Podcasts about canadian oil

#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 

Canada produces some of the cleanest oil on the planet—so why is our government trying to shut it down? On today's episode, Kevin Tucker (host of the Great Northern Discussion Podcast) joins us to unpack the facts about Canadian oil, our global leadership in clean energy innovation, and the political agenda that seems determined to cripple one of our greatest national advantages. Is this really about the environment—or something else entirely?

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 

Alvopetro Energy CEO Corey Ruttan joined Steve Darling from Proactive to share the company's Q1 2025 earnings and operational highlights, revealing a robust start to the year driven by increased production in Brazil and new contributions from Canadian assets. The company reported a 41% year-over-year increase in first-quarter sales volumes, reflecting continued momentum in its core Brazilian natural gas operations. Field-estimated April sales volumes averaged 2,372 barrels of oil equivalent per day (boepd), including 13.5 million cubic feet per day (MMcfpd) of natural gas and 126 barrels per day (bopd) of condensate. Alvopetro's Murucututu field remains a key driver of its Brazilian gas production, although Q1 volumes were partially impacted by downtime at the 183-A3 well. An intervention was successfully executed to isolate lower intervals and improve productivity. Looking ahead, the company has spud the 183-D4 well targeting the Caruaçu Formation, approximately 110 metres structurally updip of the 183-A3 well. A sidetrack operation is currently underway on the lower 680 metres of this new well. In parallel, the company has made notable progress in Canada. Two newly drilled wells with a 50% working interest came online in April, contributing approximately 90 bopd net to Alvopetro after initial clean-up. These additions bring the company's total estimated April sales to 2,462 boepd. While this represents a 5% decrease compared to March, it marks a 1% increase over the Q1 average, indicating continued underlying strength. Ruttan also noted a positive development in pricing. As of May 1, Alvopetro's natural gas price under its long-term agreement with Bahiagás has been adjusted to BRL2.08 per cubic metre, up 7% from the February price of BRL1.95/m³. This adjustment further strengthens the company's revenue outlook for the remainder of the year. #proactiveinvestors #alvopetroenergyltd #tsxv #alv #otcqx #alvof #OilAndGas #BrazilNaturalGas #EnergyProduction #CEOInterview #Q32024 #ProactiveInvestors #CoreyRuttan #NaturalGas #BrazilEnergy #OilAndGas #EnergySector #ReservesUpdate #GasSales #ProactiveInvestors #2025Outlook

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/.  

Guest: Richard Masson, an executive fellow at the University of Calgary's School of Public Policy and the former CEO of the Alberta Petroleum Marketing Commission.

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.

Welcome to Inside Policy Talks, the premier video podcast of the Macdonald-Laurier Institute. Please like, comment, share, and subscribe!In this episode, Heather Exner-Pirot, MLI's director of energy, natural resource, and environment, sits down with Lisa Baiton, President and CEO of the Canadian Association of Petroleum Producers, to discuss the future of Canada's oil and gas sector, particularly in light of the tariff threats from President-Elect Donald Trump. Find Inside Policy Talks on YouTube and wherever you get your audio.

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 

• Pierer Mobility (KTM) up 28% today, but down over 70% for the year – it won't end well• Bitcoin slides with equities• Evidence humanity know nothing:  Squirrels are carnivorous• Kroger M&A deal mismanagement • Deals thrive on momentum• Failed regulatory regimes cripples business – Canadian Oil and Gas• Business Course:  Earn More Profit; Raise Business Capital  https://thescottsinclair.myshopify.com/• Virtual, Fractional Accounting Services (Bookkeeping, Controller, CFO)https://www.sinclairrange.com/#leadership #entrepreneur #business #finance #BusinessCourse #KTM #Kroger #deals

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

On this episode of the Energy Security Cubed Podcast, Joe Calnan interview Tom Liles about where we can expect major expansions of Canadian oil production in the coming years. Tom was a presenter at the CGAI 2024 Calgary Energy Analyst Summit. Find his presentation here: https://www.cgai.ca/2024_calgary_energy_analyst_summit_how_much_should_canada_worry_about_declining_crude_oil_demand For the intro session, Kelly and Joe Calnan discuss stories from CERAWeek, and Canadian energy competitiveness. Guest Bio: - Tom Liles is Vice President of Upstream Research for Rystad Energy with a focus on global upstream oil and gas as well as Canadian heavy oil Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "Oil Leaders: An Insider's Account of Four Decades of Saudi Arabia and Opec's Global Energy Policy", by Ibrahim Almuhanna: https://www.amazon.ca/Oil-Leaders-Insiders-Account-Decades/dp/0231189745 Interview recording Date: March 6, 2023 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.

On this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Kent Fellows about his takeaways from the CGAI Energy Analyst Summit, and the economics of Canadian oil production. You can find Kent's paper on the economics of the oil sands here: https://www.cdhowe.org/public-policy-research/last-barrel-standing-confronting-myth-high-cost-canadian-oil-sands The CGAI 2024 Calgary Energy Analyst Summit was made possible with the support of the Canadian Association of Petroleum Producers, Bennett Jones LLP, and the Pathways Alliance: https://www.cgai.ca/2024_calgary_energy_analyst_summit_how_much_should_canada_worry_about_declining_crude_oil_demand For the intro session, Kelly and Joe Calnan discuss the OPEC+ oil production cuts overhanging the market and the softening of US clean energy regulations in advance of the election in November. Guest Bio: - Kent Fellows is an Economist and director of the Master of Public Policy Program at The School of Public Policy, as well as Fellow-in-Residence at the C.D. Howe Institute Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "Capital in the Twenty-First Century", by Thomas Piketty: https://www.amazon.ca/Capital-Twenty-First-Century-Thomas-Piketty/dp/0674979850 - "Dune", by Frank Herbert: https://www.amazon.ca/Complete-Messiah-Children-Heretics-Chapterhouse/dp/B07WDM3D5T Interview recording Date: March 6, 2024 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.

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.

Guest: Dr. Robert Dickson on the ongoing fluoridation of water debate. 

Today's guests: Clifford D. May, Founder & President - Foundation for Defense of Democracies John Ibbitson, Globe & Mail Writer-at-large / Author - "The Duel: Diefenbaker, Pearson and the Making of Modern Canada. Michael Von Massow, associate professor of food economics- University of Guelph Andrew Botterill, National leader of Oil and Gas for Deloitte Canada Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Greetings & welcome back to the rose bros podcast.This episode we are joined by - Shubham Garg, CEO & founder of White Tundra Investments.Shubham graduated from the University of Alberta with a BSc in Engineering, and has combined his hands on experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's.White Tundra is also Shubham's next step in sharing his knowledge and simplifying energy investing in order to attract more interest in the sector. We sat down and among other things, discussed fund performance, the difference between financial and physical oil markets, recent M&A activity, echo chambers and how credit risk is impacting energy markets. Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.     Support the show

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.

Carson Kearl from Enverus stops by, and we have a blast talking about the Canadian Oil Sands. It is truly amazing how clean the oil sands can produce oil. Not just any oil but the heavy crude the United States needs for its refineries. Let's buy from Canida instead of Russia, Venezuela, and Iran. Thank you, Carson, for stopping by the podcast. Please connect with Carson on his LinkedIn HERECheck out Enverus HEREOther Sandstone Media Energy Podcasts -Thought Leaders In EnergyDB Energy Questions David Blackmon LinkedInThe Crude Truth with Rey TrevinoRey Trevino LinkedInEnergy Transition Weekly ConversationDavid Blackmon LinkedInIrina Slav LinkedInArmando Cavanha LinkedIn

Kent Fellows, Fellow-in-Residence at the C.D. Howe Institute as an academic advisor and contributor to the Institute's Energy Policy program Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

In this episode of Wicked Energy with JG, Justin sits down with Arjun Murti, Senior Advisor, Director, and Content Creator for the energy industry. Arjun has 30+ years as an equity research analyst with global experience covering oil & gas E&P, midstream, and refining, clean & new energy technologies, geopolitics, and energy & climate policy. Justin brings on Arjun after hearing his take on a Twitter space discussing the importance of Canadian Oil and Gas. During the episode, Arjun shares his take and perspective on why Canada arguably has some of the cleanest barrels in the world and if we truly want to provide clean energy to the world, Canada has a critical role in doing so.  Arjun also discusses his substack called “Super Spiked” that focuses on the messy energy transition era that is upon us. His passion for educating the public on energy and oil and gas has sparked a ton interest amongst people looking for quality, factual information around climate policy, ESG initiatives, and geopolitics with energy commodity/equity markets  If interested in learning more or connecting, see the links below: LinkedIn:  https://www.linkedin.com/in/arjun-murti-energy-analyst/ Website: https://arjunmurti.substack.com/ Super Spiked Role of Canadian Energy: https://arjunmurti.substack.com/p/super-spiked-videopods-ep12-the-role#details  Wicked EnergyFor more info on Wicked Energy, please visit www.wickedenergy.io  If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. The Wicked Energy with JG podcast is opening up sponsorship opportunities with companies looking to increase reach and awareness with Wicked Energy's audience. Please visit https://www.wickedenergy.io/sponsor for more info. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn 

Sheila Gunn Reid and Adam Soos give their reactions as ousted Conservative leadership candidate/Brampton, Ont. Mayor Patrick Brown holds a press conference on his political future. Meanwhile, the Calgary Stampede wraps up, and Justin Trudeau keeps dumping on the Canadian oil industry.

This week's episode of Down To Business focuses on what the future holds for the western Canadian oil producers if pipelines and other critical infrastructure are no longer on the table. Will the Biden administration seek greater oil production from Canada, which sends 99 per cent of its oil exports to the U.S.? Learn more about your ad choices. Visit megaphone.fm/adchoices

Alberta Premier Jason Kenney recently made the rounds in Washington, talking to lawmakers and State Department officials about the role Canada, and specifically Alberta's oil sands, can play in ensuring North American energy security and easing American drivers' pain at the pump. And his frustration with the lack of proactive outreach by the Biden administration to Alberta, which accounts for over 60% of US oil and gas imports, was clear. Kenney joined senior editor Jasmin Melvin on the podcast to share his concerns and hopes for future collaboration between the US and Canada. He discussed Alberta's ability to increase its crude exports to the US as well as federal policies in Canada and the US that he worries will inhibit resource development. Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers. This podcast was produced by Jasmin Melvin in Washington and Jennifer Pedrick in Houston.

Hello and welcome back to the rose bros podcast!This episode we are joined by Shubham Garg, CEO & founder of White Tundra Investments.Shubham graduated from the University of Alberta, and has combined his petroleum engineering education with boots on the ground experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a concentrated model with 30-60% of the 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.We sat down for a smooth cup of rose bros coffee and discussed starting an energy fund, surging energy demand, why energy valuations are historically cheap, & why it's a commodity bull market. Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by Rundle Eco Services.Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show

In the first hour of The Vince Coglianese Show, Vince speaks breaks down the latest expansion of the January 6th investigation which is now targeting rally organizers.  Joe Biden cancelled the Keystone Pipeline but now wants more oil from Canada.  The military goes woke. For more coverage on the issues that matter to you visit www.WMAL.com, download the WMAL app or tune in live on WMAL-FM 105.9 from 3-6pm. To join the conversation, check us out on social media: @WMAL @VinceCoglianese See omnystudio.com/listener for privacy information.

David, Sara and Ed are back next week with a new episode of Energy vs Climate. Until then, we'd like to share another podcast with you.ARC Energy Ideas explores the trends that influence the energy business, including political, environmental, technological, social and economic forces. The show is hosted by Peter Tertzakian and Jackie Forrest of the ARC Energy Research Institute. Jackie and Peter have been thought leaders in the space for years. In fact Peter joined us way back on Episode 3 of Energy vs Climate to discuss the divestment movement.  On Canada Oil and Gas 2022: Another bull run, but different and another IEA report, Peter and Jackie review the ARC Energy Research Institute's recently released outlook for the Canadian oil and gas economy for 2022, showing just how far things have turned around for the industry since April 2020. They also discuss how differently revenue is being invested compared to previous booms, and dig into the IEA's most recent report reviewing Canadian energy policy. On the whole, ARC Energy Ideas cover similar topics to us here at Energy vs Climate, while offering a different perspective, one we hope listeners will find interesting and enlightening. 

A Tesla Model 3 is now cheaper than a Nissan LEAF in Japan! The Hyundai Ionic 5 looks amazing and it can even tow 3600 pounds. The seats go back like a recliner while you charge. Speaking of charging, it charges very fast but we won't see them in North America until at least 2022. Rex Murphy, National Post columnist, is a turd and so is the papers who published false information about the Texas Wind Turbines being at fault for power outages during the freak winter storm there. Tesla News: Tesla voids your warranty if you try to power your home with your electric car battery pack. Tesla Solar Roof coming to Canada and Europe as soon as this year, says Elon Musk Tesla (TSLA) likely already made over $600 million from Bitcoin investment. The Globe and Mail editors warn of decreasing oil demand. Joe Biden promises 500,000 charging stations by 2030, more than there are gas stations in the United States. South Korea to halve electric vehicle prices by 2025. Bitcoin, Ford forces dealers to pay for electric certification, e-bike couriers in China have an interesting way of changing batteries. YouTube Channel - https://www.youtube.com/channel/UCzoIKTGAuam6mBd-JyfBtBA/Y Email - cleanenergyshow@gmail.com Voice feedback - https://www.speakpipe.com/CleanEnergyShow Email - cleanenergyshow@gmail.com