Category: Drill, Baby, Drill

Trump pauses tariffs, deal may have been reached, and KXL

Posted on Donald Trump’s official Truth Social on Tuesday night:

“I have paused the 50% Tariffs against Canada, that were scheduled to kick in tomorrow morning for a three day period, based on the fact that Canada and the U.S.A., subject to the finalization of documents, have a DEAL! The great Keystone XL Pipeline, long ago killed by Sleepy Joe Biden, may be awoken from the grave! Thank you for your attention to this matter. President DONALD J. TRUMP”

Here’s what it means for Saskatchewan and the oil industry:

Trump says trade deal reached, and Keystone XL “May be awoken from the grave”

 

You know you were waiting for it

Pipeline Online Podcast is now on Spotify

Sometimes, when you’re a one man band, it’s hard to find time to play the trumpet while you’re also playing the tuba. And such, it has taken much longer than it should have to get the Pipeline Online Podcast connected with Spotify in such a way that included the video.

It only took about 20 hours to upload the back catalog.

Also:

The good professor wanted me to print a rebuttal. So I did.

Op-Ed: Brett Dolter: A rebuttal to coal analysis by Pipeline Online

and

Pembina Pipeline says West Coast pipeline stake fits into its broader strategy

 

 

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

What goes up is more than balloons

Pipeline Online Podcast Ep. 40: James Baker of Helium Evolution

Helium Evolution is an active player in the Saskatchewan helium space. Helium is one of the materials dramatically affected by the Iran War. James Baker is chair of Helium Evolution and one if its founders. It’s all about rockets, MRIs and high tech, not balloons. 

Here’s a sample:

Also:

Construction begins on $4-billion Enbridge natural gas pipeline expansion in B.C.

Nemeth Report: US Grid Crisis Exposed Virtual Power Plants, NE Instability & Shorting the Grid with Meredith Angwin

About that most recent pipeline announcement …

Digging deep: Smith and Ford announce Northern Shield Energy Corridor pipeline

Call it Energy East 2.0, but kinda sorta, not really. There’s no Moosomin on-ramp like Energy East. It doesn’t make it past the Quebec border, yet. But it could possibly have offshoots to Churchill and maybe James Bay. This is the Saskatchewan perspective story on this pipeline

Also:

Finding a side hustle on TikTok, young Estevan man brings old headlights back to life and saved me $493.80

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.”

They said “this event is closed off to the media to allow for a fulsome conversation.” I went anyhow.

Pipeline Online attends NDP Grid and Growth town hall in Moose Jaw that media weren’t invited to.

And if I was to record the event, they asked that I leave.

 

In asking hard questions about the NDP’s numbers for the cost of natural gas fuel, no hard numbers were given in reply.

The World Turned Upside Down

The World Turned Upside Down: Coal workers go to Legislature to take issue with NDP’s stance on coal

In the musical Hamilton, there’s part of a song that goes, “The World Turned Upside Down.” And one could be forgiven for thinking that, when it comes to politics, unions, and power generation in Saskatchewan.
In subsequent press scrums, 26 union members from two unions stood behind the SaskPower minister, but none stood behind NDP SaskPower critic.

NDP calls for apples-to-apples comparison, but when that’s done, their coal costs mirror the government’s

Usually when the public galleries of the legislature are filled with union members, it’s almost always because they’re not happy with the government. But on May 11, 26 union members and two mayors were there not to take issue with the government, but with the opposition.

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?

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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

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