About this episode

The episode discusses Shell's acquisition of ARC Resources and its implications for the Canadian LNG sector.

The podcast opens with major news: Shell’s agreement to acquire ARC Resources, signaling strong confidence in LNG Canada Phase 2, the broader Canadian LNG sector, and the quality of the Montney resource. It also marks a shift, as this is the first major multinational acquisition in Canada following a long period of exits. Jackie and Peter discuss additional developments, including Minister Hodgson’s comments on major projects reaching FID or construction within a year and Prime Minister...

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