Markham Hislop
Energy journalist and publisher focused on the energy transition and mining/EV supply chains.
West Coast Pipeline's Business Case Crumbles Amid Weak Demand
Show Your Work: Big Holes in Business Case for West Coast Pipeline China's oil demand has already peaked. India's future demand is far from certain. Is Alberta heavy crude a competitive or marginal barrel in those markets? Beware Canadian taxpayers. https://markhamhislop.substack.com/p/show-your-work-big-holes-in-business
Batteries Become 21st‑Century Backbone, Powering New Industries
Batteries Are Now a Foundational Technology of the 21st Century First it was EVs. Then power grids. Which sectors will be transformed by batteries in the coming decades? https://markhamhislop.substack.com/p/batteries-are-now-a-foundational
Canadian Auto Industry Endures Trump Tariffs, Finds Bright Spots
Canada's Automakers Hanging On Despite Trump Tariffs Not all good news - lost jobs, plant closures, local business impacts - but there are some bright spots for the industry. https://youtu.be/w7fQxIvzHCs
Canadians Demand Affordable Energy, Back Government Subsidies
Affordability Takes Centre Stage in Canadian Energy Conversation Canadians, increasingly squeezed by higher prices, want governments to support affordable and reliable energy policies. IMO, that includes public subsidies for pipelines, LNG, etc. https://markhamhislop.substack.com/p/affordability-takes-centre-stage
Quebec Serves as Test Bed for Canada’s Electrification Path
Quebec is the Canary for Canada's Electrification Strategy Electrify the Quebec economy or simply power new industries while leaving the existing energy system mostly unchanged? Other provinces will face the same choices. https://markhamhislop.substack.com/p/quebec-is-the-canary-for-canadas
Invest in Clean Energy, Not More Oil Infrastructure
Bet On The Tractor, Not The Horse A "theory of change" to explain today's global energy disruptions. ...and why Canada MUST NOT invest in more oil production, more pipelines, more LNG. #cdnpoli #energytransition https://markhamhislop.substack.com/p/bet-on-the-tractor-not-the-horse
Nobel Science Powers MIT Startup's Revolutionary AC
MIT Startup Uses New Materials to Reinvent Air Conditioning @transaera CTO Ross Bonner explains how Nobel Prize-winning science is changing how we heat and cool buildings. #energytransition https://youtu.be/W2bcOGIWBcM
Oil Sands Claims Exposed as Hot Air
Liar, Liar, The Oil Sands Pants Are on Fire Flame away, oil bros, you know I'm right. #ableg #abpoli #cdnpoli #oilsands https://markhamhislop.substack.com/p/liar-liar-the-oil-sands-pants-are?r=gpc8l
Asia’s Electrification Surge Weakens Case for Canadian Pipeline
Asia’s Electrification Boom Threatens Canadian Pipeline Dreams A West Coast pipeline didn't make sense before Trump invaded Iran. As Asia scrambles to speed up electrification, it makes even less sense. Agree or disagree? #cdnpoli #abpoli https://youtu.be/Spng19NRRcE
Beyond Hormuz: Global Energy Chokepoints at Risk
Strait of Hormuz Just One of Many Vulnerable Global Energy Chokepoints Abishur "Mr Geopolitics" Prakash discusses which other oil/LNG chokepoints in the world might be blockaded next. #cdnpoli https://youtu.be/zK6jI-whBkY
Trump's Iran Missteps Threaten Global Energy Stability
Trump’s Iran Quagmire Disrupting Global Energy Stability Donald Trump is the worst president in the history of the United States. His mishandling of the Strait of Hormuz debacle is just one data point, says @UofT Prof Jack Cunningham #cdnpoli #uspoli https://youtu.be/cU5OzPfjVAI
Carney's Nature Plan Pits Resource Exports Against Conservation
The Real Tension at the Heart of Carney's New Nature Strategy "Ripping and shipping" raw resources to new international markets only reinforces the conflict between economic development and protecting the environment. #cdnpoli markjcarney @timhodgsonmt https://markhamhislop.substack.com/p/the-real-tension-at-the-heart-of
Trump’s Wind Policy Threatens Canadian Stability, Warns Smith
Why Canadians Should Worry About Trump’s Attack on Golden State Wind Govt institutions should be boring, predictable, not subject to one politician's whim or ideology. We're looking at you Danielle Smith. #ableg #abpoli #cdnpoli https://markhamhislop.substack.com/p/why-canadians-should-worry-about
Asian Energy Policies Threaten Alberta Pipeline Plans
Alberta's Dead Pipeline Walking Asian "energy sovereignty" policies are about to gut Premier Danielle Smith's pipeline ambitions. #ableg #abpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/albertas-dead-pipeline-walking
Oil Firms Can Lose Money Even at $100 per Barrel
How Oil Companies Lose Money at $100 Per Barrel Instead of massive profits, some oil companies even face bankruptcy. Energy economist Ed Hirs explains. https://youtu.be/tkY-3oUHXAY