Quick Trump Tariff update: I listened/watched to the whole inauguration speech and two things stood out: First was how peculiar it was to see Trump shake hands with Biden, then spend 20 minutes explaining how Biden destroyed the country in every conceivable way, then see them shaking hands again and parting ways. At least Kamala looked annoyed. But anyway the second thing was that Trump seemed to veer somewhat form earlier speeches (surprise surprise) when talking about immediate priorities. As [Read more]
Weekly Word Wandering: Engaging Articles of the Week
My inbox is flooded with things worth reading and writing about, and I can't keep up, so here you go, the best of them for the week. First up is an article by someone that calls herself The “Electric Grandma”, which is not something I would do because it conjures up images I can’t get out of my head, but I’ll cut her some slack because it kind of works and she's earned the right to call herself whatever she wants. Meredith Angwin is a formidable energy expert, author of the book “Shorting [Read more]
What is Trump up to? Building Fortress North America, brick for BRICS
It is greatly painful to wade into the political arena, even as a bystander, but sometimes it can’t be avoided. The way it is these days, simply approving (or disapproving) of anything one of the leaders says is enough to send some slice of the population into howling outrage, and they will banish you forever (or vice versa). But just like a doctor visit for the annual “digit”-al physical exam, we can’t always avoid the unpleasant things in life. Delving into politics has a great deal in common [Read more]
A New Year, and a New Energy Page
To be clear up front, there’s not much below about The Great Ottawa Sinkhole. Everyone from Uganda to Inuvik is analyzing that train wreck, and no one needs yet another take. In the spirit of moving on from a bad dream, time to take a look at 2025 from other vantage points. First off, let’s take a pulse: Is anyone out there still interested in stuff not generated by AI? Because that this is. (No apologies for such awkward sentences; they are now a necessity to prove this is human-derived ((or [Read more]
Here’s to productivity: An average Canadian energy worker produces, every day, fuel to heat a home for a year, move a big truck a thousand miles, create 14,580 toothbrushes…and a hundred other things
You might look out at the vast landscape of ultra weird crap going on all around you, and think something odd is going on here that even AI couldn’t make up. And yet I look at the same thing and think “It’s all coming together.” Sort of. I’m referring to a specific aspect that is coming together, not things in general, or, because it’s just everywhere, politics. You would cross the street to avoid anyone that thought the political landscape is “coming together”. I’ll avoid politics to the [Read more]
Proposed $70 billion AI data centre in MD of Greenview could launch an incredible new chapter for western Canadian energy
In case you missed it the other day, the Municipal District of Greenview, in west-central Alberta, announced some rather huge plans: to develop the “world’s largest AI Data Centre industrial Park”. The potential total value of the project could exceed a staggering $70 billion. This might, just might, be the tip of a big iceberg, because it shows the first indications that word is spreading about what some people have known for a while: there is no better place for these power-hungry data [Read more]
Unstable times, globally and for energy – what should Canada do?
Want an example of how upside down the whole world is? Consider these two quotes, retrieved from the web this past weekend, about whatever the hell is going on in Syria: “There are posts on X discussing this event, with some suggesting that Assad might have fled to Moscow, though these should be treated with caution as social media can spread unverified information. Official state responses or confirmations from the Syrian government were not detailed in the provided sources… This situation [Read more]
Energy notes from the edge: Bitcoin power demand surges to immense heights; plus some energy insanity to bookmark and tell your grandchildren
Bitcoin bounces back big, and competing with booming AI demand for every shred of energy available The energy world, particularly here in North America, started off 2024 as if it were a movie scene, the sort where people go silent as they feel the ground vibrating, and the vibration grows to a tremor, and the sound picks up, and before you know it they’ve been overrun by a tornado or a herd of buffalo or a military invasion or something, pick your genre. The earth-shaking event was of course [Read more]
A political parable for troubled times – making sense of the mayhem
As so often happens, in a distant village, a troubled twenty-something sought counsel and guidance from an elderly guru that lived on a mountain at the end of a steep torturous trail. As the young adult, struggling for breath, approached the master, he asked, “Why do you guys always live in such difficult places? Can't you be a hermit close to a road even? How do you even get food up here?” The elderly man’s wise countenance clouded, un-guru-like. “What is it with you punks these days? You [Read more]
Next week is going to be something else, but the real consequential show to watch will be bond markets
As an abused victim of natural gas markets, I can claim firsthand knowledge of the wild impact of gas market traders. What puts them into Lambos and ski chalets is volatility, and they will, hmm, help along, one could say, the wildest gyrations possible in that pursuit. Ten cent gas today, ten dollars next week. Then back again. That’s their dream. Chaos be damned. Thanks for the “liquidity”. You’re the best. It happens in stock markets as well. A company that the market suspects will need to [Read more]
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