1/🧵 about global oil demand. Alberta, pay attention.

Peak oil demand is determined by electric vehicles. Full stop.

How fast is global transportation electrifying? Really, really fast. Faster than we ever expected.

@colinmckerrache @BloombergNEF #ableg
2/The internal combustion engine has already peaked, according to BNEF.

Next up, peak oil demand. That happens mid to late 2020s...just a few years from now.

The solid line on the first graph is EXISTING POLICIES. If govts do nothing else.
3/This interview with economist Werner Antweiler is one of the most interesting and important I've ever done.

He explains the economic reasons why the global economy (not just energy) will be disrupted during the 2020s.

Rapid change is coming, #alberta.
share.transistor.fm/s/8f7aa12c
4/But it's not all doom and gloom for Alberta. Just the opposite in fact.

My Energi Talks interview with John Rilett about @calgaryeconomic's study showing 170,000 cleantech jobs can be created by 2050.
#abpoli #yyc #yeg
share.transistor.fm/s/1ad99f3e
5/Alberta is facing BIG risks from the energy transition, according to Canadian Climate Institute's new study, "Net Zero Opportunities: A province-by-province comparison."

But also has HUGE opportunity. Maybe more than any other province.
6/A Canada-wide perspective about energy transition opportunity.
share.transistor.fm/s/cef8f1e7
7/My interview with @theturner about his new book, "How to Be a Climate Optimist."

Chris is based in Calgary, has reported on and written about Alberta energy for years. An important perspective about the future that's also an interesting listen.
share.transistor.fm/s/551d7b56
8/Finally, my interview with Dr. Nafeez Ahmed, part of the RethinkX research team, to discuss the question, are...

Technology disruptions leading to a new, more advanced society?

Bottom line: if we make good decisions, humanity has a bright future.
share.transistor.fm/s/842b2cdb

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More from @politicalham

May 14
This is the Disruptive Decade. After 2030, pivoting to low-carbon business models gets ever more difficult.

"A new energy economy is emerging around the world as solar, wind, electric vehicles and other low-carbon technologies flourish." - the International Energy Agency (IEA)
2/More energy transition observations:

The transition to abundant, clean, cheap electricity and low-carbon fuels is inevitable. The only question now is pace.

If you want it to go faster, push harder on the policy accelerator pedal.
3/We don't talk enough about how enabling technologies affect the energy transition. One reason why this energy transition will be faster than past transitions.

*Artificial intelligence and machine learning
*Sensors, data, and analytics
*Automation and robotics
*Digital tech
Read 9 tweets
May 3
1/Great thread.

Wondering how Canadian public health officials have royally screwed up COVID-19 policy, Matthew gets to the heart of it?

The medical establishment doesn't accept research from other disciplines (like engineering) as legitimate.
@kprather88 @jljcolorado
2/In this interview, Prof. @trishgreenhalgh explains public health "orthodoxy" and why it leads to arrogance by PHOs like Bonnie Henry and Deena Hinshaw.

3/Here's highly respected scientist Dr. Jose-Luis Jimenez @jljcolorado explaining why the aerosol transmission of COVID-19 science is settled...and has been for several years.

This is the science Canadian PHOs blithely ignore.
Read 7 tweets
Mar 31
1/So, @RachelNotley says that Ottawa's 2030 oil/gas emissions target of 81 Mt/year is can't be done.

Here's my interview w/@jangorsk of @pembina about a new report that SHOWS how it can be done.

Report was available 2 weeks ago. Why didn't NDP read it?
2/My interview w/Geoff Clark, CEO of Calgary-based @acceleware,

Co. just launched a commercial demonstration w/3 producers of RF heating tech that could lower emissions from SAG-D bitumen extraction no near zero.

What other new tech is available?
3/My recent column arguing for an oil/gas "3rd way" - transition from using hydrocarbons for combustion to feedstock for materials manufacturing, low-carbon fuels

This is a longer-term strategy, but it would set oil/gas on path to decarbonization.
energi.media/markham-on-ene…
Read 6 tweets
Feb 6
1/I see the usual suspects trying to equate Americans donating to the freedom anarchists' GoFundme with US foundations contributing $40MM over 10 yrs to Canadian ENGOs opposing the oil sands, pipelines.

Let me point out a few problems with that argument:
energi.media/deep-dives/deb…
2/US foundations contributed to registered Canadian charities that posted financial statements on their websites.

Talk about hiding in plain sight.

Even after PM Harper ordered CRA audits of those charities, no irregularities were found.
3/When I interviewed 15 ENGOs for my 2019 reports on Vivian's "research" and her foreign-funded conspiracy narratives, ENGOs were forthcoming about where the $$ came from and how they spent it.

All any journalist ever had to do was ask.

None ever had.
energi.media/markham-on-ene…
Read 5 tweets
Dec 31, 2021
1/Electric vehicles 🧵...Best of Energi Media interviews in 2021!

Global EV sales starting hockey stick growth - BloombergNEF
@BloombergNEF #ElectricVehicles
2/GM takes aim at Tesla, vows to become #1 EV manufacturer in North America
@samabuelsamid @Guidehouse @tesla @GM
3/2021 is year EVs hit inflection point and global sales take off
@WoodMackenzie
Read 20 tweets
Dec 31, 2021
1/Electrification of the global economy requires batteries, lots and lots of batteries.

I interviewed dozens of experts about the state of battery tech, costs, etc. this past year.

This 🧵 is the Best of 2021.

Enjoy!
#batteries #ElectricVehicles
2/Non-lithium battery technologies, chemistries set for rapid expansion
3/Stretchable, washable battery could revolutionize wearable technology
Read 15 tweets

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