Mark Carney new Liberal leader and prime minister: cutting carbon tax, fighting Trump. He never mentioned pipelines, but Chretien did.
Nuclear supply chain being developed in Saskatchewan, tariffs

BIG NEWS: Westinghouse in SK, Part 3: Westinghouse signs MOUs with six Saskatchewan companies. When they say modular, they mean modular.
Despite Thursday’s partial tariff reprieve, Saskatchewan still cutting off US alcohol sales and procurement. This story is moving so fast, I had to update it twice before publishing. It might be out of date by Friday morning.
South Bow says tariffs could create challenges in its marketing segment (this is the spin-off company from TC Energy that operates Keystone Pipeline)
ROK Resources releases 2025 budget guidance, CEO discuss possible tariff impacts
How to potentially bankrupt a province
Brian Zinchuk: How much might building SMRs cost Saskatchewan Hint: it’s not cheap.
This is a major piece talking about the costs that could be incurred building small modular reactors. Those costs could be unobtainable, which is why coal is back on the table in a big way.
The numbers come from the Tennessee Valley Authority, who already operate three nuclear plants and is the largest utility in the US. They plan on building the same model of reactor.
Also:
Moe proclaims pipeline projects “pre-approved,” Smith joins in.
I’m not sure how a provincial government can pre-approve something it has no regulatory power over.
Response to Trump’s Keystone XL appeal
Moe, Smith and Sask NDP respond to Trump’s call for Keystone XL to be built
Also:
Bronwyn Eyre: Why Newfoundland’s Case Against the Feds Matters
About that pipeline…

Trump calls once again for Keystone XL pipeline to be built
There is no project. There is no company behind it. TransCanada split into two companies. The team scattered to the winds. There is no pipe, and if there is any left, do not let it be put into the ground because it’ll be so rotten it’ll leak like a sieve. And there’s no one making pipe these days at Evraz, although such a project would surely be welcome there.
And why they hell would we lock even more into the American market at a forever discount? If we’re going to build pipe, build it to tidewater.
OR – is this they key to getting Trump to back off on tariffs?
Everyone’s now talking pipelines…

But the companies who originally proposed them are not interested and have moved on.
Indeed, I was not aware that the once-underused 42 inch pipe in the TransCanada mainline is now fully subscribed, meaning it is no longer available. While apparently Line 2 is out of service, there’s likely a reason. So instead of a project which had 2/3 of the pipe already in the ground, we’d be starting from scratch for a new Energy East. And TC Energy has spun off its oil pipelines business to a new company, South Bow. So we’re really back to zero on this, if not many steps backwards, compared to where we were in 2013-15.
So much for Energy East: TC Energy says U.S. offers best returns as it considers spending commitments
And Enbridge is thinking the same on Northern Gateway.
Big shift in Canadian policy needed for new energy export projects: Enbridge
If only these projects had been built a decade ago…
Are you sitting down?

Suncor Energy earns $818 million in fourth quarter, upstream production rises
Think pipelines

Brad Wall: Just how disfunctional Canada has become
And for those hating on the IEA:
Kaase Gbakon: IEA’s Mission Drift: A Review of Barrasso’s Report
Pipeline Online editor Brian Zinchuk will be on CJME and CKOM’s Evan Bray Show at 10:30 a.m. on Wednesday, Feb. 5.
Don’t miss the pipeline bus, Saskatchewan

Reaching for a Million, Part 2: Making sure Saskatchewan doesn’t miss the pipeline bus.
Also: Energy minister makes the case for U.S.-Canada energy alliance in Washington
Supreme Court declines to hear from oil and gas companies trying to block climate change lawsuits
Key takeaways from Trump’s energy secretary pick’s confirmation hearing
Reaching for a million

When I interviewed Premier Scott Moe during the fall election, he surprised me by saying he would like to see this province reach 1 million barrels of oil production per day, up from its current ~450,000 bpd. In 2019, the Saskatchewan Party government put forward a goal of hitting 600,000 bpd by 2030.
That got me thinking – could this be done? How? What would it take?
And when he won the election and promised to get everyone a family physician, I immediately wondered, where would the money come from? How are we going to pay for all of these doctors and teachers?
And what would the benefit be if we did double oil production? The impact would be massive. Oil is already our number one contributor to GDP, greater than ag or potash. We can’t easily double either of those. But we can do something about oil.
North Dakota went from 90,000 bpd to over a million in a few short years. They have vastly superior geology in one way, but we have 30 billion barrels of heavy oil that they don’t have.
So I started asking around, and did a few interviews, the first of many. I’ve been talking about this for a while, and now it’s time to put the pedal to the metal.
This will be an ongoing series, meant to explore just how Saskatchewan could double its oil production. Some might be naysayers. But maybe some will have some good ideas. I’m going to interview all the smartest people in the room over the coming months, even years, and keep pumping out stories. Premier Moe told me during my Christmas interview to “keep the heat on us,” and I intend to.
And in the end these stories are going to effectively be wrapped in a bow and plopped on the energy minister’s desk, with the ideas from the brightest people in the Saskatchewan oilpatch. Here you go, have at ‘er.
Be careful what you wish for, Weyburn

It was right around the time a man walked up to me, leaned close to my face and asked how much I had been paid to write a story talking about the benefits of the Weyburn wind project that I had an epiphany…
Brian Zinchuk: In opposing a wind project, Weyburn might want to be careful what they wish for
This is the column I referenced in those Weyburn wind stories. While I still very much question wind generation in a macro sense, I definitely had an epiphany when it came to NIMBY and the Weyburn wind project being presented by Enbridge. If an energy project can’t get built by an oil town, what’s going to happen when we want to start building reactors? Or a major pipeline is proposed?
And on Sunday, I stopped at the Bekevar Wind Facility. I posted a few videos from there, which I will eventually post as stories on the site. For the second time in a row, there was zero power being produced as not one turbine turned in the hour or so I was there. The wind was around 2-4 knots, according to weather reports.
Not what you’d expect from the NDP

New NDP energy critic worked on Enbridge’s Line 3 Replacement project.
I guess that would qualify her as a pipeliner, wouldn’t it?
Urgently
Premiers seek ‘urgent’ meeting with Trudeau before Trump returns to White House
Alberta aiming to create test site to support new drilling technologies
Alberta seeks to “de-risk” oil, gas pipeline investments in wake of Trump victory
Why the Sask Party lost the cities
Bronwyn Eyre: Saskatchewan election post-mortem: Why the Sask Party lost the cities
A former Energy and Resources Minister for four years, Eyre is joining Pipeline Online as a regular contributor, both as a columnist and co-host in an upcoming regular podcast that is rapidly coming together. Watch for Eyre’s continuing contributions on Pipeline Online in the weeks and months ahead.
Also:
Alberta wind power generation falls to less than one per cent capacity, once again (Last Friday, it fell to zero. You read that right. Zero.)
TC Energy CEO sees opportunity in Trump win as company refocuses on natural gas
And, what’s this Bluesky Social all about? In the interest of staking territory, Pipeline Online is now on this new social media at @pipelineonline.bsky.social. If you’re on there, be the first to follow, I guess?
Trump won. Build that pipeline

Brian Zinchuk: Trump won. Let’s build that pipeline, quick!
A remarkable alignment between Trump, the US House and Senate, Danielle Smith, Scott Moe and maybe Pierre Poilievre could make it happen
Also:
Verbatim backgrounder on oil and gas emissions cap
Emissions cap puts methane in spotlight; industry says low-hanging fruit already gone
Maybe TMX won’t be the last pipeline, after all

Enbridge in talks about Mainline pipeline expansion as Canadian oil output grows
This is very significant, as the enormous cost overruns (6x over initial budget) of the Trans Mountain Expansion seemed to scare off anyone from ever doing a major pipeline in this country again. But that was the federal government running the show.
Historically, Enbridge built a new mainline pipe about every decade. The shot above was Line 3 replacement in 2017. The previous Alberta clipper was 2008-2009. And this new development is very likely so that Enbridge is ready to go with a new Conservative government in place next year. Thoughts?
Also:
Veren intends on spending 15% of its 2025 capital budget in Saskatchewan
SeaRose floating oilfield vessel en route back to Canada after refurbishment: Cenovus
Trevor Rose Podcast: Scott Saxberg
In other words, oil and gas pays for a lot

SIMSA 2024: Oil and gas is a “cornerstone of our financial prosperity,” says CAPP CEO Lisa Baiton.
To rectify Canada’s sinking economic status, we need to fix our energy regulatory framework to be timely, predictable and simpler. Along the way, we need to include Indigenous people and their investments.
Those were the messages by Lisa Baiton, president and CEO of the Canadian Association of Petroleum Producers, in her keynote address to the 10th annual Saskatchewan Industrial and Mining Suppliers Association (SIMSA) Energy Forum.
Pipeline, DEI, carbon pricing, gas tax and more for the weekend
Wall Street Journal looks, wrongly, at Trans Mountain Expansion Pipeline and its impacts. There’s a lot wrong in this video. Can you count the ways?
Weekend Watch: Mike Rowe and Victor Davis Hanson on what’s wrong with society, and there’s a lot Highly recommended.
Environment, energy ministers offer Jagmeet Singh a briefing on carbon pricing. Oh sure, now they tell him about it.
Manitoba government extending gas tax holiday until end of the year Because of course it is. This is the problem with supposed gas tax holidays – you can’t end the holiday.
Indigenous equity ownership saw momentum in 2024, but still more work to do
Top swag of the show: Bravo Target Safety hands out aspirin keychains. With an 18mm culvert in the largest artery of my heart, I grabbed four. Hopefully I’ll never need them.
And just in case you were wondering, Alberta’s power was $0 for almost the entirety of Sept. 27. I’ll write about that next week if I have time.
Rigs, pipelines, lost opportunity and some hardware
The hollowing out of Canada’s industrial base continues. A few people said there’s been some new rigs built, but I’ve been told by the industry association those were retrofits.
Are more drilling rigs going to be decommissioned? And have we forgotten how to build new ones?
Jet turbines used to make pipelines work in UK (here, too, but the video is about the UK)
Weekend Watch: Jet engines that power a nation
Canada really has two significant competitors when it comes to providing heavy oil to the US Gulf Coast refinery complex – Venezuela and Mexico. Venezuela’s been driving its self off a cliff in its socialist paradise. And it looks like Mexico’s exports are likely going to collapse, too, according to Peter Zeihan. Gee, if only Keystone XL had been built to supply our heavy oil to their refineries built for that product…
Peter Zeihan: The self-inflicted downfall of Mexican energy
And, well, I guess I’ll include this, too. Vi Day is very important. The other guy wasn’t sure why he was included, but was honoured to be.
Vi Day, Brian Zinchuk among King Charles III Coronation Medal recipients

