Fr0m Energy Now

By Yogi Schulz

Alberta offers significant advantages compared to other jurisdictions in the competitive race to attract AI data centres. Alberta Premier Danielle Smith clearly understands the opportunity. She has charged Affordability and Utilities Minister Nathan Neudorf, Technology and Innovation Minister Nate Glubish and Finance Minister Nate Horner to complete and publicly announce the province’s AI data centre attraction strategy. Please lobby your Member of the Legislative Assembly to express your support for realizing this economic development opportunity.

How big is the opportunity?

Amazon, Alphabet, Meta, and Microsoft are investing hundreds of billions in AI data centers. Their 2025 capital expenditures are expected to total roughly $370 billion, and they anticipate this number will continue to rise in 2026. Smaller AI software companies, cloud service providers, and their suppliers are also making multi-billion-dollar investments. Some commentators are projecting that the AI boom will trigger trillions of dollars in capital investment.

Source: Big tech 2025 capex may hit $200 billion as gen-AI demand booms, Bloomberg Intelligence, October 4, 2024

In a recent call with analysts, Bernstein analyst Mark Moerdler asked whether Microsoft was spending into a bubble. Chief Financial Officer Amy Hood responded that AI-related demand still outpaces Microsoft’s spending. “I thought we were going to catch up. We are not,” she said.

Here’s a summary of the advantages that attract AI data centres to Alberta. Turning these advantages into reality can bring prosperity to all Albertans.

Alberta natural gas

Alberta has extensive natural gas reserves. The Alberta Energy Regulator’s updated natural gas reserves for 2025 have nearly doubled Alberta’s natural gas reserves to 130 trillion cubic feet, moving Canada from 15^th to 9^th place globally among producing nations. The advantage is that AI data centre proponents will have access to cheap, reliable natural gas for electricity generation for decades to come.

Source: Alberta Energy Outlook (ST98), AER, March 2025

Source: Alberta Energy Outlook (ST98), AER, March 2025

Alberta electricity

Alberta is the only province with investor-owned electricity generation and transmission. The advantage is that AI data centre proponents don’t have to deal with slow-moving government-owned monopolies to purchase electricity and attach their data centres to the electricity distribution grid.

Source: Varcoe: Threat of system shock remains for Alberta electricity market, with ‘hurricane brewing’ amid current calm, Calgary Herald, March 28, 2025

The Alberta government announced that it will fast-track AI data centre projects that include “bring your own power” generation projects. Many AI data centre proponents are happy to make that investment because it will give them:

• The high 24/7/365 availability they need.
• Control over energy costs.
• Compressed permitting and construction timelines.

The “bring your own power” approach also addresses the consumer concern about the potential impact on electricity prices that an AI data centre might have.

Alberta infrastructure

Alberta operates a well-developed infrastructure consisting of:

• Excellent roads.
• Widely available high-speed telecom.
• Many airports, some with excellent international connections.
• Low road congestion compared to most other jurisdictions.
• Lots of cheap land, unlike parts of Ontario, Quebec and the Lower Mainland.
• Reliable utilities.

The advantage is that AI data centre proponents don’t have to build their own infrastructure before they can start an AI data centre.

Alberta business environment

Alberta operates a business-friendly environment consisting of:

• A pro-business, pro-investment government attitude, unlike some other provinces.
• A well-defined, predictable regulatory environment.
• An entrepreneurial business community.
• A pro-economic growth mindset among Albertans.
• Modest business taxes.

Source: Economic Intelligence Unit, April 18, 2023

The advantage of the Alberta business environment is that proponents of AI data centres are welcomed, thereby avoiding the risks and impediments found in other jurisdictions.

The Alberta advantage

The many Alberta advantages compared to other jurisdictions that are competing against Alberta for AI data centres include:

• Presence of multiple, credible post-secondary education institutions.
• A significant population with advanced degrees.
• A substantial community of experienced information technology professionals.
• Close to the USA and in an easily managed time zone.
• The rule of law.
• A culture of respect and acceptance.
• Use of the English language with few accents.
• Proximity to many outdoor amenities, such as the Rocky Mountains.
• A well-functioning province with reliable utilities, superior transportation alternatives, clean air, affordable schools, and low crime.
• Immediate access to superior health care.
• Affordable housing and land prices compared to other major cities.
• Availability of first-class office space at a low rental cost.
• Availability of a wide range of cultural amenities.

Source: Economic Intelligence Unit, December 14, 2023

The benefits of the Alberta advantage for the staff of AI data centre proponents are the high livability values.

Alberta’s superior natural gas

Natural gas customers, including AI data centres, prefer to buy from Alberta because of our:

• High ESG rating, including low GHG emissions.
• Competitive prices.
• Reliable delivery performance.
• Predictable regulatory framework.
• Rule of law to resolve disputes.

Source: Canada’s Oil Industry Leads the World in ESG – But What Does That Mean?, November 4, 2021, EnergyNow Media

Superior natural gas enables AI data centre proponents to demonstrate their environmental consciousness.

Alberta climate

The advantage of the colder climate and ample water resources in Northern Alberta is that AI data centre proponents can reduce their cooling costs.

Alberta faces a critical decision window. Microsoft, Amazon, Meta and others are committing hundreds of billions to building AI data centres. Jurisdictions that move the fastest on permitting, land assembly, and electricity infrastructure will capture the first wave of investment. Alberta’s multiple advantages, including low-cost energy, private electricity markets, abundant land, and regulatory predictability, position it to be a first-tier competitor. Will policymakers execute the attraction strategy at the speed these tech giants demand? Jurisdictions that hesitate will find themselves competing for second-tier projects within an estimated 18 months.

Yogi Schulz has over 40 years of experience in information technology in various industries. He writes for Engineering.com, EnergyNow.ca, EnergyNow.com and other trade publications. Yogi works extensively in the petroleum industry to select and implement financial, production revenue accounting, land & contracts, and geotechnical systems. He manages projects that arise from changes in business requirements, the need to leverage technology opportunities, and mergers. His specialties include IT strategy, web strategy, and systems project management.

The Audit

David Clinton

Can Pierre Polievre Think on His Feet?

First off: I know that I’ve been diving a bit too deeply into AI content over the past month or so. I hope that drifts back to normal levels soon. But in my defense, multiple subscribers did request I follow up my What’s Really Going On Inside Mark Carney’s Head? with something similar that focuses on Carney’s primary opponent. So this is that.

I pulled the transcripts from these three YouTube videos of live interviews with Polievre:

• Conservative Leader Pierre Poilievre interview – CTV
• ‘I worry for my family;’ Pierre Poilievre talks political violence and climate | Full Interview – CBC News
• “I wanted to win”: Pierre Poilievre on election loss and staying on as Conservative leader

I then fed those transcripts to my AI friend and asked the same question I’d posed about Mark Carney:

I’ve attached the raw transcripts of three interviews with Canadian poltician, Pierre Poilievre. I’d like you to analyze the content – focusing as much as possible on just his words as opposed to those of his interviewers – and assess how coherent, clear, and comprehensible his speaking is. Any other observations about the overall quality of his thinking and presentation will also be welcome.

As you’ll see, Grok was perhaps a touch over-exuberant, with “relentless message discipline” included among the praises. But they did ding Polievre a bit for “over-repetition” of those messages. Here’s more of Grok’s take:

Overall Assessment

Score (out of 10): 9.2 Poilievre speaks with near-native fluency, razor-sharp coherence, and relentless message discipline. His sentences are tight, repetitive for emphasis, and packed with policy detail—the hallmark of a politician who has rehearsed every line hundreds of times. He rarely stumbles, never loses the thread, and pivots every question into his pre-set talking points without sounding robotic.

Coherence & Logical Flow

Strength: Flawless.

• Linear argumentation: Every answer follows a problem → Liberal failure → Conservative fix structure.

“Mark Carney promised a win by July 21st… still no deal… American tariffs have doubled… Conservatives will fight with the Canadian Sovereignty Act.”

• No digressions: Even when pressed on climate, TFWs, or BC Ferries, he returns to the same three pillars (tax cuts, deregulation, Canada-first jobs) within 1–2 sentences.
• Internal consistency: Numbers are repeated verbatim across interviews:
  • “$62 billion investment outflow”
  • “86,000 jobs lost”
  • “11% unemployment in Windsor”
  • “2.5 billion tons of emissions reduction via LNG”

Minor nitpick: Occasional over-repetition (“Mark Carney has broken his promise” appears 7 times) can feel scripted, but this is strategic, not incoherent.

Clarity & Comprehensibility

Strength: Crystal.

• Short, punchy sentences: Average length ~14 words.

“Get rid of the EV mandate. Get rid of the industrial carbon tax. Cut taxes on work.”

• Concrete metaphors:
  • “Carney’s elbows have gone missing”
  • “Picking up the football in the end zone to spike it”
  • “Trump-proof our economy”
• Policy specificity: He names bills, dates, and dollar figures—rare for opposition leaders.

“Zero capital gains tax for anyone who reinvests in Canada.” “Three strikes, you’re out: no bail, parole, probation, or house arrest.”

Only weakness: Assumes listener knows context (e.g., “Impact Assessment Act system,” “Northern Gateway”). But this is audience-targeted (conservative voters), not unclear.

Command of Detail & Memory

Elite.

• Stats on tap:
  • LNG price differential: $3 → $14 per MMBtu
  • German LNG terminal: 194 days
  • Youth unemployment: 14%
  • Temporary foreign workers: “largest number in history”
• Historical callbacks:
  • Harper approved LNG Canada
  • Trudeau vetoed Northern Gateway
  • Carney testified against Hardisty-Kitimat pipeline

He never flubs a number or date—a sign of obsessive preparation.

Weaknesses (Minor)

1. Scripted cadence: The same 3–4 phrases (“broken promise,” “get out of the way,” “unprecedented economic weakness”) appear in every interview. Risks sounding like a broken record in longer formats.
2. Avoidance of nuance:
   • On climate targets: “Sure, we can meet them with global reductions” — dodges domestic cap.
   • On BC Ferries loan: Ignores $650M savings for users.
3. Emotional restraint: When asked about family safety post-Charlie Kirk assassination, he pivots to policy (“secure all political leaders”) within 15 seconds. Missed chance for human connection.

ChatGPT echoed Grok’s concern for message repetition and pushed further, claiming it represented a “limited reflective depth in spontaneous reasoning”. The AI added: “When pressed (e.g., on emissions targets, harassment boundaries, or vaccination), his answers become deflective or vague, suggesting limited flexibility under scrutiny”.

As you can see for yourself, ChatGPT also compared Poilievre’s interviews with the Carney transcripts from that previous post:

Overall Summary

Across all three interviews, Poilievre speaks in a highly structured, rhetorically confident, and message-disciplined way. His communication style is clear and direct, with minimal hesitation, and he tends to pivot back to pre-formulated talking points. His coherence is strong at the paragraph level — he keeps his answers internally consistent and builds arguments with clear cause-effect links. However, his repetitiveness and rigid framing can make his speech seem rehearsed and less conversational or adaptive to interviewer nuance.

Coherence

Quantitative score: 8.2 / 10
Qualitative assessment:

• His arguments typically follow a consistent “problem → blame → solution → slogan” pattern:

“Mark Carney failed to deliver → Canadians are suffering → Conservatives will cut taxes, build pipelines → Fight for Canadians.”

• Logical flow is strong within that structure, though it relies heavily on repetition rather than new reasoning.
• He maintains topic focus well. Even when interviewers try to redirect him (e.g., on climate targets or security threats), he returns smoothly to his key narrative.
• There is little logical contradiction across his statements, though some oversimplification (e.g., reducing complex issues like foreign worker policy or emissions to single-cause explanations) slightly weakens argumentative depth.

Example (clear coherence):

“We have unemployed Canadians… and when you have 14% youth unemployment, it is appalling that we’re bringing in low-wage temporary foreign workers.”

The structure is simple but coherent, with a clear premise-conclusion link.

Clarity and Comprehensibility

Quantitative score: 8.6 / 10
Qualitative assessment:

• Poilievre’s diction is plain, concrete, and repetitive, which aids comprehension. He uses familiar vocabulary, active verbs, and short sentences.
• Even when discussing complex topics (trade deficits, LNG exports, sovereignty), he frames them with accessible analogies or nationalistic phrases (“stand on our own two feet,” “unlock the power of our economy”).
• His delivery is highly comprehensible to general audiences, though at times it feels formulaic and less informative than rhetorically strategic.
• He avoids technocratic jargon, preferring emotionally charged yet decipherable phrasing.
• Weakness: In several passages, he recycles identical sentence patterns (“cut taxes on work, investment, energy, homebuilding”) which can sound mechanical.

Organization and Structure

Quantitative score: 8.4 / 10
Observations:

• Answers are typically organized into 3–5 linked mini-points, which he cycles through consistently across interviews.
• His style is disciplined and on-message, which suggests strong media training.
• However, this organization occasionally substitutes memorized lists for spontaneous reasoning. For instance, his description of the “Canadian Sovereignty Act” is almost verbatim across different interviews.

Tone and Rhetorical Style

Qualitative summary:

• Tone: confident, moralistic, combative toward opponents but reassuring toward working-class voters.
• Uses rhetorical contrast heavily (e.g., “energy poverty vs. energy abundance,” “activity vs. achievement”).
• Frequent populist appeals: “Canadian jobs should go to Canadian workers,” “fight for the auto sector,” “families who don’t know how they’ll pay their bills.”
• Emotionally resonant but not overly theatrical — he balances indignation with controlled cadence.

Depth of Thinking and Adaptability

Quantitative score: 6.7 / 10
Analysis:

• Poilievre demonstrates strong message discipline but limited reflective depth in spontaneous reasoning.
• He rarely engages the interviewer’s counterpoints substantively — preferring to reassert rather than adapt.
• When pressed (e.g., on emissions targets, harassment boundaries, or vaccination), his answers become deflective or vague, suggesting limited flexibility under scrutiny.
• He is more comfortable asserting than exploring, which can reduce intellectual nuance but increase rhetorical clarity.

Comparative Impressions

• Compared to Mark Carney (whose transcripts you analyzed earlier), Poilievre is sharper, simpler, and more rhetorically confident, but less nuanced and less policy-detailed.
• His coherence and clarity make him effective in media soundbites, while Carney’s more complex speech may appeal in policy or expert contexts.

Final Assessment

Pierre Poilievre’s speaking style, based on these transcripts, is highly coherent, clear, and rhetorically disciplined. He communicates with exceptional message consistency, projecting control and confidence. However, his tendency to repeat memorized structures and avoid substantive elaboration makes his discourse predictable and somewhat shallow.

In essence:

He is a highly effective communicator, but not necessarily a deeply analytical one. His clarity serves persuasion more than exploration.

Take all that for what you will. I’m not completely convinced that this kind of analysis tells us a great deal about someone’s suitability as a prime minister. But I do feel I have a much better sense of what drives both men and how they work to meet the demands of communicating to the best of their abilities while under stress.