Early this century modern bioenergy was widely viewed as one of the two key energy sources to decarbonize the global energy mix, along with nuclear energy.
December 5, 2022, 6 AM MST
Calgary-based startup Helium Evolution sprung onto the green helium scene early this decade, quickly amassing a massive land position in southern Saskatchewan in a relatively under the radar fashion.
November 23, 2022, 6 AM MST
Avanti Helium Corp. may be relatively new on the North American green helium scene, but the publicly traded company is rising fast. Avanti announced its first significant discovery in April, in so-called Greater Knappen in northern Montana, and is moving as quickly as possible to monetize the resource to take advantage of sky-high helium prices at the present time.
October 25, 2022, 7:32 AM MDT
Privately-owned North American Helium presently is the predominant producer of so-called green helium in the world and is widely seen as the company with the greatest growth potential — green helium is produced in conjunction with eco-friendly nitrogen rather than methane.
October 17, 2022, 6 AM MDT
In November 2021, the Saskatchewan government released Helium Action Plan: From Exploration to Exports to further bolster the province’s budding helium industry. The goal of the plan is to produce 10 per cent of the world’s helium by 2030 — making Saskatchewan a top-five global producer.
October 3, 2022, 6 AM MDT
After suffering three worldwide helium shortages between 2006 and 2020, it looked like clear sailing for the industry for the remainder of this decade with the first of three phases of Russia’s massive Amur gas processing plant coming online in September of last year.
September 26, 2022, 6 AM MDT
A lot has changed for Newfoundland and Labrador (NL) since I wrote Sunshine For Newfoundland’s Offshore Oil Industry in November 2019. Projects in the province came to a standstill when the global Covid-19 pandemic hit and oil prices collapsed in the first half of 2020.
August 31, 2022, 8:31 AM MDT
Natural gas is the hottest commodity in the world right now. The global LNG market was beginning to tighten in the second half of last year with the post-COVID economic rebound in gas consumption and a lack of investment in LNG-related infrastructure over the past several years.
August 10, 2022, 6 AM MDT
The February invasion of Ukraine by Russia, at the time the world’s largest oil and natural gas exporter, has caused an unprecedented global energy crisis, with the potential of getting even worse according to Fatih Birol, executive director of the International Energy Agency (IEA).
August 3, 2022, 6 AM MDT
Canada has long been an innovation laggard, and as a result, an economic laggard among the Group of 7 (G7) advanced industrial economies. This is despite the federal government adopting numerous policies and programs over the decades to put our country onto a more positive path.
July 5, 2022, 6 AM MDT
I guess walking and chewing gum at the same time is much tougher than Jonathan Wilkinson, federal minister of natural resources, would have us believe.
June 27, 2022, 6:54 AM MDT
Back in late March, when the Trudeau government tabled its long awaited 2030 Emissions Reduction Plan, Environment Minister Steven Guilbeault indicated that the feds were looking to “future proof” its carbon pricing regime, as it’s the “cornerstone” of Canada’s climate action plan and needed to propel decarbonization investments by large industrial emitters forward.
June 2, 2022, 8:27 AM MDT
In Part 1 of this two-part series, I provided a thumbnail sketch of the possible composition of trading blocs under the New World Economic Disorder, as implied by U.S. Secretary of the Treasury Janet Yellen in a speech to the Atlantic Council in mid-April. I also discussed the economic impacts of global economic de-integration, including how it will lead to a less vibrant technological future.
May 18, 2022, 6 AM MDT
It may have been simply a matter of time before the Age of Economic Globalization came to an end, with the emergence of an increasingly assertive authoritarian bloc led by China and Russia, but Russia’s invasion of Ukraine appears to have ended it with a thud.
May 9, 2022, 6 AM MDT
In Part 1 of this three-part series I presented the Hydrogen Council’s bullish case for global hydrogen consumption in a net zero by 2050 world, and in Part 2 the rationale for a bearish case based on new energy guru Michael Liebreich’s clean hydrogen ladder. Here, in Part 3, I will quantify a Liebreich-like bearish case in relation to the council’s bullish case, and provide what I believe to be a more pragmatic case for global hydrogen demand in 2050.
April 11, 2022, 6 AM MDT
In Part 1 of this three-part series I presented the Hydrogen Council’s bullish case for global hydrogen consumption under a net-zero by 2050 scenario, including projected clean hydrogen demand by major sector and a few key industries.
March 29, 2022, 6 AM MDT
Russia’s invasion of Ukraine continues, and by all appearances it’s closer to a Zelensky stalemate than a quick Putin checkmate for reasons discussed in the first part of this series.
March 10, 2022, 7:41 AM MST
"Russia should be thrown back into the Stone Age to make sure that the oil and gas industry and any other sensitive industries that are vital for survival of the regime cannot function …”, said Garry Kasparov, Russian human rights activist and former world chess champion, in an interview with Reuters on March 3.
March 7, 2022, 7:54 AM MST
Russian President Vladimir Putin is widely viewed as a geopolitical grandmaster. As my son often says, it’s like Putin is playing three-dimensional chess and everyone else is playing checkers.
February 28, 2022, 6 AM MST
The concept of a global “hydrogen economy” has been floating around for decades.
February 23, 2022, 6 AM MST
Geopolitics has tended to play a relatively minor role in crude oil price formation since the 2014-16 oil price war, with one significant exception: the highly successful drone and cruise missile attack on Saudi Arabia’s Abqaiq oil processing plant and Khurais oilfield in September 2019 (see Drone Revolution Threatens Eastern Canadian Oil Imports).
January 31, 2022, 6:01 AM MST
Over the past year or so I’ve been arguing that western Canadian oil and gas producers, with support from the federal and provincial governments, need to take maximum advantage of what may be the last significant price boom to prepare for a net zero world.
January 18, 2022, 6 AM MST
Part 1 of this two-part series showed how the recently launched Green Hydrogen Organization (GH2), as well as major environmental groups such as Friends of the Earth and Greenpeace, are attempting to thwart development of a global blue hydrogen industry.
January 5, 2022, 6 AM MST
The battle for hearts and minds of the global clean hydrogen industry has already begun, with blue hydrogen the potential loser unless its proponents act quicker and smarter than our oilsands industry did in the past for a simple reason: the battle is coming from outside and within.
December 8, 2021, 6 AM MST
The federal government has been upping the ante in the battle against greenhouse gas (GHG) emissions over the past year, with potentially deleterious effect on Canada’s oil and gas industry if we play our cards poorly.
November 22, 2021, 6:45 AM MST