Post election, what does it all mean? Good question. I decided to try to answer the question by running it through TerryAI, the one I carry around on my shoulders. Totally proprietary, fed by the most insane info flow you could imagine. Which guarantees unique results. Some may find them odd or offensive, but rest assured, TerryAI could not care less. Q: What does this election result mean for Canada? A: Aviation circles are familiar with the term CFIT, or Controlled Flight into Terrain. A [Read more]
Weekly Word Wandering: Greenland kicks the bear; firsthand frustration at reshoring; and waterborne propane exports grow big under the radar
Engaging Articles of the Week I guess living in Greenland toughens you up, seriously…as the smoke starts to clear on the ultimate objectives of the US’ tariff blitz, and not implying clarity of any kind but a bit of an objective coming into focus, it seems that the overarching goal may have been to force nations to choose between having the US as a major trading partner, or China. At the same time, the US is making no bones about its need to gain security around the North American continent, [Read more]
Weekly Word Wandering: Trump is actually following a publicly available game plan, er, sort of; In the sanest news of the week, researchers teach rats to drive tiny cars
Engaging Articles of the Week My reading list, and my fuse, are both quite short this week due to an irritating cold and an even more irritating public discourse arena. Get a grip people. But anyway here are two standouts that you may absorb as you wish, both equally relevant in my eyes. People are, not unreasonably, dumbfounded by Trump’s current actions and strategies. It’s almost funny, the range of reactions…the Trump Devotion Syndrome people are almost rapturously speechless [Read more]
Triangulating tariffs: Keep calm, read on
These are tough days for us that loathe politics, and loathe discussing them even more. How to empty a coffee shop. Oh, please, tell us how angry you are. Dying to know. Hmm, how odd, no one seems to be changing their minds even when someone goes to the bother of pointing out how stupid they are. Better try more decibels. And the nasty memes! Well done. KO’ed that guy! Look at you, ripping through the doom-scroll like Conan with a broadsword. I’ve been drawn into that crap before, and not [Read more]
Weekly Word Wandering: Alberta electricity prices crash; no turbines for you!; a monster new natural gas power plant in PA; Tesla’s weird journey from climate icon to Nazi death trap; and The Tariffs stare down the world’s remotest island
Engaging articles of the Week AESO, the Alberta Electric System Operator, released their 2024 annual report in March, full of interesting statistics. No really. Particularly if you recall getting stung by sky high power bills such as December 2022, when power prices averaged $330/MWh ($0.33/KWh, in electricity bill speak). What’s happened to power prices since then is pretty incredible, in an inflationary world – power prices have crashed. In 2022, the annual daily average pool price was [Read more]
Weekly Word Wandering: AI power demand doubters; but, be nice to AI, it suffers from anxiety; Vietnam & China making new islands to beat the band; buy your fries on monthly instalments!
Engaging articles of the week Data center news…can’t go a day without touching on that, can we…stuck my head into the info flow earlier this week and saw some chatter that pops up now and then: “Calm down, AI/data center power demand isn’t going to amount to all that much, Microsoft pulling back big.” Hmm, interesting. So I tracked down the story. As usual, have to read the whole thing. Yes, Microsoft is pulling back construction of a few data centers, as described by Reuters, which of course [Read more]
Proposed tax cuts: A great start but please kick Tax Freedom Day all the way back into winter
If you enjoy being angry, politics is your surest bet, and so by all means analyze that hellhole until you are purple in the face. It will get you nowhere (this advice aimed mostly at myself, but wise for all to absorb), it will endanger friendships, the hardbitten on either side will remain hardbitten, and the great tide of history will just do its thing regardless. Having said that, there is slightly more tangible prescription for annoyance, one that is equally pointless to fight on a day [Read more]
Canada’s looming decision: US’ EPA Deregulatory Actions will force Canada’s hand – be competitive or be left behind
It seemed fitting the other day, when discussing current global events with a particularly erudite friend (and if you think that’s a ten-dollar word hold onto your hat), the word 'haruspicy' came into the conversation. Haruspicy is “a form of divination that inspects the entrails of sacrificed animals, particularly the liver of sheep and chickens, looking for omens.” We had exhausted all other options. The mission was unsuccessful; two buckets later we were no closer to understanding what was [Read more]
Weekly Word Wandering: An unnoticed potential US trade bombshell; What’s that rumbling? Dodge V-8 Hemi returns triumphantly; don’t steal oil kids; and nothing shouts COP30 like clearcutting rainforest to make way
Engaging Articles of the Week Thank heavens for the oddballs that make their way in the world by interpreting the tea leaves correctly, by spending the time to notice and flag important things that fly under the radar. Take this example with respect to a recent White House publication, the “America First Investment Policy”. It is a pretty dense document that lays out the ways in which the US administration will try to reshape capital flows. Buried in the document, or hardly noticed (certainly [Read more]
Weekly Word Wanderings – A barrel of oil is a barrel of oil, unless it comes from Canada; natural gas market on a knife’s edge
Engaging Articles of the Week Interesting and a bit sad data points: For a given quality, a barrel of oil is a barrel of oil. Regardless of where it pops out of the ground, it originates from way down below, in pools accumulated millions of years ago, in reservoirs that tend to be disinterested in national borders. And yet, as the mighty BOE Report reported recently, barrels of oil that are still in their underground home in Texas are worth, on the open market more than twice as much as [Read more]
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