Podcasts about Natural gas

2026 was recorded as one of the hottest summers globally, with deadly heatwaves in Europe and catastrophic floods in Nepal. We discuss how the United Nations put out a report warning that current climate policies will lead to at least 1.8°C of global temperature increase, well beyond the 1.5°C goal of the Paris Agreement raising the alarm on global temperature rise. Also, California is reducing its natural gas consumption by increasing its solar energy battery energy storage and utility scale solar systems. Compared to the rest of the nation, in 2014 the state was producing 10 percent of the country's total gas-fired electricity, but by 2025 it was down to just 4 percent. And Trees provide us with shade, food, beauty and of course, oxygen to breathe. They often outlive humans, and can teach us about life, aging, and how to be better stewards of the earth. We talk about Robert Moor's newest book “In Trees: An Exploration”. Learn more about your ad choices. Visit megaphone.fm/adchoices

VIDEO GUEST - TODD MYERS - WA POLICY CENTER. WA top court deals death blow to natural gas initiative. Todd: “This should be the perfect motivation to USE your power and vote in November” // Andrew Yang Calls for AI Kill Switch as Safety Fears Mount. OpenAI Reveals 6 More Cases of 'Concerning' AI Behavior. Rand Paul Blocks AI 'Kill Switch' Bill // Shark found decapitated on Washington state beach

Enbridge has launched a non-binding open season for West Texas Express, a 2-Bcf/d pipeline to move Permian natural gas from the Waha Hub to near El Paso. It is aimed at meeting local demand for power projects, and potentially data centers, while also providing connectivity to other markets. 

The Washington Supreme Court struck down Initiative 2066 in a 6-3 decision, ruling the voter-approved natural gas measure unconstitutional for covering four distinct subjects. The measure had passed with nearly 52% of the vote across 34 of Washington's 39 counties in 2024. Chief Justice Debra Stephens wrote that no portion could be severed and saved. https://www.clarkcountytoday.com/news/wa-high-court-tosses-natural-gas-measure-approved-by-voters/ #WashingtonState #Initiative2066 #NaturalGas #WashingtonSupremeCourt #EnergyPolicy #ClarkCounty #ClarkCountyToday

As surging demand from artificial intelligence (AI) data centers, power generation, reshoring manufacturers and global LNG exports pushes North America's energy needs to record heights, natural gas midstream infrastructure in the United States is hitting a critical wall. While the Interstate Natural Gas Association of America (INGAA) projects a need for 25,000 miles of new pipeline by 2050 — even under a low-carbon scenario — long-standing regulatory hurdles, litigation and supply chain delays threaten to constrain critical markets, which could lead to greater natural gas price volatility. In this episode of Hub & Flow, NGI's Christopher Lenton sits down with INGAA CEO Amy Andryszak to dissect the key drivers and obstacles shaping the future of North American energy transport. From legislative changes and regulatory reform, to navigating steel tariffs and intense competition for natural gas turbines, the discussion outlines what it would take to build the infrastructure required to fuel the continent.

What would Alberta separation from Canada ACTUALLY look like: legally, economically, re: Indigenous treaty rights, trade, workers, travellers, and everyday Albertans? We dig into the Canada West Foundation's new Alberta in Confederation report (4:45) with Gary Mar, Dr. Ted Morton, Dr. Audrey Doerr, Dr. Greg Anderson and Dr. Herb Emery in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ READ THE REPORT: https://cwf.ca/ TELL US WHAT YOU THINK: leave a comment here or email talk@ryanjespersen.com 36:30 | Gary, Audrey, and Greg dig deeper into the idea of Alberta as an American state, and the reality of Treaties in any separation debate. 1:05:15 | Real Talker Shannon checks in from the Carbon Capture Canada 2026 conference with a timely Alberta Win. Alberta Wins is presented weekly on Real Talk by our friends at Play Alberta.  PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE AT https://try.playalberta.ca/lp/realtalk/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch 1:08:00 | Real Talker Matthew wants Jespo to switch over to Gander Social. Real Talkers respond to our Round Table in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The president of the European Commission all but endorsed Canada as an "associate member" of the EU two days after Canadian PM Mark Carney downplayed a Wall Street Journal report on the possibility...so what's the truth? Politico's Ottawa bureau chief Nick Taylor-Vaisey tells us what he's hearing (4:00) in our feature interview presented by Mercedes-Benz Edmonton West, including the possibility of Carney calling an election. We recap the first Canada Investment Summit, including former PM Stephen Harper's participation (34:45), and dig into MP Jamil Jivani's future with the Conservative Party (48:00).  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. IF YOU LOVE CAESARS, YOU MUST CHECK OUT DISTILLED BY HER, BATCH TWO: TOMATO, DILL & HOT PEPPER GIN! LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ SUBSCRIBE to POLITICO's PLAYBOOK CANADA PODCAST: https://www.politico.com/podcasts/playbook-canada 53:00 | The Jasper Dark Sky Festival is reaching new heights in 2026 with amazing new culinary options, a guided overnight stay under the stars, and a free Bahamas concert. We lay out the perfect Jasper Dark Sky Festival itinerary in this edition of #MyJasper Memories presented by Tourism Jasper.  JASPER DARK SKY FESTIVAL: https://rtrj.info/091626MyJasperURL 57:30 | We check in with Energi Media's Markham Hislop re: the Alberta NDP's byelection win in Calgary-Shaw. Markham tells us what he's demanding before he'll seriously consider the case for a new West Coast pipeline.  SUBSCRIBE to  @EnergiMedia  on YouTube. GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch 1:29:00 | Have you been paying attention to the Ed Sheeran controversy? Jespo and Johnny hash it out with input from Real Talkers in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The AI Contact Hotline is designed to be a discreet place where agents that have witnessed misbehavior can tip off authorities. Also, the AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Guest host Supriya Dwivedi and James McLeod of The Canadian Shield Institute dig into Canada's digital sovereignty, examining who controls Canadians' data, the influence of foreign tech companies and platforms, and why building data centres alone doesn't necessarily give Canada control over its digital future.  The conversation then shifts as UBC Political Scientist Stewart Prest details Mark Carney's increasingly conservative approach to governing, exploring what his policies and political positioning mean for traditional Conservatives and the broader direction of Canadian politics. THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Mark Carney is making a massive pitch to global investors: Canada is open for business, rich in resources, talent and opportunity, and ready to attract a trillion dollars in investment. But is the prime minister actually solving the problems that have held Canadian investment and productivity back for years, or is he simply articulating Canada's message better than anyone before him? We take a look at the first-ever Canada Investment Summit with Supriya Dwivedi (5:40) in our feature interview presented by Mercedes-Benz Edmonton West. Oh, and is Canada seriously trying to join the EU? Supriya reads into Carney's response to the Wall Street Journal's scoop (26:30). THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. IF YOU LOVE CAESARS, YOU MUST CHECK OUT DISTILLED BY HER, BATCH TWO: TOMATO, DILL & HOT PEPPER GIN! LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch 46:45 | Polling shows 13% of Canadians who voted Conservative in 2025 would vote Liberal today. How concerned should Pierre Poilievre be? And, is MP Jamil Jivani soft-launching a hostile takeover (53:00)? Supriya tells us how former AI researcher Jacob Coxon's warning about the end of humanity is landing with her (1:01:00).   TELL US WHAT YOU THINK: leave a comment here, or email talk@ryanjespersen.com  1:15:00 | Jespo and Johnny can't help themselves. We wrap with a bit of casual gloating after the Elks playoff-clinching win over Calgary. Real Talkers have their say in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Hard to believe it's been 25 years since the September 11 attacks. We reflect on "the day that everything changed" with Senator Paula Simons (5:40) in our feature interview presented by Mercedes-Benz Edmonton West. Senator Simons takes us into her column for Alberta Views, where she calls out "The Noxious Nine" questions (41:40) in Alberta's "nasty" referendum.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY, WINNERS OF THREE GOLD MEDALS AT THE INAUGURAL ALBERTA WHISKY AWARDS! LEARN MORE: https://hansendistillery.com/ TELL US WHAT YOU THINK: leave a comment here or email talk@ryanjespersen.com  READ PAULA'S COLUMN: https://albertaviews.ca/the-noxious-nine/ REQUEST YOUR MAIL-IN REFERENDUM BALLOT: https://www.elections.ab.ca/request-a-special-ballot/ 1:01:45 | Real Talkers remember 9/11 and share their thoughts on Alberta's referendum questions. Jespo claps back at a Russian cheerleader in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:42:30 | Jamie says the Edmonton Oilers don't need to be a "desperate, last-chance stop on disgraced athletes' list of options," Scott's appalled by separatists supporting Russia amidst Ukrainian President Zelenskyy's visit to Alberta, and Les tells us what flag he'll be flying when he votes on October 19. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park!  WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU!  GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Curtis Wright was born in Edmonton, built a life in Texas, and just spent nine months in ICE detention before being deported to Canada over a decades-old conviction from when he was 17. He joins us (3:30) to talk about what happened inside detention, the devastating impact of being separated from his children, and what his experience says about the human cost of America's immigration crackdown. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch 41:30 | The iconic Fairmont Jasper Park Lodge just landed on a very exclusive list. We celebrate the JPL's inclusion on National Geographic's Best 20 New Hotels in the World in this edition of #MyJasper Memories presented by our friends at Tourism Jasper. PLAN YOUR NEXT JASPER ADVENTURE: https://www.jasper.travel/ 45:20 | Ottawa's partnering with the Alberta Machine Intelligence Institute (Amii) on a new National AI Literacy Initiative. Why does this matter to you? We find out from Amii CEO Cam Linke.  AMII: https://www.amii.ca/ 1:07:30 | A Calgary-based company is using knowledge, infrastructure, and expertise from the energy industry to produce battery-grade lithium from brines deep below. Real Talker Sarah shares the story of E3 Lithium in this edition of Alberta Wins presented by Play Alberta.  PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE AT https://try.playalberta.ca/lp/realtalk/ 1:12:00 | Real Talkers share their thoughts on AI, good and bad, in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

What if the waste product of one industry could become the clean fuel source for another? The scale and urgency of the transformation required to fight climate change has never been more clear. Building hardware and software products, acquiring the funding and creating a diverse community to enhance talent capacity and to drive innovation, is essential to tackling this global environmental crisis. In this podcast, host Silicon Valley Bank (a division of First Citizens Bank) Climate Tech & Sustainability SVP Maggie Wong will be interviewing Loa Carbon CEO & Co-Founder Ryan Shearman to discuss producing cost-effective and sustainable natural gas from CO2 waste, the use of artificial intelligence in product development, and the importance of market demand and commercialization strategies when building a product.

Alberta's Oct. 19 referendum isn't just about separation. There are 10 questions on the ballot, including five that target immigrants and raise serious questions about access to health care, education and social supports. We're joined by former Alberta premier Rachel Notley, former Edmonton mayor Don Iveson, former St. Albert mayor Cathy Heron, lawyer Avnish Nanda (4:25), and former Lethbridge mayor Chris Spearman (1:07:00) for Real Talk about what these questions are really about, and what they say about the politics shaping Alberta right now. Plus, Canada's Minister of Finance François-Philippe Champagne goes one-on-one with Ryan (43:30) in our feature interview presented by Mercedes-Benz Edmonton West to recap last week's G20 summit in North Carolina, his ongoing conversations with Alberta Premier Danielle Smith, and what Canadians told him through recent pre-budget consultations. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY, WINNERS OF THREE GOLD MEDALS AT THE INAUGURAL ALBERTA WHISKY AWARDS! LEARN MORE: https://hansendistillery.com/ OUR ALBERTA ADVANTAGE: https://ouralbertaadvantage.ca/ REQUEST YOUR MAIL-IN BALLOT BY SEPT. 25: https://www.elections.ab.ca/request-a-special-ballot/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: leave a comment here or email talk@ryanjespersen.com  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Sue Riddell Rose, President and CEO, and Ryan Shay, CFO, of Rubellite Energy Corp. (TSX: RBY) (OTC: RUBLF), join us for an exclusive introduction to this growth-oriented heavy oil producer in South Clearwater and the Mannville Stack in Eastern Alberta.  We review their Q2 operations and financials, as well as a key disposition of the East Edson natural gas assets.   This morning, on September 8, 2026, the Company announced that it sold its 50% non-operated working interest in the East Edson natural gas assets in West Central Alberta to the third-party operator of the East Edson Assets for total consideration of $67.0 million, satisfied through the delivery by the Purchaser to Rubellite of 2.083 million freely tradeable common shares of Topaz Energy Corp. (TSX: TPZ).   Sue outlined that this sale of the East Edson property transitions Rubellite back to a pure play heavy oil company, sharpening their focus on the multi-lateral horizontal development of their Clearwater and Mannville stack assets where Rubellite's technical expertise drives top-tier netbacks and capital efficiencies.   Ryan highlighted how there could be great reductions in decline rates, and improving production metrics, as they are engaged with pilot testing of utilizing water floods on many existing assets.  There have been a few operators in the Clearwater formation that have seen a large boost to their production and valuations as a result of executing on a water flood strategy.   Q2 OPERATIONAL HIGHLIGHTS:   Total sales production: Despite very challenging spring weather conditions, Rubellite averaged total sales production of 13,406 boe/d in the second quarter of 2026 (67% heavy oil and natural gas liquids ("NGL")), exceeding the top end of the quarterly guidance range of 13,300 to 13,400 boe/d. Heavy oil sales production: Averaged 8,534 bbl/d in the second quarter of 2026, just outside of the quarterly guidance range of 8,550 to 8,650 bbl/d. Exploration and development spending: Spent $41.0 million in the second quarter, within the guided range of $39.0 to $41.0 million. Second quarter spending included the drilling and completion of 9 net primary open hole multi-lateral ("OHML") Clearwater development wells and 2 net polymer pilot producer-injector pair at Figure Lake; 1 (0.5 net) OHML Waseca South development well, 2 (1.5 net) OHML Waseca North development wells and 2 (1.5 net) GP wells at Frog Lake. Land and geological and geophysical spending: Spent $2.5 million on land to capture acreage in core areas and for exploration prospects and $0.2 million on geological and geophysical activities related to special core testing to inform enhanced oil recovery pilot work and various data seismic purchases.  Asset swap: On June 30, 2026, Rubellite completed an asset swap transaction that doubled the Company's working interest in its Marten Hills Clearwater assets from 30% to 60%, in exchange for certain non-core undeveloped lands at Dawson and cash consideration of $0.8 million. The incremental 30% working interest represents approximately 191 bbl/d of heavy oil sales production based on second quarter 2026 average rates, which will be reflected in the Company's production volumes beginning in the third quarter of 2026. Abandonment and reclamation: Spent $0.1 million on decommissioning, abandonment and reclamation activities and received three reclamation certificates from the Alberta Energy Regulator ("AER") in the quarter, bringing the total to four in 2026.   Q2 FINANCIAL HIGHLIGHTS   Adjusted funds flow: $35.2 million ($0.38 per share) in the second quarter of 2026, an increase of 6% from $33.4 million ($0.36 per share) in the first quarter of 2026. Cash costs: $23.5 million or $19.29/boe in the second quarter of 2026 Net income: $34.1 million ($0.36 per share) in the second quarter of 2026 Net debt: $158.1 million at June 30, 2026. During the first half of 2026, Rubellite's capital expenditures, including land and other spending, of $76.5 million exceeded adjusted funds flow of $68.6 million. In addition, other obligations were settled, including a $3.8 million reduction of the other provision, $0.5 million of decommissioning expenditures, $0.8 million of cash-settled share based compensation payments and $0.8 million of cash consideration for the asset swap transaction. Available liquidity: During the second quarter, the borrowing limit was increased to $160.0 million from $140.0 million. As at June 30, 2026, available liquidity was $62.9 million, based on the increased $160.0 million first-lien credit facility borrowing limit, less $95.7 million of bank borrowings and $1.4 million in letters of credit.   Click here to follow the latest news from Rubellite Energy   If you have any questions for Sue or Ryan, regarding Rubellite Energy, then please email those to Fleck@kereport.com or Shad@kereport.com.     For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Former U.S. Energy Secretary Dan Brouillette joins Lisa Boothe to break down the rapidly changing global energy landscape and how President Trump is using America’s energy strength as an economic and geopolitical weapon. Brouillette explains how U.S. oil and gas production has weakened the power of traditional energy cartels, how the war with Iran and disruptions in the Strait of Hormuz are reshaping global oil markets, and why new pipelines could dramatically reduce Iran’s leverage over one of the world’s most important energy chokepoints. He also examines President Trump’s major Venezuela oil deal, what access to Venezuela’s massive reserves could mean for the United States, and why Americans shouldn’t expect it to bring immediate relief at the gas pump. With gas prices reaching seasonal record highs, Brouillette discusses whether prices could fall before the midterm elections, America’s strained refining capacity, and why greater domestic energy infrastructure may be critical to lowering costs over the long term. Lisa and Brouillette also explore the bigger geopolitical picture—including Russia, China, Iran, Venezuela, and how American energy dominance could give the United States greater leverage over its adversaries.See omnystudio.com/listener for privacy information.

Canada's trade war with the United States just escalated, with Ottawa imposing billions in new retaliatory tariffs as Donald Trump spends the weekend firing off increasingly wild attacks against Prime Minister Carney and Canada. Supriya Dwivedi joins us (4:00) to break down what Canada's strategy is, how much leverage we actually have, and where this increasingly ugly fight goes from here. Then, Marshall McAlister and Cary Williams from North Road Investment Counsel (58:15) get into the market and investment implications of the trade war and Alberta referendum. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West. THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ 39:00 | Investigative journalist Rory White exposes an American network of fake websites promoting Alberta separation to AI chatbots. Supriya and Ryan dig into the National Observer's feature report. 58:15 | Is now the time to invest more in Canadian companies? Marshall and Cary from North Road Investment Counsel take Real Talkers' questions submitted to talk@ryanjespersen.com and via our Live Chat powered by Park Power. NORTH ROAD INVESTMENT COUNSEL: https://www.northroadic.com/ SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch 1:37:00 | A tragic loss over the weekend, as legendary filmmaker Georgina Lightning is struck by a horse and killed at the Enoch Rodeo Grounds. We send much love and our deepest condolences to Georgina's family and many friends. REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The oil and gas industry is welcoming the first loans from the Government's $200 million Gas Security Fund. It's investing $23.5 million into two projects, including drilling a new well and accessing deeper gas at existing fields. Both with be run by Todd Energy, while there are 17 other proposals sitting on the Government's desk. Energy Resources Aotearoa CEO John Carnegie told Ryan Bridge the loans are being used for existing field and infrastructure, so they offer one of the quickest opportunities to get more domestic gas into the market sooner. He says if they're successful, both projects expect to have gas flowing by the end of 2027. Carnegie says this is a public-private partnership at its best. LISTEN ABOVE See omnystudio.com/listener for privacy information.

A new report reveals that oil and gas companies knew by the mid-1970s that methane fueled climate change while peddling the myth of "clean" natural gas.

Do unions still matter in 2026? Do they matter now more than ever? Against the backdrop of a tough August jobs report, rising youth unemployment, and growing anxiety about the future of work in Canada, we welcome labour leaders Chris Flett, Siobhan Vipond, and Patrick Campbell (4:00) to discuss the role of organized labour in a rapidly changing economy. We tackle union-busting governments, the impact of AI on "blue collar" jobs, and tackling stigma around the trades. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY, WINNERS OF THREE GOLD MEDALS AT THE INAUGURAL ALBERTA WHISKY AWARDS! LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ CHECK OUT IUOE LOCAL 955: https://joinustoday.ca/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch 1:24:20 | Real Talkers share their thoughts on unions and Labour Day in our Live Chat powered by Park Power. Jespo reads Real Talker Shannon's email about saving integrated firefighter-paramedic service in Spruce Grove, Alberta. WATCH OUR MAY 11 ROUND TABLE ON SAVING INTEGRATED FIREFIGHTER-PARAMEDIC SERVICE IN ALBERTA: https://rtrj.info/051126APFFPA SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ EMAIL THE SHOW: talk@ryanjespersen.com 1:33:15 | Tyler calls out former MLA Ian Donovan's tone re: AI data centres, T.S. says it's time to put politicians in the penalty box, and Harry finally hits send on something he's been stewing over since July. It's The Flamethrower presented by our amazing friends at the DQs of Northwest Edmonton and Sherwood Park!  WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU!  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Lisa Boothe is joined by Will Hild, executive director of Consumers’ Research, for a deep dive into the growing backlash against data centers and the massive infrastructure buildout powering America’s digital economy and artificial intelligence boom. Hild argues that Big Tech helped create its own political problem by failing to explain how essential data centers are to everyday life—and by ignoring legitimate concerns from the communities where these facilities are being built. He breaks down questions surrounding electricity prices, water consumption, noise, development and the impact on local communities, while explaining why he believes many fears surrounding modern data centers are overstated. Lisa and Will also examine allegations of Chinese influence operations targeting the American debate over AI and energy policy, as well as Hild’s argument that elements of the ESG movement have shifted their focus toward opposing data-center development. They discuss how distrust of Big Tech following years of censorship, deplatforming and corporate political activism has helped fuel resistance to the industry’s latest expansion. Plus, Hild explains the potential upside for communities that welcome data centers, including a larger tax base, infrastructure investment and potentially lower property taxes. He makes the case that America can expand the digital infrastructure needed to compete in the AI era—but that companies must once again recognize that the consumer comes first.See omnystudio.com/listener for privacy information.

The Appalachian Basin is entering a pivotal new phase driven by power generation demands — including from data centers for artificial intelligence. The call on natural gas is surging and generating growth for the region for the first time in years. At the same time, however, infrastructure bottlenecks continue to create regional basis discounts and are preventing abundant natural gas from reaching the Northeast and reducing volatile prices there.  In this episode of Hub & Flow, NGI's Jamison Cocklin and Christopher Lenton sit down with Jim Welty, President of the Marcellus Shale Coalition, to break down the key priorities, challenges and opportunities shaping the Marcellus and Utica shales. From addressing pipeline constraints and long-haul transport to examining the potential for regional data center development and local LNG export facilities, the conversation highlights what lies ahead for Appalachian energy dominance.

Alberta's population boom is putting pressure on just about every part of the province's infrastructure, and schools are no exception. With more than 87,000 new students entering Alberta's education system in just four years, we ask Minister of Education Demetrios Nicolaides (4:00) if the province is barely keeping up or actually getting ahead. Meantime, B.C.'s Conservative Party is crumbling, with nine MLAs leaving over the past month alone. Cheryl Oates gives us an insider's look (37:10) at the B.C. Legislature fresh off her contract as Premier David Eby's Chief of Staff. Feature interviews on Real Talk are presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ CHECK OUT CHERYL'S SUBSTACK: https://cheryloates.substack.com/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 1:05:00 | Did you know cement is responsible for about 8% of global CO2 emissions? An innovation with ties to Alberta could reduce emissions from cement production and find a productive use for an agricultural byproduct. We feature CURA in this edition of Alberta Wins presented by Play Alberta.  LEARN MORE: https://albertainnovates.ca/news/from-grey-to-green-engineering-the-future-of-cement/ PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE AT https://try.playalberta.ca/lp/realtalk/ 1:08:30 | Real Talkers respond to the Nicolaides and Oates interviews in our Live Chat powered by Park Power. Jespo shares his thoughts on the future of the Progressive Tory Party of Alberta, and the fundraising discrepancies between Alberta separatists and federalists.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:16:30 | Congratulations to Angela Anderson, Ashley Dornan, Isabelle McCourt, and Max Rice - the 2026 recipients of the Real Talk Julie Rohr Scholarship! Ryan opens up about the Scholarship's roots, our Advisory Board's selection process, and a special commitment made to every applicant.  THE REAL TALK JULIE ROHR SCHOLARSHIP: https://www.ryanjespersen.com/scholarship DONATE TO THE SCHOLARSHIP: https://ecf.ca/funds/the-real-talk-julie-rohr-scholarship-fund/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The United States is staring down a natural gas buildout of gigantic proportions.Amazon wants to build what would be the country's largest power plant in Texas — and run it entirely on natural gas. Not to be outdone, OpenAI is plotting an even larger power plant in Ohio that, if built, would become the world's largest gas power facility. How should we think about this boom — and about the AI and technology companies behind it, who remain some of the world's biggest buyers of clean energy?On this episode of Shift Key, Rob is joined by Emily Pontecorvo, a Heatmap founding staff writer. They discuss what Emily learned identifying the country's 10 biggest gas projects, what surprised her most, and what this means for the country's climate trajectory — and Big Tech's corporate net-zero goals.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:The U.S. Is Building Natural Gas Power Twice as Fast as ChinaEmily on Amazon's Gigawatt RanchRob on OpenAI and the PORTS-Pike Technology Campus--This episode of Shift Key is sponsored by ...Verse's software platform Aria helps data centers connect to the grid faster and optimize power operations in real time. Learn more at verse.inc.RE+ 26 is the largest clean energy event in North America, happening November 16th through 19th at the Las Vegas Convention Center. Register at re-plus.com and use code SHIFTKEY20 to save 20% off a Full Conference pass.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Not everybody's seeing eye to eye in the southern Alberta community of Little Bow, just outside Vulcan. Some residents opposed to the project are taking their local government to court (see our August 6 episode), while others say it's an opportunity to create jobs, increase tax revenue, and repurpose less-than-ideal farmland. This is part of a bigger conversation about the future of Alberta's innovation economy, and the trade-offs that go with it. Former Wildrose MLA and farmer Ian Donovan tells us why he's backing the Little Bow AI Data Centre in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ CHECK OUT OUR AUGUST 6 EPISODE on the LITTLE BOW AI DATA CENTRE: https://rtrj.info/080626DataCentre GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 37:30 | Ian takes us back to that infamous floor crossing in late 2014, and gives us his take on today's UCP. Real Talkers have their say (56:20) in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:09:00 | After bringing THIRTY-SEVEN loved ones out to Jasper from across Western Canada, Real Talker Margaret shares highlights from the Crane family reunion in a special edition of #MyJasper Memories proudly presented by Tourism Jasper.  PLAN YOUR NEXT JASPER ADVENTURE: https://www.jasper.travel/ 1:13:30 | Juno Award and five-time Canadian Country Music Award-winning artist Clayton Bellamy joins Jespo in studio to chat about his new single "I Miss Tom Petty," his upcoming tour, another CCMA nomination with The Road Hammers (celebrating 20 years as a band!), and his upcoming Clayton Bellamy Foundation Gala & Golf Fundraiser. He shares his thoughts on AI data centres and the Alberta referendum, too.  CLAYTON'S WEBSITE: https://www.claytonbellamy.com/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

US Natural Gas is expected to do some heavy lifting in 2026 and beyond. Powering the huge growth in domestic data centers, filling European storage and bridging the gap presented by the closure of the Strait of Hormuz and the damage wreaked on Qatar LNG. Europe is banking on a mild winter. Producers would appreciate a cold one in the US after multiple years of historically warm ones. And El Niño has introduced a new dimension of volatility. Joining us to discuss the US Natural Gas market and its consequence for the world is Emily Kyne , Vice President of Commodity Strategy and Trade Analytics at ARM Energy, a leader in natural gas transportation and management in North America.. For more on ARM Energy visit https://www.armenergy.com/ For more on HC Group visit www.hcgroup.global For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

The podcast is back after the summer break! Peter and Jackie begin with the escalating U.S.–Canada trade war, including renewed calls to use Canadian energy exports as leverage by reducing exports or imposing tariffs. Both approaches would hurt Canada more than the United States. They also discuss Canada's new counter-tariffs, which take effect on September 8. Next, they examine oil markets as the Strait of Hormuz closes again. With tanker traffic low and difficult to track, and refined-product markets tight, uncertainty remains high, with risks seemingly skewed toward higher oil prices in the near term. They also discuss growing opposition to data centres, including permitting pauses in several U.S. states and local concerns about Meta's planned development in Sturgeon County, Alberta. Peter and Jackie then review Canadian LNG and oil pipeline developments from over the summer. Finally, Graeme Edge, founder and CEO of Energy Disruptors, joins the podcast to preview the conference taking place in Calgary on September 28 and 29. Content referenced on this podcast: CAPP Data Hub and the specific Data Book titled “Canadian Imports of U.S. Crude Oil, Natural Gas, and Refined Products”  ARC podcast on the Impacts of Tariffs on Canadian Oil and Gas from January 14, 2025  List of products from the United States subject to counter-tariffs effective September 8, 2026 - Canada.ca Calgary Herald article that Anthropic, maker of Claude, is looking to put boots on the Ground in Alberta (August 20, 2026) Alberta Premier Smith video on six common questions on AI data centers Montana Revokes Bridger Pipeline Waiver After Legal Challenge, Pipeline & Gas Journal, July 29, 2026 The Pipeline Comes First, Studio.Energy, August 25, 2026  Energy Disruptors conference information Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas Podcast Apple Podcasts Amazon Music Spotify 

What would Alberta separation actually cost...and who would pay the price? Economist Jim Stanford joins us (5:00) to break down the enormous economic risks of leaving Canada, from trade and debt to pensions, investment and the cost of building a new country. Plus, are Alberta's workers getting a raw deal from an economy that generates enormous wealth without delivering comparable gains in wages and living standards? We get into it in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ READ THE REPORT: https://afl.org/press-release-new-report-shows-separation-would-be-disastrous-for-alberta-workers/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 33:00 | Real Talkers respond to the Stanford interview in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 37:30 | Why is beef so expensive? Is supply management worth protecting? Will smaller family farms soon be a thing of the past? Lakeside Farmstead's Jeff Nonay joins Jespo in the Real Talk studio in the historic Mercer Warehouse.  LAKESIDE FARMSTEAD: https://lakesidefarmstead.com/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Today, POLITICO Energy guest host James Bikales sits down for an extended interview with Toby Rice, the president and CEO of EQT, one of the country's largest natural gas producers and a major potential supplier to data centers. They discuss whether America's energy industry can meet the growing power demand from artificial intelligence, the political backlash facing data centers, Congress' failure to pass legislation that would unlock new energy infrastructure, and what the midterm elections could mean for the industry. James Bikales is an oil and gas reporter for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Yi-Jo Shen is a freelance video producer for POLITICO. Matt Daily is the energy editor for POLITICO. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy

If you check Google Maps south of the Canada-U.S. border, you'll see the body of water formerly known as Lake Ontario now named Lake America. It's the latest move in President Donald Trump's assault on Canadian sovereignty, and Supriya Dwivedi lays out why it's more than just trolling in our feature interview (3:00) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 51:15 | What do you make of the Alberta separation rally in Edmonton? We get into it before tackling the CBC's 9/11 "not terrorism" head-scratcher (1:05:00). 1:16:40 | Real Talkers chime in on Lake America and the separatists' rally in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that for all of the power needs created by artificial intelligence, producers still need their power costs to be reasonable, and he expects that natural gas will lead the way going forward. Thummel, who runs Tortoise Energy Infrastructure fund, says current conditions for energy infrastructure remain the most favorable he has seen in 30-plus years as a portfolio manager, largely because energy is "the foundation of the A.I. five-layer cake" famously described by Nvidia president Jensen Huang. Thummel says that while investors have been light on energy allocations historically, this would be a bad time to be underweight energy, because positive conditions are setting up tailwinds that could last for years.

With the Canada-U.S. trade war escalating again (and Saskatchewan imposing a 50% tariff on American alcohol), farmers on the Prairies are once again caught in the middle of a very complicated economic relationship with our biggest customer. Alberta premier Danielle Smith and Saskatchewan premier Scott Moe say oil, gas, and potash are not on the table as bargaining chips. Is it a defensible or anti-Canadian position? Who better to get into it with than Saskatchewan farmer and YouTuber Quick Dick McDick (3:00) in our feature interview presented by Mercedes-Benz Edmonton West?  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ FOLLOW  @QuickDickMcDick  on YouTube and CHECK OUT HIS WEBSITE: https://quickdickmcdick.ca/ GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT: https://ryanjespersen.com/merch TELL US WHAT YOU THINK: talk@ryanjespersen.com 31:30 | Researchers and innovators are using microwave technology to improve farming outcomes. How cool is that? It is, without a doubt, an Alberta Win presented by Play Alberta.  PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE AT https://try.playalberta.ca/lp/realtalk/ 34:15 | Quick Dick talks beef, booze, and supply management. 55:00 | Real Talkers have their say on it all in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:23:00 | Jespo reviews the Guns 'n Roses show at Commonwealth Stadium. 1:33:45 | Fat Dave's fired up over "Canada doesn't have a military," Matthew has a pointed message for Americans AND Canadians, Robert calls out hypocrisy where he sees it, Scott in Sherwood Park has a message for Jason Kenney, and Phillip says landowners are being silenced by the Alberta government. It's The Flamethrower proudly presented by the DQs of Northwest Edmonton and Sherwood Park!   WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU!  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Canada is hitting back at Donald Trump with $27.6 billion worth of tariffs on American goods, but will the counter-punch actually change Washington's approach or just make a bad trade war worse? Rob Breakenridge joins in our feature interview (4:00) presented by Mercedes-Benz Edmonton West to unpack Canada's strategy, who ultimately pays the price, and what comes next in this increasingly bitter fight.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ ROB'S SUBSTACK/PODCAST: https://robbreakenridge.substack.com/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  ORDER YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 39:00 | Real Talkers have their say on Canada's counter-tariffs in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 49:45 | Businesses are bracing for inevitable impacts as the Canada-U.S. trade war intensifies. We check in with Alberta Chambers of Commerce president and CEO Shauna Feth, Lethbridge  Chamber's Kevin Farrell, and Cold Lake Regional Chamber of Commerce executive director Sherri Buckle, who have their Eye on Alberta Business.  ALBERTA CHAMBERS of COMMERCE: https://www.abchamber.ca/ 1:24:00 | Real Talkers have more to say about Canada's tariff response and Alberta's approach to it all. 1:34:40 | We celebrate the life and legacy of all-time talent Dolly Parton.  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The temperature's turned up at the Canada-U.S. border, as Ontario Premier Doug Ford calls President Donald Trump a "loser" and tells him to “kiss (his) ass.” With the trade war getting increasingly personal, we talk to journalist Stephen Maher about his feature "Carney's FAFO Moment" in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ READ STEPHEN'S SUBSTACK: https://stephenjmaher.substack.com/p/carneys-fafo-moment TELL US WHAT YOU THINK: talk@ryanjespersen.com  ORDER YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 33:45 | Is Doug Ford out of line with his candid comments about Donald Trump? Real Talkers have their say in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:17:00 | Jason Kenney's teaming up with Rachel Notley to co-chair a business campaign opposing Alberta separation. Is Kenney gearing up for another political run?  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The Permian Basin is poised to gain new natural gas pipelines and projects over the next year or two, finally easing its long-standing takeaway constraints. But the changes will not stop there. A new wave of proposed projects could further reshape the basin into the 2030s.

"You're at war when you get attacked. We were attacked." That from Prime Minister Mark Carney after negotiations collapse between Canada and the U.S. The two nations are now staring down a full-blown trade war, with 50 per cent tariffs, retaliation, and a whole lot of uncertainty on the table. Supriya Dwivedi joins in our feature interview presented by Mercedes-Benz Edmonton West to unpack what happened, whether Carney was right to walk away, and what this could mean for Canadian workers, businesses, and our relationship with the Americans.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  ORDER YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIE: https://ryanjespersen.com/merch 51:15 | Do you think Canada's making the right move, walking away from negotiations with the Americans? Real Talkers have their say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:16:00 | The CPKC Women's Open was a huge success in Edmonton over the weekend, including a $4.4M donation to the Stollery Children's Hospital Foundation. Jespo's got some gentle feedback for city council. REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Over the past couple of years, the Permian has been dominated by one story: natural gas takeaway constraints and negative prices at the Waha Hub. That has changed recently, however, as more pipelines have entered service, and now plans for the Solitude Pipeline System have been unveiled. 

The global natural gas landscape is undergoing a profound structural shift as geopolitical volatility in the Middle East and the closure of the Strait of Hormuz trigger a severe supply shock across Asian markets. As key importing nations balance urgent fuel security against long-term net-zero commitments, the rising premium for energy supplies is redefining international trade routes and accelerating the need for new infrastructure. In this evolving market, natural gas continues to solidify its role as an indispensable transitional fuel bridging security and sustainability. In this episode of NGI's Hub & Flow, host Christopher Lenton sits down with former International Energy Agency Executive Director Nobuo Tanaka to discuss the emerging golden age for LNG. The conversation explores the systemic impacts of the Hormuz crisis on Asian buyers, Japan's evolving demand projections under its basic energy plan, the debate surrounding energy transition versus energy addition, and the commercial outlook for decarbonization technologies.

Ten years ago, nearly twelve million people tuned in across Canada for the Tragically Hip's final concert at the Rogers K-Rock Centre in their hometown of Kingston, Ontario. In a special episode of the show, we celebrate the tour that brought a nation together, that historic night that remains one of the most unforgettable moments in Canadian history, and Gord Downie's enduring legacy nine years after his death. GEDfest organizers Kyle Noon, Neil Brown, and Keith Dyck take centre stage in our feature interview (4:45) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ GET YOUR GEDfest TICKETS: https://www.gedfest.ca/ 54:00 | "Gord spent his final years reminding us that Canada is worth paying attention to. Worth fighting for. Worth celebrating." Real Talker Brett tells us why he'll be blasting The Hip on October 19 in a special edition of Alberta Wins presented by Play Alberta. PLAY ALBERTA IS THE ONLY APP IN THE PROVINCE THAT PUTS ALL REVENUE DIRECTLY BACK INTO SUPPORTING PROGRAMS AND SERVICES THAT ALBERTANS RELY ON EVERY DAY. LEARN MORE AT https://try.playalberta.ca/lp/realtalk/ 1:08:45 | Optimus says Alberta police chiefs need to stand up for themselves; Fat Dave, Brent, and Sean have lots to say about our August 12 hate speech/hate crimes episode; and James is thinking long-term on AI data centres. It's The Flamethrower proudly presented by the DQs of Northwest Edmonton and Sherwood Park!  WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU!  GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT: https://ryanjespersen.com/merch SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Donald Trump says Canada and the U.S. have a deal, but Mark Carney says there's still work to do as a three-day pause buys negotiators more time. What's actually on the table, what hangs in the balance, and could Canada emerge stronger (or weaker) from the next round of talks? We check in with former Poilievre senior staffer Ben Woodfinden and former Morneau senior staffer Sharan Kaur in our feature interview (5:00) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, AND YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. MBEW: https://www.mercedes-benz-edmontonwest.ca/ 34:45 | Are you optimistic Canada will reach an agreement with the U.S. within the next three days? Real Talkers have their say in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 44:00 | Talk about a tough look. Edmonton Marathon organizers have finally admitted what runners already knew - the course was 675 metres longer than it was supposed to be.  1:00:15 | Bahamas is playing a free outdoor show in Jasper! We've got everything you need to know about this year's Jasper Dark Sky Festival in this edition of #MyJasper Memories proudly presented by Tourism Jasper. LEARN MORE: https://jasperdarksky.travel/ 1:07:00 | You can't make this stuff up. Alberta's asking the other provinces for help with its independence referendum.  1:16:15 | Our new hoodies and hats are in! Jespo shows off our "Proudly Albertan. Fiercely Canadian." fits... REAL TALK MERCH: https://ryanjespersen.com/merch REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The world's best women golfers are in Alberta's capital for the CPKC Women's Open. Canada's National Women's Open Golf Championship won't just wow golf fans from across the country and showcase Edmonton's Royal Mayfair Golf Club - it'll have a huge impact on the Stollery Children's Hospital's billion dollar fundraising campaign. We tee up the big tourney with Stollery CEO Karen Faulkner, CPKC's Vince Lambert, and Explore Edmonton's Janelle Janis in our feature interview (4:30) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ BUY TICKETS to the CPKC WOMEN'S OPEN (August 19-23): https://www.cpkcwomensopen.com/ SEE YOUR STOLLERY DONATION MATCHED: stollerykids.com/cpkcmatch 54:00 | Real Talker James is "bothered" buy the "lack of a meaningful opposing viewpoint" in our August 12 interview with StopHateAB's Nina Saini and Sunny Johal. Jespo reads his email and responds (with a bit of fire in his belly).  WATCH THAT EPISODE: https://rtrj.info/081226StopHateAB EMAIL THE SHOW: talk@ryanjespersen.com 1:16:00 | Real Talkers have their say in our Live Chat powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

A couple of days out from another deadline, Canada is facing a new round of pressure from Donald Trump, with key sectors pushing for relief from U.S. tariffs. Is Mark Carney taking the right approach or does Canada need to toughen up and take a harder line with Trump? We get into it with Supriya Dwivedi in our feature interview (3:00) presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ TELL US WHAT YOU THINK: talk@ryanjespersen.com  37:00 | Shots fired! Georgia Senator Jon Ossoff name drops Donald Trump's EA to raucous applause, but was it fair game? We explore why a years-old clip from Stephen Harper is making the rounds again (42:00), and in-fighting within the current Conservative Party. The Alberta Prosperity Project is in damage control (or are they?) after a speaker says the quiet part loud during a live stream (1:04:10).  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Europe is looking to the East Mediterranean to help meet its energy needs. AP correspondent Donna Warder reports.

It has been a volatile spring and summer for global natural gas markets as the war in Iran has dragged on, seemingly causing prices to jump — or falter — with every headline. Today, we discuss Europe's gas storage woes and the potential ramifications as its time runs out to refill inventories.

Simon Constable reports on the extreme weather and energy pressures facing Europe, with Brent crude prices up 12% and natural gas up 22% in a single month. He details a "semi-invasion" of Spain, where 60,000 migrants recently attempted to cross from Morocco, and the controversy in the UK over using the Royal Navy to return migrant boats to France. Constable describes the lack of logic in French police allowing these dangerous rubber rafts to depart. Switching to his "data center quiz," he reveals that 67% of new data centers are planned for rural areas, which often brings both high local resistance and significant tax revenue. He identifies labor shortages—particularly for electricians—and tariff uncertainties as the primary barriers to U.S. data center construction. Constable notes that within five miles of an operational data center, a significant portion of the U.S. population now resides. (8)

Simon Constable notes European energy prices are skyrocketing, with Brent crude hitting $95 and natural gas up 47% in a single month. In France, a heatwave and suspicious forest fires have added environmental stress to the economic crisis. A political movement in the U.S. is targeting data centers for their high energy consumption, which now exceeds 4% of usage. Surprisingly, the United Kingdom hosts the second-highest number of data centers globally, despite its historical association with "Luddite" skepticism. (13)DECEMBER 1931 

My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share.  Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the US could exhaust its working natural gas storage by 2030. In his words, the upside risk to prices becomes unbounded and convex. We talk about why this was set in motion long before AI arrived, why the US can't just turn off exports, who wins and loses among producers, nuclear, solar, and the hyperscalers, and what he sees as the only long-term solution. Please enjoy my conversation with Matthew Smith. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- In June, Matthew wrote a letter to a small group of confidants laying out the full case behind his natural gas forecast. He has allowed us to publish it. You can read the full letter here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:02) Episode Intro: Matt Smith (00:03:33) The Conclusion After 18 Months (00:04:56) The Die Was Cast Before AI (00:07:24) Sizing AI's Gas Demand (00:09:33) Why Not Just Stop Exporting? (00:11:38) Is the Gas Even There? (00:13:53) The Timing Problem, Not Supply (00:15:15) Flow Versus Stock (00:19:10) What Slows Gas to Market (00:22:21) If Nothing Changes by 2030 (00:26:11) Could Prices Hit Twenty Dollars? (00:27:00) Gas Producers Poised to Win (00:28:54) Utility-Scale Solar's Windfall (00:30:08) What About Nuclear? (00:32:40) SMRs (00:34:29) The US Consumer Pays (00:36:37) Turbine Makers Building Too Late (00:37:57) Are Hyperscalers Exposed Too? (00:44:25) Kickstarting the Nuclear Build (00:46:20) Put Solar on Every Roof (00:46:52) Implications for the World (00:49:26) No One's Securing Supply (00:52:57) The Challenge for Energy CEOs

Simon Constable reports on extreme European temperatures and their impact on energy, noting major spikes in EU natural gas prices. He tracks shifting costs for wheat, corn, and copper. Additionally, he notes how Ukrainian drone strikes on Russian fertilizer plants could further disrupt global agriculture. (5)

Michael Bernstam discusses China's "colonial" economic relationship with Russia, demanding natural gas at heavily subsidized domestic rates. Capitalizing on Russian weakness, Beijing insists Russia fund its own pipelines while China signals a shift toward supporting Ukrainian territorial integrity, effectively throwing Putin "under the bus" to pressure the West. (1)

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