As I spent a summer avoiding energy discussions wherever possible (harder than normal; funny how 15 years of energy policy calamity was uninteresting until record utility bills scorched J. Q. Public’s eyeballs), the lazy days in the sun brought some needed clarity about the energy world, a world over which a sheer madness has descended (Trudeau/Germany/LNG-begging/hydrogen-offering - need I say more?). Encircling the globe is an energy turmoil and upheaval of surely historical proportions (I [Read more]
Column: Appalling new historical precedent – surplus cash flow cannot solve world’s energy problems, by design
[Scene: Suburbia. A harried wife returning home from work. Angry slamming of a front door.] “I'm home! Where are you? What the hell is going on? Why is the garage full of cash? I can’t even get the car in! What are you, Heisenberg now?” “No, no, no. Honey, I can explain! We’re having a really good year at work, like really good -“ “Listen ya mook! You better come clean! You work in natural gas. Furnaces excite you. No one piles up cash like that unless they’re big tech or drug lords. Now [Read more]
Column: Summer interrupted – A good news energy story amid the carnage
It’s not even Stampede yet - and it looks like it will be a good old-fashioned free-for-all - and I’ve already encountered a fascinating drunken goofball at the top of his game. Nothing unusual there, I suppose, except that this encounter actually had an interesting and thoughtful punchline. It happened on the train to downtown last week, at about 8 am. Life is returning to normal and the train was fairly full. Halfway downtown, two guys oozed aboard, oddly drunk for 8 am; not [Read more]
Column: People, you better vote for better energy policy, and fast
If there’s any point to energy writing, it is to perhaps try to pull together disparate bits of information that the average citizen is too busy to notice, the sort of random and arcane stats and events that only genuine weirdos devote their spare hours to. Truffle pigs find the truffles. People learning about energy from the daily news hour is like learning about anatomy by watching Jackass. To get the real story, follow the nerds. If someone hears an activist and/or federal cabinet minister [Read more]
Column: North America may see natural gas prices follow global ones – a frightening taste of the agony developing countries are facing
On a back table in my office is a small pile of colour-coded maps that I don’t talk about much because they make me look like a madman. They are maps of Pennsylvania, documenting a semi-pathological and dogged fascination with US shale gas production. One pile shows all of Pennsylvania’s counties; the counties are colour-coded by either the number of producing gas wells or the cumulative gas produced since the start of the Appalachia shale revolution. The second, deeper level shows the [Read more]
Column: Disinformation becomes an art form, and – a government department. What could go wrong?
I’m not a fan of making predictions of any specificity, because there are usually way too many variables at play for anything of consequence. Trying to guess the price of oil at YE 2022 leaves me speechless despite the pathetically large number of hours I spend trying to understand the market. Yet, given the way 2022 has unfolded, I offer the following predictions as more than odds-on favourites to occur. Pigs will fly through the sky delivering Amazon packages. Kim Jong-un will sing a duet [Read more]
Column: A stake through the heartland – inflation and supply chain issues are greatly stressing the country’s producing class
The other week, I visited my mom in Saskatchewan, in a little town up in what is called the province’s northeast but really isn’t. It is the parkland border between farms and forests, no farther north than Edmonton. The region is sparsely populated; if you drew a circle around Momstown with, say, a 40 mile radius, that circle would include maybe ten thousand people. Out of that circle comes, every year, thousands of head of cattle, enough for, give or take, a million steaks and five times that [Read more]
Column: More polarization – Africa/Asia investing hundreds of billions in hydrocarbon infrastructure out of necessity, the west arranges deck chairs on the Titanic
I’m sure we’re all used to polarization now, particularly if you choose to pickle yourself in media brine. Buying butter can be an act of war depending on whom you choose to disclose that information to, and for reasons unfathomable to me a great many of us choose to announce such purchases via Instagram/TikTok/Twitter, in between endless bun fights about anything and everything. Hey, look at what I’m eating, and #$%^ you. Energy is of course at the forefront of polarization, with one [Read more]
Column: The federal climate plan – far out of touch with the world, with First Nations, with its regions, and the feds just don’t care
People have been asking for thoughts on the recently announced federal climate plan. I shrug. I ask them what their thoughts are on the Iowa State Fair Hog Calling Regulations. I am indifferent. I know I should care, but what’s the point? The feds throw something at us, we have to work with it. We can’t “assume a leadership role”, because they don’t want hydrocarbon players in the room. The hydrocarbon industry is working flat out on CCUS, hydrogen, RNG, you name it, but that is all beside the [Read more]
Column: Counting our energy (and other) blessings in a crumbling world
The other day, after a weekend in the Edmonton region, I found myself driving around southwest of the city on a backroad path in a deal the navigation system worked out for me on my behalf. I was involuntarily guided past the Leduc discovery well that heralded the oil boom. A few miles later, driving past beautiful acreages on the edge of a valley, I pondered the serenity of the landscape, the beautiful views, and lives i’ll never know, for better (mansion on a hill) or worse (current citizen [Read more]
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