61% of Albertans Reject Pipeline Subsidies, Poll Finds
Janetta McKenzie of @Pembina on AB attitudes toward oil and gas, climate policy, and pipelines that may surprise you.
#abpoli
youtu.be/tAXDsaUeLYM
Show Your Work: Big Holes in Business Case for West Coast Pipeline
China's oil demand has already peaked. India's future demand is far from certain.
Is Alberta heavy crude a competitive or marginal barrel in those markets?
Beware Canadian taxpayers.
markhamhislop.substack.com/p/show-your-...
China's EV Revolution is Reshaping Asian Oil Markets
@ArgusMedia's VP China Crude Tom Reed on big changes in China's oil strategy, refining sector, and electric transportation.
Bottom line: not enough demand for Alberta oil.
#china #cdnpoli
youtu.be/oulkLdCzkYI
Iran War Could Trigger Huge Oil Shock
Energy economist @edhirs on why losing 10-15 million b/d of oil supply hasn't pushed prices much, much higher.
But, it could still happen if Trump and Iran don't end the war.
#cdnpoli #abpoli
youtu.be/R966yCL1bww
New Study Shows Asia is Embracing Electrification Faster Than Expected
Kingsmill Bond of Ember Energy on his team's new report.
Bottom line: Canada's plan to sell more oil, LNG to Asia is a bad idea.
#cdnpoli @MarkJCarney @timhodgs
@ABDanielleSmith
youtu.be/9rE55xiONH4
The "Trump Terror Premium" on Oil Prices
Energy economist @edhirs explains how @realdonaldtrump's bumbling in Iran has upended oil markets.
Prospects for peace look slim.
youtu.be/eK7yUEtmHzw
Huge oil shock price is yet to come if Iran war continues. Oil inventories are shielding consumers- but not forever.
Great interview by Markham Hislop
Canada's Automakers Hanging On Despite Trump Tariffs
Not all good news - lost jobs, plant closures, local business impacts - but there are some bright spots for the industry.
youtu.be/w7fQxIvzHCs
Trump Boxed In After Iran Downs US Helicopter
Is Iran becoming another Ukraine by using asymmetric warfare to fend off a much larger superpower?
Sounds like Canada should invest in a drone factory or two...
#cdnpoli
youtu.be/gLdJBqEe6vI
Batteries Are Now a Foundational Technology of the 21st Century
First it was EVs. Then power grids. Which sectors will be transformed by batteries in the coming decades?
markhamhislop.substack.com/p/batteries-...
Iran War Could Trigger Huge Oil Shock
Energy economist @edhirs on why losing 10-15 million b/d of oil supply hasn't pushed prices much, much higher.
But, it could still happen if Trump and Iran don't end the war.
#cdnpoli #abpoli
youtu.be/R966yCL1bww
