.@POTUS: @SenDanSullivan stood with me as we announced a historic federal project to finally build the 800-mile Alaska LNG Pipeline. Dan Sullivan has been working to get this built for 16 years.
Now, I am pleased to report that ALL necessary federal permits have been secured! https://t.co/ojIr4WEu9N
— Rapid Response 47 (@RapidResponse47) October 14, 2026
Coulda Had A Pipeline
Northern Perspective: Mark Carney’s Pipeline Is Going Nowhere, And He Knows It, with Dan McTeague
A whole lot of depth on last week’s nuclear announcement for Saskatchewan
I’ve written five stories thus far on the major announcement on Sept. 29 that Saskatchewan intends on building large scale, 1000 megawatt nuclear reactors in northwest Saskatchewan. I have at least another five to go. Here’s the first tranche, with the initial piece being the big lead.
Lead:
Two large reactors in the NW, two SMRs in the SE: Moe lays out Saskatchewan’s nuclear plans
Scott Moe: “Today, we are announcing plans to build about 2,600 megawatts of nuclear generation by the year 2050”
How are we going to put together a supply chain and workforce for building nuclear?
Sheldon Wuttunee on nuclear power: “What a great opportunity to work together”
Carla Beck: Our team supports nuclear power … Saskatchewan people deserve to see the full plan
ALSO:
Pipeline Online Podcast Ep 45: Heather Exner-Pirot on major pipeline and nuclear developments
QuickQuotes: Reaction to the Pacific Link pipeline project
Lithium in SK, Part 44: Feds invest into Prairie Lithium project
Now Is The Time At SDA When We Juxtapose! (bumped)
A day after the federal government unveiled its new retaliatory measures against the US amid the trade war, NDP Leader Avi Lewis is calling on the Liberals to tax energy and critical mineral exports to the US.
There has been growing momentum across the political spectrum behind the idea of using Canadian exports as leverage in the dispute. In recent days, several politicians including Jean Chrétien, Jason Kenney, and David Eby have called on the Carney government to impose or consider imposing an export tax as an option for responding to US tariffs.
The Trump administration is in talks with Venezuela’s interim government about taking an ownership stake in the South American country’s enormous oil resources, two U.S. officials tell Axios.
Why it matters: The historic deal would more than double U.S. oil reserves by drawing from a country that has the world’s largest proven reserves.
August 28th.
BYOP. I just coined that.
Wanna build a data centre in Saskatchewan? Be Canadian, and bring your own power.
While the backlash has been growing, anyone who uses their cellphone for Google, Facebook, Twitter, Gmail or nearly any other major app is, in fact, using a data centre. The online protests about data centre quite literally use data centres to make their posts. If you use a smartphone, you are using data centres.
From someone who worked in the coal industry

Op-Ed: Christina Turnbull: More Than Megawatts: A Power Worker’s View of Saskatchewan’s Coal Transition
This thing is several times larger than the entire Saskatchewan grid
What does the mammoth Newfoundland/Quebec hydro and wind deal mean for Saskatchewan’s nuclear ambitions?
How much? A zillion? Surely more than that!

NDP claim coal refurbishments will cost even more, while SaskPower minister tours Boundary Dam and Estevan mine
On a day when the Minister Responsible for SaskPower was touring the work done on the coal-fired Boundary Dam Power Station Unit 4 and the nearby Estevan coal mine, the Saskatchewan NDP was quoting another number, their highest yet, as an estimated cost of the coal refurbishments. But what are those numbers based on?
Pipeline Online digs into that analysis, and finds the scenarios each to have significant flaws.
Also:
Jim Warren: Why the biggest oil supply crisis in history hasn’t produced the highest crude prices in recent history
I Want A New Country
Not a bug, but a feature: Canada’s carbon pricing wipes out Alberta oilsands’ edge
Canada’s industrial carbon tax pushes the cost of producing a marginal barrel of oilsands crude to $75 USD (at $95/tonne carbon tax)—well above what new projects in Texas or New Mexico face—stripping away the tax advantage Alberta needs to attract energy investment, according to a new Fraser Institute study by Jack Mintz, president’s fellow at the University of Calgary’s School of Public Policy.
The findings land as Ottawa and Alberta advance a one-million-barrel-per-day West Coast oil pipeline proposal under their November 2025 memorandum of understanding (MOU) and May 2026 implementation agreement. So far, Pembina Pipeline Corp. is the only private partner to sign on, taking a 10 percent stake during construction, and no oil producers have yet committed to shipping on the line.
Mintz said the research began long before the current political moment.
“This work was started about three, four years ago—it was more of an academic interest,” he said in a phone interview with The Hub. “It struck me that no one had really looked at carbon taxation and how it affects competitiveness.”
Expect SK to be powering both SK and MB with large reactors.
Electrical intertie announcement indicates Saskatchewan will be building large reactors, and powering MB and SK
The implications for Saskatchewan, Estevan and even Weyburn are massive. I do an analysis at the tail end of the piece.
Also:
Jim Warren: Canada’s Liberals—dumber than Democrats on climate policy
You Don’t Say
Adam Waterous is asked if he is pessimistic or optimistic on the Canadian oil industry with all the government announcements lately.
He summarizes it pretty well stating that if he were an investor, he would probably be looking at the USA instead of Canada. pic.twitter.com/NqLX0USlxx
— bu/ac (@buperac) May 17, 2026
Brotherhood is not comrades with NDP these days
International Brotherhood of Electrical Workers respond to NDP coal position: “A deliberate misrepresentation of costs”
It turns out if the NDP wants your job to disappear, they don’t get your support. Imagine that? As in, if they want your house to lose half or more of its value, you to lose your job, and would rather spend money on gas from Alberta or wind and solar, what would you think?
—
Wait, isn’t this how it was done before?
Feds want pipeline projects reviewed by energy regulator instead of impact agency
Also
Pipeline company Enbridge unfazed by rival oil shipping projects
Coulda Had A Pipeline
Your second juxtapose of the day.
🚨 BOOM! PRESIDENT TRUMP JUST SIGNED A MAJOR PRESIDENTIAL PERMIT FOR A NEW TRANSPORTER PIPELINE!
“This is similar to the old Keystone XL pipeline. It’s going to massively expand our ability to move oil around North America. It’s a huge deal for long-term energy dominance and… pic.twitter.com/yHj4sdMwQI
— Gunther Eagleman™ (@GuntherEagleman) April 30, 2026
I want a new country.
Canadian Competitiveness
As I was sifting through the influencer pulp this morning on the UAE decision to leave OPEC (and decided to sit it out), I stumbled upon this chart from the just released OPEC Annual Statistical Bulletin.

Let’s zoom in.

Blue is crude price, red is tax, coral is industry profit margin.
Related.
Norway’s $2 trillion sovereign wealth fund has ‘no plans’ to reduce US assets, per FT
— unusual_whales (@unusual_whales) April 29, 2026
I Want A New Country
Oh, now the Liberals need Alberta oil and gas…
To use as leverage to protect the Dairy Cartel and eastern manufacturing. https://t.co/WpjjkJBSz6
— David Staples (@DavidStaplesYEG) April 25, 2026
I Wish I Owned All The Oil Companies In The World
The coal plan

The Saskatchewan coal refurbishment plan, laid out by year until 2035.
This is the most detail I’ve seen so far, laying out expected cost per unit, and a year-by-year plan to rebuild them. And I go into some detail into how much cheaper this would be than building new natural gas-fired power plants. It’s a lot.
Y2Kyoto: Blunder Down Under
Turns out, net zero was easier to reach than anyone dared dream: Australia has 403 billion barrels of shale oil — 17.5 billion of which is immediately recoverable. But it banned fracking. So now it’s begging for diesel from countries that don’t have a gallon to spare 🤡
Mais oui, it was finalement, euh, within zee reach, non? French energy giant TotalEnergies says it will no longer aim to reach net zero emission targets by 2050
More: I’m out of diesel. All the farmers are out of diesel.
There’s No Business Case For LNG Exports
@KobeissiLetter: European natural gas prices surge over +30% after Iran strikes Qatar’s largest LNG facility, responsible for 20% of global supply.
Where Europe gets its gas.
Ezra Levant with Lorne Gunter: Why Are Liberals Still Destroying Canada’s Energy Industry Despite Their Promises?
Thank You For Your Attention To This Matter
Let's unpack this..
What if the White House has no intention of reopening the Strait of Hormuz?
What if this war is really about ships & tariffs?
I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s… https://t.co/DCP0uw7C4E
— John Ʌ Konrad V (@johnkonrad) March 18, 2026

Canada’s industrial carbon tax pushes the cost of producing a marginal barrel of oilsands crude to $75 USD (at $95/tonne carbon tax)—well above what new projects in Texas or New Mexico face—stripping away the tax advantage Alberta needs to attract energy investment, according to a new Fraser Institute study by Jack Mintz, president’s fellow at the University of Calgary’s School of Public Policy.