Dan Woynillowicz Profile picture
Apr 8, 2020 9 tweets 4 min read Read on X
While gov'ts remain rightly focused on containing #COVID19Canada & providing support to Canadians whose livelihoods have been impacted & to #cdnbiz we also need to begin planning for stimulus & recovery. @merransmith & I have an op-ed out today that 1/ nationalobserver.com/2020/04/08/opi…
…lays out how we ought to approach the role of energy in our economy: we need to reorient & rebuild our energy sector with a focus on #CleanEnergy As @tomrand notes “looking in the rearview mirror is not the best way to gauge where you’re going.” The oil patch won’t return to 2/
…the halcyon boom days of the early 2000s, confronted as it is by cyclical & structural change. Modeling we did in 2019 found that over the next decade, even w sustained fossil fuel investment there would be 50,000 jobs lost. That investment now looks unlikely. It’s time to 3/ Image
…shift from a mantra of “no barrel left behind” to one in which no oil worker or region is left behind. This can be done in ways that leverage the oilpatch’s core competencies toward new products: carbon fibre, lithium, hydrogen etc. medium.com/@EnergyFutures… h/t @LabEnergy 4/
As @IEABirol put it, “rather than compounding the (coronavirus) tragedy by allowing it to hinder clean energy transitions, we need to seize the opportunity to help accelerate them.” iea.org/commentaries/p…
How can we do that? 5/
By ensuring our governments aim stimulus at the economy they want: one with less pollution and more resilience.
Where to direct it? Renewable power, transmission, energy storage. Public transit, bike lanes. Clean fuel and renewable gas plants. EV charging stations & domestic 6/
…manufacturing of zero-emission vehicles, from buses to trucks to cars & SUVs. Energy efficient homes, buildings and factories.
But this is bigger than the clean energy sector. It will create new opps for Canadian-made, low-carbon concrete & steel & wood products. 7/
We can use the metals and minerals abundant in Canada in those wind turbines, solar panels and batteries. cleanenergycanada.org/report/mining-… we need support for training & retraining Canadians—some of this can start while unemployed workers are sitting at home. 8/
Bottom line: Investing in people and projects that advance the clean energy transition is how we build a resilient economy. It’s how we build the economy we want. 9/9

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More from @DanWoy

Nov 17, 2022
This piece by @merransmith & Mark Zacharias raises important Qs about possible opportunity costs of more LNG in BC: how we best use our clean electricity. vancouversun.com/opinion/mark-z… It's not an argument against electrifying any additional LNG (incl a possible 2nd phase 1/ #bcpoli
@merransmith of LNG Canada), which would be essential to having any hope of achieving the province's climate targets, but rather raises the Q of whether BC cld do this AND electrify other industries, not to mention heat for buildings & a rapidly growing # of EVs. We will only be able to 2/
@merransmith build so much new electricity so fast - what is its highest value use recognizing electrification can reduce emissions & energy costs & support economic dev't?
A possible hierarchy could look like:
1) Meet the needs of BCians & biz/industries that are increasingly choosing to 3/
Read 8 tweets
Jun 29, 2022
"CAPP must do a much better job of talking to the investment community about its own net-zero goals, & the industry’s swath of investments in clean & emissions-reducing technologies.”
The problem isn’t the storytelling, it’s the story.
Let’s start with net zero goals.
1/ #cdnpoli
None of CAPP’s members have goals aligned with the Net Zero Standard for Oil & Gas, which is backed by >20 global investors with ~$10 trillion of assets under management. greenbiz.com/article/whats-…
Why not? They refuse to include the pollution from burning their product.
2/
How about investments in clean & emissions-reducing tech?
Don’t just give us dollar numbers, put it in context.
IEA estimates this will only account for ~5% of upstream spending in 2022 (mostly thanks to European co’s)—95% to sustaining & increasing fossil fuel production. 3/
Read 5 tweets
Sep 26, 2020
Yes! —> "Canada needs a new breed of corporate champion, & clean energy is the place to look” But I’d expand the definition of “clean energy” beyond renewables to include efficiency & zero emission end use technologies. We already have champions, but... 1/ theglobeandmail.com/business/artic…
most aren’t big & they’ve been focused more on growing than headlines & PR. Companies like @innergex_ine @BErenewables @PowerGreengate @Clirrenewables @NRStorTweets & @MorganSolar, @ecobee & @getmysa, @LionElectricCo @hydrogenics @BallardPwr @Proton_Canada @e3metalscorp & the 2/
@innergex_ine @BErenewables @PowerGreengate @Clirrenewables @NRStorTweets @MorganSolar @ecobee @getmysa @LionElectricCo @hydrogenics @BallardPwr @Proton_Canada @e3metalscorp list goes on. They deserve the same kind of support & attention that the resource & auto sectors have received for decades. They deserve to be household names, & I’m confident many of them will. The #cdnmedia shld be covering them & the clean energy sector in greater depth. 3/
Read 6 tweets
Aug 17, 2020
The only way hydrogen might serve as anything other than a short-lived “lifeline” for O&G in Canada is if there is laser-like focus on producing the cleanest H in the world. bloomberg.com/news/articles/… Slapping carbon capture & storage on SMR (“blue”) hydrogen isn’t... 1/ #cdnpoli
…going to cut it given the significant upstream methane emissions from O&G production theglobeandmail.com/business/artic… Need step-wise changes in tech, e.g. @Proton_Canada nationalobserver.com/2020/07/14/new… Canada needs clean hydrogen to help decarbonize the “toughest third” industrial… 2/
…& transportation emissions (steel, heavy-duty trucks, shipping and cement) forbes.com/sites/mikescot… & we are well-positioned to be a significant exporter. belfercenter.org/sites/default/… How big is the opportunity? IHS Markit: "The greater the degree of a decarbonization...” 3/
Read 8 tweets
Jun 20, 2020
A timely #ResilientRecovery piece. It’s notable how Europeans (Germans especially) are considering their stimulus/recovery plans: “The decision on what policies to support shouldn’t be purely based on deep economic analysis, but it should also take into account …" 1/
“...future trajectories and needs.” bloomberg.com/news/articles/… Relative to 2008-09, “This time there’s one big opportunity and one big enabler: The opportunity is to build competitive advantage in new industries; the enabler is cheap debt.” 2/
It’s critical to note that just throwing $ at hydrogen would fail. The fundamental challenge rests with the fact that to enable hydrogen requires systems-planning (producing, moving and using it) & new regulatory frameworks to accommodate a new energy commodity. We have… 3/
Read 6 tweets
Jun 1, 2020
Well this is a demonstrably bad take. There are a multitude of ways—other than raising the price on carbon pollution—in which the gov’t can deliver a green recovery without micromanaging “winning” technologies. Contrarianism for the sake of contrarianism is just lazy. 1/ #cdnpoli
Building codes set energy performance benchmarks. Ditto vehicle emission standards. But gov’t, through stimulus, can enable more retrofits and more clean vehicle sales. The same goes for various industrial sectors—cement, steel, etc. Nobody is suggesting picking specific tech. 2/
Looking at recovery strictly through a lens of job creation, a green recovery delivers more effectively. With the co-benefit of reduced pollution—helping fight climate & reducing healthcare costs. See: smithschool.ox.ac.uk/publications/w… & mckinsey.com/business-funct… 3/
Read 5 tweets

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