Author: Brian Zinchuk

Who lit the blowtorch to that bridge first?

Was it Lewis with his anti-everything policies, or Beck, with her more pragmatic you-re-a-nut-job-stay-away response?

Beck’s frosty letter to new federal NDP Leader Avi Lewis over energy and resource policies

“The positions that you have taken when it comes to natural resource development are ideological and unrealistic. They would hurt Saskatchewan workers, communities, and industries.” – Carla Beck

Coal three ways – four, actually

Three in-depth pieces on coal-fired power today:

NDP say coal refurbishment will double electricity rates by 2050, prefer natural gas and renewables instead

NDP analysis of coal refurbishment and its impact on rates, in depth

SaskPower Minister responds to NDP study on refurbishing coal and its impact on rates

In cased you missed this major related story on Monday:

BREAKING: Data centre hinges on dispatchable baseload power, including coal refurbishment

I would like to point out that the Leader Post, CTV and CBC failed to mention, or perhaps even realize, that it will be coal powering that new data centre in Regina. Where did they think that power is going to come from? I know! Solar, at night!

 

Could Iran be the next “Forever War?”

Weekend Watch: The Iran War Expert: I Simulated The Iran War for 20 Years. Here’s What Happens Next.

While watching this, consider if the Iran War does become a forever war, what will it’s impact be on oil production, delivery through the Strait of Hormuz or lack thereof, the world economy, Canadian and Saskatchewan oil production could be profound and last years? Could this lead to a global recession, but good times for our oilpatch? Remember the $147 WTI barrel of July, 2008, led to the global financial crisis that September. Some of us are still bearing the scars of that.

I know I am.

The case for Westinghouse reactors, LNG, black mark and Timbits

Two Westinghouse AP1000 reactors at Vogtle. Cameco photo

Saskatchewan is the battleground between the AtkinsRealis (SNC-Lavalin/former AECL) CANDU reactor and the Cameco/Brookfield-owned Westinghouse AP1000 reactor. I’d digging as deep as I can to provide context for Saskatchewan decision makers who will be making this decision. In recent weeks I had two podcasts on the CANDU. This is the first on the Westinghouse. What’s really significant here is the Westinghouse ownership is now fully Canadian companies, even though the design is American. And in November or so, Trump’s administration said they’d build 10 of them.

Pipeline Online Podcast Ep. 31: Dr. Grant Isaac, Pres. & COO of Cameco on SK buying Westinghouse reactors. There were technical difficulties which shortened our time, so we’re going to take another run at it in the near future.

Also:

This is a really good discussion on LNG:

Decouple Media: The Terrible, No Good week for LNG

Black mark on industry (I hate it when this happens):

Alberta landowners take stand over years of missed payments by delinquent oil company

It turns out Pipeline Online isn’t the only one to use a Timbit as a unit of monetary measure. Maybe they got the idea from Pipeline Online? Here’s the Canadian Press story:

What will the carbon price cost the oilsands? A Timbit per barrel, one analysis says

Place your bets!

Brian Zinchuk: Place your bets! What will the oil price be due to the Iran war?

I’m guessing oil prices are going to shoot up really high, in short order.

I just got in my inbox this morning:

  • QatarEnergy halts LNG production at the world’s largest plant
  • European gas prices up 48% from Friday levels
  • No LNG vessels transiting the Strait of Hormuz
  • Around 20% of global LNG supply effectively cut off

But there was “No business case” for Canadian LNG. Or Energy East, for that matter.

Also:

AtkinsRéalis’ Case for CANDU Part 2: A Canada-wide fleet purchase?

On the topic of nuclear power: Mike Harris, former premier of Ontario, will be talking nuclear power generation on the Pipeline Online Podcast on Tues., Mar. 3, at 10 a.m. Join us live on X at https://x.com/Pipeline_Online. I plan on asking about the big picture considerations on nuclear power.

On Alberta, and maybe Saskatchewan, walking away

Brian Crossman: Alberta (and Saskatchewan?) Separation

From the column:

“The list of countries and empires that have broken up over that past several hundred years is not a short one. Sudan split into two countries by referendum in 2011. Yugoslavia, Czechoslovakia, Egypt and Syria and many others. The Soviet Union, the British Empire are gone, the United States came close in 1861, and there is no promise that the republic will endure forever. Will Canada, or the world map look the same in 50 to 100 years? I’m betting not, and it seems pretty arrogant to think otherwise.”

Some may question why is this relevant to Saskatchewan? It is my understanding that recent polling showed support for separation a few weeks ago was 2 per cent higher in Saskatchewan than it is in Alberta. So it’s relevant.

Here’s a thought experiment which could turn into a column: If Alberta and possibly Saskatchewan were to separate – do they really need much of a military? To defend against who, the pot smokers of Vancouver? Do they need a navy? Nope. No water, unless they snag Prince Rupert and Kitimat – which could happen, if the rednecks invade the Left Coast. But even then, no real navy would be needed. Air force? Probably not much of one for that, either. Who are they going to bomb, Timmins, Ont? That’s a lot of money saved right there, on top of ditching equalization.

No business case, indeed

Remember when Germany came to Canada for LNG, and Trudeau took their Chancellor to Newfoundland for wind-generated hydrogen?
N.L. vows to chase wind-hydrogen companies for $34.5 million in overdue land fees.

 

And regarding wind power generation, I just posted this.

For 52 minutes straight on Saturday, Alberta’s 1760 wind turbines had zero output and couldn’t charge a cellphone

…. and its’s still showing zero right now, for at least another 24 minutes, and counting.

Can Saskatchewan do the CANDU?

Should Saskatchewan buy the CANDU reactor when it comes to building large-scale nuclear in this province? Carl Marcotte Senior Vice-President, Marketing & Business Development at CANDU Energy, part of AtkinsRealis, makes the pitch. Building large reactors will only be the largest, most expensive decision made by this province for generations.

Pipeline Online Podcast Ep. 29: Carl Marcotte, CANDU Energy

I’m hoping to get Westinghouse on in a future episode, as the main competitor.

Related: Cameco CEO on whirlwind Washington trip for talks on reactor deal

Also – Jim Warren: Critical questions about the Alberta-Ottawa pipeline MOU remain unanswered

Enbridge unfazed by prospect of more Venezuelan oil headed to Gulf Coast

TC Energy sets growth sights on U.S. data centre boom

Get the paddles!

Things have been looking really bleak for southwest Saskatchewan’s oilpatch. If this were a medical drama, this would be where the doctor puts the paddles on the dying patient’s chest, yells, “Clear!” and shocks the patient.

We might have just seen a little blip on the heart monitor with this land sale.

Whew! Southwest Saskatchewan sees more interest in this land sale than in all of 2025 combined

And yes, it is that bad. Most oilfield services in that region have either shut down or are barely hanging on. I spent an hour yesterday talking to the owner of several businesses in that area.

 

One judicial smackdown apparently wasn’t enough …

BREAKING: Round two: Appeal filed on coal decision ruling.

At question:  Do a 12 year old, a podcaster and someone who doesn’t even live here get to kill 1100 coal-related jobs? According the Court of King’s Bench, no, they don’t. Governments get to make those sorts of decisions, and can’t be second guessed by the courts.

Well, these applicants are taking a second round at second guessing.

 

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