ARC ENERGY IDEAS

This week on the podcast, our guest is Angela Stent, a globally recognized authority on U.S.-Russia relations. Angela has held senior roles at Georgetown University, the American Enterprise Institute (AEI), the Brookings Institution, the U.S. State Department, the National Intelligence Council, and the Council on Foreign Relations, among others. She is also an award-winning author; some of her books include The Limits of Partnership: U.S.-Russian Relations in the Twenty-First Century (2014) a...

This 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 expl...

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 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 Ca...

Predicting the Unpredictable: Energy and Geopolitics in 2026 This week, Peter and Jackie kick off the year with their 2026 outlook. They begin by asking a fundamental question: How relevant are predictions in an increasingly unpredictable world? While acknowledging the limits of forecasting, they outline key themes and directional expectations for 2026—and remind leaders that, in times like these, scenario development, continuous monitoring, and course correction are far more valu...

We’re closing out the year with our final podcast of 2025, looking back at the biggest stories and revisiting the predictions we made at the start of the year. How did we do? 2025 delivered volatility and plenty of surprises, along with a long list of developments with real consequences for energy, both clean energy and traditional oil and gas. We cover major policy shifts, including the election of the Mark Carney Liberals in Canada, the introduction of Bill C-5, the launch of the Majo...