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Energy

If Canada won’t build new pipelines now, will it ever?

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Canada must not allow ideological dogma and indecision to squander a rare chance to lock in our energy sovereignty for good

Canada teeters on the edge, battered by a trade war and Trump’s tariff threats from its once-steady southern ally, yet held back by its own indecision. Trump’s 25 percent tariffs have exposed a brutal truth: Canada’s economy, especially its oil exports, is nearly 100 percent dependent on the U.S.

Voices are crying out to lament the regulatory chaos, ideological zeal, and whispers of “peak oil” that stall progress. If Canada won’t build pipelines when its sovereignty and prosperity are at stake, will it ever? The economics are clear, peak oil is a myth, and the only barriers are self-imposed: dogma, tangled rules, and bad thinking.

The infrastructure Canada can command is immense. Four million barrels of crude flow to the U.S. daily, and Trump’s threats have made that number look even bigger.

The Trans Mountain Expansion (TMX) is proof—linking Alberta to Asia’s markets, with royalties already filling public coffers.

But it’s a lone success. Energy East and Northern Gateway are buried, killed by delays and poor decisions. Private capital is gun-shy, scarred by TMX’s $34 billion price tag, ballooned by a broken system. Why risk billions when the path is a minefield?

The stakes are higher than ever. Forget the claim that oil demand peaks this year at 102 million barrels daily. Experts see a different horizon: Goldman Sachs predicts growth to 2034, OPEC to 2050, BP to 2035—some forecasts topping 80 million barrels.

Enbridge’s Greg Ebel sees “well north” of 100 million by mid-century, driven by Asia’s demand and the developing world’s hunger for energy. Peak oil is a ghost story, not a reality. Canada sits on the third-largest reserves in the world and could dominate the global market, not just feed one neighbour. Pipelines to every coast—east, west, and north—would unlock that future and secure riches for decades.

So what’s holding us back? Ideology, for starters.

Environmental lobbying and influence wrap resource projects in suffocating red tape—emissions caps and endless assessments that kill progress. Years of environmental studies and “net zero” hurdles that no pipeline can clear are choking off bold ideas.

Quebec’s stance has softened under Trump’s pressure, but problematic ideals still linger that blind leaders to reality. The regulatory mess makes it worse.

Today’s system demands a $1 billion bet upfront—engineering, consultations—before a shovel hits the dirt. Companies like TC Energy have been burned before, and others won’t play unless there’s reform. TMX worked because it was a government rescue, but its cost is a deterrent to others.

Then there’s the mess of bad ideas. Government officials will talk about pipelines one day and then express doubts about them the next, leaving a void of leadership. Former prime minister Jean Chrétien very strongly backed a West-East pipeline at the Liberal Party leadership convention.

New leader Mark Carney supports energy links but will not name pipelines, even though public support for them has surged. Four out of five Canadians back coast-to-coast pipelines—but leaders continue to waver.

If not now—when we’re in a trade war and facing annexation—when? Canada’s future is about the infrastructure it controls, not the excuses it clings to. The wealth is waiting, the demand is there, and the barriers are ours to break. Ditch the dogma, fix the rules, and build. Or remain a nation forever poised to rise but never brave enough to do it.

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Daily Caller

US Energy Secretary Chris Wright Has To Clean Up Joe Biden’s Mess and refill the Strategic Petroleum Reserve

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From the Daily Caller News Foundation

By David Blackmon

Joe Biden and his appointees took an abundance of costly and damaging policy actions during his four-year term in office. Fortunately, that damaging agenda was limited to a single term presidency by voters last November who had grown weary of footing the massive bills for it all in the form of constantly increasing prices for all forms of energy.

Now the task of cleaning it all up and repairing the damage falls to President Donald Trump and his appointees. In another fortunate development for America, the President has chosen an eager and extremely talented array of energy-related appointees, including EPA Administrator Lee Zeldin, Interior Secretary Doug Burgum, and Energy Secretary Chris Wright.

One of the costliest actions taken by ex-President Biden related to U.S. national security came when he decided to raid the Strategic Petroleum Reserve by using it as a campaign tool to influence the 2022 mid-term elections. Early that year, Biden invoked a program to rapidly deplete the contents of the SPR, pulling 1 million barrels per day from the underground salt caverns which hold the crude for 180 days in hopes of lowering gas prices at the pump.

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In an interview this week with radio host Glenn Beck, Secretary Wright revealed that, by drawing the volumes down so rapidly, Biden caused damage to the integrity of those salt caverns so severe that his Energy Department will now have to spend a big piece of its budget repairing the infrastructure before the caverns can be refilled. “[Biden] flooded the market with oil, reduced the price of oil in the short term but at the cost of U.S. strategic positioning, and they damaged the facilities in the Strategic petroleum reserve by draining them so fast,” Wright told Beck, adding, “We have to spend over $100 million to repair the damage of the Strategic Petroleum Reserve that wasn’t built for that.”

For readers who may not be aware, Congress and President Gerald Ford authorized the creation of the SPR in 1975 in the wake of the first Arab Oil Embargo of 1973-74 That embargo caused severe shortages of gasoline, along with price spikes across the United States. Congress intended the SPR as a tool whose careful deployment would enhance and protect national security in times of real emergencies, not one to be used for cynical political purposes.

“It’s for when a very bad day happens,” Wright put it to Beck. “The world literally runs on oil. If you don’t have oil, you’re screwed in everything you do – economics, defense, health care, anything.”

In March, Secretary Wright unveiled an aggressive plan to refill the SPR, estimating the cost of doing so at the $70 per barrel price that prevailed at the time to be about $20 billion. He also estimated it would take 4 to 6 years to complete the process due to the magnitude of Biden’s unwise withdrawals. Filling the reserve is not something that can be done all in a single transaction. Rather, it is a complex process governed by regulations which require DOE to solicit competitive bids for relatively small lots of crude.

“By design, it’s much slower to fill it than to drain it,” Wright told Beck. “It will take us, going flat out, four, five, six years to refill the Strategic Petroleum Reserve. We are dead set committed to do it, but we’ve compromised our national security for years to get a little bit of an electoral advantage in 2022.”

It should be noted here that Wright would love to take advantage of current low oil prices, which have dropped to around $60/bbl today. Obviously, the same “buy low, sell high” philosophy followed by smart stock investors applies to buying and selling crude oil, too.

But DOE’s buyback program cannot begin until the damage caused by Biden’s careless disregard for national security has been repaired. Doing that will require months, during which time oil prices could rise or drop significantly.

“Energy is the infrastructure of life,” Wright reminded Beck. “You can’t use it for politics.”

But unfortunately for U.S. national security, Joe Biden did just that. The mess he left behind is Wright’s to clean up.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.

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Energy

Canada’s natural gas is ready to fill the gap as U.S. shale output falters

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From Resource Works 

With American shale production set to decline due to economic pressures, Canada has a unique opportunity to expand its natural gas exports—but a call to action for infrastructure projects like the Sunrise Expansion Program will be key.

Once-plentiful U.S. shale gas, which has long been a cornerstone of North American energy supply, is now facing significant headwinds. Major producers have recently warned of declining production, driven by rising costs, lower investment, and depletion of existing wells. With fewer new wells being drilled, the U.S. shale industry can no longer be counted on to sustain previous production levels, creating a looming gap in North America’s energy market.

With a production plateau long predicted before a downward slope to 2050, the emerging shortfall is positive news for Canada, which is abundant in natural gas resources and well-positioned geographically and economically to step into the breach. Canada already exports approximately 8.6 billion cubic feet of natural gas daily to the U.S., but has the reserves and potential infrastructure capacity to substantially increase this volume.

“As U.S. shale gas enters a period of decline, Canada is poised not just to fill this emerging gap but also to become a global energy leader,” said Stewart Muir, President & CEO of Resource Works.

Projects like LNG Canada, set to begin operation in June 2025, will enable Canada to export gas not just to its traditional U.S. market but also to rapidly growing markets in Asia and Europe. Muir said that Monday’s announcement in Victoria by B.C. Minister of Energy and Climate
Solutions Adrian Dix, committing to increased provincial support for energy infrastructure development, is precisely the proactive step needed to support climate action goals, Indigenous reconciliation and citizen concerns about affordability amid tariff strife.

“Such forward-looking leadership strengthens Canada’s ability to capitalize on our abundant shale gas resources,” he said. “Now is the time for Canadians to voice their support, ensuring we seize this rare opportunity to secure our energy future.”

To fully capitalize on these opportunities, Canada must urgently invest in domestic infrastructure to expand pipeline capacity and accelerate the movement of natural gas to export terminals.

One example of how this is being addressed lies in the pipeline corridor Sunrise expansion program by Westcoast Energy.

Supporting made-in-Canada solutions

The Sunrise Expansion Program by Westcoast Energy exemplifies precisely the type of infrastructure Canada needs. This ambitious project involves constructing approximately 137 kilometres of 42-inch diameter natural gas pipeline between Chetwynd, B.C., and the Canada-U.S. border near Sumas. Enhanced pipeline capacity, new compressor units, and improved energy transmission infrastructure are critical steps towards maximizing Canada’s export potential.

However, successful development hinges on active citizen support and regulatory approval. The Canada Energy Regulator (CER) is currently inviting public comments on the Sunrise Expansion Program, giving Canadians an opportunity to advocate for infrastructure crucial to
national prosperity and energy security.

To lend your support to this critical infrastructure project, visit the CER’s public comment page here: CER Public Comment Link.

As U.S. shale gas production declines, Canada stands at a pivotal moment. With timely action and public support, Canada can leverage its natural gas wealth to become a global energy leader, securing long-term economic and strategic benefits.

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