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About This Podcast
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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Recent Episodes
S1E316 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…
S1E315 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…
S1E314 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…
S1E313 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…
S1E312 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…
S1E311 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,…
S1E310 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.…
S1E309 Predicting the Unpredictable: Energy and Geopolitics in 2026
Predicting the Unpredictable: Energy and Geopolitics in 2026 This week, Peter and Jackie kick off the year with their 2026 outlook. They begin by asking a fundamental question: How relevant are…
S1E308 Special Episode: U.S. Intervention in Venezuela and What It Means for Canada
This special episode analyzes the United States’ intervention in Venezuela on January 3, 2026, and explores its broader implications for Canada and the Canadian oil sector. Peter and Jackie open with…
S1E307 2025 Wrap-Up: Energy, Policy, and Predictions Revisited
We’re closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered…
S1E306 First Cargo, Future Opportunities: A Conversation with LNG Canada CEO Chris Cooper
Canada’s first cargo of LNG set sail from Kitimat, British Columbia, on June 30, 2025. This week on the podcast, Chris Cooper, President and CEO of LNG Canada, joins us to reflect on that milestone,…
S1E305 Alberta–Ottawa’s MOU: Reactions, Reality, and National Opportunity
A memorandum of understanding (MOU) between Alberta and the Canadian federal government was signed on November 27, 2025. It declared a shared goal of making Canada a global energy superpower by…
S1E304 New Canadian Electricity Outlook: Bullish Load Growth and a Major Renewables Buildout
This week on the podcast, we dig into a new report on renewable growth in Canada, “Canada’s Renewable Energy Market Outlook 2025”, a joint study by Dunsky Energy + Climate Advisors and the Canadian…
S1E303 Canada’s New Nation-Building Projects and the IEA 2025 Outlook
This week on the podcast, Jackie and Peter break down the Canadian government’s latest release of nation-building projects. The second tranche includes a major LNG export development, Ksi Lisims LNG,…
S1E302 Our Take on Canada’s Budget 2025
This week on the podcast, Jackie and Peter share their insights on Canada’s 2025 federal budget, released last week and expected to pass on November 17. They also briefly introduce the topic of…
S1E301 Canadian Electricity: Insights from Jason Chee-Aloy from Power Advisory
This week on the podcast, our guest is Jason Chee-Aloy, Managing Director at Power Advisory LLC. The firm provides expert consulting services in the electricity sector across Canada and the United…
S1E300 LNG Ambition, Pipelines, and the Climate Debate in Canada
This week on the podcast, Jackie and Peter begin with a roundup of the latest developments in Canadian energy. They start by discussing Prime Minister Carney’s remarks at the ASEAN Summit in…
S1E299 Pipeline Politics and Canadian Unity: A Conversation with the Honourable Jason Kenney
Oil pipeline politics are once again in high gear in Canada. Alberta Premier Danielle Smith is advancing plans for a 1 MMB/d pipeline to the West Coast of British Columbia, while B.C. Premier David…
S1E298 What’s Holding Back Canada’s Mining Sector?
Canada must raise its level of ambition to compete in today’s rapidly shifting geoeconomic and geopolitical landscape. So far on the podcast, we’ve focused on how diversifying oil and gas exports can…
S1E297 Canada’s Energy Ambition: From Market Hostage to Global Player
This week, Jackie and Peter discuss Peter’s recent writing, including his article in The Hub titled “Increasing Canada’s Energy Ambition is an Economic and Geopolitical Imperative” as well as two…
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ARC ENERGY IDEAS has published 316 episodes since October 2018, covering topics in Business, Investing.
ARC ENERGY IDEAS is currently highly active with new episodes weekly. Average episode length is 34m.
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