Mark Carney’s video: Forward Guidance: Canada’s Energy Future
If you listen to the end, you’ll hear Carney essentially say Trudeau’s policies don’t work today.
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
Sask NDP’s big plan for the electrical grid: Hint – lots of wind and solar, and natural gas
I spent 11 hours working on this story, which I broke into four parts. These are the first two, the next two will come out early next week.
The NDP again want to see coal-fired power go away, “as practical.” The want to convert coal plants to natural gas, even though Saskatchewan has lots of coal but not much in the way of natural gas anymore. We drilled ten gas wells over the last decade, and Alberta did that many by noon today.
There is of course the obligatory massive buildout of wind and solar, and storage. And just coincidentally, three hours after the press conference, wind output in Alberta fell to next to nothing, again.
Digging deep on the NDP’s “Grid & Growth” plan for Saskatchewan’ electrical grid, Part 1
NDP want to increase net-metering rate
Also:
Jim Warren: A History of Oil Production and Price Crises 1973-1991
Minecraft
NexGen and Denison Mines uranium mine projects both going ahead
With four reactors under construction in Ontario and 18 more under consideration across Ontario, Saskatchewan and Alberta, we’re going to need them.
Kate, we need a fission, baby, fission category for these nuclear pieces, please?
Ouch
Brian Zinchuk: Did the Multi-Lateral Well Program shoot ourselves in the foot when it comes to provincial revenues?
Also, Decouple Media: The Reactor Canada Forgot How to Sell
The case for Westinghouse reactors, LNG, black mark and Timbits
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.
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
Large reactors for Saskatchewan
Here’s the full meal deal on large nuclear reactors for Saskatchewan.
Also:
It’s the busiest time of the year for oil drilling in Saskatchewan.
Pipeline Online Podcast: Ep. 28 Senator Pamela Wallin
Year end interview with Scott Moe on energy
Pipeline Online Podcast Ep. 24: Premier Scott Moe Year End
Saskatchewan Premier Scott Moe joins the Pipeline Online Podcast in his annual year-end interview. The discussion digs into the coal decision, Saskatchewan’s move into nuclear, carbon capture, interties to Alberta’s grid, and the Alberta-Canada MOU. The multilateral well program, oil production goals, Saskatchewan’s new energy and resources minister, lithium and hydrogen are also discussed.
What the Alberta-Canada pipeline MOU means for Saskatchewan
It has significant implications for Saskatchewan, including power generation, interties, nuclear, and, oh yeah, pipelines and oil production.
What the Alberta-Canada pipeline MOU means for Saskatchewan
Canada-Alberta Memorandum of Understanding, verbatim
Carney’s speech on the Canada-Alberta pipeline MOU, verbatim
Canadian Press:
Eby brands pipeline ‘energy vampire’ as First Nations vow it will never happen
Comments and reaction on Ottawa-Alberta pipeline memorandum of understanding
Is this thing the real deal? Guilbeault resigned over it! It was real enough for him to fall on his sword. I really want to write that story but I need to drive four hours Friday morning so it’ll have to wait.
Headlines I am considering:
Christmas does indeed come in November, as Guilbeault resigns
Ding, dong, the climate witch resigned
His legacy unravelled by Carney’s pipeline MOU, Guilbeault quits cabinet
Hot on the heels of returning from COP30, Guilbeault quits over pipeline MOU
At an end his reign is, and not short enough it was: Guilbeault quits (read it in Yoda’s voice)
Canada’s energy bogeyman quits over pipeline MOU
The climate house he build is falling to pieces, so Guilbeault quits
Climate warrior Steven Guilbeault undone by Carney’s pipeline MOU, resigns in protest
The guy who wanted you to freeze in the dark just quit cabinet
Arguably the man most hated by the Canadian energy sector (besides Trudeau) packs it in
All out of CN towers to climb and economies to ruin, Guilbeault walks the plank
I might just use all of them. I’ll probably have a half dozen more when I wake up. Maybe I’ll make a contest for the best headline.
I will publish his entire resignation letter as soon as I’m able.
If you’re serious, be serious
Brian Zinchuk: If you’re serious, put your Grandma’s old folks home on the prioritized list to turn the lights off in January
Update: Honestly, I didn’t plan this. But 12 hours after I posted the column, this happened:
Alberta wind generation falls to 0.12% capacity late Wednesday night
Budget and Energy
Budget 2025: Saskatchewan impacts: Industrial carbon tax is back on the menu, tax credits for nuclear
Op-Ed: CAPP on Budget 2025: Saskatchewan’s Place in Canada’s Energy Superpower Ambition
In depth with the minister on Saskatchewan First Energy Security Strategy and Supply Plan
Pipeline Online Popcast, Ep. 20: Estella Petersen, on opportunities for First Nations people in the oilpatch
Saskatchewan implications of Cameco/Brookfield/Westinghouse nuclear deal
There could be substantial implications for Saskatchewan as Cameco, Brookfield, Westinghouse and the US Department of Energy put together an $80 billion deal to push Westinghouse reactors.
Saskatchewan commits to nuclear power generation: The full press conference video
This is one of the most significant announcements in years.
This plan, if followed, will dramatically reshape Saskatchewan. Nuclear may not be cheap or easy, but it is also transformative in many ways. And as many participants and executives during the conference noted these power stations could last up to 100 years, this really is a case of planting trees so one’s grandchildren can play in the shade.
That plan, in its entirety, is reproduced here on Pipeline Online.
That’s just a part of the in-depth coverage of the conference’s events provided by Pipeline Online. Check out, for instance, the opening question Pipeline Online posed during the scrum portion, and then look at the question asked by other media at 44:51, when another reporter asked, “Can you clarify what you mean of nuclear power sources? Does that mean a nuclear power plant in Saskatchewan?”
“Yes, that’s what we’re talking about here,” Harrison responded.
Remember, she was standing there for 45 minutes, listening to over half an hour of press conference and then 10 minutes of questions to then ask if all this meant a nuclear power plant in Saskatchewan?
You might notice me in the middle of the pack, doing a face-palm.
Where would you prefer to get your energy news?
They get a piece, we get a piece, right?
Federal $2B contribution to Ontario nuclear project has major implications for Saskatchewan
Everything energy in the Saskatchewan Speech from the Throne
Build Canada Now
Energy CEOs send another open letter to Carney, urging “Build Canada Now”. The list of signatories keeps getting longer…
On nuclear:
SIMSA to lead study to strengthen Saskatchewan’s nuclear supply chain
And for the masses:
Roughriders and Co-op partner to deliver “Community Zone” at Mosaic Stadium
Nuclear power development for Saskatchewan
Pipeline Online Podcast Ep. 16: Dr. Chris Keefer, nuclear power advocate
Dr. Chris Keefer is a leading nuclear power generation advocate in Ontario and President Canadians for Nuclear Energy. He’s also a Toronto Emergency Room physician. As Saskatchewan is looking seriously at nuclear power, Ontario has long led the way.
Also:
Brian Crossman: Making choices
The reason we use electric lights instead of candles is because they WORK BETTER. They were not mandated or forced upon the public by the government, nor was the sale candles banned. The statement that conservatives oppose technology is ludicrous. It would no different than saying a member of the liberal party was against computers or the internet.
Podcast on Sask NDP’s take on coal, minister response
Pipeline Online Podcast: Aleana Young Ep. 15: Would the Sask NDP reverse the coal decision? And what about nuclear?
It was a pretty lively and interesting podcast.
And here’s the minister’s response to this text story: Coal Revival: Would the NDP reverse the coal decision? And why are they now big on nuclear power?
Minister’s comments:
Coal Revival: Harrison says NDP will shut down coal plants immediately if they were to form government.
BREAKING: SaskPower buys land for possible reactors
BREAKING: SaskPower buys land on Rafferty Reservoir for possible nuclear reactors #saskatchewan #nuclear #SMR
Also: