Someone asked me to listen to the COP segment on the latest @CurseOfPolitics pod, and I live to serve.

A thread about Jenni Byrne's perspective here, and where it misses the mark. #cdnpoli
A few markers to put down before we get into her quotes. First, she says that we're "buying energy from China".

Nope! China's a net importer -- the biggest on earth. (We'll get to this in a second)
She says that the plan is to "phase out the oil sands". No: The plan is to drive its emissions down to zero.

If she wants to take issue with the idea of eliminating fossil fuels she should talk to her old boss Stephen Harper, who said it back in 2015.
nationalpost.com/news/world/har…
And she asks where we'll get our oil and gas from once we drive emissions down to zero.

The answer: Canada. Again -- asking industry to zero-out its emissions doesn't mean zeroing out its production. For as long as we use fossil fuels, we should want them to come from Canada.
Okay, enough preliminaries. First quote:

"Unless there is a reason for countries like China and India to completely turn over and start using electric cars, they'll continue to invest in [oil and gas] projects -- it will just not be projects in Canada."

Oh, there's a reason.
China and India are both huge importers of oil and gas. Generally speaking, that's a position countries try to get out from under. And both China and India have an obvious economic incentive associated with capturing market share in the green economy -- EVs, renewables, etc.
Why would they want to continue to pay to import oil and gas when they could produce their own renewable energy?

Answer: they wouldn't. If you don't think they'll transition away from fossil fuels as soon as it's economically/technologically viable, you're kidding yourself.
Next, we get into the ethical oil stuff. "The emissions [from Canada] are lower than what other countries that produce oil and gas are. You think the oil sands aren't less than oil and gas production in Tanzania or Russia? Come on."

About Tanzania: Image
Meanwhile, it's not clear that our emissions are actually that much lower than Russia's. Here's a couple of charts from the Oil Climate Index, which was produced in part by academics from the University of Calgary. ImageImage
Am I suggesting Russia's oil is cleaner, or that they can be trusted on the environment? Definitely not! They're dreadful on that front, and their data is super opaque so we don't know how bad it might be.

Here's what @markusoff wrote back in 2019. macleans.ca/economy/scrubb… Image
That's why we can't rest on our laurels. The five biggest oil sands companies get this, and they've committed to reaching net zero emissions by 2050. The government's announcement just formalized their pledge.

Maybe it's time that the industry's boosters got the memo here.
I assume Harper-era loyalists will be among the last to come around here, since they remain committed to his worldview of Canada as a global energy superpower.

We can still be a global energy power, of course. It's just going to look different than they thought it would.

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More from @maxfawcett

Sep 9, 2025
Let's unpack this piece, friends.

Warning: annoying pedantry and some mild peevishness ahead. theglobeandmail.com/investing/mark…
Let's start with the peevishness. I basically wrote this piece -- well, a longer and more detailed version of it -- back in March 2021 for Report on Business Magazine. Image
Image
Now let's get to the pedantry.

The author writes that "It’s easy to think of Canadian oil and gas as past its prime....the days of rampant drilling ended years ago."

Oil sands mines don't really involve drilling. SAGD projects use it sparingly.
Read 10 tweets
Sep 4, 2025
My god.

The moment we're in calls for serious leadership. And this is just the epitome of unseriousness. Allow me to explain.
First, the facts.

No, the federal government hasn't "blocked 18 LNG plants". It came out against *one*, and that was after the Conservative government in Quebec rejected it first.

It has approved all the other ones that came across its desk. All of them.
It also threw almost $1 billion at LNG Canada in duty waivers, which was a major factor in the proponent deciding to proceed -- and build. It's now shipping cargoes. Image
Read 11 tweets
Aug 13, 2025
This is a tedious and tired argument that's been debunked *repeatedly*.

But sure, I'll do it one more time. Image
There are two reasons why this argument doesn't hold up to scrutiny: time and money.

Let's start with time: even if a proponent started the process of proposing and then building an LNG terminal on the east coast fed with Alberta gas, it *still* wouldn't be operational.
LNG Canada submitted its application to the Harper-era NEB in 2012. It got the necessary approvals in....2015. Image
Read 10 tweets
Aug 6, 2025
Pierre Poilievre is so anxious to get one over on Mark Carney that he'll believe (and amplify) almost anything — including flagrantly obvious nonsense from Donald Trump and a Lorne Gunter column that, of course, fails to call it out as such.

Please, allow me.
First of all: no, the federal government *never* blocked "LNG export plants" (as in, plural). It approved Cedar LNG, gave upwards of a billion dollars to LNG Canada, and granted Ksi Lisims a 40 year export license.

ksilisimslng.com/news/ksi-lisim…
The one project it did ultimately reject, Saguenay LNG, was first rejected by the *Conservative* provincial government in Quebec.

I would bet heavily that if Quebec's government changes its mind here, so would Ottawa.
cbc.ca/news/canada/mo…
Read 15 tweets
Jul 30, 2025
It's woodshed time, folks.

Join me for a trip out there, if you'd like. 🧵
The "deal" that has Ryan triggered is a farce, if you bother to actually look at the details.

@Rory_Johnston has. He's an expert here.

Image
Ryan then engages in the usual revisionist history around various energy projects that so fascinates Canadian Conservatives.

I debunked that, with receipts, here. He's welcome to try me on it if he wants to.

Read 12 tweets
Jul 12, 2025
It's kind of amazing that after more than a decade of pipeline politics, folks like @TomOlsenXIX still haven't learned the most basic of lessons about what actually happened.

It was on full display during his debut appearance on @WestofCentreCBC. Let's unpack it -- quickly.
"You bought TransMountain where you created a policy environment where it wouldn't work for the private sector, and then you paid three times what it was worth."
Facts: TMX was assessed under the *Harper* era regulations. Neither the tanker ban nor C-69 applied to it.

And it was the Governments of BC and Burnaby that obstructed it (though the exercise of their constitutional authority).

Receipt:

financialpost.com/commodities/en…
Read 8 tweets

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