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Good reason to tariff and limit their exports in to our markets. It's too bad we signed this: https://thenarwhal.ca/harper-government-ratifies-controversial-canada-china-foreign-investment-deal/ The EU and UK are moving to tariff them for not taxing carbon enough. We should do the same...

I would bet money this doesn't change with government. And indeed a chunk of my portfolio is betting on this. And if you're going to blame the current government for this, how does that explain all the other oil and gas companies around the rest of the world raising dividends and buybacks...

That's a choice they make. Presumably they have other vehicles. Or they seem clueless about charging. 30-40 mins while doing something else isn't "all day". Presumably they could charge over lunch or an extended coffee break. And that for a really long charge. If they are driving say 100...

Even by those measures Canada is behind the US and most of the large European economies, except UK and Germany. See IMF reporting which looks at total public debt (not just the federal government). https://www.imf.org/external/datamapper/GG_DEBT_GDP@GDD/CAN/FRA/DEU/ITA/JPN/GBR/USA/ESP So...

I attended ITER's pitch to build in Pickering or Darlington. It's unfortunate that Harper never backed them. If and when fusion comes this debate will be finished. Energy abundance then becomes an infrastructure, not a resource problem. Oilbros will have to be put on suicide watch if that...

We didn't care about the environment when drilling for oil and gas. Why exactly would we start caring about the environment when drilling for metals? Ultimately, it's economics that will settle this fight. Not environmentalism. And every oil importing country is highly incentivized to get...

Never said they wouldn't buy any at all. But how much and who they buy it from is quite relevant. The idea that they would tie their national destiny to us is quite flawed. Especially now that Russia is their bitch....err resource colony. And even there they have specific rules that limit...

Are you under the impression that Chinese Communist Party is so concerned about air pollution that they will accept the creation of a strategic vulnerability in the form of dependence for energy on a virtual colony of the US? I will never understand how people can look at America's obsession...

More intermodal would make it a bit cheaper. But electric miles are somewhere between 50-80% cheaper than diesel miles over a full lifecycle (ex-operator costs). Those kinds of savings are highly motivating to companies to figure out how to make a technology work. And electrification is the...

Indeed. And that's why power generation will be a great sector to invest in. I'm not the least bit worried about the grid. Average demand load for personal EVs across all commuter populations is literally on par with the average AC unit. We grew the grid for everybody to get air conditioning...

Then you should understand exactly how motivated those companies are to replace diesel as a fuel and your wages as costs of operation. And there's more than one way to skin the proverbial cat. We haven't even gotten to what railcos are doing. I will happily bet anybody that transport costs a...

I have never understood this ambition. Why would the Chinese (who we argue are major threats) choose to become dependent on our natural gas, while displacing their own domestic coal industry? The second flaw in this genius plan to save the world with natural gas is that countries that are...

You're missing the point here. If they are seeing adoption with the grid they have, adoption only goes up as they improve their infrastructure, which is what developing countries do. My parents just came back from a trip to India. Mumbai alone has six metro lines under construction right now...

Your mistake is thinking that competition is only local. We get bananas from Costa Rica and strawberries from California in the middle of winter. Anybody who can cut their costs in any market that has free trade with Canada should be seen as competition. Their electric vans do stay close to...

It's actually crazier when you think about it. In the 80s when Japanese and Korean cars were gaining ground in North America, that was in living memory of a lot of vets who fought those countries and had every reason to hate those products coming in. By contrast we've never actually fought...

Transport costs are like a few percentage points on groceries. I'm not the least bit worried. And again, that's what the rebate is for. Here's a prediction I'm going to make. All your friends with precarious businesses are going to discover when the carbon tax goes away that their...

A huge part of what motivated the Chinese investment in EVs was their air quality problems. The Godfather of their EV sector (Wan Gang) was an auto engineer who actually worked at Audi in Germany. He realized that if the average Chinese was to have the fuel consumption of the average German...

Keep in mind that we went from horse to car in about 20 years while fighting a world war, developing the automotive and petroleum industries and a whole system of fuel delivery and networks of roads. There was a time when fuel for cars was sold in pharmacies. By comparison the switch from gas...

No Tragedy of the Commons problems have ever been solved by convincing people to act out of their own good graces. This one won't be either. We have to make our peace with that. Personally, I'm a techno-optimist. We won't have the perfect solution. We'll definitively bust through 2°C...

I'd love to see some. All I know is that for all the apparent fearmongering oil and gas exports are reaching record levels.