Markham on Energy

BC NDP accuses Calgary-based TD Securities analyst of meddling in election

BC NDP accuses Calgary-based TD Securities analyst of meddling in election

TD report warns that BC NDP victory could cause losses in BC energy stocks similar to Alberta NDP win in 2015 TD Securities is telling its clients that a John Horgan-led BC NDP victory on May 9 will likely lead to policy changes that cause BC-based energy stocks to “under-perform.” But TD appears to have […]

Is the Canadian climate protest movement really worth all the bother?

Is the Canadian climate protest movement really worth all the bother?

Climate policies are more aggressive, the Energy Transition is underway, Canadians support the current approach, why protest? Another weekend, another climate protest march, this one Saturday in various cities across Canada. Is another march really worth all the fuss? I’ve written extensively about pipeline protests (Dakota Access, Northern Gateway, Trans Mountain Expansion), lack of respect […]

Alberta oil sands: Economic boondoggle or engine of the Canadian economy?

Alberta oil sands: Economic boondoggle or engine of the Canadian economy?

2016 to 2036 Alberta govt will receive $676 billion from oil sands royalties, $245 billion from taxes To an Albertan, suggesting the oil sands might be an “economic boondoggle” is like arguing the Earth is flat – evidence to the contrary is just too overwhelming. But on May 2 I will be debating Green Party of […]

Christy Clark ready to declare trade war with Trump over coal, lumber

Christy Clark ready to declare trade war with Trump over coal, lumber

Liberal candidate says BC could impose “environmental levy” against US thermal coal Premier Christy Clark has asked the Canadian government to bar shipments of American thermal coal through British Columbia ports in retaliation for a 20 per cent duty imposed upon Canadian softwood lumber exports yesterday by President Donald Trump. And if Prime Minister Justin […]

Wind and solar wrestling coal into submission in Trump White House

Wind and solar wrestling coal into submission in Trump White House

Evolution of the American smart grid, falling costs for wind and solar, will carry the day According to US media reports, the Trump Administration is split over renewable energy. One faction, led by EPA head Scott Pruitt, wants to end subsidies and policy support. The other, led by Ivanka Trump and her husband Jared Kushner, […]

Electric vehicles facing same obstacles in China as in US, Canada

Electric vehicles facing same obstacles in China as in US, Canada

High cost major constraint to adoption in China, followed by low range – just like every other market Boosters often point to the China market as evidence that widespread adoption of electric vehicles is right around the corner. But a peek behind the curtain shows that the vaunted Chinese EV miracle suffers from the same […]

Site C study nothing but political skullduggery pretending to be academic analysis

Site C study nothing but political skullduggery pretending to be academic analysis

Bakker study on Site C hydro dam should have been released prior to election so it could be properly scrutinized A new UBC study pours cold water on the Site C dam project, saying it is uneconomic and work should be suspended pending a full review by the BC Utilities Commission. The authors take issue with almost all […]

Another take on electric vehicles and the future of oil (take note Alberta, Texas)

Another take on electric vehicles and the future of oil (take note Alberta, Texas)

Science and data suggest electric vehicles will diffuse slowly, affect oil demand gradually Laszlo Varro is the chief economist of the International Energy Agency. Safe to assume he has a pretty clear view of the big picture when it comes to energy technology developments. Here’s what he had to say about EVs and the future of […]

Memo to Bill McKibben: Hands off the Alberta oil sands, bub!

Memo to Bill McKibben: Hands off the Alberta oil sands, bub!

Alberta, oil sands, PM Trudeau don’t deserve harsh words from self-righteous, misguided eco-activist As Ivanka Trump and her Big Oil allies try to persuade her daddy not to leave the Paris Climate Accord, Canada is grappling with how to meet its own aggressive emission-reduction targets. No surprise, environmental critics think the Alberta oil sands are […]

Alberta oil sands economics much better than BC pipeline opponents allege

Alberta oil sands economics much better than BC pipeline opponents allege

Oil sands costs down/productivity up, which drives higher volumes, increases need for new pipelines When oil prices collapsed in late 2014, oil producers did what they always do in such circumstances: drove down costs in order to survive. Saudi Arabia, attempting to push American shale drillers from the market, under-estimated just how low non-OPEC companies could […]