Markham Hislop
Energy journalist and publisher focused on the energy transition and mining/EV supply chains.
Reject Public Funding for New Oil Pipeline
No Tax Dollars for a New Pipeline The oil industry should keep its grubby mitts off the public treasuries. My response to @MHallFindlay's op-ed arguing for ending oil sands CCUS, re-directing $$ to other infrastructure, like pipelines. #ableg #abpoli https://markhamhislop.substack.com/p/no-tax-dollars-for-a-new-pipeline
US Dollar's Grip on Global Energy May Be Fading
Is the US Dollar Losing Global Energy Dominance? Abishur Prakash on the beginning of a major trend. Or not? What's your take? #uspoli #cdnpoli https://youtu.be/A8YoxMix6R0
Electrification Becomes Asia’s Path to Energy Security
Oil’s Long Goodbye The Strait of Hormuz crisis isn’t a cycle, it's a game-changing disruption. Oil and gas are now an energy INSECURITY. Electrification is the new energy security, esp. for Asia. #cdnpoli https://youtu.be/UiIan-aa4Hw
Smith’s Governance Failures Expose Election Data Breach
Real Scandal: Danielle Smith’s Governance Failures Behind Election Data Breach UCP "ungoverning" strategy guts public agencies like Elections Alberta, preventing them from properly protecting the public. https://markhamhislop.substack.com/p/real-scandal-danielle-smiths-governance
Global Gas Shock Marks Turning Point for EV Adoption
Around the World, High Gas Prices Create "Hinge Moment" for EVs Energy economist Chris Bataille thinks the Iran War/global energy shock is the death knell for gas-powered cars. https://youtu.be/OYirvKvniRo
Electrified Homes Save Money, Driving Canadian Adoption
Electrified Homes Cost Less I love my electrified home: heat pump, electric hot water, all appliances, etc. Sachi Gibson, the Canadian Climate Institute, explains why more Canadians are choosing electric homes. #cdnpoli https://youtu.be/eHhCvsU2T_E
IRGC's Growing Power Threatens Iran‑US Negotiations
Revolutionary Guard's Rising Power Reshapes Iran War Dynamics Prof Jack Cunningham explains why the Islamic Revolutionary Guard Corp is worse than the militant clerics. And why the IRGC is less likely to compromise with Trump. https://youtu.be/WsOVBdgr1Y4
Alberta Nuclear Panel Reveals Surprising Public Sentiment, Government Twist
Alberta Nuclear Panel Report Has Unexpected Twist Prof Duane Bratt discusses AB public opinion about nukes. And the Smith govt's unusual approach to the panel. #ableg #abpoli https://youtu.be/Ccm9OQ24MmE
Electrification Boom Offers Alberta Hope Beyond Pipelines
Global Electrification Surge Signals Hopeful Energy Future - Even For Alberta Jenny Yeremiy, @Th3GravityWell I were at Montgomery Community Assoc Friday in front ~60 foks, many of them Energi Media friends. I talked about no more pipelines, no more LNG. https://youtu.be/ZCWdtiJr19A
UAE Exits OPEC; Canada Should Optimize Existing Oil Assets First
The Beginning of the End? UAE Leaves OPEC Message for Canada is to proceed cautiously, optimizing existing oil and LNG assets before building new ones. #cdnpoli https://markhamhislop.substack.com/p/the-beginning-of-the-end-uae-leaves
Act Now: Spare Oil and LNG Offer Canada Advantage
Canada’s Moment? Opportunity and Risk in a Shifting Global Energy Order Countries with spare oil, LNG capacity NOW = great opportunity. Countries that take 5-10 years to build capacity, infrastructure = not a great opportunity. #cdnpoli https://youtu.be/dFElKHGy03o
China's Oil Demand Set to Fall Before 2030
What they know, but aren't saying, is that oil demand in China is set to decline soon, probably before 2030. Other Asian countries will follow soon after. Why don't ABDanielleSmith and BrianJeanAB know this? Wrong answers only. Let's have some fun with...
Journalists Must Remain Unbiased Amid Poilievre’s Carney Attacks
How Journalists Should Handle Poilievre’s Attacks on Carney's Economics Expertise Journalism veteran Jeffrey Dvorkin of @UofT discusses the tricky job of holding a politician like @pierrepoilievre to account while not being intimidated or biased. #cdnpoli https://youtu.be/OjSWoYR3R6E
China’s Solar Surge Doubles Export, Redefines Global Energy
Solar Boom Goes Off-Grid, Reshapes Global Energy Nic Fulghum of ember_energy explains why solar is rewiring global energy systems. China exported 68 gigawatts (GW) of solar in March alone - 2x more than Feb. Thanks, energy shock. https://youtu.be/irdQalpbgNc
New Methods Could Ship Alberta Bitumen Without Pipelines
How Alberta Bitumen Could Bypass Pipelines Entirely Economist Richard Masson explains new approaches to shipping bitumen to market. #ableg #abpoli #oilsands https://youtu.be/Hr6wDz-_hXo
Energy Shock From Trump and Hormuz Closure Spurs Fertilizer Surge
Fertilizer Prices Skyrocket Thanks To Trump, Strait of Hormuz Closure Abishur "Mr Geopolitics" Prakash explains why the energy crisis has quickly created a global food crisis. #cdnpoli #iranwar https://youtu.be/MG9J7FJIwzg
Carney Markets Economic Independence Through Compelling Video
Carney Sells Economic Independence in Strong Video Performance Polsci prof @StewartPrest discusses PM MarkJCarney's "Forward Guidance" video. #cdnpoli https://youtu.be/gu9c_PrfRN8
Molecules vs Electrons: Energy System Outpacing Old One
The Energy Revolution in Two Words: Molecules vs Electrons What an energy transition looks like in real time: the steady expansion of a new global energy system that grows faster than the one it is replacing. #energytransition https://markhamhislop.substack.com/p/the-energy-revolution-in-two-words
Energy Shock Drives Surge in Global EV Sales
"Mother of All Energy Shocks" Boosts Global EV Sales Even Higher Battery electric vehicle sales are growing due to high gas prices and consumers' fear of continued market volatility (otherwise known as "energy insecurity"). https://markhamhislop.substack.com/p/mother-of-all-energy-shocks-boosts
Iran's Hormuz Control Threatens Global Energy Security
Security of Global Energy System Hinges on Iran If Iran asserts sovereignty over the Strait of Hormuz, the dominoes begin to fall as other supply chokepoints are contested. PS - This morning, Iran resumed control of tanker traffic in the Strait #iranwar https://markhamhislop.substack.com/p/security-of-global-energy-system
Hormuz Reopens Yet Threats Persist Under Iranian Escort
Strait of Hormuz Re-Opens, But Still Many Uncertainties What a mess. Revolutionary Guard says ships need an Iranian escort. Is that "open"? Still mines, drones, proxies to worry about. Is that "open"? #IranWar https://youtu.be/AXc3ACRlyGk
AI on PC Cuts Energy Use by 80%
Tech Breakthrough: Running AI on Your Computer Uses 80% Less Energy Startup Refiant AI's new algorithm = major benefits for energy and water use, data sovereignty, and privacy. Interview w/co-founder Mathew Haswell. #AI #ArtificialIntelligence https://youtu.be/NE9gm7ww3Ww
AER CEO Dismisses Accountability Questions, Sparks Criticism
Alberta Energy Regulator Under Fire Over Wells, Accountability Failures Alberta NDP MLA Marlin Schmidt describes AER CEO Rob Morgan's indifference to questions and requests for information during an AB Leg public accounts meeting. #ableg #abpoli https://youtu.be/dbSzOgTCpJ0
Oil Lobby Twists RBC Report to Advance Agenda
Oil and Gas Shills Hijack RBC Report Once again, a study is misrepresented to push the Canadian industry's oil, LNG growth agenda. You know who they are. Push back against their nonsense. #cdnpoli #abpoli #bcpoli https://markhamhislop.substack.com/p/oil-and-gas-shills-hijack-rbc-report
Canada’s Edge: Integrating Batteries Beats China’s Production
How Canada Can Beat China in the Battery Battle China won manufacturing. But the next round is about integrating batteries into systems. And that could be where Canada really shines. #cdnpoli #batteries https://markhamhislop.substack.com/p/how-canada-can-beat-china-in-the
Alberta Landowners Furious over Ignored Pipeline Reclamation Law
Alberta Landowners Mad as H*ll About No Pipeline Reclamations AB has 440,000 kms of pipelines. The law says they have to be reclaimed. ABGov/AER says, nope. Landowners are mad. Mark Dorin explains why. #ableg #abpoli https://youtu.be/49_0k2gY-UY
Canada’s Electrification Lag Threatens Economic Competitiveness
An Electrified Canadian Economy is a More Competitive Economy But Canada is falling behind. Interview with Victor Jacquet (Concordia). Follow for thoughtful energy journalism. Share if it’s useful. https://youtu.be/1D-AbRn8VoM
Canada Faces Critical Energy Decisions, Says Expert
Canada at an Energy Crossroads - with Michael Liebreich Global energy expert Miichael Liebreich was in Ottawa last month talking to think tanks and policymakers about Canada's energy future. Fascinating insights, as always. #cdnpoli https://youtu.be/hE7NRMhgcwk
Global South Chooses Modular Electrification Over Fossil Fuels
Emerging Economies Embrace Electrification Over Oil and Gas Daan Walter of ember_energy dishes on why bottom-up, modular electrotech is wildly popular in the Global South. #energytransition https://youtu.be/82uq9hblH4U
Canada’s Energy Debate Trapped in a Past Era
The Canadian energy conversation is stuck in the wrong century I'm reviving my Markham On Energy columns. First one is a bit clunky, but general direction is right, I think. #energytransition #cdnpoli #oilgas https://energi.media/markham-on-energy/the-canadian-energy-conversation-is-stuck-in-the-wrong-century/
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