Tag: oil production

LNG, NDP electrical plan and Spaceballs

Climate Cult Drill, Baby, Drill 3 Comments

Brian Zinchuk: LNG, the NDP’s electrical plan and Spaceballs

End of series on NDP’s electrical plan:

Digging deep on the NDP’s “Grid & Growth” plan for Saskatchewan’ electrical grid, Part 3: Wind, Solar, Storage, Transmission & Interties

Digging deep on the NDP’s “Grid & Growth” plan for Saskatchewan’ electrical grid, Part 4: Governance, Labour, Carbon Taxes & Rates

SaskPower minister responds to NDP Grid and Growth Plan

Also:

SaskPower and Bruce Power sign memorandum of understanding to inform Saskatchewan large reactor technology assessment

Frontier Centre for Public Policy: Lee Harding: Canada is losing billions by holding back its oil and gas industry

Could Iran be the next “Forever War?”

Drill, Baby, Drill 55 Comments

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

Drill, Baby, Drill Radioactive 11 Comments
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!

Drill, Baby, Drill 44 Comments

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?

Drill, Baby, Drill 12 Comments

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!

Drill, Baby, Drill 6 Comments

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.

 

Keepin’ those lights on

Climate Cult Drill, Baby, Drill 5 Comments
Boundary Dam Power Station

Natural gas and coal kept Saskatchewan’s lights on during frigid weather. As in, nearly every furnace in this province saw its fan running as a result of natural gas and coal, right when we needed it most.

Also: Bronwyn Eyre inaugural recipient of new award for Canadian champions of freedom. She happens to be cohost of the Pipeline Online Podcast and a regular columnist.

Brian Crossman: Artificial Intelligence, the oilpatch, and John Wick’s dog.

And under the file of “I’ll believe it when I see it”: If elected, the Parti Québécois would not necessarily oppose new gas or oil pipelines

Trump & Co. mentioned oil 26 times …

Drill, Baby, Drill 105 Comments

… during the press conference after nabbing Venezuela’s Maduro.

This is a HUGE problem for Canada, as every barrel of oil Venezuela adds would most likely displace a barrel Canada produces. How do I know? Because Canadian oil replaced Venezuelan production over the last two decades.

Brian Zinchuk: Trump’s takeover of Venezuela means Canada needs those west coast pipelines ASAP

Don’t believe me? Here’s Adam Pankratz in the National Post.

Adam Pankratz: Venezuelan oil could put Canada out of business

If sabotage of the energy industry doesn’t end now, we face impoverishment

I swear I wrote my own column a day before I saw his. They’re almost word for word in some parts.

Year end interview with Scott Moe on energy

Drill, Baby, Drill No Comments

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

Drill, Baby, Drill 19 Comments

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.

Proudly powered by WordPress & Skyrocket Themes

MENU

Navigation