Joe Calnan - Podcast Details

Shows

The CGAI Podcast Network A Pipeline or a Pipe Dream? Ft. Jack MintzOn this episode of the Energy Security Cubed Podcast, Joe and Kelly talk with Jack Mintz about the competitiveness implications of the Canada-Alberta MoU for oil CCUS and export, in relation to his recent article for the Financial Post: https://financialpost.com/opinion/jack-mintz-alberta-getting-pipeline-or-sold-pipe-dream // For the intro segment, Kelly and Joe discuss the impacts of American and Ukrainian moves to curtail Russian oil export. // Guest Bio: - Jack Mintz is an accomplished Canadian economist with affiliations with the University of Calgary, the CD Howe Institute, and the MacDonald Laurier Institute // Host Bio: - Kelly Ogle is Managing Director of the...

2025-12-0356 min

The CGAI Podcast Network Considerations for a Northwest B.C. Oil Export TerminalOn this episode of the Energy Security Cubed Podcast, Joe and Kelly talk with Andrew Rae // For the intro segment, Kelly and Joe discuss the MoU between Alberta and the Federal Government, energy and development in Africa, and the risks surrounding American military action in Venezuela. // Guest Bio: - Andrew Rae is a retired maritime pilot with decades of experience with maritime risks and hazards // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Interview recording Date: November 20, 2025 // Energy Security...

2025-11-261h 00

The CGAI Podcast Network The Development Trap of Energy Poverty with Magatte WadeOn this episode of the Energy Security Cubed Podcast, Joe and Kelly talk with entrepreneur and African energy advocate Magatte Wade about the realities of energy poverty in Africa and how to rethink Western development policy in light of the recent documentary, "In The Dark: Senegal As A Case Study In Energy Poverty": https://www.youtube.com/watch?v=WaVqqMB5LAo // For the intro segment, Joe and Kelly discuss fertilizer disruption in Trinidad and Tobago, the energy priorities of the new Japanese Prime Minister, and issues with Canadian EV manufacturing. // Guest Bio: -Magatte Wade is an entrepreneur, author, and speaker...

2025-10-221h 05

The CGAI Podcast Network Africa's Dire Energy Infrastructure NeedsOn this episode of the Energy Security Cubed Podcast, Joe talks with Brenda Shaffer about her recent report for the Macdonald Laurier Institute and Prosperity, Not Poverty, "(Dis)empowering Africa: How the West’s energy policies fuel poverty in the continent". // Guest Bio: - Brenda Shaffer is an energy expert at the U.S. Naval Post-graduate School // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "Game Changer: Our Fifty-Year Mission to Secure America's Energy Independence", by Ha...

2025-10-151h 01

The CGAI Podcast Network Unpacking the Risks for Canada's LNG PushOn this episode of the Energy Security Cubed Podcast, Joe Calnan talks with RJ Johnston about his recent article for The Hub, "Russia and China’s gas mega-deal shouldn’t stop Canada". You can find the article here: https://thehub.ca/2025/09/12/robert-j-johnston-russia-and-chinas-gas-mega-deal-shouldnt-stop-canada/ // For the intro session, Kelly and Joe do a rapid fire review of stories, covering the Northern Gateway 2.0, AI energy usage, and clean energy investment shortfalls. // Guest Bio: - RJ Johnston is Director, Energy and Natural Resources at The School of Public Policy at University of Calgary. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Glob...

2025-09-2445 min

The CGAI Podcast Network The Major Projects OfficeOn this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle discuss the Major Projects Office and the possible direction of Canadian energy strategy with Monica Gattinger. // For the intro session, Kelly and Joe discuss the potential of the Power of Siberia 2 gas pipeline and implications for LNG. // Guest Bio: - Monica Gattinger is a CGAI Fellow and Chair of Positive Energy at the University of Ottawa // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading...

2025-09-1050 min

The CGAI Podcast Network The Trade Implications of a Canadian Carbon Border Adjustment MechanismOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Dr. Tammy Nemeth and Ron Wallace about their recent paper for the Canadian Global Affairs Institute, "Carbon Borders: A Costly Misdirection Affecting Canadian Trade and Defence Interests". // Guest Bio: - Dr. Tammy Nemeth is a UK-based energy and ESG analyst - Ron Wallace is a CGAI Fellow and former Member of the National Energy Board // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute // ...

2025-09-0354 min

The CGAI Podcast Network The Politics and Geopolitics of Trump's Oil-Related Tariffs on IndiaOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Richard Bronze about the Trump tariffs on India related to imports of Russian crude oil, as well as a broad array of other geopolitical considerations. For the intro session, Joe and Kelly talk about Trump's war on windmills, Carney's visit to Europe, and the question of re-creating natural gas fired power plants on aggregate. // Guest Bio: - Richard Bronze is Head of Geopolitics and co-Founder at Energy Aspects // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe...

2025-08-2757 min

The CGAI Podcast Network A Retrospective on Trans Mountain Pipeline EconomicsOn this episode of the Energy Security Cubed Podcast, we feature a re-release of an interview with Trevor Tombe about the financial and economic basis of the Trans Mountain Pipeline. You can find Trevor's article for The Hub here: thehub.ca/2024-04-30/trevor-to…s-worth-every-penny/ // For the intro session, Kelly and Joe discuss new American "secondary tariffs" on India and the state of EV demand in the United States. // Guest Bio: - Trevor Tombe is a Professor of Economics at the University of Calgary, a Research Fellow at The School of Public Policy, and co-director of Finances of the Nation. // Ho...

2025-08-2042 min

The CGAI Podcast Network The View from Poland on Energy SecurityOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Kasha Piquette about energy policy in Eastern Europe in the context of the inauguration of the new Polish President and Russian threats in the region, and what Canada can do to assist. For the intro session, Joe and Kelly talk about Cenovus's offer to buy MEG Energy, the merger of Chinese shipbuilding companies, and where LNG Canada cargoes are headed. You can find Kasha's article for Energy Now here: https://energynow.ca/2025/08/like-alberta-as-canadas-energy-hub-poland-is-looking-to-expand-its-energy-sovereignty-as-part-of-europes-future/ // Guest Bio: - Kasha Piquette is the CEO of Canadian Energy...

2025-08-1357 min

The CGAI Podcast Network China's Journey Away from CoalOn this episode of the Energy Security Cubed Podcast, Joe Calnan talks with David Fishman about energy policy in China surrounding coal and electricity. // Guest Bio: - David Fishman is Principal at Lantau Group // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "The Divide: A Brief Guide to Global Inequality and its Solutions", by Jason Hickel: https://www.jasonhickel.org/the-divide // Interview recording Date: July 31, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow...

2025-08-0654 min

The CGAI Podcast Network The US-EU Energy Trade Deal and UnpredictabilityOn this episode of the Energy Security Cubed Podcast, Kelly and Joe discuss the future of Net Zero, the US-EU energy trade deal, and questions of energy data transparency. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading Recommendations: - Collapse: The Fall of the Soviet Union, by Vladislav M. Zubok: https://yalebooks.yale.edu/book/9780300268171/collapse/ - The Buried Giant: A Novel, by Kazuo Ishiguro: https://www.indigo.ca/en-ca/the-buried-giant-a-novel/9780345809414.html // Interview recording Date: July 29, 2025 // Energy Security...

2025-07-3047 min

The CGAI Podcast Network Does Canada Need More Oil Export Pipelines?On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Marty King about the potential need for additional oil export pipeline infrastructure. For the intro session, Joe and Kelly talk about Australian and Canadian LNG comparisons and pipeline politics in Eastern Europe. Marty King's blog post: https://rbnenergy.com/youve-got-a-friend-in-me-will-enbridges-expansions-avert-another-canadian-oil-pipeline-capacity-crunch Kelly's LNG paper: https://www.cgai.ca/a_study_of_liquefied_natural_gas_development_in_australia_and_requisite_learnings_for_canada // Guest Bio: - Marty King is Managing Director - North America Energy Market Analysis at RBN Energy LLC // Host Bio: - Kelly Ogle...

2025-07-2343 min

The CGAI Podcast Network Adapting Canadian Energy Policy for AIOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Graeme Harrison about how Canada should think about AI energy demand. For the intro session, Joe and Kelly talk about the real impact of changes to the IAAC and the potential for big shifts on AI and energy. // Guest Bio: - Graeme Harrison is Managing Partner of Augur VC // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "The Age of...

2025-07-161h 12

The CGAI Podcast Network How the G7 Should Think About LNGOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Kathleen Gnocato and Shaz Merwat about the role of Canadian LNG in diplomacy around the G7. You can find their report for RBC Thought Leadership here: https://www.rbc.com/en/thought-leadership/the-growth-project/a-g7-strategy-for-natural-gas-four-scenarios-for-energy-security-in-the-2040s/ // Guest Bio: - Kathleen Gnocato is the LNG Research Initiative Lead, Independent Consultant for RBC Thought Leadership - Shaz Merwat is Energy Policy Lead for RBC's Climate Action Institute // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP...

2025-07-091h 00

The CGAI Podcast Network Building a Northern InterconnectionOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Jason Doering about challenges to Canadian grids, as well as a novel idea - the development of a "Northern Interconnection" across Canada. You can find Jason's "Power System 101" here: https://www.linkedin.com/posts/jason-doering-p-eng-62340a2a_power-system-101-activity-7332042704547192833-be57?utm_source=share&utm_medium=member_desktop&rcm=ACoAABk4nYgByq5N379oYM1vOu2D9XJxG2wj66A // Guest Bio: - Jason Doering is a former Senior Executive at Albertan utility ENMAX // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs...

2025-07-0248 min

The CGAI Podcast Network Quebec, Federalism, and Energy SecurityOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Yvan Cliche about shifting views from Quebec on Canadian energy and some initial thoughts on Federal major projects legislation in light of global energy risks. // Guest Bio: - Yvan Cliche is a researcher for CERIUM in Montreal and a CGAI Fellow // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "Chokepoints: American Power in the Age of Economic Warfare", by Edward...

2025-06-2525 min

The CGAI Podcast Network The Trouble of Aging Grid InfrastructureOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Kathryn Porter about the frequency issues and outages caused by mixing aging grid infrastructure with inverter-based resources, and what Western countries can do to bolster their grids. // For the intro, Kelly and Joe discuss Israel's strike on Iran and the nightmare scenario: an Iranian decision to close the Strait of Hormuz. // Guest Bio: - Kathryn Porter is the founder of Watt-Logic: https://watt-logic.com/ // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy...

2025-06-181h 01

The CGAI Podcast Network PONIs and Stallions: Building Major ProjectsOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Heather Exner-Pirot about the new Canadian major projects legislation and how we should think about nation-building projects and Canada's national interest for energy. // For the intro, Kelly and Joe discuss the next month is oil prices and the prospect of pipelines thorough B.C. // Guest Bio: - Heather Exner-Pirot is a Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP...

2025-06-1152 min

The CGAI Podcast Network A Retrospective on China's EV OvercapacityOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Scott Kennedy about China's industrial policy around electric vehicles, what it means for China's economy, and how Western countries should react to this economic trend. You can find Scott's blog post for CSIS here: www.csis.org/blogs/trustee-chin…dized-yet-striking // Guest Bio: - Scott Kennedy is senior adviser and Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and En...

2025-06-0434 min

The CGAI Podcast Network Unpacking the Carney Energy Superpower PlanOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Monica Gattinger about the energy priorities of the new Carney government. // For the intro, Kelly and Joe discuss the next month is oil prices, the One Big Beautiful Bill Act, and electricity plans in Indonesia. // Guest Bio: - Monica Gattinger is a CGAI Fellow and Chair of Positive Energy at the University of Ottawa // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading...

2025-05-2853 min

The CGAI Podcast Network Critiquing the International Energy AgencyOn this episode of the Energy Security Cubed Podcast, Kelly and Joe discuss the role of the International Energy Agency, the Energy Information Administration, and the Organization of Petroleum Exporting Countries, and the energy security concerns following a loss of trust in the independence of global energy analysis as political concerns seep in. Find Bob McNally's op-ed for the Wall Street Journal here: https://www.wsj.com/opinion/activists-neuter-a-global-watchdog-energy-policy-international-energy-agency-1ac4f81b Find Mark Mills and Neil Atkinson's report for the National Center for Energy Analytics here: https://energyanalytics.org/energy-delusions-peak-oil-forecasts/ // Host Bio: - Kelly Ogle is Managing Director of...

2025-05-2134 min

The CGAI Podcast Network A Thought on Alberta Separatism and Retrospective on the Decline of GlobalizationOn this episode of the Energy Security Cubed Podcast, we feature a retrospective on an episode released last year where Kelly Ogle and Joe Calnan interview Cullen Hendrix about a recent US Department of Labour ruling against Indonesian nickel production, how it demonstrates the decline of trade globalization, and what it could mean for Canada. // For the intro section, Joe Calnan talks Alberta Separatism and the future of hydrogen and oil in Asia. // Guest Bio: - Cullen Hendrix is a senior fellow at the Peterson Institute for International Economics and a non-resident fellow at the Payne Institute for Public Policy...

2025-05-1452 min

The CGAI Podcast Network A First Thought on Energy for the 45th ParliamentOn this episode of the Energy Security Cubed Podcast, Kelly and Joe discuss their estimates for oil prices in May, new oil transportation infrastructure, and Joe's trip to the Christina Lake oil sands facility. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // Interview recording Date: May 6, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at...

2025-05-0726 min

The CGAI Podcast Network The Kazakh Crack in OPEC+On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Rory Johnston about the current trouble in OPEC+, demand woes for global recession, and what it could mean for Canadian energy. // For the intro, Kelly and Joe discuss the prospect of India-Pakistan war, economic downturn in China, the blackout in Spain, and first takeaways from the Canadian federal election. // Guest Bio: - Rory Johnston is a CGAI Fellow and the Founder of Commodity Context // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy...

2025-04-301h 05

The CGAI Podcast Network How the New Canadian PM should engage Trump on EnergyOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Eric Miller about Canada-US energy relations in the context of the current Canadian election. // For the intro, Kelly and Joe discuss the LPC and CPC costed platforms on energy. // Guest Bio: - Eric Miller is President of Rideau Potomac Strategy Group and a Fellow with CGAI // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Inside Asia", by...

2025-04-2359 min

The CGAI Podcast Network Canadian Energy on the BallotOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Dennis McConaghy about how the Federal election is engaging with climate, infrastructure, and energy issues. // For the intro, Kelly and Joe talk about European natural gas, the potential for an Iranian nuclear deal, and China's commodity imports. // Guest Bio: - Dennis McConaghy is a former pipeline executive and a Fellow at CGAI // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // ...

2025-04-1653 min

The CGAI Podcast Network Falling Energy Investment and Canada's Flawed Economic Model with Charles St-ArnaudOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Charles St-Arnaud about what the failure of other sectors to make up for declining energy investment after 2014 tells us about the deep issues present in the Canadian economy. // For the intro, Kelly and Joe talk about the "Liberation Day" tariffs impact on oil prices and the potential for FID on LNG Canada Phase 2. // Guest Bio: - Charles St-Arnaud is Chief Economist at Alberta Central // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security...

2025-04-0947 min

The CGAI Podcast Network Energy Security Cubed: Navigating Geopolitical Risks for Canadian Trade with Dr. Lance MortlockOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Lance Mortlock about the growing risks for businesses in Canada and what it could mean for Canada's place in the world. You can find Lance's book "Outside In, Inside Out" here: https://www.lancemortlock.com/outside-in-inside-out You can find Lance's recent article for Chief Executive Magazine here: https://chiefexecutive.net/cross-border-battleground-the-future-of-canada-u-s-trade-in-a-tariff-fueled-era/ // For the intro, Kelly and Joe talk about U.S. shipbuilding and the political obstacles to a return of Russian gas to Europe. // Guest Bio: - Dr. Lance Mortlock is the Managing Partner, Energy & Resources Canada at...

2025-03-3148 min

The CGAI Podcast Network Diversifying Canadian Energy Trade via Asia with Shannon JosephOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Shannon Joseph about the takeaways for Canadian LNG demand from her trip to Asia and energy priorities in the Canadian Federal election. You can find Shannon's recent article for the National Post here: https://financialpost.com/opinion/opinion-asia-needs-more-energy-lets-sell-it-to-them // For the intro, Kelly and Joe talk about energy in the Canadian Federal election and challenges for rebuilding trusted trade relations with China. // Guest Bio: - Shannon Joseph is Chair of Energy for a Secure Future and a Fellow at CGAI: https://www.cgai.ca/shannon_joseph // Host Bio: ...

2025-03-251h 03

The CGAI Podcast Network The Return of Russian Natural Gas to Europe? With Dr. Thierry BrosOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Thierry Bros about the future of natural gas supply in Europe and whether Russian natural gas could return. // For the intro, Kelly and Joe talk about the possibility of an energy infrastructure ceasefire in Ukraine and the new U.S. Trade Representative Jamieson Greer. // Guest Bio: - Dr. Thierry Bros is a natural gas researcher, Professor at Sciences Po Paris and a contributor to Natural Gas World // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security...

2025-03-181h 11

The CGAI Podcast Network Energy Security Cubed: Why the U.S. Needs Canadian Oil with Tom KlozaOn this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle interview Tom Kloza about U.S. refineries and why Canadian oil is needed in the United States. // For the intro, Kelly and Joe talk about Doug Ford's surcharge on electricity exports to the U.S. and what it means for North-South electricity trade. // Guest Bio: - Tom Kloza is Global Head of Energy Analysis at OPIS // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian...

2025-03-1133 min

The CGAI Podcast Network Energy Security Cubed: Unpacking LNG Markets, with Ira JosephOn this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle interview Ira Joseph about the current market dynamics for LNG and what it could mean for Canadian projects. // For the intro, Kelly and Joe unpack the Trump tariffs and how Canada could consider a long-term energy response. // Guest Bio: - Ira Joseph is a Global Fellow, Center on Global Energy Policy, Columbia University // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // ...

2025-03-0350 min

The CGAI Podcast Network Energy Security Cubed: The Trump Energy Shock with Ben CahillOn this episode of the Energy Security Cubed Podcast, Joe Calnan and Kelly Ogle interview Ben Cahill about the disruptive force of Trump on energy in Europe, Asia, the Middle East, and North America. // For the intro, Kelly and Joe look into the ability of U.S. refineries to shift away from Canadian oil and the Trump deal on Ukrainian minerals. // Guest Bio: - Ben Cahill is the director for Energy Markets and Policy at the Center for Energy and Environmental Systems Analysis at the University of Texas Austin // Host Bio: - Kelly Ogle is Managing Director of the Canadian...

2025-02-2549 min

The CGAI Podcast Network Energy Security Cubed: West Meets East Part 5 - Nuclear Energy and the Trump AdministrationOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Jacquie Hoornweg continue the West Meets East series with a conversation on Canada's opportunities for global nuclear expansion and the Trump Administration's approach to nuclear. // For the intro section, Kelly and Joe Calnan discuss events in global energy security, including the prospect of direct EU support for LNG and US support for critical minerals in Africa. // Guest: - Jacquie Hoornweg is a CGAI Fellow and President of Joule Communications // // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a...

2025-02-181h 08

The CGAI Podcast Network Energy Security Cubed: Why Trade Balances Matter with Brad SetserOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Brad Setser about the American global trade deficit, why it matters, and why it makes no sense to blame Canada for it. // For the intro, Kelly and Joe look into Nigerian oil refining and growing energy nationalism in Scandinavia. // Guest Bio: - Brad W. Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // ...

2025-02-041h 13

Power Struggle Will Trump's Tariffs Break US-Canada Relations? // Joe CalnanWhat happens when energy, security, and sustainability come together? Today Stewart sits down with Joe Calnan, energy security expert at the Canadian Global Affairs Institute and host of the Energy Security Cubed podcast. Together, they dive into the heart of what Power Struggle is truly all about: the energy trilemma of balancing affordability, reliability, and sustainability to build a more resilient and prosperous world.We discuss…What is energy security, and why does it matter? The energy trilemma: Can Canada achieve net-zero goals without sacrificing economic stability or energy reliability?Canada’s potential to be a trust...

2025-01-3037 min

The CGAI Podcast Network Energy Security Cubed: Exploring Better Alternatives to Energy Export Restrictions with Trevor TombeOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Trevor Tombe about his recent article for The Hub, "Premier Smith is right that restricting oil exports is a bad idea. Here’s a better option": https://thehub.ca/2025/01/22/trevor-tombe-premier-smith-is-right-that-restricting-oil-exports-is-a-bad-idea-heres-a-better-option/ // For the intro, Kelly and Joe unpack some articles from leading pro-tariff thinkers influencing the Trump Administration. - Miran: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf - Bessent: https://www.foxnews.com/opinion/scott-bessent-talk-tariffs-its-time-revitalize-alexander-hamiltons-favorite-tool - Pettis: https://www.foreignaffairs.com/united-states/how-tariffs-can-help-america // Guest Bio: ...

2025-01-271h 08

The CGAI Podcast Network Energy Security Cubed: The Trump Administration in the Middle East, with Greg BrewOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Greg Brew about the Trump Administration's possible stance toward Iran and the wider Middle East. // For the intro, Kelly and Joe unpack the implications of the Trump administration for the Inflation Reduction Act and Canada's EV factories. // Guest Bio: - Greg Brew is a CGAI Fellow, an analyst with Eurasia Group's Energy, Climate & Resources team focusing on the geopolitics of oil and gas, and Eurasia Group's country analyst for Iran. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute ...

2025-01-2351 min

The CGAI Podcast Network Energy Security Cubed: How Canada should Respond to US Energy Tariffs with Kent FellowsOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kent Fellows about the looming prospect of US tariffs on Canadian energy, the options for a Canadian response, and a novel idea for a way to engage with this threat. // Guest Bio: - Kent Fellows is am Assistant Professor of Economics and the Director of Graduate Programs for the School of Public Policy at the University of Calgary // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the...

2025-01-1645 min

The CGAI Podcast Network Energy Security Cubed: What will be Justin Trudeau's Energy Legacy? Ft. Monica GattingerOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Monica Gattinger about the energy and environmental policies crafted by the nine years of the Trudeau government, and what we can expect to last into the future. You can find Monica's dissertation here: https://repository.library.carleton.ca/concern/etds/41687h88c // For the intro, Kelly and Joe give an update on Trump's potential tariffs on energy and the Biden Administration's closing shots at Russian energy. // Guest Bio: - Monica Gattinger is the Founder and Chair of Positive Energy at the University of Ottawa, and...

2025-01-151h 16

The CGAI Podcast Network Energy Security Cubed: Should Canada Double Down on Oil Exports to the US? Ft. Rory JohnstonOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rory Johnston about the recent announcement from the Government of Alberta and Enbridge in the context of a deteriorating relationship between Canada and the United States under the incoming Trump administration. You can find Joe and Rory's paper here: https://www.cgai.ca/the_co_evolution_of_the_canada_us_oil_industry_and_possible_implications_of_donald_trumps_reelection // For the intro, Kelly and Joe discuss the current status of Trump's trade threats and movements in North American utilities. // Guest Bio: - Rory Johnston is...

2025-01-0854 min

The CGAI Podcast Network Energy Security Cubed: Energy Security Year in Review 2024On this special episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss major events in global and Canadian energy security in 2024, and what to watch for into the future. // Donate to CGAI here: https://buy.stripe.com/28o29deEmeCH1ck8ww // Guests: 10:31 - Dr. Ilia Bouchouev, former President of Koch Global Partners and an adjunct Professor at New York University. 17:05 - Jakob Larsen, Head of Maritime Safety & Security at international shipping association BIMCO. 22:51 - Trevor Tombe, Professor of Economics at the University of Calgary. Find Trevor's article for The Hub here: https://thehub.ca/2024/04/30/trevor-tombe-the-trans-mountain-pipeline-was-worth-every-penny/ 30:11...

2024-12-311h 11

The CGAI Podcast Network Energy Security Cubed: The Importance of Canada-US Electricity TradeOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Tyler Hodge and Mark Morey about the state of cross-border trade of electricity and why Canada and the United States are important partners. // For the intro, Kelly and Joe discuss the fall of the Assad regime, the new Clean Electricity Regulations, and the Fall Economic Statement. // Guest Bio: - Tyler Hodge is a Senior Economist for Electricity Analysis at EIA - Mark Morey is EIA’s Senior Advisor for Electricity Analysis // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute ...

2024-12-1955 min

The CGAI Podcast Network Energy Security Cubed: The Trump Administration and Keystone XL Revival with Dennis McConaghyOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Dennis McConaghy about the discussion around reviving the Keystone XL Pipeline and the inherent challenges in such a pursuit. // Guest Bio: - Dennis McConaghy is a CGAI Fellow and a former Executive with TC Energy, where he was responsible for the Keystone XL project // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Augustus: First Emperor of Rome", by Adrian...

2024-12-1243 min

The CGAI Podcast Network Energy Security Cubed: Reflecting on Europe’s Response to the Energy CrisisOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Max Bergmann and Cy McGready about their recent report, "Power Plays: Europe’s Response to the Energy Crisis", which can be found here: https://www.csis.org/analysis/power-plays // For the intro, Kelly and Joe discuss the ongoing negotiations between Canada and the United States about the Trump tariff threat and the prospect of Indonesian nuclear energy. // Guest Bio: - Max Bergmann is the director of the Europe, Russia, and Eurasia Program and the Stuart Center in Euro-Atlantic and Northern European Studies at the Center fo...

2024-12-051h 06

The CGAI Podcast Network Energy Security Cubed: Understanding Trump's Tariff Logic with Dan UjczoOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Dan Ujczo about President Elect Trump's plans to hit all goods imports from Canada (including energy) with 25% tariffs, how Trump would go about doing so, and the implications of Canadian policy and trade negotiations into the future. // Guest Bio: - Dan Ujczo is a senior counsel in the International Trade and Transportation practice groups at Thompson Hine LLP // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the...

2024-11-2852 min

The CGAI Podcast Network Energy Security Cubed: The Economic and Business Implications of Future Canada-US Energy TradeOn this episode of the Energy Security Cubed Podcast, we feature the audio from a panel focusing on the economic and business implications of future developments in the Canada-US energy relationship from the CGAI Energy Security Forum Conference, "What is the Future of the Canada-US Energy Relationship". // For the podcast's intro section, Joe and Kelly discuss COP29 and China's rise in copper smelting. // Guest Bio: - Leah Carson is Partner in the Deal Advisory and Global Infrastructure Advisory practices of KPMG Canada - Rich Voorberg is President of Siemens Energy North America - Serge Dupont is a Senior Advisor and...

2024-11-1446 min

The CGAI Podcast Network Energy Security Cubed: Integrating Canada-US Energy and Climate PolicyOn this episode of the Energy Security Cubed Podcast, we feature the audio from a panel focusing on energy policy coordination between Canada and the United States from the CGAI Energy Security Forum Conference, "What is the Future of the Canada-US Energy Relationship". // For the podcast's intro section, Joe and Kelly discuss the US election, their guesses for November oil prices, and the oil and gas emissions cap. // Guest Bio: - Monica Gattinger is a CGAI Fellow and the Founding Chair of Positive Energy at the University of Ottawa - Jacquie Hoornweg is a CGAI Fellow and Adjunct Professor at...

2024-11-041h 04

The CGAI Podcast Network Energy Security Cubed: The Global Context of the Canada-US Energy Relationship with RJ JohnstonOn this episode of the Energy Security Cubed Podcast, we feature the keynote speech from the Energy Security Forum Conference, "What is the Future of the Canada-US Energy Relationship". In this speech, Robert Johnston provides an overview of the global context and how it could impact energy relations between the two countries. // For the podcast's intro section, Joe and Kelly discuss Cuba's power outages and the impact of political instability on LNG export out of Mozambique. // Guest Bio: - Robert (RJ) Johnston is the Senior Director of Research at Columbia University's Center on Global Energy Policy // Host Bio: - Kelly...

2024-10-2236 min

The CGAI Podcast Network Energy Security Cubed: Iranian Oil amid Escalating Missile War with Israel with Sara VakhshouriOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Sara Vakhshouri about the expanding conflict between Israel and Iran, and considerations of Iranian oil export. // For the podcast's intro section, Joe and Kelly discuss the IEA's World Energy Outlook 2024. // Guest Bio: - Dr. Sara Vakhshouri is the President of SVB Energy International, Professor of Energy Security at the Institute for World Politics, and a Fellow at CGAI // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the...

2024-10-1746 min

The CGAI Podcast Network Energy Security Cubed: Women's Stake in Energy Security with Tracey BodnarchukOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Tracey Bodnarchuk about how women's views on energy should help inform Canadian energy policy. You can find Canada Powered by Women here: https://www.canadapoweredbywomen.ca/ // For the podcast's intro section, Joe and Kelly discuss a looming Israeli response to Iran's missile attack and projections for global gas demand in the coming years. // Guest Bio: - Tracey Bodnarchuk is the Founder and CEO of Canada Powered by Women // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan...

2024-10-1044 min

The CGAI Podcast Network Energy Security Cubed: Nickel and the Decline of Globalization with Cullen HendrixOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Cullen Hendrix about a recent US Department of Labour ruling against Indonesian nickel production, how it demonstrates the decline of trade globalization, and what it could mean for Canada. You can find Cullen's article for The Diplomat here: https://thediplomat.com/2024/09/us-forced-labor-ruling-on-indonesian-nickel-could-backfire/ Previous Energy Security Cubed with Cullen: https://www.cgai.ca/security_risks_of_climate_change_and_energy_transition_with_cullen_hendrix // Guest Bio: - Cullen Hendrix is a senior fellow at the Peterson Institute for International Economics and a non-resident fellow at the...

2024-10-0345 min

The CGAI Podcast Network Energy Security Cubed: The Cyber Security Problems of Military Electrification with Kristen CsenkeyOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kristen Csenkey about how electrification could open cyber vulnerabilities for Western militaries, and what can be done to resolve these issues. You can find Kristen's article for War on the Rocks here: https://warontherocks.com/2024/06/power-and-tension-the-cyber-security-problems-of-military-electrification/ Previous CGAI publications featuring Kristen: - Webinar Recording "EV Cybersecurity and Grid Vulnerability": https://www.cgai.ca/ev_cybersecurity_and_grid_vulnerability - Policy Perspective Paper "Diverse and Vulnerable: Disconnects in Cyber-security Governance of IoT": https://www.cgai.ca/diverse_and_vulnerable_disconnects_in_cyber_security_governance_of_iot // ...

2024-09-2636 min

The CGAI Podcast Network Energy Security Cubed: Europe, Asia, and the Energy Trilemma with Richard NorrisOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Richard Norris about the energy trilemma between affordability, security, and sustainability, and the vision of this trilemma from Japan, Asia, and Europe. // For the intro session, Kelly and Joe discuss Turkey's role as a natural gas hub, declining inflation in Canada, and the question of EV demand in Europe. // Guest Bio: - Richard Norris is a CGAI Fellow, Partner at Pandreco Energy Advisors, and a Non Executive Director at Maha Energy Inc. You can find his Substack here: https://pandreco.substack.com/ // Host Bio: ...

2024-09-1946 min

The CGAI Podcast Network Energy Security Cubed: Why Canada is Taxing Chinese EVs with Brian KingstonOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Brian Kingston about the recently imposed Canadian tariffs on Chinese electric vehicle imports, and the strategic reasoning behind them. // For the intro session, Kelly and Joe discuss the Trump-Harris debate and the outlook for green methanol in global shipping. // Guest Bio: - Brian Kingston is a CGAI Fellow and the President and CEO of the Canadian Vehicle Manufacturers' Association // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at...

2024-09-1244 min

The CGAI Podcast Network Energy Security Cubed: A Strategic Perspective on Labour and Just Transition with Mark RowlinsonOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Mark Rowlinson for a labour perspective on strategic industries like energy, vehicles, and steel. // Guest Bio: - Mark Rowlinson is a Partner at Goldblatt Partners, and previously worked for the United Steelworkers of Canada // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Cosmic Connections: Poetry in the Age of Disenchantment", by Charles Taylor: https://www.hup.harvard.edu/books/9780674296084 // ...

2024-08-2936 min

The CGAI Podcast Network Energy Security Cubed: Aligning Emissions Reduction with Canadian National Goals with Justin RiemerOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Justin Riemer about the goals of Emissions Reduction Alberta, its place in Canada's innovation ecosystem, and larger Canadian national goals around economic and energy security. You can find ERA's documentary here: https://www.youtube.com/watch?v=IxuZYEKYt6s You can find Energy Security Cubed episodes mentioned in the podcast here: Chris Doornbos: https://www.cgai.ca/direct_lithium_extraction_and_canadian_mineral_security_with_chris_doornbos Michael Holmes: https://www.cgai.ca/green_and_flexible_geothermal_energy // For the intro session, Kelly and Joe discuss an article...

2024-08-2246 min

The CGAI Podcast Network Energy Security Cubed: Environmental Justice and Energy Security ft Kristen van de BiezenbosOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kristen van de Biezenbos about the challenge of balancing local environmental considerations and the larger issues of energy security and climate change. You can find Kristen's article for the Osgoode Hall Law Journal here: https://digitalcommons.osgoode.yorku.ca/cgi/viewcontent.cgi?article=3813&context=ohlj // For the intro session, Kelly and Joe discuss German changer in the Nord Stream sabotage case, and developments on the situation for the grid in South Africa. // Guest Bio: - Dr. Kristen van de Biezenbos is a Professor of Law...

2024-08-1548 min

The CGAI Podcast Network Energy Security Cubed: A Conversation on Energy and Environmental Policy with Hal Kvisle, Part 2On this episode of the Energy Security Cubed Podcast, we feature the second part of an extensive interview with Hal Kvisle about how climate and energy policy has evolved in Canada, and how the energy industry has shifted to meet these constraints. // For the intro session, Kelly and Joe discuss Glencore's decision to reverse its planned exit from coal mining, and the question of how rosy Canada's economy actually is. // Guest Bio: - Hal Kvisle is Board Chair of ARC Resources, Board Chair of the nascent South Bow Corporation, and a Director of Finning International. Over a long career, Hal...

2024-08-081h 03

The CGAI Podcast Network Energy Security Cubed: A Conversation on Energy and Environmental Policy with Hal Kvisle, Part 1On this episode of the Energy Security Cubed Podcast, we feature the first part of an extensive interview with Hal Kvisle about how climate and energy policy has evolved in Canada, and how the energy industry has shifted to meet these constraints. Stay tuned to next week's episode to catch the second part of the interview! // For the intro session, Kelly and Joe discuss the energy security impacts of the Israeli assassination of Hamas political leader Ismail Haniyeh and BYD's indications of interest in selling EVs in Canada. // Guest Bio: - Hal Kvisle is Board Chair of ARC Resources, Board...

2024-08-0155 min

The CGAI Podcast Network Energy Security Cubed: Commodity Trading Amid Geopolitical Risk with Lukas AlbrechtOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Lukas Albrecht about commodity trading, commodity volatility, and the impact of the Trans Mountain Expansion on Canada's role in global commodity trading. You can find Ilia Bouchouev's episode of Energy Security Cubed here: https://www.cgai.ca/the_dominance_of_the_virtual_barrel_over_the_oil_market_with_ilia_bouchouev // For the intro session, Kelly and Joe discuss the Dangote refinery in Nigeria, South Korean nuclear exports, and Indonesia's alignment on oil imports. // Guest Bio: - Lukas Albrecht is a Proprietary & Physical Crude Oil Trader...

2024-07-2546 min

The CGAI Podcast Network Energy Security Cubed: Dealing with Energy Misinformation with Stewart MuirOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Stewart Muir about the challenge of combatting energy misinformation and take stock of BC energy policy, including on LNG. You can find Crystal Smith's episode of Energy Security Cubed here: https://www.cgai.ca/the_cedar_lng_blueprint_for_resource_development_with_crystal_smith // For the intro session, Kelly and Joe discuss Trump's ideas on energy policy, fires near Alberta's oil sands facilities, and Japanese plans for LNG. // Guest Bio: - Stewart Muir is the Founder and CEO of Resource Works and the host of...

2024-07-1856 min

The CGAI Podcast Network Energy Security Cubed: Breaking Down China's EV Industrial Policy with Scott KennedyOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Scott Kennedy about China's industrial policy around electric vehicles, what it means for China's economy, and how Western countries should react to this economic trend. You can find Scott's blog post for CSIS here: https://www.csis.org/blogs/trustee-china-hand/chinese-ev-dilemma-subsidized-yet-striking // For the intro session, Kelly and Joe discuss new Canadian policies around mining takeovers, the effectiveness of sanctions on Russian oil, and efforts to shore up Ukraine's grid in advance of winter. // Guest Bio: - Scott Kennedy is senior adviser and Trustee Chair in...

2024-07-1148 min

The CGAI Podcast Network Energy Security Cubed: Direct Lithium Extraction and Canadian Mineral Security with Chris DoornbosOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Chris Doornbos about direct lithium extraction and what it could mean for making a secure North American battery supply chain. // For the intro session, Kelly and Joe discuss the US Presidential Election and Chinese renewable power statistics. // Guest Bio: - Chris Doornbos is the Founder, President, and CEO of E3 Lithium // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "...

2024-07-041h 00

The CGAI Podcast Network Energy Security Cubed: How much should Canada Worry about Declining Oil Demand?On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss Joe's recent paper, "How Much Should Canada Worry About Declining Crude Oil Demand?" You can find the paper on CGAI's website here: https://www.cgai.ca/how_much_should_canada_worry_about_declining_crude_oil_demand // For the intro session, Kelly and Joe discuss the possibility of tariffs on Chinese EVs and the upcoming French legislative election. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian...

2024-06-2757 min

The CGAI Podcast Network Energy Security Cubed: Mexico's Election and North American Energy ft. Leonardo BeltranOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Leonardo Beltran about the recent election in Mexico, what it could mean for Mexican energy policy, and implications for the North American energy system. // For the intro session, Kelly and Joe discuss swappable batteries and a recent report from Deloitte on the costs of the Federal Oil and Gas Emissions Cap. Find Deloitte's report here: https://open.alberta.ca/dataset/f9b8dd81-2fc1-4e73-a75f-bedf55463841/resource/bba401be-cab6-4ce1-a0f6-7a8da2da7e5b/download/epa-tbf-potential-economic-impact-of-the-proposed-federal-oil-and-gas-emissions-cap.pdf // ...

2024-06-201h 01

The CGAI Podcast Network Energy Security Cubed: The Future of Natural Gas in North America ft. Richard MeyerOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Richard Meyer about the forces driving supply and demand for natural gas, and what it could mean for the fuel in the coming decades. // For the intro session, Kelly and Joe discuss what would be required to revive Ukraine's battered electricity grid and the impact of the European Union parliamentary elections. // Guest Bio: - Richard Meyer is Vice President of Energy Markets, Analysis, and Standards at the American Gas Association // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute ...

2024-06-1342 min

The CGAI Podcast Network Energy Security Cubed: Is OPEC+ Politically Sustainable? Ft. Rory JohnstonOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rory Johnston about the political sustainability of OPEC+ and the implications for the oil market. You can find Rory's note about OPEC+ here: https://www.commoditycontext.com/p/quick-context-opecs-sustainable-shift // For the intro session, Kelly and Joe discuss the IAEA censuring of Iran, the continuation of Russian natural gas supply through Ukraine, and TC Energy's decision to split off its liquids pipeline business. // Guest Bio: - Rory Johnston is the founder of Commodity Context and a CGAI Fellow // Host Bio: - Kelly Ogle is Managing Director...

2024-06-0657 min

The CGAI Podcast Network Energy Security Cubed: Growing Canada's Global Influence with the Candu Reactor, ft. Gary RoseOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Gary Rose about the global nuclear renaissance and how the CANDU reactor can grow Canada's stature around the world. // For the intro session, Kelly and Joe discuss the energy implications of the upcoming Mexican Presidential election and the issues for Western wind turbine manufacturers. // Guest Bio: - Gary Rose is Executive Vice President, Canada Nuclear at AtkinsRéalis and President and CEO of Candu Energy Inc. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a F...

2024-05-3058 min

The CGAI Podcast Network Energy Security Cubed: Energy Data and Canada's Economy with Lisa BaitonOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Lisa Baiton about CAPP's new Data Centre as well as how the oil and gas industry contributes to the Canadian economy. You can find the Canadian Association of Petroleum Producers' Data Centre here: https://www.capp.ca/en/capp-data-centre/ // For the intro session, Kelly and Joe discuss the effects of the copper price spike and the prospect of combining cheap solar with expensive grid infrastructure. // Guest Bio: - Lisa Baiton is the CEO of the Canadian Association of Petroleum Producers // Host Bio: - Kelly Ogle...

2024-05-2338 min

The CGAI Podcast Network Energy Security Cubed: Challenges to Canadian Resource Competitiveness with Heather Exner-PirotOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Heather Exner-Pirot about Canadian competitiveness in resources, and the factors underlying our challenges. You can find Heather's article for the MacDonald Laurier Institute here: https://macdonaldlaurier.ca/canadian-competitiveness-resource-development-post-mortem-heather-exner-pirot-commentary/ // For the intro session, Kelly and Joe discuss the wildfires in Alberta and planned European sanctions on Russian LNG transshipment. // Guest Bio: - Heather Exner-Pirot is Senior Fellow and Director of Natural Resources, Energy and Environment at the MacDonald Laurier Institute // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a...

2024-05-1639 min

The CGAI Podcast Network Energy Security Cubed: The Economics of the Trans Mountain Pipeline with Trevor TombeOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Trevor Tombe about the financial and economic basis of the Trans Mountain Pipeline. You can find Trevor's article for The Hub here: https://thehub.ca/2024-04-30/trevor-tombe-the-trans-mountain-pipeline-was-worth-every-penny/ You can find our previous podcast with Trevor here: https://www.cgai.ca/the_impact_of_energy_in_the_federal_budget_with_trevor_tombe // For the intro session, Kelly and Joe discuss the Ksi Lisims LNG project and alleged collusion with OPEC in the US tight oil industry. CGAI's events in Toronto and Ottawa with Kent Fellows...

2024-05-0939 min

The CGAI Podcast Network Energy Security Cubed: The Impact of the Trans Mountain Expansion with Susan BellOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Susan Bell about how the opening of the Trans Mountain Pipeline expansion could change Canada's energy industry. // For the intro session, Kelly and Joe Calnan discuss the recent G7 Energy Minister summit and the possibility of Iraqi and Kazakh oil supply curtailments. // Guest Bio: - Susan Bell is Senior Vice President, Downstream at Rystad Energy // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs...

2024-05-0238 min

The CGAI Podcast Network Energy Security Cubed: The Energy Impact of the Israel-Iran Conflict with Sara VakhshouriOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Sara Vakhshouri about the risks of a hot war between Israel and Iran, and the muted energy reaction to these risks. For the intro session, Kelly and Joe Calnan discuss the German and Vietnamese economies. Guest Bio: - Sara Vakhshouri is a CGAI Fellow and the President of SVB Energy International Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "...

2024-04-2540 min

The CGAI Podcast Network Energy Security Cubed: How Shipping is Adapting to the Houthis with Jakob LarsenOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Jakob Larsen about the ongoing crisis in the Red Sea and how shipping companies are adapting to Houthi attacks. For the intro session, Kelly and Joe Calnan discuss the recent missile and drone attacks from Iran targeting Israel and the prospect of the United States reimposing sanctions on Venezuelan energy. Guest Bio: - Jakob Larsen is the Head of Maritime Safety & Security at BIMCO Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and...

2024-04-1842 min

The CGAI Podcast Network Energy Security Cubed: Looking to the Future with Propane with Shannon WattOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Shannon Watt about the future of propane in the Arctic, in renewable forms, and globally. You can find the paper mentioned in the podcast here: https://propane.ca/wp-content/uploads/2024/03/Decarbonization-pathway_FINAL.pdf For the intro session, Kelly and Joe Calnan discuss a shifting situation for heavy crude oil in North America and progress on green hydrogen in Newfoundland. Guest Bio: - Shannon Watt is the President and CEO of the Canadian Propane Association Host Bio: - Kelly Ogle is Managing Director of the Canadian...

2024-04-1134 min

The CGAI Podcast Network Energy Security Cubed: NATO's Perspective on Energy Security with Can ÖgütcüOn this episode of the Energy Security Cubed Podcast, Joe Calnan interview Can Ögütcü about how NATO sees energy security in Europe and globally, and the potential role for Canada. You can find the webinar from the Institute for Peace and Diplomacy featuring Can and Joe here: https://www.youtube.com/watch?v=PAp8LrG7Lks For the intro session, Kelly and Joe Calnan discuss the upcoming month in oil and the threat of Chinese solar "excess capacity". Guest Bio: - Can is a NATO Energy Security Policy Expert at Supreme Headquarters Allied Powers Europe. Host Bio: - Kelly Ogl...

2024-04-0449 min

The CGAI Podcast Network Energy Security Cubed: Carbon, Climate, and Canada at CERAWeek with Kevin BirnOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kevin Birn about the takeaways from CERAWeek and what it could mean for Canada. For the intro session, Kelly and Joe Calnan discuss the Baltimore bridge disaster, an update on Operation Prosperity Guardian, and questions around Russian refining capacity. Guest Bio: - Kevin Birn is the Global Head, Center of Emissions Excellence and Chief Analyst Canadian Oil Markets, S&P Global Commodity Insights, as well as a Fellow at CGAI Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute ...

2024-03-2855 min

The CGAI Podcast Network Energy Security Cubed: Another Decade of Canadian Oil Expansion with Tom LilesOn this episode of the Energy Security Cubed Podcast, Joe Calnan interview Tom Liles about where we can expect major expansions of Canadian oil production in the coming years. Tom was a presenter at the CGAI 2024 Calgary Energy Analyst Summit. Find his presentation here: https://www.cgai.ca/2024_calgary_energy_analyst_summit_how_much_should_canada_worry_about_declining_crude_oil_demand For the intro session, Kelly and Joe Calnan discuss stories from CERAWeek, and Canadian energy competitiveness. Guest Bio: - Tom Liles is Vice President of Upstream Research for Rystad Energy with a focus on global upstream oil and...

2024-03-2150 min

The CGAI Podcast Network Energy Security Cubed: Scaling Canadian Clean Energy Investment with John StackhouseOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview John Stackhouse about challenges and opportunities for scaling clean energy investment in Canada. You can find the two recent reports from RBC's Climate Action Institute here: https://www.rbc.com/climate-action-institute/climate-action-24/index.html https://thoughtleadership.rbc.com/canadas-energy-transformation-an-outlook-of-supply-and-demand-in-the-2030s/ For the intro session, Kelly and Joe Calnan discuss renewed Ukrainian attacks on Russian refineries and planned updates to Alberta's electricity market design. Guest Bio: - John Stackhouse is Senior Vice-President in the Office of the CEO at the Royal Bank of Canada, and a...

2024-03-1454 min

The CGAI Podcast Network Energy Security Cubed: The Economic Basis of Canadian Oil with Kent FellowsOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Kent Fellows about his takeaways from the CGAI Energy Analyst Summit, and the economics of Canadian oil production. You can find Kent's paper on the economics of the oil sands here: https://www.cdhowe.org/public-policy-research/last-barrel-standing-confronting-myth-high-cost-canadian-oil-sands The CGAI 2024 Calgary Energy Analyst Summit was made possible with the support of the Canadian Association of Petroleum Producers, Bennett Jones LLP, and the Pathways Alliance: https://www.cgai.ca/2024_calgary_energy_analyst_summit_how_much_should_canada_worry_about_declining_crude_oil_demand For the intro session, Kelly and Joe...

2024-03-0744 min

The CGAI Podcast Network Energy Security Cubed: Recovery from Critical Infrastructure Cyberattacks with Rob SealockOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rob Sealock about the vulnerabilities of energy infrastructure to cyberattacks. For the intro session, Kelly and Joe Calnan discuss the unforeseen consequences of changes to the Investment Canada Act and the prospect of natural gas fired power generation in China. Guest Bio: - Rob Sealock is a member of Enbridge's cyber team and a Signals Officer in the Canadian Armed Forces Reserves. Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security...

2024-02-2945 min

The CGAI Podcast Network Energy Security Cubed: The Impact of Renewables on Canadian Energy Security with Vittoria BellissimoOn this episode of the Energy Security Cubed Podcast, Joe Calnan interviews Vittoria Bellissimo about the impact of renewables on energy security, and how they can be optimized for Canada's energy systems. For the intro segment, Kelly and Joe discuss the IEA's mandate, 50 years after its establishment. Guest Bio: - Vittoria Bellissimo is the President and CEO of the Canadian Renewable Energy Association Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "21 Things You May...

2024-02-2241 min

The CGAI Podcast Network Energy Security Cubed: Iranian Power and Vulnerabilities with Greg BrewOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Gregory Brew about the growing tensions between the US and Iran in the Middle East, the thinking from Tehran, and how it relates to international energy. Guest Bio: - Greg Brew is a CGAI Fellow and an analyst with Eurasia Group's Energy, Climate & Resources team focusing on the geopolitics of oil and gas. In addition, he serves as Eurasia Group's country analyst for Iran. Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and...

2024-02-1546 min

The CGAI Podcast Network Energy Security Cubed: The Dominance of the Virtual Barrel over the Oil Market with Ilia BouchouevOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Ilia Bouchouev about the leading role of futures trading in the oil market, and what it means for energy security. He is also the author of a recently released book on the topic, "Virtual Barrels: Quantitative Trading in the Oil Market", which you can find here: https://www.amazon.ca/Virtual-Barrels-Quantitative-Trading-Market/dp/3031361504 For the intro session, Kelly and Joe Calnan provide an update on the Nord Stream pipeline issue and the role of Brazil's PetroBras in global oil. Guest Bio: - Dr. Ilia Bouchouev is...

2024-02-0844 min

The CGAI Podcast Network Energy Security Cubed: Saudi Arabia's Role Amid Conflict in the Middle East, with Ellen WaldOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Ellen Wald about the role played by Saudi Arabia amid the conflict between the United States, Israel, Iran, and the Houthis. For the intro session, Kelly and Joe Calnan talk about the real world impacts of the Red Sea violence on oil prices and the Biden Administration's decision to pause approvals for LNG export facilities. Guest Bio: - Ellen Wald is a CGAI Fellow and the author of Saudi Inc., a history of Saudi Aramco: https://www.amazon.ca/Saudi-Inc-Arabian-Kingdoms-Pursuit/dp/168177660X Host Bio: ...

2024-02-0151 min

The CGAI Podcast Network Energy Security Cubed: West Meets East Part 4 - Building Out the GridOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Jacquie Hoornweg continue the West Meets East series with a conversation on preparing Ontario's electricity grid for energy transition alongside extreme weather. For the intro section, Kelly and Joe Calnan discuss events in global energy security, including Ukraine's strikes on Russia's Ust-Lunga port, and the prospects for Argentina's YPF under Milei. Guest Bio: - Jacquie Hoornweg is a CGAI Fellow and a Professor at Ontario Tech University Host Bio: - Kelly Ogle is the CEO of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and...

2024-01-251h 08

The CGAI Podcast Network Energy Security Cubed: A Dangerous Winter for the Electrical Grid with Kathryn PorterOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kathryn Porter about the impact of the polar vortex on Alberta's electrical grid and growing energy nationalism in Europe. For the intro session, Kelly and Joe Calnan talk about the Trans Mountain pipeline and moves by Chinese companies to gain more control over the cobalt market. Guest Bio: - Kathryn Porter is an energy consultant and founder of Watt-Logic: https://watt-logic.com/ Host Bio: - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "The...

2024-01-1845 min

The CGAI Podcast Network Energy Security Cubed: Energy Security Year in Review 2023On this special episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss major events in global and Canadian energy security in 2023, and what to watch for into the future. Host Bios: - Kelly Ogle is CEO of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Clip Guest Bios 1:02 - Kent Fellows, Associate Professor of Economics at the University of Calgary and Fellow-in-Residence at the C.D. Howe Institute 8:46 - Michelle Bockmann, Senior Analyst at Lloyd's List Intelligence 16:40 - Morgan Bazilian, Director of...

2024-01-111h 04

The CGAI Podcast Network Energy Security Cubed: How Canada Strengthens Korean Energy Security with Sun Ryung ParkOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Sun Ryung Park about her recent paper for the Canadian Global Affairs Institute, "An Entrepreneurial State in Green Transition: Korea’s Energy Security and Canada-ROK Co-operation". You can find Sun's paper here: https://www.cgai.ca/an_entrepreneurial_state_in_green_transition_koreas_energy_security_and_canada_rok_co_operation Guest Bio: - Sun Ryung Park is a Ph.D. candidate in Political Science at the University of British Columbia Host Bio: - Kelly Ogle in the CEO of the Canadian Global Affairs Institute ...

2024-01-0450 min

The CGAI Podcast Network Energy Security Cubed: Understanding the Guyana-Venezuela Dispute with Ryan BergOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Ryan Berg about the current political situation between Guyana and Venezuela, and what it could mean for resource politics in Latin America. Guest Bio: - Ryan Berg is director of the Americas Program and head of the Future of Venezuela Initiative at the Center for Strategic and International Studies Host Bio: - Kelly Ogle in the CEO of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "Backfire...

2023-12-2851 min

The CGAI Podcast Network Energy Security Cubed: Dark Fleets, Houthis, and Energy Security with Michelle BockmannOn this episode of the Energy Security Cubed Podcast, Joe Calnan talks with Michelle Bockmann about geopolitical risks to energy shipping, including the dark tanker fleet, sanctions, and the Houthi threat in the Red Sea. For the intro session, Kelly and Joe Calnan talk about Operation Prosperity Guardian and the risk of war with China over Taiwan. Guest Bio: - Michelle Bockmann is a Senior Analyst at Lloyd's List Intelligence Host Bio: - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "Prophet Song", by Paul Lynch: https://www.amazon...

2023-12-2150 min

The CGAI Podcast Network Energy Security Cubed: Briefing on a Strange Oil Market with Rory JohnstonOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Rory Johnston about climate, geopolitics, and artificial intelligence in the oil market. For the intro session, Kelly and Joe Calnan chat about the Houthi attacks on commercial shipping in the Bab-el-Mendeb Strait. Guest Bio: - Rory Johnston is a CGAI Fellow at the founder of Commodity Context. Host Bio: - Kelly Ogle in the CEO of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "The Power Law...

2023-12-141h 01

The CGAI Podcast Network Energy Security Cubed: Adapting to a New World for Energy with Yvan ClicheOn this episode of the Energy Security Cubed Podcast, Joe Calnan talks with Yvan Cliche about adaptations to geopolitics and climate in global and European energy, as well as consideration of Hydro Quebec's new strategy. For the intro session, Kelly and Joe Calnan chat about recent events in energy, including the upcoming OPEC+ meeting, the shutdown of the Cobre Panama mine, and the conflict between the Federal and Alberta government over the Clean Electricity Regulations and the Sovereignty Act. You can find CGAI Fellow Rory Johnston's newsletter mentioned in the intro here: https://www.commoditycontext.com/ Guest Bio: - Yvan...

2023-11-3040 min

The CGAI Podcast Network Energy Security Cubed: Unpacking China's Energy System Advantages with David FishmanOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss current events in energy security, including updates on maritime transport fuels and the price cap on Russian oil trading. For the interview section of the podcast, Joe talks with David Fishman about China's advantages and strategies on the development of its electricity system, and how these could be applied in the West. Guest Bios: - David Fishman is a Senior Manager at Lantau Group focused on China's electricity sector Host Bio: - Joe Calnan is the Energy Security Forum Manager at the Canadian Global Affairs...

2023-09-2151 min

The CGAI Podcast Network Energy Security Cubed: The Roots of Crisis in Francophone Africa with Joe Ingram and Chris RobertsOn this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss current events in energy security, including the Saudi and Russian extension of crude curtailment policies, offshore wind price spikes in the United States, and the concept of "carbon contracts for difference" in Canada. For the interview section of the podcast, Joe talks with Joe Ingram and Chris Roberts about the intersection of resources, development, and foreign interference in Francophone Africa, and the resulting political instability which laid the groundwork for the recent coups in Niger and Gabon. Guest Bios: - Joe Ingram is a CGAI...

2023-09-071h 23