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Artwork for ARC ENERGY IDEAS
Canada
Electric Vehicles
Alberta
Renewable Energy
Natural Gas
Data Centers
United States
Energy Security
Tariffs
Oil Prices
Climate Change
China
LNG Canada
Donald Trump
Carbon Markets
Coal
ESG
Decarbonization
LNG
Oil and Gas

Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.

PublishesWeeklyEpisodes340Founded8 years ago
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InvestingBusinessManagement

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Artwork for ARC ENERGY IDEAS

Latest Episodes

This podcast is also available as a video on YouTube 

The federal government introduced Bill C-39 (Building Canada Strong Act) on September 21, 2026. The bill aims to complete project reviews in one year, with a single window for proponents, rather ... more

YouTube

This week, we recorded the podcast at the Energy Disruptors: UNITE conference in Calgary. Our guest, Bob Galyen, is one of the top executives in the battery energy storage world and the former Chief Technology Officer of CATL. He now serves on boards... more

YouTube

This podcast is also available as a video on Youtube 

Data centres have faced growing public backlash in the United States. In Alberta, opposition has been less widespread, and the provincial government supports the industry, but communities are rai... more

YouTube

This podcast is also available as a video on Youtube 

This week on the podcast, our guest is Dulles Wang, Director of Americas Gas and LNG Research at Wood Mackenzie. Dulles co-authored the report Defying Gravity: Why U.S. Henry Hub Natural Gas Pric... more

YouTube

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Recent Guests

Gitane De Silva
Founder and President of GDStrategic; former CEO of the Canada Energy Regulator
GDStrategic; Canada Energy Regulator
Episode: Bill C-39 and Canada’s Regulatory Alphabet Soup: Former CER CEO Gitane De Silva Explains
Bob Galyen
Chief technology officer, battery industry veteran
CATL Batteries (former)
Episode: The Battery Race: A Conversation with Bob Galyen
Deirdre Sheehan
Partner and co-chair of regulatory and indigenous and environmental practice
Osler, Hoskin & Harcourt LLP
Episode: Alberta Data Centres: Opportunity and Opposition
Marcus Rocque
Vice President of Research
ARC Financial
Episode: Alberta Data Centres: Opportunity and Opposition
Dulles Wang
Director of the Americas Gas and LNG Research
Wood Mackenzie
Episode: A Bullish Outlook for Canadian and U.S. Natural Gas
Vern Yu
President and CEO of AltaGas
AltaGas
Episode: Canada’s Growing LPG Trade with Asia: A Conversation with Vern Yu
Graeme Edge
Founder and CEO of Energy Disruptors
Energy Disruptors
Episode: Tariffs, Tankers, and Data Centre Tensions
Angela Stent
Academic and author with senior roles at Georgetown, AEI, Brookings
Georgetown University; American Enterprise Institute; Brookings Institution
Episode: Angela Stent on Putin's War in Ukraine
Brian Jean
Honourable Alberta Minister of Energy
Alberta Government
Episode: Alberta’s Energy Opportunity: A Conversation With the Honourable Brian Jean

Hosts

Peter Tertzakian
Host of ARC Energy Ideas
Jackie Forrest
Co-host of ARC Energy Ideas

Reviews

4.8 out of 5 stars from 832 ratings
  • I'm skeptical and interested but concerned about the lack of acknowledgement that we live in a world limited by climate realities.

    Podcast Addict
    4
    Aurorespera
    6 months ago
  • Pipeline to west coast

    Excellent podcast, I listen regularly and it’s very informative.

    One request: The host said there would be a significant benefit to Canadians if pipeline capacity to the West Coast was increased, but he didn’t quantify or say what that benefit is. Please tell us what the benefit is, and explain it. Please mention this regularly to improve everyone’s understanding.

    Apple Podcasts
    5
    Traveller3838
    Canada6 months ago
  • Iran War, Oil Prices, and Canada Implicatons

    I have listened to ARC Energy Ideas for many years and have appreciated the thoughtful discussions about Canada’s energy sector. Lately, though, I find it harder to listen. It just makes me really sad.

    In recent episodes there seems to be a great deal of optimism about the future of Canadian oil and gas production, but much less discussion about emissions and climate change. Earlier in the podcast’s history there were more conversations about ESG, renewables, and the broader energy transition. ... more

    Apple Podcasts
    3
    bknutsonshaw
    Canada8 months ago
  • Review

    Arc Energy Ideas podcasts are a must-listen: consistently informative, insightful, and remarkably concise in distilling vast amounts of information.

    Apple Podcasts
    5
    bmrfan
    Canada9 months ago
  • In the pocket of Big Oil

    Biased out of the gate, and builds its own echo chamber by speculating and cherry picking data. Weak “scholarship”, but the worst part of this is How Boring they are. If you like listening to biased, bland, ill informed “hosts” who sound slow even at 1.5x, then this podcast is for you…if you can stay awake.

    Apple Podcasts
    1
    Baxter M.
    Canadaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the concise, insightful energy analysis and practical guest perspectives.
Some critics want more balance on environmental and climate discussions.
Positive feedback on actionable takeaways for policy and investment context.
A few listeners find interruptions or delivery style distracting at times.
Guests and hosts are seen as knowledgeable with strong Canadian energy focus.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#50
Canada/Business/Investing
Apple Podcasts
#132
Canada/Business
Apple Podcasts
#54
Mexico/Business/Investing
Apple Podcasts
#201
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Battery Race: A Conversation with Bob Galyen
Q: Tell us about your shirt. It says, BBE.
The shirt symbolizes the Big Battery Energy concept, emphasizing how batteries power nearly every aspect of modern life—from cell phones to grid infrastructure—and underscores the conference's focus on the central importance of battery technology.
Canada’s Growing LPG Trade with Asia: A Conversation with Vern Yu
Q: What are the good and bad sides of having more oil pipeline capacity than supply?
The upside is improved price realization for producers when egress is ample; the downside is the risk of capital not earning an appropriate return if demand doesn't materialize, which requires careful backstopping and financial structuring.
Canada’s Growing LPG Trade with Asia: A Conversation with Vern Yu
Q: How does the drive to diversify out of North America reconcile with lucrative markets within North America?
Diversification is essential to reduce concentration risk; expanding LNG/LPG exports and building cross-border infrastructure creates long-term resilience and better price discovery, potentially benefiting both Canadian producers and infrastructure developers.
Canada’s Growing LPG Trade with Asia: A Conversation with Vern Yu
Q: What do you see as the big national priorities for oil and gas in light of infrastructure needs in Canada?
To diversify markets beyond the U.S., rebuild export capacity with new pipelines or alternatives like rail, and enable reliable access to global markets, especially Asia, for propane and LPGs while balancing profitability and return on investment.
NVIDIA’s Marc Spieler: AI, Data Centres, and Energy
Q: What makes AI training different from inference in terms of energy use?
Training builds models and has historically consumed massive compute, while inference serves those models at scale; together they define the energy footprint and inform where efficiency gains must be focused across hardware and software stacks.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About ARC ENERGY IDEAS

What is ARC ENERGY IDEAS about and what kind of topics does it cover?

This program delivers concise, data-driven discussions at the intersection of energy markets, policy, and technology. Listeners get analysis on oil, gas, LNG, pipelines, decarbonization, and energy security, often anchored by policymakers, industry executives, and researchers. Episodes regularly explore macro geopolitics, infrastructure, and the evolving role of AI, data centers, and climate policy in shaping energy strategy. A standout is the steady mix of rigorous analysis with practical sector storytelling, including on-the-ground looks at terminals, pipelines, and regional energy opportunities, which helps decision-makers spot investment implications, regulatory risk, and market opportunities across Canada and North America.

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Which podcasts are similar to ARC ENERGY IDEAS?

These podcasts share a similar audience with ARC ENERGY IDEAS:

1. The Trevor Rose Podcast
2. In the Money with Amber Kanwar
3. West of Centre
4. The Loonie Hour
5. Oil Ground Up

How many episodes of ARC ENERGY IDEAS are there?

ARC ENERGY IDEAS launched 8 years ago and published 340 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on ARC ENERGY IDEAS?

Recent guests on ARC ENERGY IDEAS include:

1. Gitane De Silva
2. Bob Galyen
3. Deirdre Sheehan
4. Marcus Rocque
5. Dulles Wang
6. Vern Yu
7. Graeme Edge
8. Angela Stent

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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