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HomeMarkham on Energy

Markham on Energy

Markham on Energy

Alberta oil/gas love affair with US shale glosses over industry that can’t make a buck even with high prices

August 9, 2018 Markham Hislop

Pipeline shortages, unprofitable, high breakevens for many shale producers, trouble accessing capital, high debt levels – does this sound like a model Canada should encourage? The Alberta oil and gas industry’s United States fetish is [Read more]

Markham on Energy

Hit Saudi Arabia where it hurts: ban its crude oil exports to Eastern Canada

August 6, 2018 Markham Hislop

Chrystia Freeland, foreign affairs minister Saudi Arabia exports 100,000 b/d of crude oil to Eastern Canada. Total imports by Eastern refiners are 315,000 b/d Prime Minister Justin Trudeau has the perfect response to Saudi Arabia’s [Read more]

Markham on Energy

Please stop listening to Kenney, CAPP on Canadian carbon tax policy

August 2, 2018 Markham Hislop

Ottawa tinkers with carbon tax regulation to better protect 4 Canadian sectors from foreign competitors not subject to carbon pricing…nothing to see here, folks Critics of carbon pricing have got themselves into a bit of [Read more]

Markham on Energy

Rising oil production with fewer workers: Albertans can learn from Texas example

August 1, 2018 Markham Hislop

Technology tranforming oilfield: fracking, horizontal drilling, multiple wells from single pad on production side, digital tech on business side Texas oil production is booming like never before, especially in the prolific Permian Basin, but just like [Read more]

oil sands
Markham on Energy

‘Revolutionary’ new oil sands mining process eliminates tailings ponds, lowers emissions by 40%, cuts costs

July 30, 2018 Markham Hislop

Current extraction process at CNRL Horizon oil sands mine. Photo: CNRL CNRL plans to share IPEP technology with other oil sands miners through COSIA Alberta is a hotbed of oil and gas innovation, a story [Read more]

Freedom Conservative Party
Markham on Energy

Fildebrandt on Alberta energy policy: no govt-owned pipelines, support for small conventional producers, goodbye carbon tax for Freedom Conservative Party

July 29, 2018 Markham Hislop

Controversial MLA Derek Fildebrandt, leader of Freedom Conservative Party Fildebrandt accuses NDP of siding with big oil sands companies and UCP of abandoning conservative ideals over govt ownership of Kinder Morgan pipelines Alberta has a [Read more]

Markham on Energy

Notley needs new narrative for Alberta carbon tax, poll shows. She has plenty of stories to tell if she chooses to tell them

July 26, 2018 Markham Hislop

Carbon pricing will give oil sands producers competitive advantage in new markets, funds diversification into petrochemicals, basis of “carbon for pipelines” deal with Trudeau Yet another poll shows that Canadians hate carbon pricing – cap-and-trade, [Read more]

peak oil demand
Markham on Energy

Peak oil demand by 2036? Wood Mackenzie says oil companies are planning now for consumption decline

July 25, 2018 Markham Hislop

Source: Wood Mackenzie Peak oil demand isn’t controversial anymore, just one of the planning variables oil companies are plugging into their models “A lot of our [oil company] clients are paying very close attention to [Read more]

Markham on Energy

Energy Bits: Shell and the oil sands, no private buyer for TMX

July 24, 2018 Markham Hislop

Finance Minister Bill Morneau, left, and Prime Minister Justin Trudeau In today’s Energy Bits, analyst Eoin Coyne suggests Shell Canada’s sale of almost all its Alberta oil sands assets was motivated by internal corporate issues [Read more]

Markham on Energy

Jason Kenney’s greatest challenge: coherent, market-based energy policy and Peak Oil Demand

July 21, 2018 Markham Hislop

Demand for crude oil will peak by 2036. How will a govt led by Jason Kenney prepare Alberta energy to compete in a rapidly changing market? “Make no mistake – I will go to the [Read more]

Markham on Energy

Never mind new pipeline minister Amarjeet Sohi, let’s keep our eye on his chief of staff

July 20, 2018 Markham Hislop

Amarjeet Sohi, new federal natural resources minister from Edmonton Zoe Caron formerly worked under Gerry Butts in WWF Canada, is prominent environmentalist Canada has a new minister responsible for energy infrastructure – read, pipelines – [Read more]

Markham on Energy

Study makes clear the reason for falling Alberta oil/gas investment is lack of pipelines

July 18, 2018 Markham Hislop

Only Trudeau government can fix pipeline problem, so industry and Alberta need to pressure Prime Minister for solution With 10 months to go until the Alberta election, energy issues are being hotly debated, none more [Read more]

Markham on Energy

Alberta oil/gas industry wants to emulate US climate policy, but needs to be clear about which American policy model it means

July 16, 2018 Markham Hislop

Prof. Victor Flatt. Federal climate policy under Trump is a confusing jumble of legislation and litigation, Texas has none and never will, while California is plunging ahead aggressively Under Barack Obama, the United States was [Read more]

Markham on Energy

Kenney vs. Notley – it’s the war of competing visions for Alberta energy

July 15, 2018 Markham Hislop

UCP leader Jason Kenney, Alberta Premier Rachel Notley Evidence demonstrates conclusively that technology is driving radical changes to global energy system The May, 2019 Alberta election is coming. Energy promises to be front and centre [Read more]

Markham on Energy

What about oil sands CEOs? Jason Kenney says ‘elite commentators’ pushing carbon tax rejected by Alberta voters

July 14, 2018 Markham Hislop

Was Prentice preparing to introduce a province-wide carbon tax in Alberta if re-elected in 2015? Stephen Harper says “the media” is trying to bring down Jason Kenney. The UCP leader himself says elite commentators – [Read more]

Markham on Energy

Alberta heavy crude oil opportunity in India thanks to Iran sanctions

July 12, 2018 Markham Hislop

India’s Jamnagar refinery, one of the world’s largest Trump’s America becoming increasingly protectionist, Asian markets growing, will Canada continue to dither on opening new markets? Alberta may have trouble getting heavy crude oil to market, [Read more]

Markham on Energy

Tzeporah Berman’s anti-pipeline activism a sign that Alberta climate policy consensus unravelling

July 7, 2018 Markham Hislop

Tzeporah Berman, with microphone. 4 years ago, oil sands CEOs and ENGOs agreed on Alberta climate policy. Today, that consensus is badly tattered Eco-activist Tzeporah Berman is a lightning rod for controversy.  She certainly annoyed [Read more]

oil sands
Markham on Energy

‘Carbon policy for higher oil sands production’ deal between industry, ENGOs, Notley govt negotiated long before OSAG

July 7, 2018 Markham Hislop

Policies advanced by the oil sands CEOs included province-wide carbon tax, oil sands emissions cap, re-invest carbon levy revenue into innovation Thanks to his admissions during an interview with journalist Sandy Garossino, we now know [Read more]

OSAG
Markham on Energy

Phillips says Kenney wrong about Berman and OSAG, CEOs were real drivers of oil sands emissions policy ideas

July 6, 2018 Markham Hislop

Tzeporah Berman and Jason Kenney 5 CEOs of Alberta’s biggest oil sands producers initiated talks with 5 ENGOs in 2015, informal group morphed into OSAG in mid-2016 Shannon Phillips says Jason Kenney erred when he [Read more]

Markham on Energy

Sturgeon Refinery study illustrates why oil sands producers buy American plants to process bitumen

July 5, 2018 Markham Hislop

Capital costs alone appear to make new Alberta refineries uneconomic, which is why oil sands producers prefer buying US refineries and renovating A new study from the School of Public Policy says the soon to be [Read more]

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In the Spotlight

Trump Threatens Canada With Tariffs As American Oil Floods North

by Markham Hislop in Markham on Energy

Donald Trump is threatening Canada with 50 per cent tariffs even as U.S. crude oil flows north. The trade reveals just how deeply integrated the two economies have become. [Read more]

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