This week on the podcast, Jackie and Peter begin with a roundup of the latest developments in Canadian energy. They start by discussing Prime Minister Carney’s remarks at the ASEAN Summit in Malaysia, where he suggested that Canada could export up to 50 million tonnes of LNG per year (about 6.5 Bcf/d) by 2030, with the potential to double that by 2040.

They then turn to the upcoming federal budget, which is expected to include details about Canada’s Climate Competitiveness Plan. Another key topic is President Trump’s decision to suspend trade talks with Canada following controversy over Ontario’s free-trade advertisement.

Next, the hosts reflect on Peter’s recent commentary in The Hub, titled “Even if Alberta gets a new pipeline, what’s next for the oilsands?”

Finally, Jackie talks about her recent appearance on a CBC podcast that explored whether Canada can build pipelines while fighting climate change. She explains why she felt the show’s coverage was not balanced and shares her broader concerns about how climate and energy topics are often framed in mainstream Canadian media.

Content referenced in this podcast:

• The Globe and Mail, “Carney’s climate vision is to deprioritize emissions targets, focus on economic advantages” (October 14, 2025)
• The Hub “Peter Tertzakian: Even if Alberta gets a new pipeline, what’s next for the oilsands?” (October 4, 2025)
• CAPP Data Centre, “The Economic Impact of Canadian Oil and Gas,” see slide 23 titled “Canada’s Gross Domestic Product (GDP) by Industry | 2024”
• Government of Canada Publications, “Public Opinion Research on the National Adaptation Strategy,” (March 2025), see page 6: “A vast majority of people living in Canada (84%) consider climate change an important issue”
• Angus Reid Institute, “Pipeline Push: Majority of Canadians, including BC Residents support the idea of a pipeline to the north coast” (October 9, 2025)
• CBC Ideas Podcast “Can we have new pipelines and curb climate change too?” October 7, 2025

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

Oil pipeline politics are once again in high gear in Canada. Alberta Premier Danielle Smith is advancing plans for a 1 MMB/d pipeline to the West Coast of British Columbia, while B.C. Premier David Eby remains firmly opposed. At the same time, during a recent trip to Washington, Mark Carney and Donald Trump reportedly discussed the potential revival of the Keystone XL pipeline, which, if completed, would carry Canadian crude south to the United States.

To help us unpack the complexities of Canada’s pipeline politics, our guest this week is the Honourable Jason Kenney — former federal MP and cabinet minister (first elected in 1997 and re-elected five times), former Premier of Alberta, and now a Special Advisor at Bennett Jones.

Here are some of the questions Jackie and Peter asked Jason Kenney: How did you manage to bring together Alberta’s fractured conservative movement, and do you think that unity could unravel given today’s polarized political climate? What are your thoughts on the “Alberta Next” initiative? What’s your assessment of Prime Minister Mark Carney’s first six months in office and his efforts, such as Bill C-5, to accelerate infrastructure development? Under the Canadian constitution, can B.C. block an oil pipeline through the province? Why were you disappointed by the federal Energy and Natural Resources Minister, Tim Hodgson’s, comments about B.C.’s attempts to block the oil pipeline?

Content referenced in this podcast:

• Angus Reid Institute, “Pipeline Push: Majority of Canadians, including BC Residents support the idea of a pipeline to the north coast” (October 9, 2025)
• Jason Kenney’s X account

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

Canada must raise its level of ambition to compete in today’s rapidly shifting geoeconomic and geopolitical landscape. So far on the podcast, we’ve focused on how diversifying oil and gas exports can strengthen Canada’s power and influence. This week, we turn our attention to another strategic sector — mining.

Our guest this week is Photinie Koutsavlis, Vice President of Economic Affairs and Climate Change at the Mining Association of Canada. She joins us to discuss the current state of Canada’s mining industry.

Here are some of the questions that Jackie and Peter asked Photinie Koutsavlis: How large is Canada’s mining sector, and what are its main products? Since the January 2020 announcement of the Canada–U.S. Joint Action Plan on Critical Minerals, what progress has been made on the ground? Has investment and production grown — and if not, what are the main barriers?

Content referenced in this podcast:

• The Hub.ca, “Peter Tertzakian: Even if Alberta gets a new pipeline, what is next for the oil sands?” (October 4, 2025)

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