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Markham Hislop Profile picture
@politicalham
Jan 16 • 10 tweets • 3 min read • Read on X
1/From 2015 to 2019 @RachelNotley introduced some of the most forward-thinking energy and climate policies in North America.

She did it during a very difficult time of low oil and gas prices.

All the best in the next phase of your career, Ms Notley.
energi.media/markham-on-ene…
2/Notley signals that partial upgrading, petrochemicals will play bigger role in solving crude oil market access issue
energi.media/markham-on-ene…
3/Battle over Bill C69 demonstrates Notley govt support for Alberta oil and gas industry

energi.media/markham-on-ene…
4/‘Carbon policy for higher oil sands production’ deal between industry, ENGOs, Notley govt negotiated long before OSAG

energi.media/markham-on-ene…
5/Notley, Trudeau pledge investment in Trans Mountain Expansion, feds will amend legislation to push project to completion

energi.media/markham-on-ene…
6/Oil sands players back Notley’s energy/climate policies – sticky politics for new conservative party?

energi.media/markham-on-ene…
7/Calgary oil/gas executives should support Notley, Trudeau energy + climate policies, says Collyer

energi.media/markham-on-ene…
8/Notley energy policy a big success, where are the Wildrose alternatives?

energi.media/markham-on-ene…
9/Is Notley NDP the most pro-Big Oil government in Alberta history?

energi.media/markham-on-ene…
10/Gerson is wrong, Notley climate strategy sets table for energy deal making
energi.media/markham-on-ene…

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More from @politicalham

Markham Hislop Profile picture
Jan 4
1/🧵The Death of King Oil

Will global oil demand peak in 2030 then decline quickly @IEA or peak in 2045 and decline slowly @OPEC?

The answer has significant implications for #Canada and oil-producing provinces, especially #Alberta.
#OOTT #ABleg #cdnpoli
share.transistor.fm/s/72e05025
2/Framing the peak oil demand discussion: Fast vs slow energy transition

International Energy Agency (IEA) = fast
*Peak oil demand by 2030, short plateau, rapid decline in 2 of 3 scenarios

OPEC = slow
*Peak oil demand in 2045, long plateau, slow decline
energi.media/energi-notes/w…
3/My hypothesis: IEA's modelling and analysis is more credible than OPEC's.

Several of OPEC's key assumptions (discussed later in this thread) are falling apart only a few months after the release of World Oil Outlook 2045.
opec.org/opec_web/en/pr…
Read 68 tweets
Markham Hislop Profile picture
Aug 3, 2023
🧵 about @ABDanielleSmith's 7-month moratorium on new wind, solar projects.

Move roundly condemned by economists, clean energy groups.

The criticism is deserved, but there's more to this story, IMO.
#ABleg #ABpoli
alberta.ca/release.cfm?xI…
2/Min @neudorf_ab says moratorium a response to AB Utilities Commission (AUC) July 21 letter that raised 2 issues:

1. "development of power plants on high value agricultural lands"

2. "lack of mandatory reclamation security requirements for power plants"
alberta.ca/external/news/…
3/AB Electricity System Operator (AESO) also wrote a letter dated July 21 that supported "an inquiry into land use and reclamation issues..."
alberta.ca/external/news/…
Read 17 tweets
Markham Hislop Profile picture
Jul 15, 2023
🧵 re the coming threat to the #Alberta economy courtesy of the global energy transition.

AB is out of step with rest of the world.

We think we have plenty of time. We don't.

@Alberta_UCP mandate letters illustrate why.
#OOTT #ABleg #cdnpoli
energi.media/energi-notes/w…
First, the big picture.

The common response among advanced nations to the energy transition + climate crisis is some version of this 3-pronged strategy:

1. Adopt clean energy supply (renewables, nuclear, hydrogen, batteries, geothermal, etc) Image
2. Adopt clean energy demand technology (EVs, heat pumps, etc)

ELECTRIFY. EVERYTHING.

What can't be electrified will switch to zero or low-emission fuel like hydrogen.

But it will be mostly electricity. Image
Read 24 tweets
Markham Hislop Profile picture
May 4, 2023
1/🧵 debunking @Alberta_UCP's claim that @albertaNDP net-zero grid by 2035 plan will cost $87 billion and "you're going to pay for it!"

AESO: net-zero is an investment opportunity. Interview w/AESO VP markets Miranda Keating-Erickson.
#AlbertaElection2023
2/We were discussing a 2022 AESO study that was based upon AESO's 2021 20-year load forecast.

*Cost of between $44 billion and $52 billion depending on one of three scenarios
3/*"almost 90% of that comes from the supply side of the equation, so that is the turnover in actual production of electricity, which is all PRIVATE INVESTMENTS."
Read 17 tweets
Markham Hislop Profile picture
Mar 28, 2023
1/🧵"First, in what is the most significant economic transformation since the Industrial Revolution, our friends and partners around the world—chief among them, USA—are investing heavily to build clean economies and the net-zero industries of tomorrow." FinMin @ChrystiaFreeland
2/"...Canada must either meet this historic moment—this remarkable opportunity before us—or we will be left behind as the world’s democracies build the clean economy of the 21st century." - Freeland
#cdnpoli #bcpoli #ableg #onpoli #cleanenergy #canada
3/The "most consequential budget in recent history for accelerating clean growth in Canada. Climate action, economic policy are one and the same—world’s major economies know that investing in clean energy is the catalyst for future competitiveness" - Rick Smith @ClimateInstit
Read 29 tweets
Markham Hislop Profile picture
Mar 28, 2023
1/🧵 Alberta Energy Regulator @AER_news Board Chair David Goldie announces investigation of @ImperialOil Kearl 2022 tailings pond seepage leak + 2023 5.3 million litre tailings pond wastewater spill.

Essential background:
#OOTT #ABleg @ACFN_KaiTaile
typefully.com/politicalham/p…
2/March 28 AER release: At March 16 meeting, AER Board of Directors "decided to commission an impartial, third-party review into certain aspects of the AER’s response to incidents at Imperial Oil’s Kearl facilities that took place between May 2022 and February 2023.

David Goldie Image
3/"Today, the board will issue a request for quotation (RFQ) seeking a qualified, impartial, 3rd-party" to conduct the review.

In "spirit of transparency" and to demonstrate "the regulator is both credible and trustworthy the findings of the review will be shared publicly."
Read 14 tweets

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