Strange Brew: Canadian Oil Sands Position for Growth
S&P Global Energy Expert Kevin Birn discusses the current opportunity for Canadian oil sands, now producing 3.5M barrels per day. Covers Alberta's ambition to double production by 2035, revised upward global demand outlooks, declining US shale inventories, and Western policymakers prioritizing energy security.
Rob West's Top Energy Themes for 2026
Rob West joins Peter and Jackie on the ARC Energy Ideas podcast to walk through his Top Ten Themes for Energy in 2026. A wide-ranging discussion on where Canadian energy markets are headed, including oil and gas fundamentals, clean technology developments, and the geopolitical forces shaping the investment landscape.
Predicting the Unpredictable: Energy and Geopolitics in 2026
Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute kick off 2026 with their annual outlook. Covers global geopolitics and energy markets, oil and gas fundamentals, technology disruption including EVs, solar, and AI demand, and Canada's unique policy and infrastructure circumstances.