Scotia’s Energy Ambitions
The podcast opens with major news: Shell’s agreement to acquire ARC Resources, signaling strong confidence in LNG Canada Phase 2, the broader Canadian LNG sector, and the quality of the Montney resource. It also marks a shift, as this is the fi...
Stewart Muir on B.C. Energy: DRIPA, Pipelines, LNG & Power
This week on the podcast, Peter and Jackie are joined by Stewart Muir, President and CEO of Resource Works, a leading voice in Canada’s natural resource sector with a focus on British Columbia. Peter and Jackie open the episode with...
Inside Suncor’s Transformation: A Conversation With Rich Kruger
This week on the podcast, our guest is Rich Kruger, President and Chief Executive Officer of Suncor Energy Inc. Rich explains key messages from the company's recent Investor Day presentation, including its transformation in safety, ...
Progress on the Canada-Alberta MOU: A Conversation with Deborah Yedlin
This week on the podcast, we welcome back Deborah Yedlin, President and CEO of the Calgary Chamber of Commerce. Deborah returned to the show to discuss the April 1 deadline for key deliverables under the Canada-Alberta Memorandum of...
Recapping CERAWeek 2026
This week on the podcast, Jackie and Peter unpack key themes from the CERAWeek conference held in Houston from March 23–27, 2026. Highlights from the conference include: Canada is back on the global stage: Se...
This Is Our Moment: An Interview With the Honourable Tim Hodgson
This week, our guest is the Honourable Tim Hodgson, Canada’s Minister of Energy and Natural Resources. The conversation was recorded at CERAWeek in Houston on March 24, 2026. Here are some of the questions Jackie asked Minister Hodg...
What 1.5 Million Barrels per Day Could Mean for Canada’s Economy
Over the past decade, the Canadian economy has been driven largely by consumption and government spending, while business investment has remained relatively flat. To accelerate Canada’s economic growth, an objective emphasized by Prime Minister...
Strait of Hormuz Closure and the Oil Price Roller Coaster
This week on the podcast, Jackie and Peter review developments in the Iran war, which entered its tenth day at the time of recording on the morning of March 9, 2026. The U.S. reports striking thousands of targets in Iran during the ...
Iran War, Oil Prices, and Canada Implications
On February 28, the United States and Israel launched an attack on Iran, killing the Supreme Leader along with other senior leaders of the Islamic Revolutionary Guard Corps (IRGC). In his initial statements following the attack, President Trump...
Building at Record Speed: Does Canada Have the Workforce?
Prime Minister Mark Carney has said Canada needs to “build at speeds not seen in generations.” More than ten major projects have now been referred to the Major Projects Office (MPO). Assuming that all of the projects move forward in the next fe...
Edward Fishman on American Power in the Age of Economic Warfare
This week on the podcast, we’re sharing highlights from a conversation at the 8th Annual Haskayne School of Business PETRONAS International Energy Speaker Series held on February 11, 2026. Jackie Forrest moderated a sold-out session...
Canada’s E-Fuels Competitiveness with StormFisher Hydrogen
This week on the podcast, our guest is Brandon Moffatt, Chief Development Officer at StormFisher Hydrogen. StormFisher Hydrogen develops projects that repurpose energy, water, and power, with a focus on green hydrogen and e-fuels across the Nor...
Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025
This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energ...
What Is Canadian Carbon Competitiveness?
This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on Canadian federal carbon policy, including a discussion of the carbon pricing policy...
Rob West’s Top Energy Themes for 2026 + Your Doomsday Power Backup Plan
This week on the podcast, we welcome back Rob West, founder and CEO of Thunder Said Energy. Founded in 2019, the firm provides research that helps decision-makers identify energy opportunities. Based in Estonia, nine time zones away, Rob ...