Markham Hislop
Energy journalist and publisher focused on the energy transition and mining/EV supply chains.
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
Oil Sands Lobbied for Carbon Tax, Exposing Industry Hypocrisy
This is the kind of intellectual dishonesty that @ExnerPirot and other oil shills are famous for. In 2015, the oil sands industry actively lobbied FOR an industrial carbon tax. We must be carbon-competitive, they said. My receipts? Dozens of interviews with industry insiders.
Pembina Flags Flaws in Canada‑Alberta MOU Deal
Pembina Raises Serious Questions about Canada-Alberta MOU Negotiations Janetta McKenzie of @pembina Institute has 4 concerns: 1 AB's TIER system is gutted 2 @cdnoilsands can fund its own CCS 3 No taxpayer $$ for pipeline 4 No perks for AB #ableg #abpoli https://youtu.be/ajQssj0URRs
Canada’s Electrification Lag Threatens Future Competitiveness
Canada Lags in Electrifying Economy. Competitiveness Problem Looming? Rachel Doran @cleanenergycan discusses electrification, efficiency, and improving affordability for Canadians. #cdnpoli https://youtu.be/IThgTJPe8kM
Canada's Energy Crisis: Geothermal, Crypto, and Climate Lag
Last Week, This Morning with MC Breadner and Markham Hislop 1 Crypto-currency Meltdown 2 Geothermal is the Future of Electricity 3 Electrification Necessary for CDN Mining to Compete Against China 4 Canada Reaches Only 50% of Climate Target by 2030 https://youtu.be/WIdAWM6plT0
Electrification Essential for Canadian Mining to Outpace China
Electrification is Necessary for Canadian Mining to Compete Against China Interview w/David Willick, VP & Regional Leader for Mining, Metals & Minerals, at @SchneiderNA. #cdnpoli https://youtu.be/t--zrQ0SVX8
Geothermal: Canada’s Scalable Clean Power Future
Forget Nuclear, Gas, Hydro. Geothermal is the Future of Electricity It's ready to scale and Canada is a global leader thanks to companies like Eavor Technologies. Also, advanced geothermal pairs very nicely with wind and solar. https://youtu.be/auWPh9R0H1Q