Podcast
ARC ENERGY IDEAS
Hosted by ARC ENERGY RESEARCH INSTITUTE · EN
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.
25episodes
Episodes
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Edward Fishman on American Power in the Age of Economic Warfare
Feb 1700:47:21Tap to summarizeThis week on the podcast, we’re sharing highlights from a conversation at the 8th Annual Haskayne School of Business PETRONAS International Energy Speaker Series held on February 11, 2026. Jackie Forrest moderated a sold-out session featuring award-winning author Edward Fishman, whose recent book Chokepoints: American Power in the Age of Economic Warfare, explores the rise of U.S. geoeconomic strategy. Mr. Fishman is a Senior Research Scholar at the Center on Global Energy Policy and an Adjunct Professor of International and Public Affairs at Columbia University. Joining the discussion was Robert (RJ) Johnston, Director of Energy and Natural Resources Policy at the University of Calgary’s School of Public Policy. The conversation explores a wide range of issues, including the United States’ use of tariffs as a tool of economic warfare, the potential for expanded investment and trade between Canada and China, how such a shift might be viewed by the U.S., and key lessons from American intervention in Venezuela. The panel also discusses the prospects for a peace agreement between Russia and Ukraine, whether a weakening U.S. dollar could diminish America’s ability to deploy economic statecraft, and, finally, whether China’s growing self-sufficiency could ultimately reduce the effectiveness of U.S. sanctions and leverage. The episode concludes with Peter and Jackie sharing their reflections on the discussion, offering their own perspectives, and examining the issues through a Canadian lens. Content referenced in this podcast:Peter Tertzakian’s article on why Canada must act with urgency to diversify its export markets, “Oil, Mercantilism, and the Return of Gunboat Economics” (January 12, 2025) Edward Fishman’s article on how Europe should handle Donald Trump’s threats, “Want to stop Trump bullying your country? Retaliate” (February 8, 2026) Peter Tertzakian’s article, “The Cost of Being a Market Hostage,” (September 8, 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
Transcribe →Canada’s E-Fuels Competitiveness with StormFisher Hydrogen
Feb 1000:42:21Tap to summarizeThis week on the podcast, our guest is Brandon Moffatt, Chief Development Officer at StormFisher Hydrogen. StormFisher Hydrogen develops projects that repurpose energy, water, and power, with a focus on green hydrogen and e-fuels across the North American market. The company is currently advancing a low-carbon methanol project in Varennes, Quebec. The conversation begins with an overview of green hydrogen–derived products, including e-methane, e-methanol, and green ammonia. Brandon explains why e-methanol is emerging as a leading end-use for green-hydrogen-derived fuels, particularly for marine shipping and aviation. The discussion then turns to Canada’s competitive advantages in producing e-fuels, including access to low-carbon grid electricity in Quebec, Manitoba, and British Columbia, as well as the Canadian Investment Tax Credits (ITCs). With the United States rolling back support for green hydrogen in the One Big Beautiful Bill Act (OBBBA) last summer, Brandon notes that Canada currently holds a policy advantage in North America. However, global competition remains strong, particularly from India, China, and the Middle East, where cost structures are advantaged. For Canada to remain globally competitive in green hydrogen-derived products, Brandon outlines several changes he believes are needed to Canada’s existing ITC framework. These include:Allowing access to the full green hydrogen ITC when grid power is more than 90% non-emitting Extending eligibility to downstream equipment, including e-methanol and sustainable aviation fuel (SAF) production, consistent with how ammonia is treated Allowing the use of carbon dioxide in fuel production to qualify for the carbon capture, utilization, and storage (CCUS) ITCThe episode concludes with a deeper dive into the Varennes project, including the potential for local job creation and the anticipated timing for a final investment decision and first production. Content referenced in this podcast:S&P Canadian Electric Car Insights to Q3 2025 (Dec 2025) StormFisher Hydrogen’s website Learn more about StormFisher’s low-carbon methanol project in Varennes, Quebec Note, the ARC Energy Funds are an investor in StormFisher Hydrogen. 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
Transcribe →Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025
Feb 400:25:53Tap to summarizeThis week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”. They begin by discussing Bloomberg New Energy Finance’s latest “Energy Transition Investment Trends (2026)”, which finds that global investment in the energy transition reached a record $2.3 trillion in 2025, up 8 % from 2024. Next, they review a set of charts from a 200-slide deck released by Nat Bullard, an annual presentation on the state of decarbonization. Nat describes himself as a “climate-focused keynote speaker, board-level strategist, consultant, and advisor.” His side deck provides a comprehensive overview of the latest data across a wide range of energy types. Finally, the hosts discuss a couple of new papers by Peter Tertzakian: one titled “Venezuela’s Fiscal Competitiveness” and another called “Oil, Mercantilism, and the Return of Gunboat Economics”. In this segment, they debate the impact of Venezuela’s high government take, which has contributed to declining production, and consider recent reforms to the country’s oil and gas sector aimed at attracting foreign investment.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
Transcribe →What Is Canadian Carbon Competitiveness?
Jan 2700:42:26Tap to summarizeThis week on the podcast, Jackie and Peter are joined by Marcus Rocque, Vice President of Research at the ARC Energy Research Institute. This episode focuses on Canadian federal carbon policy, including a discussion of the carbon pricing policy for large industrial emitters and the recently finalized methane regulations, which target a 75% reduction by 2030 (relative to 2012). The discussion centers on how these policies affect competitiveness, investment, and infrastructure development in Canada's natural gas and oil sector. They start by discussing Prime Minister Carney’s recent speech at Davos. Next, they review recent developments in Canadian carbon policy, including the Canada–Alberta Memorandum of Understanding (MOU) signed on November 27, 2025, in which both governments agreed to work toward an oil pipeline to reach Asian markets. The MOU also outlines a plan to develop a revised industrial carbon pricing policy and methane regulations by April 1, 2026. Not long after the MOU was signed, in December 2025, Environment and Climate Change Canada (ECCC), a federal agency, issued final methane regulations that conflict with the MOU, with one requiring an end date of 2030 and the other 2035. Further to this, ECCC released a discussion paper in December titled “Driving Effective Carbon Markets in Canada”, asking for feedback by January 30, 2026, on potential changes to Canada’s carbon markets, which are also being modified as part of the Canada-Alberta MOU by April 1. Jackie, Peter, and Marcus discuss what “carbon competitiveness” means and how Canadians should think about it in a changing global energy landscape. They also share concerns about the carbon market discussion paper and new methane regulations. Content referenced on this podcast:Discussion Paper: Driving Effective Carbon Markets in Canada. Send your feedback to ECCC before January 30, 2026, by emailing: tarificationducarbone-carbonpricing@ec.gc.ca Final Methane Regulations: Canada Gazette, Part II, Volume 159, Number 27 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
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Recapping CERAWeek 2019
Mar 30, 2019Tap to summarizeThe energy world’s top leaders and influencers recently gathered in Houston for the annual IHS Markit CERAWeek. In this week’s podcast we discuss the major themes and takeaways of the conference that is often called the Super Bowl of the energy industry. As referenced in the podcast here is a link to videos of CERAWeek 2019, also see related ARC commentary CERAWeek 2019: Trends and Transitions.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/
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