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- 6 days ago38 min
Is the Strait of Hormuz Closure Accelerating Clean Energy?
This week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on how the oil and gas shock from the closure of the Strait of Hormuz is reshaping the outlook for clean energy, including how governments are rationing oil and gas use through policies such as work-from-home measures and lower speed limits. There is already evidence of increasing sales of alternatives, including EVs, heat pumps, and ele...
- 1 weeks ago47 min
Rory Johnston on the Sanguine Strait Stoppage
This week, our guest is Rory Johnston, a Toronto-based oil market researcher, the founder of Commodity Context, and, among other things, the host of the Oil Ground Up podcast. Peter and Jackie open the show with highlights from the federal government’s economic update, Polymarket bets on the Middle East conflict, and the shift in AI companies toward pay-per-use models over unlimited access. They then turn to oil markets, asking Rory: What’s your take on the UAE’s announcement abo...
- 2 weeks ago45 min
Shell, LNG Momentum, and Nova Scotia’s Energy Ambitions
The podcast opens with major news: Shell’s agreement to acquire ARC Resources, signaling strong confidence in LNG Canada Phase 2, the broader Canadian LNG sector, and the quality of the Montney resource. It also marks a shift, as this is the first major multinational acquisition in Canada following a long period of exits. Jackie and Peter discuss additional developments, including Minister Hodgson’s comments on major projects reaching FID or construction within a year and Prime Minister...
- 3 weeks ago47 min
Stewart Muir on B.C. Energy: DRIPA, Pipelines, LNG & Power
This week on the podcast, Peter and Jackie are joined by Stewart Muir, President and CEO of Resource Works, a leading voice in Canada’s natural resource sector with a focus on British Columbia. Peter and Jackie open the episode with a discussion of the latest geopolitical developments, including escalating tensions involving Iran and the resulting volatility in oil prices over the weekend, as the Strait of Hormuz opened and then quickly closed. They also review the news of Prime Ministe...
- Apr 15, 202649 min
Inside Suncor’s Transformation: A Conversation With Rich Kruger
This week on the podcast, our guest is Rich Kruger, President and Chief Executive Officer of Suncor Energy Inc. Rich explains key messages from the company's recent Investor Day presentation, including its transformation in safety, operations, and financial metrics over the past three years. Here are some of the questions that Peter and Jackie asked Rich: What is Suncor’s production now, and what is your 3-year growth plan? How do oil sands costs stack up against U.S....
- Apr 7, 202641 min
Progress on the Canada-Alberta MOU: A Conversation with Deborah Yedlin
This week on the podcast, we welcome back Deborah Yedlin, President and CEO of the Calgary Chamber of Commerce. Deborah returned to the show to discuss the April 1 deadline for key deliverables under the Canada-Alberta Memorandum of Understanding (MOU), signed in late November 2025. The conversation covered a wide range of topics, including: The Iran conflict, the ongoing Strait of Hormuz closure, looming energy shortages, and global oil prices Progress on the four key...
- Mar 31, 202632 min
Recapping CERAWeek 2026
This week on the podcast, Jackie and Peter unpack key themes from the CERAWeek conference held in Houston from March 23–27, 2026. Highlights from the conference include: Canada is back on the global stage: Senior political leaders promoted energy investment opportunities, with notable alignment between federal and provincial governments. Iran conflict and the Strait of Hormuz: Experts from multiple perspectives shared views on the conflict and the challenges of reopening the...
- Mar 25, 202631 min
This Is Our Moment: An Interview With the Honourable Tim Hodgson
This week, our guest is the Honourable Tim Hodgson, Canada’s Minister of Energy and Natural Resources. The conversation was recorded at CERAWeek in Houston on March 24, 2026. Here are some of the questions Jackie asked Minister Hodgson: How is Canadian energy being perceived at CERAWeek, particularly in the context of the war in the Middle East? Do you expect that Canada will meet the Prime Minister’s targets of 50 million tonnes per annum of LNG exports by 2030 and potentially double t...
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About ARC ENERGY IDEAS
Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
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