Markham Hislop
Energy journalist and publisher focused on the energy transition and mining/EV supply chains.
Why Oil Can Be Both Surplus and Shortage
Oil Surplus Meets Oil Shortage: What the Heck is Going On? How can the world have too much oil—and not enough at the same time? Energy economist Ed Hirs explains. #oilandgas #iranwar #uspoli #cdnpoli https://youtu.be/u24Q9ESql1A
Canada Clings to Outdated Model Amid Global Economic Shift
The Global Economy Is Rewiring. Canada Still Clings to the Old Model New technologies are disrupting the status quo, leading to new energy and economic systems Canada isn't prepared for. https://markhamhislop.substack.com/p/the-global-economy-is-rewiring-canada
Grab Tickets for Jyeremiy Concert in Calgary, April 24
Get tour tickets to see @jyeremiy in Calgary on Friday, April 24th. I'll be there, too. ;0)
Canada’s EV Strategy Shifts From Flop to Opportunity
Canada’s EV Strategy Pivot: From Failure-ish to Opportunity Max Fawcett and I discuss the new auto strategy, focusing on EVs. #cdnpoli https://youtu.be/Hk65LKmuikU
Pause the Pipeline Rush: Politics Over Practicality
Why the Rush to Build Another Pipeline? The baying hounds of pipeline expansion—Premier Danielle Smith, the oil industry, federal energy minister Tim Hodgson, hydrocarbon shills—need to take a beat #cdnpoli #ableg #abpoli https://markhamhislop.substack.com/p/why-the-rush-to-build-another-pipeline
Cheap Solar, Batteries, EVs Outpace Fossils in Emerging Markets
Emerging Markets Choosing Cheap Solar, Batteries, EVs Over Fossil Fuels Electrotech prices collapsed over the past few years. Now, energy-poor countries are adopting electric because it's cheap and scalable. #electrotech https://youtu.be/4LZ7hDsIoiE
Kevin O’Leary’s Data Centre Exemption Fuels Alberta Water
Kevin O’Leary Data Centre's Regulatory Exemption Sparks Alberta Backlash @UCalgary Prof Sabrina Peric explains concerns about water use in the midst of a drought. Overuse of regulatory "discretion" also discussed. ableg abpoli https://youtu.be/0Gr3mSjpWAc
Emerging Markets Leapfrog Oil, Embrace Energy Tech
Emerging Markets are Leapfrogging Oil and Gas ...just like the Global South leapfrogged landline phones and rapidly adopted cellular at scale. With @KingsmillBond of ember_energy. #uspoli #cdnpoli https://markhamhislop.substack.com/p/emerging-market-are-leapfrogging
Energy Disruptions Accelerate Canada's Electrification Shift
Pay Attention, Canada: Electrification Surge Reshaping Global Energy Future Thus far, Canadian leaders are taking the wrong lessons from the Iran war. Energy system disruption = faster energy transition to electrification. https://youtu.be/wevqzdFPCMQ
Chamber CEO’s Oil Op‑ed Leans on Criticized Yergin
Calgary Chamber of Commerce Just One More Shrill Oil Booster Chamber CEO Deborah Yedlin's FP op-ed relied on one source: Dan Yergin. Smart guy, but he's been criticized recently for shoddy takes on the energy transition #abpoli #cdnpoli https://markhamhislop.substack.com/p/calgary-chamber-of-commerce-just
Middle East Turmoil Could Slash Oil Demand by 20%
Seismic shift in energy markets? Here's what international consultants Wood Mackenzie had to say: "Middle East disruption could cut global oil demand 20% and gas 10% by 2050 as energy security drives shift to independence." Asia is electrifying. Get over it, Alberta.
Iran’s Tactical Losses Yet Strategic Victory Over U.S.
Iran Losing Battles But Winning the War With the United States Attacking neighbours w/drones and missiles, controlling the Strait of Hormuz - Iran has played Trump like a fiddle. Iran may emerge from the war stronger than before. #iranwar #cdnpoli https://youtu.be/a5FeEDH-_SU
Trump’s Iran Fiasco Fuels US Oil and LNG Profits
Who Benefits from Trump's Iran Debacle? US Oil, LNG Companies Who could have guessed this would happen? Narrator: Everyone. Like, all human beings everywhere. #uspoli #cdnpoli https://markhamhislop.substack.com/p/who-benefits-from-trumps-iran-debacle
Carney's Green Strategy Shows Promise, Yet Oil Risks Remain
Lawyer Michael Bissonnette, @WCELaw, says Mark Carney's new approach to environmental protection has potential, but also issues around oil and gas development. #cdnpoli #ableg https://youtu.be/zNb7Y3CZK70
Trump Signals US Ready to Abandon Iran
Trump's TV Address on Iran: A Sign the US is Ready to Cut and Run? He's going to leave Iran in control of the Hormuz Strait and the hardline radicals in charge of Iran. Then he'll move on to Cuba while the...
Alberta's Perpetual Oil Demand Myth Is Busted
Exploding Alberta's "Oil Demand Will Grow Forever" Myth I take issue with Peter Tertzakian's “End of Oil? We’ve Heard that Before” argument. #ableg #abpoli https://markhamhislop.substack.com/p/exploding-albertas-oil-demand-will
Allies See US Unreliable, Belligerence Extends Past Trump
Canada and its allies are learning the US can’t be trusted anymore Prof Jack Cunningham expects US belligerence to last long after Trump. #cdnpoli #iranwar https://youtu.be/XlAfxU0Y8Kw
Canadian Committee Flags Forced Labour in Chinese EVs
Clash Over Forced Labour as Chinese EVs Coming Soon to Canada A tense exchange between Marg McCuaig-Johnston and Michael Ma at a House of Commons committee puts forced labour in China’s EV supply chains under the spotlight. #cdnpoli https://youtu.be/ayzXULB_Q4s
Iran War Triggers Global Energy Crisis and Price Shock
The Iran war is now a global energy crisis. With the Strait of Hormuz closed, Asia is scrambling for oil/LNG—driving price shocks and geopolitical shifts. I spoke with Abishur Prakash about what comes next. https://youtu.be/lyr9tnT_-yU #EnergyCrisis #IranWar #OilPrices #LNG
Iran War Undermines Canada's 500% LNG Expansion Goal
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
Iran Conflict Spurs Global South Renewable Shift, Canada Lagging
Why Energy Shocks Like the Iran War Are Accelerating Electrification Canada gets it wrong. Iran war is encouraging Global South (inc Asia) to switch from oil/LNG to renewables/electrotech. #cdnpoli https://youtu.be/7IbLVXk81Ow
Oil Shock Won’t Drive New Pipelines for Canada
Canada Doesn’t Need New Pipelines, Despite Oil Shock Economist Werner Antweiler says that a short-term oil shock doesn't overcome the many reasons why Asia won't be a market for Alberta heavy sour crude. #abpoli #ableg https://youtu.be/GUwULJF2jfc
Blockchain VPPs Pay EV Owners Instantly for Grid Support
Blockchain Virtual Power Plants Pay EV Owners Instantly Plenty of innovation coming to integrate EVs, solar, batteries (DERs) into power grids. Hope some of that innovation finds it way to Canada. https://youtu.be/DZ2baN_z8Sk
Iran War Unravels Integrated Global Energy System
Global Energy Shocks Explained by Top Economist Prof Severin Borenstein, UCBerkeley, about how a deeply integrated global energy system is being disrupted by the Iran war. #IranWar https://youtu.be/nB4mn1FG644
Trump's Iran Gambit Backfires, Distracts From Epstein
"In Over His Head" - Trump’s Iran War Strategy Backfires Amid Chaos Prof Jeff Sonnenfeld, @Yale, wrote the book on Trump...literally. In his opinion, Trump is distracting from the Epstein files AND he's bitten off more than he can chew in Iran. https://youtu.be/juG5Xwa7U0A
US EV Slowdown Is Temporary, Says Subsidy End
After Rapid Growth, American EV Adoption Slows — Is This Temporary? Corey Cantor of @zeta_2030 discusses the slowdown of EVs in the US. His conclusion? The setback caused by the end of federal govt subsidies is temporary. #uspoli #EVs https://youtu.be/CDj6qLKA4_k
Iran's Toll Booth Threat Could Shut Global Trade
Strait of Hormuz Crisis: Iran’s “Toll Booth” Plan Threatens Global Trade This is a big one, folks. Prof Rob Huebert, @UCalgary, discusses international maritime law and the closure of the Strait of Hormuz. https://youtu.be/nPQMTWEySvE
Report Misused to Push Oil Sands Expansion, Ignoring Key Data
New Pipeline Report Misused by Danielle Smith to Justify Oil Sands Expansion Economists Peter Tertzakian and Mark Parsons (atbfinancial) ignore key variables that undermine, perhaps negate, projected gains. Was it intentional? You decide. #abpoli #ableg https://markhamhislop.substack.com/p/new-pipeline-report-misused-by-danielle
Wind, Industry, EVs Drive Canada’s Rapid Grid Transformation
Canada’s electricity system is changing fast. Wind becomes the dominant growth source. Industrial demand leads. EVs surge. Data centres reshape the grid. A deep dive into Canada’s Energy Future with CER chief economist Darren Christie 👇 #cdnpoli https://youtu.be/2h7t7dvwyoU
Industry, Not Consumers, Power Canada’s Electrification Shift
Industry, Not Consumers, Driving Electrification of Canada Canada’s electrification story isn’t what you think. David Pickup of @Pembina discusses Canada's Energy Futures 2026. https://youtu.be/N4OWzu-p-YU
Alberta Landowners Rage over Unpaid Oil Lease Fees
Alberta Landowners are "Pissed Off" with Deadbeat Oil Companies Propped Up by UCP Government Mark Dorin staged a public blockade of his Edmonton-area land where MAGA Energy hasn't paid lease fees for three years #ableg #abpoli https://markhamhislop.substack.com/p/alberta-landowners-are-pissed-off
Trump Tariffs Might Boost Canada by Expanding Global Trade
Could Trump Tariffs Work to Canada's Advantage? The calculation: Maintain trade w/USA more or less as is, but add a great deal more trade with other countries. Econ prof Joe Steinberg, @UofT, unravels Trump's trade mess. #cdnpoli https://youtu.be/nOR2AvDzqGc
Navarro's Iran “Terror Premium” Claim Sparks Expert Backlash
Energi Media Expert Incurs Wrath of White House Trump trade advisor Peter Navarro claims Iran created a "terror premium" of $5-$15/b for decades. Nonsense, said Ed Hirs, it doesn't exist. Then the sparks flew. #trumptariffchaos #uspoli #cdnpoli https://youtu.be/Fn3qWrIpsOI
Mark Carney’s Hidden Post‑American Economic Blueprint for Canada
Mark Carney’s Post-American Economic Strategy Phew. This essay took a lot of work. The argument is simple: PM MarkJCarney has an economic strategy for Canada, it's just not obvious. I try to connect the dots for readers. https://markhamhislop.substack.com/p/mark-carneys-post-american-economic
Canada’s New Arctic Strategy Mirrors Past Promises
Canada Launches New Arctic Strategy That Looks A Lot Like the Old One Prof Rob Huebert, @UCalgary, says Trudeau and Harper promised many of the same things MarkJCarney is now promising. Who will deliver? #cdnpoli https://youtu.be/gGxKucgI0Rc
NDP's Energy Apathy Undermines Alberta's Future, Says Fawcett
Max Fawcett on the Alberta NDP's Refusal to Take Energy Seriously UCP-lite isn't going to cut it. Max discusses @nenshi's leadership. abndpcaucus #ableg #abpoli https://youtu.be/khTLqGyYpzQ
Electric Farm Gear Beats Diesel on Cost, Boosts Profits
Electric Farm Machinery Now Cheaper Than Diesel Equipment Mike Casey is a New Zealand cherry orchardist who electrified every aspect of his farm 5 years ago. He explains how that has grown his profits. Will e-farming work in Canada? #cdnpoli https://youtu.be/L5pn5d9v2Lw
Smart Thermostats Could Save BC Hydro Billions
How a Smart Thermostat Can Save Billions for BC Hydro - and Consumers Catherine Jefferey, energy policy advisor, @cleanenergycan , B.C. about a new report, "Distributed Energy Resource Potential Study." bcpoli #cdnpoli https://youtu.be/OPFL9Rdg9u4
Former Premier Glen Clark Delivers Feisty BC Electrification Insights
Former Premier Glen Clark Leads Discussion of BC Electrification Jae Mather and I were the other two panellists. Great discussion...sometimes a little feisty. Interesting insights into BCH from Clark. #bcpoli #cdnpoli https://youtu.be/dvR8OjC4Te4
Carney’s Iran Misstep Highlights Need for Policy Reset
Carney’s Early Iran Misstep — Time to Reset Stick with this interview. It's long, complex, and not always easy to understand, but at the end of it I felt like I understood the dilemma facing MarkJCarney and Canada over Iran...
China’s Power Grid Outpaces U.S. Capacity by Far
China’s Electricity System Is the Real Story Behind the World's First Electrostate What makes China unique is the scale, structure of its power system. China's utilities control more generating capacity than the entire United States. https://markhamhislop.substack.com/p/chinas-electricity-system-is-the
Iran Conflict Accelerates Shift to Electricity, Threatening Oil
How the Iran War Will Kill Oil and Gas O&G now have a competitor: electricity. High prices + volatility encourage consumers to buy check out the competition. Especially in the Global South. Buckle up, Canada. MarkJCarney #cdnpoli #abpoli #bcpoli https://youtu.be/dDbCM-M2UWA
Spend $10 B to Save
If someone has a better suggestion than filthy lucre, I’d like to hear it. In the current context, $10 billion seems like a bargain to save lives and avert a global economic crisis. https://open.substack.com/pub/markhamhislop/p/my-modest-proposal-to-end-the-iran?r=gpc8l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Legacy Automakers Block North America's EV Adoption
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
Iran Conflict Drives Oil and LNG Prices Higher
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
Smith Chases More Oil Cash Despite Record Royalties
Despite Record Royalties, Danielle Smith is Desperate for More Oil Cash Have you seen ABGov O&G royalties under Smith? Oh. My. Gawd. Will producing more oil and building more pipelines solve the problem Alberta is actually trying to fix? https://markhamhislop.substack.com/p/despite-record-royalties-smith-is
Canada Partners Germany to Reshape Auto Sector
Canada's EV Deal with Germany - Auto Strategy in Transition Joanna Kyriazis of Clean Energycan discusses Canada's plan to re-engineer the country's auto sector. #cdnpoli https://youtu.be/BZislnkiDSI
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
Canada’s Political Cross‑currents:
Last Week, This Morning for Feb. 23 1. Electrification of Canada - the narrative trap 2. CPC floor crossing, Jivani in Washington 3. Danielle Smith and immigration, 9 referenda 4. Gil McGowan and Alberta unions fight back #ableg #cdnpoli https://youtu.be/NQLr-oMVHKk
Canada’s Innovation Poised to Lead Global Carbon Removal
How Canadian Innovation and Entrepreneurship Could Lead Global Carbon Removal Senator @colindeacon discusses “Carbon Removal, From Air to Sea,” released on Feb 5. #cdnpoli https://youtu.be/MrWuN-uuFzk