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Where Alberta Oil Sands Stands and How 2019 Could Play Out
December 10, 2018
Discussion covers these topics:
- Lay out where Alberta stands on oil sands curtailments, rail cars, and discounts
- How do you see 2019 playing out? For pipelines, carbon and Alberta?
November Big Developments
November 17, 2018
Discussion covers these topics:
- Update on KXL developments
- Alberta producers introduce a proposal that has created a lot of attention and controversy
- plus, what is Ottawa doing?
TMX, Bill C-69, Carbon Taxes, and Looming Elections
November 7, 2018
Discussion covers these areas:
- TMX developments
- Bill C-69 and carbon taxes
- plus, looming elections
Ottawa Starts to Remedy TMX
September 26, 2018
- Dennis, it has been about a month since the FCA decision on TMX came down and nullified the project, what has occurred in the interim?
- Can you elaborate on what will be involved in the two processes to remedy the FCA cited deficiencies – on whales and consultation?
- What are the risks here of this consuming most of 2019?
- What, if any, options does Alberta have? How satisfied is the federal government in terms of how this has played out?
- Why has reaction to the FCA decision not been more extreme?
- Bill C-69 regulation needing amendment
August 31, 2018
- Dennis, momentous day yesterday re TMX, can you elaborate on what occurred?
- What is the path forward?
- What are the deeper implications of all this?
- Who cares?
July 31, 2018
It has been a few weeks since the last podcast, what developments do you want to touch on?
- Dennis provides a few comments on the TMX/KXL/Enbridge Line 3 status, and also overall developments on Canadian carbon policy.
- Updates on these oil sands pipelines.
- Canadian carbon policy, the biggest development is the advent of the Ford government in Ontario and its resistance to carbon pricing.
- And the looming deadline on “carbon plans” from the provinces later this year.
- In closing, C69 looms out there to be finally passed.
Update on Trans Mountain Acquisition
June 5, 2018
Over the past week, how do you see the reaction to the federal acquisition of TM unfolding?
- From the ENGO perspective, where do they go next?
- What was your view of the prospects of the government actually being able to sell this position in the short run?
- Finally, where does bill C69 stand right now?
Canadian Government Buys Pipeline
May 30, 2018
The Trudeau government acted decisively yesterday on TransMountain. Dennis, can you first lay out the highlights of what came down yesterday.
- What was your sense of the dynamic that played out in these negotiations?
- How do you see this unfolding over the rest of the year?
- Is this a real turning point for how this country is dealing with carbon and energy? Will we learn anything from it?
Update on Salvaging TMX
May 16, 2018
Dennis, important press conference today out of Ottawa from the Minister of Finance on salvaging TMX. Can you elaborate for us.
With that context, how do think this unfolds over the next two weeks?
Is there a viable Plan B for Trudeau and Notley if this breaks down with Kinder in the short run?
TMX Crisis Continues
April 19, 2018
Dennis, since the last podcast some important developments, we see that the federal government is going to take action to salvage TMX, can you elaborate?
What is your sense of this new legislation, this financial arrangement?
How difficult do you see this in coming together, in less than six weeks?
April 11, 2018
Dennis, big news over the weekend on Trans Mountain, can you first just layout the facts of what has occurred?
- So how do you see this play out for the four key players?: Kinder, Ottawa, Alberta and BC
- If this project is lost, where does this all go?
- Doe the NGO movement declare victory?
- How difficult is this for Alberta?
Alberta Budget Post Mortem
March 26, 2018
The Alberta Budget was released last week and the carbon taxes figured prominently, Dennis fills us in.
Quick March Update
March 17, 2018
Crunch Time Looming
February 16, 2018
Many developments, let’s first start with the regulatory reform developments.
- More urgently, how is the Kinder Morgan situation unfolding?
- More broadly, how difficult is this going to get if BC does not stand? At what point, does Kinder lose its will to persevere?
BC intervenes. How does Alberta respond? How does Justin Trudeau respond?
February 1, 2018
Discussion of recent developments impacting progress on TMX and KXL with special emphasis on the recent BC intervention to thwart the project and the Alberta and federal response to that.
January 24, 2018
We review the status of Canada’s three major oil pipeline projects, all apparently approved but each struggling for a final investment decision, especially for KXL and TMX.
If these projects are lost, then the long war on Canadian crude production and its role in global climate risk abatement will have been won by the enviros.
Output Allocation System
December 12, 2017
A quick pre-Christmas item, around how the carbon tax will be administered in Alberta.
The Nebraska Decision
November 23, 2017
Big news with the Nebraska decision. Dennis, can you put that into context for us?
- Now what is the process going forward for the project?
- And the Canadian political reaction to all of this?
Closing In On KXL Proceeding
November 15, 2017
- Imminent Nebraska decision on KXL next week, put this into context.
- Trudeau government and enforcing its TMX approval, just how conflicted is the Trudeau government?
Calm Before the Storm?
November 2, 2017
Dennis, it’s been seemingly quiet for the past few weeks, ever since the Energy East termination. Any developments? Calm before the storm?
- Regulatory reform legislation
- Advent of Kenney
Bad News, Energy East Lost
October 13, 2017
Dennis it’s been awhile and some momentous developments:
- Can you explain what has unfolded on Energy East, and why?
- How have various Canadian governments reacted?
- Where does this put Canada’s oil sands business?
- Looming Alberta Conservative leadership race, how will that change the dynamic if at all?
Energy East Suspension and the Ongoing Struggles of Canadian Carbon and Hydrocarbon Development Policy
September 8, 2017
A lot has happened in the past month. As usual all interconnected.
Dennis responds to the following questions:
- First, yesterday TransCanada announced a suspension of the Energy East project. I know this is connected to the highly controversial re-scoping decision of the NEB. Can you put this into context for us?
- Why would the Trudeau government not want to see this project proceed? Why would any Canadian government not want it to proceed?
- Related to all of this, where is the Trudeau government going on regulatory reform? And why?
- Also, unfolding is the Alberta leadership race, where are those aspiring leaders stand on carbon and energy development?
Three Developments: Duty to Consult, Loss of LNG, and Carbon Policy in Alberta
July 27, 2017
Dennis, significant events keep unfolding on the carbon and energy scene this summer, vacations be dammed.
What are the key developments and can you elaborate on them?:
- Two Supreme Court decisions on duty to consult
- The loss of the Petronas LNG project
- And Alberta politics and what it means for how market access and carbon policy play out
Trudeau Government Discussion Paper on Regulator Reform for Major Energy Projects
July 21, 2017
- Dennis, although it’s summer time, some carbon and energy developments over the last month, most notably a Government of Canada discussion paper on regulatory reform. Can you first give us some context for this and why it is important?
- What are the key elements of the discussion paper?
- How different is this from what you had advocated in your submissions to the NEB Modernization Panel?
- How does this regulatory reform, at least relating to major hydrocarbon infrastructure, really matter going forward?
- Has Canada lost its window of opportunity?
Implications of the Alberta Oil Sands Emissions Cap
June 21, 2017
- Dennis, a significant development last week in Alberta, the release of the Oil Sands Advisory Board report, can you first explain the background of it?
- Why is the cap fundamentally problematic to oil sands investment?
- How do the recommendations of the panel impact the investment process?
- Where does this go into the future? Alberta politics, market access, and national climate strategy?
Trump withdraws from Paris, and BC leftist coalition about to take over BC
June 9, 2017
Two major developments since our last podcast:
- First on Paris, can you describe its major elements and how Canada chose to relate to them?
- What does the US withdrawal actually mean to the world’s progress towards lower GHG emissions over time?
- Does the Trump announcement change the challenge that Canada has in respect of meeting its Paris targets?
- Do you believe that the Trump administration has any credibility on a genuine renegotiation of the basic terms of the Paris Accord?
- Second, the BC leftist coalition – what does it mean potentially to Alberta?
- Can you elaborate on the challenge this will create for the Prime Minister? If he has to defend the rights of the project proponents, even as he tries to keep his credibility on his “Paris targets”?
- How ugly could this get?
- How much empathy if any does Alberta get from the rest of Canada, especially Ontario and Quebec?
Many Recent Developments Impacting Pipelines
May 19, 2017
- NEB re-scoping of Energy East
- BC election uncertainty
- NEB Modernization Panel
- Federal climate policy clarification
First Quarter 2017 Review and the Impact
May 3, 2017
Dennis, its been a while but what do you see has transpired over the first quarter on Canadian carbon and energy?
- Following up on KXL, what is your prognosis for it over the remainder of the year?
- On the US side, what could occur that may impact Canada?
- What is the risk related to an NDP victory in BC to Alberta and its hydrocarbon industry?
Keystone XL Revived
January 27, 2017
Dennis, can you review the events of this week on KXL?
- What are the challenges ahead for TC to get to construction?
- What will be the reaction of opponents? What tactics will they resort to?
- Why does incremental pipeline infrastructure matter so much to Canadian ENGOs?
First Minister's Climate Meeting Debrief
DECEMBER 13, 2016
Dennis, a lot happened last week on Canadian carbon policy. Can you review the main points?
- What do you see as the significants of what occurred?
- What are your concerns from what came out of last week?
- What are “next steps” for the Trudeau government in all of this?
- And for Rachel Notley?
Trudeau's Decisions on Pipelines
DECEMBER 1, 2016
Big week on pipeline decisions
- Review what the Trudeau Government actually did?
Regarding the Kinder approval, do you have an explanation of how they came to this decision?
Why was Northern Gateway rejected?
Do you give Trudeau credit here? What, if anything, do you take issue with him over?
What lies ahead? And is Trudeau up to dealing with it?
And Ms. Notley, is this a big victory for her personally?
Is Canada a little less dysfunctional after this week?
- Does this change the thesis of your book, Dysfunction – Canada after Keystone XL?
The World has Changed on November 8th, or Not?
NOVEMBER 18, 2016
What does the election of Donald Trump mean to Canada’s energy and climate policy outlook?
- The unexpected happened on November 8th. What does this mean for Canada, especially in its approach to energy and climate policy?
- What do we actually know about Trump’s positions on climate and energy?
- Is a revival of Keystone XL the most significant development in the short run for Canada? How will Trudeau and Notley react to that?
- Beyond that, can Canada sustain a carbon pricing standard if the US under Donald Trump is not?
- How do you see this playing out in Canada for 2017?
The Approaching Kinder Pipeline Decision
NOVEMBER 3, 2016
- Dennis, I know you have alluded to this is prior podcasts, but can you explain why the impending Kinder pipeline decision by the Trudeau government is so important?
- Can you elaborate on the considerations that are in play with this decisions, political, technical and legal?
- What recent developments have perhaps altered the likely decision?
- So, ultimately w do you see the outcome coming out? What do you see as the outcome?
- So, when is an approval not quite an approval? Expand on that?
- Finally, if an approval occurs, what do you see as the major consequences?
National Carbon Standard Announced Oct 4, 2016
OCTOBER 4, 2016
- Dennis, you believe the next 3 months are going to critical for Canada on climate and pipelines. Can you explain?
- For those of us, that don’t know, can you clarify the major pipeline projects still in play in Canada?
- For the Trudeau government, help us understand their climate “options” better right now.
- And the Notley government, where are they? Hanging out on market access?
- What is your prognosis over the next 3 months?
- How difficult do you think it will be for the Trudeau government? And who will support them?
- And what about industry and Canadian business? Where will they be on all of this?
- Tell us more about your book, Dysfunction: Canada After Keystone XL due to be released January 2017.
Bio, Purpose and Major Themes for Podcast
SEPTEMBER 6, 2016
This is the inaugural interview for Dialogues on Canadian Energy. Dennis McConaghy discusses the following items:
- Vision for podcast
- Format and frequency
- Major issues
- Why Canadians should relate to this podcast
- Upcoming topics