Podcasts about canadian oil

Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximately 14 to 16 million barrels of oil from daily production, with strategic petroleum reserves and shadow fleet inventories currently offsetting the supply shock. He anticipates that if the war continues, oil prices could reach $80-$90 per barrel by year-end, with potential risks of prices climbing to $150-$180, which could trigger significant demand destruction. They discuss the broader implications for the energy sector, with Schachter emphasizing that the current environment presents attractive opportunities for investors. He recommends focusing on companies with large reserve life indices, low operating costs, and attractive valuations. Specifically, he highlights Canadian energy companies in natural gas and oil sands sectors as promising investments. Schachter notes that the energy landscape has fundamentally changed since March 1st, with companies now needing to focus on growth strategies. He believes the sector is still in early stages, comparing it to being on the fourth hole of a golf course, with significant potential for future development. Companies with strong balance sheets and the ability to capitalize on higher commodity prices will be best positioned. The conversation also touches on potential demand impacts, with Schachter suggesting that prices above $150-$180 per barrel could trigger severe economic consequences, potentially leading to demand reduction that would stabilize prices. He recommends investors carefully evaluate energy companies, looking at metrics like finding and development costs, operating efficiency, and management’s equity stake. Ultimately, Schachter believes the energy sector offers significant long-term investment potential, particularly for those willing to be patient and strategic in their approach. Timestamps: 00:00:00 – Introduction 00:01:05 – Long-Term Conflict Implications 00:04:04 – Geopolitical Risks and Escalation 00:05:09 – Oil Price Dynamics Forecast 00:08:18 – Futures Curve Analysis 00:10:18 – Supply Shortage Timeline 00:11:24 – Energy Sector Investments 00:13:19 – Infrastructure Damage Assessment 00:16:35 – US Geopolitical Oil Strategy 00:18:14 – Historical Price Parallels 00:21:29 – Stock Valuation Opportunities 00:25:13 – Iran War Possibilities 00:29:20 – Attractive Oil Gas Picks 00:32:38 – Canadian Oil & Gas 00:35:41 – Oil & Gas Producers 00:40:32 – Assessing Companies 00:45:58 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

BC Cuts climate agency and sends workers to pipeline projects Guest: Sven Biggs, Canadian Oil and Gas Campaign Director Guest: Adrian Dix, BC's minister of Energy and Climate Solutions Should we trim Old Age security for higher income seniors? Guest: Dr. Paul Kershaw, UBC Professor in the school of public health and Founder of Generation Squeeze Learn more about your ad choices. Visit megaphone.fm/adchoices

Is U.S. market dominance about to break? In this episode of Insight is Capital, Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today's market may be less about valuations—and more about a powerful capital cycle that could reshape global investing.From AI-driven CapEx booms to the hidden risks of passive investing, Smead draws on historical parallels—from railroads to telecom to fracking—to explain why investors often miss the biggest regime shifts… and why the next decade of returns may look very different from the last.This conversation explores the case for international equities, the structural setup for commodities, and why Canadian oil could play a critical role in portfolios as capital flows begin to rebalance globally.If you think diversification still means owning the S&P 500… this episode may change your perspective.

Since the U.S. and Israel started a war with Iran, the price of oil has spiked. That's largely because oil tankers are no longer travelling through the Strait of Hormuz, meaning roughly one fifth of the world's oil and gas supply remains stranded in the Gulf region. This is having an effect in Canada, even though Canada is the world's fourth-largest oil producer and exporter. Jeffrey Jones is a journalist in The Globe's Report on Business, who has been covering the global oil market for decades. He joins the show today to explain why Canada is seeing domestic energy prices rise as a result of the war. Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Harbinger Showcase is a weekly podcast featuring highlights from Canada's #1 coast-to-coast community of politically and socially progressive podcasts. On this episode we discuss the costs of Canada's growing partnership with India on THE BREACH SHOW, explain why Oil & Gas interests lie about the future of their projects while profiting from the war in Iran on Sierra Club Canada's THE ENVIRONMENT IN CANADA and unpack the fallout from Vancouver mayor Ken Sim's  false accusations that city councillors are dealing drugs on REDEYE and talk about American-style Charter Schools and how they relate to the broader changes happening in the public education system on ALBERTA ADVANTAGE.The Harbinger Media Network includes 89 podcasts focused on social, economic and environmental justice and featuring journalists, academics and activists on shows like The Breach Show, Tech Won't Save Us, Press Progress Sources & more.Harbinger Showcase is syndicated to community and campus radio and heard every week on CKUT 90.3FM in Montreal, at CFUV 101.9FM in Victoria, at CIVL 101.7FM in Abbotsford, at CHLY 101.7FM in Nanaimo, on CJUM 101.5FM and CKUW 95.9FM in Winnipeg, at CiTR 101.9FM, CJSF 90.1FM and at CFRO 100.5FM in Vancouver, at Hamilton's CFMU 93.3FM, at Radio Laurier in Waterloo, at CJTM 1280AM in Toronto, at CJAM 99.1FM in Windsor and at CJBU 107.3FM in Sydney, Nova Scotia. Find out more about the network, subscribe to the weekly newsletter and support our work at harbingermedianetwork.com.

Harbinger Showcase is a weekly podcast featuring highlights from Canada's #1 coast-to-coast community of politically and socially progressive podcasts. On this episode we discuss the costs of Canada's growing partnership with India on THE BREACH SHOW, explain why Oil & Gas interests lie about the future of their projects while profiting from the war in Iran on Sierra Club Canada's THE ENVIRONMENT IN CANADA and unpack the fallout from Vancouver mayor Ken Sim's  false accusations that city councillors are dealing drugs on REDEYE and talk about American-style Charter Schools and how they relate to the broader changes happening in the public education system on ALBERTA ADVANTAGE.The Harbinger Media Network includes 89 podcasts focused on social, economic and environmental justice and featuring journalists, academics and activists on shows like The Breach Show, Tech Won't Save Us, Press Progress Sources & more.Harbinger Showcase is syndicated to community and campus radio and heard every week on CKUT 90.3FM in Montreal, at CFUV 101.9FM in Victoria, at CIVL 101.7FM in Abbotsford, at CHLY 101.7FM in Nanaimo, on CJUM 101.5FM and CKUW 95.9FM in Winnipeg, at CiTR 101.9FM, CJSF 90.1FM and at CFRO 100.5FM in Vancouver, at Hamilton's CFMU 93.3FM, at Radio Laurier in Waterloo, at CJTM 1280AM in Toronto, at CJAM 99.1FM in Windsor and at CJBU 107.3FM in Sydney, Nova Scotia. Find out more about the network, subscribe to the weekly newsletter and support our work at harbingermedianetwork.com.

Canadian oil reserves, Middle East War, Alberta PST Learn more about your ad choices. Visit megaphone.fm/adchoices

Guest: Dennis McConaghy, former executive vice-president of corporate development at TransCanada Corporation and fellow at the Canadian Global Affairs Institute   

The deadly U.S.- and Israel-led attack on Iran has given way to a cold economic reality. According to the International Energy Agency, the war in the Middle East has created the biggest oil supply disruption in history. With oil markets in turmoil and fears of export restrictions growing as the conflict enters its third week, Canada suddenly has more relevance in the conversation around energy security.This week, West of Centre host Kathleen Petty is joined by Gitane De Silva, the former CEO of the Canada Energy Regulator and Alberta's former senior representative to the U.S.; and Heather Exner-Pirot, director of energy, natural resources and environment at the Macdonald-Laurier Institute.When it comes to oil scarcity, both experts agree that Alberta has little to fear. While consumer prices are set to climb, the province's abundance of oil and natural gas is critical to weathering the economic storm. And Canada's reputation as a stable, reliable and predictable energy partner is becoming increasingly attractive to our global allies. As the Canada-United States-Mexico Agreement (CUSMA) comes up for review, Canada may find itself with a lot more muscle to flex at the table. Alberta Premier Danielle Smith says the conflict underscores the need for a new bitumen pipeline to the northwest B.C. coast, but does the crisis actually make the project more urgent and, more importantly, viable? There are big hurdles for new energy infrastructure in Canada. And as the April 1 deadline approaches for the federal and Alberta governments to come to an agreement on methane, carbon pricing and carbon capture, the industry is spooked over some key conditions for the project's approval.Host: Kathleen PettyGuests: Gitane De Silva, Heather Exner-PirotProducer: Diane Yanko

The world needs oil and we got it, what does Canada have to do to export our resources globally? Former NDP MP Lori Idlout crosses the floor right before a party leadership race. Hybrid sales are up but EV sales are down, is it time to scrap the provincial EV mandates? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by both US and Canadian oil production. He highlights the limitations of OPEC in increasing production and the implications for global oil prices. Schachter also addresses the infrastructure challenges in Canada, the importance of refining margins, and the potential for investment in the sector as foreign companies return. The discussion concludes with an overview of the risks to the bullish outlook for oil prices and the future of the energy sector.

Heather Exner-Pirot, senior fellow and the director of the energy, natural resources, and environment program at the Macdonald-Laurier Institute, and a special advisor to the Business Council of Canada, discusses some of the biggest misconceptions surrounding Canada's oilsands—from claims about peak oil demand to questions about pipeline capacity and Indigenous consent. Exner-Pirot makes a powerful case for why the oil sands remain strategically vital, not just economically but geopolitically. She also considers why diversifying beyond the U.S. market matters more than ever, how the industry has dramatically reduced costs and emissions, and why she believes we're at a turning point in how Canadians view their energy sector. This episode is presented in partnership with the Pathways Alliance.   The Hub is Canada's fastest growing independent digital news outlet.   Subscribe to The Hub's podcast feed to get our best content when you are on the go: https://tinyurl.com/3a7zpd7e (Apple)  https://tinyurl.com/y8akmfn7 (Spotify) Follow The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Elia Gross - Producer & Editor Sean Speer - Host   To contact us, sign up for updates, and access transcripts email support@thehub.ca

Today on On The Line, host Jen Gerson speaks with Heather Exner-Pirot, the Director of Energy and National Resources and Environment at the MacDonald-Laurier Institute. Exner-Pirot does her damndest to check some of Gerson's rampant New Year's depression as they discuss the U.S. abduction of Venezuelan President Nicholas Maduro. It may be bad news for the Venezuelans -- every hour seems to provide greater evidence for America's own greedy intentions and poorly thought out after-plan. However, she's not worried about what this will mean for Canada's own industry. In some ways, she's outright optimistic that the Americans will come around from their current trajectory. Gerson is not so convinced. You decide. 

Trump captures Maduro, plans to reinvigorate Venezuela oil. What are the impacts on Canadian oil? US National security implications, critical minerals, and the quest for Greenland. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehourFor Mortgage Brokers:https://www.neighbourhood.com/looniehour-brokersPathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Falice Chin, The Hub's Alberta bureau chief, joins Sean Speer to discuss Trump's Venezuela intervention and the implications for Canada's natural resource sector. She argues that despite surface-level concerns about Venezuelan oil displacing Canadian exports, significant infrastructure deficits, and market dynamics make immediate competition unlikely.    They emphasize that energy remains a crucial source of geopolitical power and discuss whether Canada should expand oil production or reconsider its strategy in light of Venezuela's changing status.   The Hub is Canada's fastest growing independent digital news outlet.   Subscribe to The Hub's podcast feed to get our best content when you are on the go: https://tinyurl.com/3a7zpd7e (Apple)  https://tinyurl.com/y8akmfn7 (Spotify) Follow The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Amal Attar-Guzman - Producer and Video Editor   Elia Gross - Sound Editor  Sean Speer - Host Matias Delacroix/AP Photo - Photo Credit To contact us, sign up for updates, and access transcripts email support@thehub.ca

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   0:18 - Why Trump's Venezuela gambit won't break Canadian oil, by Falice Chin   9:10 - Canada keeps flaming out at the World Juniors—and it's no surprise why, by Kirk LaPointe   15:50 - With international threats rising, our military needs a new plan to train the next generation, by J.L. Granatstein   This program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/   Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch The Hub on YouTube: https://www.youtube.com/@TheHubCanada Get a FREE 30-day trial membership for our premium content: https://thehub.ca/free-trial/ The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Alisha Rao – Producer & Sound Editor   To contact us, sign up for updates, and access transcripts, email support@thehub.ca

Joy Malbon reports on massive pro-Maduro marches that took place Tuesday as U.S. President Donald Trump says he now oversees Venezuela; After U.S. President Donald Trump vowed to rebuild Venezuela's energy sector, many are calling for Canada to ramp up its energy exports. Rachel Aiello explains; Rahim Ladhani has more on the Blue Jays making headlines in the offseason with their latest acquisition from Japan, Kazuma Okamoto.

Julian Karaguesian, who served in the Canadian Ministry of Finance and the Canadian Embassy in Washington working on the Canada – U.S. economic relationship and now professor of economics at McGill University, joins Aaron Rand to talk about Canada's current oil situation since the U.S. involvement in Venezuela.

U.S. President Donald Trump was clear on Saturday when he announced his administration's plans for the future of Venezuela: “We're going to have our very large United States oil companies, the biggest anywhere in the world, go in, spend billions of dollars, fix the badly broken infrastructure, the oil infrastructure, and start making money for the country,” he told the world.But how feasible is that? How quickly could it happen? And even if U.S. oil companies do return to Venezuela and increase their exports, what will that mean for Canada at a time when our oil industry is trying to diversify its export base?Jeff Jones writes for The Globe's Report on Business. He first started reporting on the oil sector in the 1990s. He joins the show to explain the state of Venezuela's oil sector, what obstacles lie ahead for it and what this all means for Canada's economic sovereignty.Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Greg Brady spoke to Martin Pelletier, Commodities Analyst, Altus (Alberta-based) about what will the removal of deposed Venezuelan leader Nicolas Maduro mean for Canadian oil industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady spoke to Martin Pelletier, Commodities Analyst, Altus (Alberta-based) about what will the removal of deposed Venezuelan leader Nicolas Maduro mean for Canadian oil industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Malaysia, where he suggested that Canada could export up to 50 million tonnes of LNG per year (about 6.5 Bcf/d) by 2030, with the potential to double that by 2040. They then turn to the upcoming federal budget, which is expected to include details about Canada's Climate Competitiveness Plan. Another key topic is President Trump's decision to suspend trade talks with Canada following controversy over Ontario's free-trade advertisement. Next, the hosts reflect on Peter's recent commentary in The Hub, titled “Even if Alberta gets a new pipeline, what's next for the oilsands?” Finally, Jackie talks about her recent appearance on a CBC podcast that explored whether Canada can build pipelines while fighting climate change. She explains why she felt the show's coverage was not balanced and shares her broader concerns about how climate and energy topics are often framed in mainstream Canadian media.Content referenced in this podcast: The Globe and Mail, “Carney's climate vision is to deprioritize emissions targets, focus on economic advantages” (October 14, 2025) The Hub “Peter Tertzakian: Even if Alberta gets a new pipeline, what's next for the oilsands?” (October 4, 2025) CAPP Data Centre, “The Economic Impact of Canadian Oil and Gas,” see slide 23 titled “Canada's Gross Domestic Product (GDP) by Industry | 2024” Government of Canada Publications, “Public Opinion Research on the National Adaptation Strategy,” (March 2025), see page 6: “A vast majority of people living in Canada (84%) consider climate change an important issue” Angus Reid Institute, “Pipeline Push: Majority of Canadians, including BC Residents support the idea of a pipeline to the north coast” (October 9, 2025) CBC Ideas Podcast “Can we have new pipelines and curb climate change too?” October 7, 2025Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

#podcast #politics #progressives #Democrats #Republicans #MAGA #Line5 #Oil #FossilFuels #GovernmentCorruption #Michigan #Great Lakes #WorkingClass #Jobs #CleanEnergy #Economy #Trump #Enbridge #Environment #LeftOfLansing Here's the Left of Lansing "Monday Musing" for September 22, 2025. In a shock to NO ONE, The Trump Regime is backing Canadian Oil company Enbridge's fight to keep the 73-year old oil and natural gas Line 5 pipeline operating under the Straits of Mackinac.  Pat Johnston explains how money talks when it comes to The Regime, as well as Government Corruption is a prime factor inside The Regime.  How's backing a Canadian Oil company over the wishes of Michiganders represent "America First?" Please, subscribe to the podcast, download each episode, and give it a good review if you can! leftoflansing@gmail.com Left of Lansing is now on YouTube as well! leftoflansing.com NOTES: "Trump administration intervenes in Line 5 Straits pipeline lawsuit, taking Enbridge's side." By Keith Matheny of The Detroit Free Press "Michigan Supreme Court takes up challenges on permit for Line 5 tunnel." By Kyle Davidson of Michigan Advance "Truth & Lies about Line 5 and the Great Lakes Tunnel." By Oil & Gas Don't Mix

This week, our guest is Eric Nuttall, Partner and Senior Portfolio Manager at Ninepoint Partners. Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI).  Here are some of the questions Peter and Jackie asked Eric: How would you compare investing in Canadian oil and gas producers versus U.S. companies?  Do you still believe Canada is undervalued relative to the U.S., as you did when we spoke a few years ago? With OPEC announcing on September 7, 2025, that it will add even more supply to the market, why are oil prices remaining so resilient, and what is Saudi Arabia's strategy? What are your expectations for North American natural gas prices, particularly in Canada, which has experienced exceptionally weak pricing this year? Canada has seen a wave of consolidation in the oil patch—how do you view corporate consolidation in this context? You have long advocated for oil and gas producers to buy back shares, but if Canada succeeds in building new export pipelines for oil and gas, would you support companies growing production to create value rather than relying solely on buybacks? How can new export pipelines be built if investors continue to prefer buybacks over growth? Finally, do you believe Canadian oil and gas companies still trade at a “green discount” due to climate policies that burden the sector?Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

As global oil demand continues to rise, one question is dominating investor conversations: Where will the next wave of secure, long-term supply come from? With the supermajors pulling back on long-cycle investments, attention is shifting to the Canadian oil sands — a region offering both resource depth and geopolitical stability.But can it grow fast enough to meet the moment?Join Andrew Gillick for a special edition of Morning Energy Live featuring Adam Waterous — renowned investor and energy strategist — for an unfiltered look at what's next for Canadian oil.They'll dig into:Whether Canadian oil sands can deliver real, scalable supply growth — and who's willing to fund itWhat Strathcona's move on MEG means for the broader investment narrativeHow Strathcona could emerge as a carbon capture leader in North AmericaWhy oil sands producers may become the next capital return powerhouses

Let's take a look at Canada's evolving trade relationship with China, as rising US tariffs force a rethink of our economic dependencies. With Donald Trump ramping up tariff threats and Prime Minister Mark Carney pushing back, the Canadian government is making a calculated pivot toward China—now the top buyer of Canadian crude oil via the Trans Mountain pipeline. In Episode 190, we'll discuss how Canada's renewed focus on China–Canada trade includes efforts to eliminate tariffs on key exports like canola and seafood, and how trade diversification is becoming central to Carney's economic vision. But this isn't blind optimism—Carney is clear that engagement with China must be deliberate and strategic, not naive.Don't forget to like, follow and subscribe across our channels! Thank you.This episode was recorded on: August 1, 2025Become a YouTube channel member or paid SubStack subscriber to hear Bill's stories and life lessons from 50+ years as a broadcast journalist in his members-only series, MORAL OF THE STORY: https://www.youtube.com/channel/UCeUbzckOLocFzNeY1D72iCA/joinListen to The Bill Kelly Podcast everywhere: https://kite.link/the-bill-kelly-podcastSubStack: billkelly.substack.com/YouTube: https://www.youtube.com/@TheBillKellyPodcast/featuredBlueSky: https://bsky.app/profile/thisisbillkelly.bsky.socialLinkedIn: https://www.linkedin.com/in/thisisbillkelly/TikTok: https://www.tiktok.com/@thebillkellypodcastFacebook: https://facebook.com/TheBillKellyPodcastInstagram: https://www.instagram.com/thisisbillkelly/*Comment ‘likes' on behalf of this channel are an acknowledgment of your comment, not necessarily an endorsement of its contents. Thanks for joining these critical discussions in critical times!CHAPTERS00:00 Economic Relations with China: A New Perspective02:53 Canada's Oil Trade and Economic Diversification05:48 Navigating Trade Challenges and Opportunities09:00 Future Prospects: Expanding Trade PartnershipsFURTHER READINGChina's record purchases of Canadian crude could be a harbinger of more deals to comehttps://www.ctvnews.ca/world/trumps-tariffs/article/eric-ham-chinas-record-purchases-of-canadian-crude-could-be-a-harbinger-of-more-deals-to-come/Premiers call for improved relationship with China during trade war with the U.S.https://www.ctvnews.ca/canada/article/trade-trump-and-china-dominate-final-day-of-premiers-gathering/U.S., EU agree to framework for trade deal that puts 15% tariff on European goodshttps://www.cbc.ca/news/world/us-eu-trade-deal-tariff-1.7595078China-Canada Relations: High Tariffs and Low Trusthttps://opencanada.org/china-canada-relations-high-tariffs-and-low-trust/South Korea pitches Canada on $20B-plus plan for subs, armoured vehicleshttps://www.cbc.ca/news/politics/south-korea-canada-submarines-artillery-defence-1.7523180With US trade war, China now top buyer for Canadian crude on Trans Mountain pipelinehttps://www.reuters.com/business/energy/with-us-trade-war-china-now-top-buyer-canadian-crude-trans-mountain-pipeline-2025-05-16/?utm_source=chatgpt.comHASHTAGS#News#Politics#BreakingNews#PoliticalNews#PoliticalCommentary#NewsToday#NewsUpdates#NewsCommentary#PoliticalCommentary#CanadaNews#TodayNews#Tariffs#TrumpTariffs This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit billkelly.substack.com/subscribe

In this episode of "Oil Ground Up," host Rory Johnston delves into the dynamic landscape of the Western Canadian oil and gas sector with expert insights from Michael Spyker, Principal Analyst at HTM Energy Partners. The discussion navigates the complexities of the non-oil sands sector, focusing on the Montney and Duvernay plays, and explores the strategic implications of Strathcona's bid for MEG Energy. Tune in to understand the evolving trends, challenges, and opportunities within this pivotal industry. Don't miss this deep dive into the heart of Canada's energy frontier.

PREVIEW: CANADA OIL: Colleague Conrad Black reminds me that the unbuilt pipeline can carry Canadian oil and gas to Montreal, not just EU. More to come. 1851 TORONTO

This week, our guest is Mark Maki, Chief Executive Officer of Trans Mountain Corporation. The original Trans Mountain pipeline was built in 1953, and the Expansion Project was completed just over one year ago, nearly tripling the pipeline's capacity to 890,000 B/d (from 300,000 B/d).  Here are some of the questions that Jackie and Peter asked Mark: How much do you expect to pay your shareholder (the Canadian Government) in 2025 and 2026? What are the logistics of moving the oil by tanker? Where are the tankers going, and what type of crude is shipped in the pipeline? How has the pipeline improved Canadian oil prices? What is the expected timing for a resolution on the tolls, as a Canadian Energy Regulator (CER) hearing is currently underway that could adjust the cost for shipping oil? What is the potential to increase pipeline flows, and is there potential for a northern leg as proposed in the early days of the expansion? The Federal Government has stated it plans to sell the pipeline; do you have any updates on that and the potential timing? What are your thoughts on Bill C-5 and the potential for this type of legislation to avoid the high costs and many delays faced by the Trans Mountain Expansion?Content referenced in this podcast: Globe and Mail, “Trans Mountain expects to pay federal government $1.25 billion in 2025” (May 2025)Financial Post, “Canada must maximize existing pipelines before building more, Guilbeault says” (May 2025) Financial Post, “Northern Leg to Trans Mountain pipeline attracts interest amid brewing trade war” (February 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

This week, our special guest is Daniel Yergin, Vice Chairman of S&P Global and Chairman of S&P's CERAWeek conference. Daniel is the Pulitzer Prize-winning author of “The Prize: The Epic Quest for Oil, Money, and Power”. His most recent book is “The New Map: Energy, Climate, and the Clash of Nations”. Please note that the interview with Daniel Yergin was recorded on June 11th, before the Israel and Iran conflict began on June 13th, 2025. Here are some of the questions Peter and Jackie asked Daniel Yergin: Why did you describe the energy transition as troubled and in need of a pragmatic path forward? Do you believe there is a growing consensus that the “fast energy transition” scenario is unrealistic? Do you anticipate Europe softening its green policies and subsidies or extending timelines for net-zero goals? How do you foresee the trade war and competition between the G2 (the United States and China) evolving? How dominant is China in clean energy, and what implications does this hold for the United States' ability to compete? What is OPEC's motivation for reintroducing supply to the market during a period of weaker demand? What strategy would you recommend for Canada to address US trade pressures and potential annexation threats? Content referenced in this podcast:Foreign Affairs, “The Troubled Energy Transition: How to Find a Pragmatic Path Forward” by Daniel Yergin, Peter Orszag, and Atul Arya (April 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

After averaging around $US 75/B over the past few years, the WTI oil price fell below $US 60/B in early May. The weakness is driven by growing concerns about a potential recession resulting from US tariffs and announcements from the OPEC+ group that they will accelerate adding supply to the market, just as demand may be softening. To help us understand the recent volatility in oil prices, our guest this week is Jeremy Irwin, Global Crude Lead at Energy Aspects. Here are some of the questions Peter and Jackie asked Jeremy: Is this a repeat of 2015, when OPEC decided to flood the market to weaken US shale oil producers? Is President Trump influencing the OPEC+ strategy, as he may want lower oil prices to help offset the inflationary effects of US tariffs? At current price levels, how will US oil production respond? If profit is tight at lower prices, will US oil producers prioritize paying shareholders or capital spending? How might changes to US sanctions on Venezuela, Russia, and Iran impact the oil market? When do you expect global (and China's) oil demand to peak? In the short term, how serious is the threat of recession to oil demand? Do you expect Canadian oil export infrastructure to expand? Content referenced in this podcast:See the Energy Aspects website to learn more about their research data, tools, and consulting servicesPlease review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Bert Terhart is an adventurer, sailor, and lifelong explorer who currently resides on a smaller island off Vancouver Island, Canada, a place with a surprisingly large population of 750,000. Originally from the prairies of Canada near Fargo, North Dakota, Bert grew up in a small, hardworking oil town, shaped by cold landscapes and a strong sense of community. His Dutch heritage, with a family background in the Merchant Marine, ignited his lifelong love of sailing. ⁣ Bert joined the Canadian Army at 17, attending the Canadian military college, the equivalent of West Point. He served in the Canadian Special Service Force, an elite unit trained alongside the U.S. military, and participated in intense Cold War-era training exercises. His military experience led him to reflect on the harsh realities of war, but he ultimately left the Army and pursued a career in oceanography after being disqualified from the Navy due to colorblindness. ⁣ A passion for the ocean, history, and exploration led Bert to retrace the routes of legendary explorers like Captain Cook and William Bligh, sailing over 50,000 nautical miles and navigating some of the most remote and challenging regions in the world, including the Arctic Circle and the Bering Sea. He is also known for his solo paddling expeditions across Canada and adventurous voyages in the Southern Ocean.

Despite what Trump says - the US is dependent on Canadian oil and gas. Brian Zinchuk and Bronwyn Eyre on  Canada's next move in the trade war.

Host: Tracy Shuchart for MicDropMarketsGuests: AbdulazizAbdulaziz is a prominent Public Saudi figure on Energy and Climate issues and a publicspeaker for major energy issues for the chamber of commerce, municipalities andmany other entities in the MiddleEast. For the past 15 years Abdulaziz has been an avid observer in the E&P activitiesin the MENA region. Rob ConnersRob Connors spent +15 years as a sell-side research analyst covering variouscompanies in the oil & gas, industrials, transportation and aerospace &defense sector. He majored in finance from the University of Maryland andobtained the CFA and CPA designations. Rob started what eventuallybecame the Crude Chronicles in 2020 which specializes in telling thefinancial history of the Oil & Gas industry with data going back to theindustry's founding. Patrick De HannPatrick has analyzed and tracked oil markets and fuel prices for nearly two decades.Patrick has concentrated on downstream oil markets, including crude oil,gasoline, diesel and jet fuel since 2005. Patrick started with GasBuddy in 2009the largest U.S. fuel-price tracking service in existence, providing expertisefor millions of users. Since his start, he has provided regular commentary toU.S. News and World Report and is often quoted during gas price gyrations andfuel disruptions by almost all U.S. and international media outlets.Shubham GargShubham Garg is the CEO & Founder of White Tundra Resources and White TundraInvestments. Shubham launched White Tundra Resources in 2019 as a company forcontract field production operations, production optimization and engineeringsupport. He is currently managing White Tundra Investments' portfolio focusedon undervalued Canadian Oil & Gas E&P's. White Tundra operates on aconcentrated model with 15-30% of their portfolio invested in one leveragedhigh-torque equity, 40-60% on a basket of low-growth cash-flow generatingequities, and 15-50% on high potential small-cap and junior companies withunique technology.Disclaimer: This material is presented solely forinformational and entertainment purposes and is not to be construed as a recommendation,solicitation, or an offer to buy or sell / long or short any securities,commodities, or any related financial instruments. Please contact a licensedprofessional before making any investment or trading decisions

On this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle interview Tom Kloza about U.S. refineries and why Canadian oil is needed in the United States. // For the intro, Kelly and Joe talk about Doug Ford's surcharge on electricity exports to the U.S. and what it means for North-South electricity trade. // Guest Bio: - Tom Kloza is Global Head of Energy Analysis at OPIS // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "The Bee Sting: A Novel", by Paul Murray: https://www.amazon.ca/Bee-Sting-Novel-Paul-Murray/dp/0374600309 - "The Nix", by Nathan Hill: https://www.penguinrandomhouse.ca/books/530893/the-nix-by-nathan-hill/9781101970348 - "The Signal and the Noise: Why So Many Predictions Fail--but Some Don't", by Nate Silver: https://www.amazon.ca/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087 // Interview recording Date: March 6, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   0:20 - Donald Trump is wrong—America needs Canadian oil, by Alicia Planincic   3:29 - Canada needs a smarter approach to housing taxation, by Matt Spoke   This program is narrated by automated voices. If you enjoy The Hub's podcasts consider subscribing to our weekly email newsletter featuring our best insights and analysis. Free. Cancel anytime. Sign up now at https://thehub.ca/join/.  

Alberta refuses to sign on with Trudeau's proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next prime minister already? US CPI cools, bringing relief to the bond market. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more! Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries! Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!See omnystudio.com/listener for privacy information.

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 discussing the potential for Canadian oil and gas tariffs and the possible market implications. They review Canada's trade surplus with the United States, which is smaller than Donald Trump often claims, and whether the trade surplus is the only motivation for his threats to Canada. Next, they consider the amount of oil and natural gas Canada sends to the United States and the US's ability to substitute some of this consumption with alternative supply. Finally, they consider how the tariffs could impact US consumers and Canadian oil and gas producers.Content referenced in this podcast:Polymarket: “Will Trump impose 25% tariff on Mexico/Canada?” Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

In this episode, Chris Rongey and Amy Marxkors speak with Patrick de Haan, Head of Petroleum Analysis at GasBuddy, “gasoline analyst, mythbuster, and debunker,” about the potential impact of a tariff on Canadian oil imports and how it could raise U.S. gas prices. Patrick explains how a 30-40 cent increase in gas prices per gallon could result from such a tariff, given the importance of Canadian oil to U.S. refineries. He also discusses the broader factors influencing gas prices, including crude oil costs, refining challenges, and supply-demand dynamics

In this episode, we deep dive into the critical topic of effectively managing fatigue in high-risk work environments with our special guest, Susan Sawatzky. Join us as we explore various factors that contribute to fatigue and discuss strategies to effectively mitigate risks and manage its effects. Tune in to learn how these approaches can enhance worker safety and productivity, emphasizing safety as a priority in industries where every second counts. Listen now! About the Guest: Susan Sawatzky is the President of In-Scope Solutions, a company dedicated to managing human risk factors or “The People Part of Safety” with a focus on fatigue risk management, stress management, mental health and wellness, enhancing healthy workplace cultures, and psychological health and safety in the workplace. Susan's specialization in fatigue risk management began over a decade ago when she managed the fatigue portfolio for the Canadian Oil & Gas Safety Association. Susan is also an international speaker and keynote conference presenter. For more information: www.in-scope.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside.(Signs of weakness in China's economy are fueling worries about oil demand.) Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Last week at COP28 the Canadian government announced a framework that will put a concrete limit on the amount of CO2 that oil and gas can emit. The idea is to accelerate how quickly Canada reduces its emissions. But the plan has sparked harsh criticism from all sides, including climate activists, the Conservatives, the NDP and oil and gas companies. How will the cap work? Does it go far enough? Will it impact production? And how does it fit into Canada's climate targets? CBC senior writer Aaron Wherry explains. For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts Transcripts of each episode will be made available by the next workday.

Kate Beaton gained an international following for “Hark, a Vagrant,” a quirky, satirical, historically informed comic strip. Beaton’s newest book takes a very different turn. It is a deeply personal graphic memoir called “Ducks: Two Years in the Oil Sands" about the time she spent working in the oil industry in Alberta, Canada in the mid-2000s. The book is a brutally honest exploration of class, migration, misogyny, and the culture of her homeland: the island of Cape Breton, in the Atlantic province of Nova Scotia. We listen back to a conversation with Beaton at the 2022 Portland Book Festival.

The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is sponsored by KnowBe4. To learn more about our sponsor, visit https://knowbe4.com • For more breaking news, visit https://cybercrimewire.com

Shubham Garg is the CEO & Founder of White Tundra Resources and White Tundra Investments. Producing Oil & Gas in a profitable, environmentally sustainable, and fun way is Shubham's true passion. Having worked in the field throughout his career, he is using his boots-on-the-ground knowledge mixed with his detailed financial analysis and education in petroleum engineering to achieve long-term capital growth. His industry contacts and conversations with management allow him to feel confident in his in-depth valuations and offer deep insight into their operations. Shubham is currently managing White Tundra Investments' portfolio focused on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a concentrated model with 30-60% of our portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham's next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors. 0:00 Introduction 0:51 Banking crisis and oil price and demand 3:44 Increased junior oil stock exposure & lowered margin 5:58 Banking crisis to push back oil bull market? 11:58 Managing an oil stock portfolio amidst sell-off 16:26 Would you invest in an oil company in Venezuela? 19:40 Offshore exploration plays 21:53 Shubham's website and work Shubham Garg's website: https://www.whitetundra.ca/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Shubham Garg is the CEO & Founder of White Tundra Resources and White Tundra Investments. Producing Oil & Gas in a profitable, environmentally sustainable, and fun way is Shubham's true passion. Having worked in the field throughout his career, he is using his boots-on-the-ground knowledge mixed with his detailed financial analysis and education in petroleum engineering to achieve long-term capital growth. His industry contacts and conversations with management allow him to feel confident in his in-depth valuations and offer deep insight into their operations. Shubham is currently managing White Tundra Investments' portfolio focused on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a concentrated model with 30-60% of our portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham's next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors. 0:00 Introduction 2:00 Shubham's expertise 6:34 Addressing Oil Bear Thesis 13:39 Oil supply side 21:43 ESG & green transition=oil demand destruction? 27:40 Forced transition away from hydrocarbons not realistic 30:50 Oil price forecast for 2023? 34:20 Sub-$100/barrel oil never again 35:15 This oil cycle is a “sustained shift upward” 36:40 Geopolitical events impact on long-term oil price? 40:14 How to follow Shubham online Shubham Garg's website: https://www.whitetundra.ca/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.