1/The Allan inquiry into foreign funding of anti-Alberta energy campaigns gets a third extension. Report is now due May 31.

For anyone who isn't familiar with my 2019 deep dive on Krause:

energi.media/deep-dives/deb…
2/Why another extension?

"Requests for extensions to the original schedules of public inquiries, regardless of the mandate, are not unusual," says Steve Allan.

The Commissioner makes it sound like a great deal of work has been done.

Highly unlikely.
3/The "foreign funding" is $40 million over roughly 10 years (2008 to 2018) from US charities to the Tar Sands Campaign, which had a shifting "membership" of 50 to 100+ Canadian ENGOs, First Nations, and communities.

It appears Greenpeace got the most: ~$250,000/yr.
4/There was a bit more money per year earlier in the campaign as it ramped up.

Then, in Nov. 2015 the Notley govt released the Climate Leadership Plan.

Alberta suddenly had credible climate policy, which is what the US foundations wanted.
5/The $ slowed to a trickle. $1 million per year for another year or two, then far less thereafter.

Greenpeace and a few other ENGOs provided me with estimates of their TSC funding pre and post-Climate Leadership Plan. It's in the deep dive.
6/What is ignored is that the great majority of TSC funding came from Canadians.

Seriously, what does $4 million a year buy when it's spread between 50 to 100+ organizations?

My best guess is that Canadians funded ~90% of the anti-oil sands campaigns since 2008.
7/But here's the real question: So what?

There's nothing illegal about ENGOs etc. opposing oil/gas development and pipelines.

Harper had the CRA audit many of the ENGOs, looking for violations of the funding rules, and those investigations came up empty.

Bupkus.
8/Here's the 2nd most important question: What did the Tar Sands Campaign actually accomplish?

Certainly tarnished the oil sands' international reputation.

But, so what?

The oil sands producers and CAPP have tens of millions to spend defending their reputation.
9/The truth is that CAPP et al REFUSED to engage in a PR battle with the Tar Sands Campaigns and ENGOs.

CAPP is on record saying that its members won't spend an extra nickel countering the ENGO narratives.

So, basically, Big Oil was brought low by its own hubris.
10/Part 2 of the second most important question: Did the Tar Sands Campaign actually stop any pipeline projects?

IMO, not a one.

This is the fundamental weakness of the foreign-funded activist narrative. If there is no straight line from funding to cancelled pipelines...
11/...then where's the beef? Who cares?

Only 2 pipeline projects were cancelled.

1) Trudeau nixed Northern Gateway, which was never going to survive legal challenges from BC First Nations

2) Energy East was withdrawn b/c Trump revived Keystone XL.
12/Trudeau approved Trans Mountain Expansion (525k b/d) and Line 3 replacement (370k b/d) and allowed the KXL (830k b/d) approval to stand.

That's close to 2 million b/d of new pipeline capacity.

Please explain to me how the Tar Sands Campaign mortally wounded the oil sands.
13/TSC's biggest success is the one ignored by the conspiracists: persuading the Trudeau Liberals that the National Energy Board was "broken," which arguably led to Bill C-69.

It's not that simple, but at least there you can make a credible case for influence by TSC.
14/To sum up, US funding for anti-oil sands campaign has been less than $1 million/yr, almost 2 million b/d of new pipelines were approved, and (almost forgot) oil sands production grew by over 1.5 million b/d.

TSC is arguably the less successful anti-oil campaign in history.
15/So what the hell is the Kenney govt up to?

The headline on my 2018 column sums it up: weaponizing Krause's foreign-funded activist narrative to defeat the NDP and "fight back" against the Trudeau Liberals.
energi.media/markham-on-ene…
16/The Allan inquiry is part partisan political strategy and part blind zealotry by the oil industry and its political supporters.

The inquiry is political theatre.

But Kenney, ever the true believer, miscalculated. IMO, he actually thought Krause was correct.
17/I made this argument many times over the past 3 years, but no one wanted to believe it when Kenney was the shiny new Alberta premier who had just won a huge majority in 2019.

After 21 months of rank incompetence, his blunder is now obvious, right?
18/What about Allan? Why did he agree to put his reputation on the line for Kenney?

IMO, Kenney hoodwinked him. He persuaded Allan that Krause's work was the tip of the iceberg, that there was plenty of evidence of a vast conspiracy holding back Alberta's O&G industry.
19/So, Allan and his inquiry went to work only to find there was no evidence of a vast conspiracy.

What evidence there was had already been uncovered by @Garossino and me in our reporting.

THAT is why there have been three extensions. THAT is why the inquiry...
20/...commissioned those awful "studies" by Cooper, Nemeth and the American outfit.

Allan is tap dancing as fast as he can to save his reputation.

Because when he finally releases his report, it will be obvious to everyone the foreign-funded activist narrative is baloney.
21/Postscript:

I've begun recontacting the ENGOs I interviewed to see if they have been contacted by the inquiry to testify or provide information.

Thus far, none have.

NONE.
22/This is from a Greenpeace email to me from last night:

"We have written them to them twice but they haven’t responded. We have never been contacted."

Watch my interview w/Tides Canada about how it wasn't contacted before being publicly slandered:

23/What does it say about the competence of the Allan inquiry that it doesn't even reply to correspondence from the biggest recipient of Tar Sands Campaign funding?

This is Orwellian shit, folks: A public inquiry that refuses to communicate with the orgs it's inquiring into.
24/Have I mentioned that the Allan inquiry refuses media interview requests?

And read this ruling from the inquiry Commissioner for why he refused Prof. @molszyns' application to submit Sandy's foundation finance article into evidence:

albertainquiry.ca/sites/default/…
25/Here's my Zoffee with @Garossino during which we discuss all these issues and more:

26/My interview with @molszyns about the public inquiry legal and administrative shenanigans:

27/My interview with @molszyns about the Cooper, Nemeth, etc studies and just how truly bizarre they are.

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More from @politicalham

17 Jan
1/I interviewed 18 sources for my 2019 debunking of Vivian, 15 of them ENGOs. I asked most of them if Vivian had followed up with them to verify information, especially how the Tar Sands Campaign funding they received was actually used.

Here is Tides Canada's response:
2/ "Although in one email I found she asked [a] question about where the funding went, for the overwhelming majority, she would simply list a whole bunch of info she had collected, and then ask for us to reply and confirm it was correct."
3/Another quote:

"For the record, Tides Canada was never a member of the Tar Sands Campaign. In much of the Vivian Krause rhetoric, there is conflation between Tides Canada and Tides Foundation in the US. We believe this is intentional."
Read 10 tweets
12 Dec 20
Potentially unpopular take:

It's an energy transition plan, not a climate plan.

As it should be, @JustinTrudeau.
2/Allow me a few "I told you so" moments that Premier @jkenney ignored:

"That squishing sound you hear? That’s Jason Kenney and the Alberta junior oil and gas sector being sucked under the Liberal climate plan steamroller."

energi.media/markham-on-ene…
3/I wrote this column only a few days after the 2019 federal election.

"Justin Trudeau is committed to net-zero emissions by 2050 and only Alberta stands between the Liberals and their climate goals."

energi.media/markham-on-ene…
Read 9 tweets
19 Nov 20
Recent video interviews, podcasts proving the "electric future" is already here:

1. @bcshaffer - renewables cheaper than gas


2. @tonyseba - cheap renewables will restructure global economy by 2030
share.transistor.fm/s/342d3521

cont...
2/

3. Heymi Bahar, @IEA - Wind, solar adoption will soar during 2020s
share.transistor.fm/s/d5f29b56

4. Dr. Kai-Philipp Kaires - Tesla "battery day" science explained
share.transistor.fm/s/0c6a0d38

5. Amazing Canadian "water rotor" power generation innovation
3/

6. The "Great Reset" has already begun, just not the one feared by conspiracy theorists


7. @samabuelsamid - Behold the 1,000 hp electric Hummer!


#energytwitter #EVs #climatechange #energytransition #Canada
Read 4 tweets
18 Oct 20
The electrification of transportation is an existential threat to Alberta's oil industry but the energy war room @CDNEnergyCentre spends $30 million/year on vapid nonsense like this.

"Tyranny" ain't the problem, folks.
#DieEthicalOil
canadianenergycentre.ca/the-tyranny-in…
2/Here's the war room's exec dir of research Mark Milke making yet another dimwitted argument on the taxpayer's dime.

While the world prepares for peak oil demand, Milke is shaking his fist at clouds.

And we wonder why AB energy policy is so bad.

canadianenergycentre.ca/commentary-tyr…
3/The next installment of our Sunday morning gibberish series from Milke.

I actually interviewed Norges, the Council on Ethics that advises Norges on this issue, and the Norwegian climate institute CICERO that prepared the report for the Council.

canadianenergycentre.ca/norges-bank-in…
Read 5 tweets
2 Oct 20
Time for a chat, AB

1/Suncor lays off 15% of workers

"...has been transforming itself in recent years to rely more on data/tech to improve its efficiency, such as using autonomous trucks...had anticipated these changes would lead to a smaller workforce."
calgaryherald.com/business/local…
2/@jkenney's corporate tax reductions were supposed to create jobs. Instead, Suncor appears to have used the tax savings to invest in digital tech that will destroy jobs, about 4,500 of them.

All the big oil and gas producers are doing the same.
3/This slide from Suncor's July 22, 2020 investor presentations shows that the drive for more efficiency and lower operating costs that lead to a smaller workforce is a deliberate management strategy.
Read 8 tweets
23 Sep 20
1. Climate risk is front and centre for international investors.

2. Oil sands bitumen has a very high ghg emissions-intensity.

3. Why doesn't Alberta use a federal "green recovery" to help fund lowering that emissions-intensity instead of acting like the sky is falling? Image
2/Suncor CEO Mark Little has already proposed federal funding for an independent public agency to invest in commercializing the manufacture of materials (like carbon fibre) from bitumen.

Why not use "green recovery" $$ to fund that agency?

Materials, not combustion, eh? Image
3/Electrification of industry - like oil and gas production - is a key strategy for combatting the climate crisis and lower ghg emissions.

Why not use "green recovery" funding to electrify oil sands production? Are wind and solar feasible? What about small modular nukes?
Read 5 tweets

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