One thing I keep coming back to is how often we measure progress by announcements instead of by alignment. Capital, infrastructure, and policy don’t move on the same timeline, but when they start pointing in the same direction, that’s usually when something real is underway.
The other piece that stands out is the emphasis on multiple routes. It’s easy to focus on the west coast right now, but the idea of east, west, and even northern access isn’t just about trade. It’s about not being cornered into a single path.
That’s a different way of thinking about infrastructure. Less about efficiency in the short term, more about optionality over time.
Curious how others are weighing that tradeoff — speed versus redundancy.
Mark Carney has been a godsend for Canada. The right man exactly the right time. I still call everyone north our Canadian friends. I think that most Canadians realize that everyday Americans aren't their problem Donald Trump is. However I can only applaud Mark Carney and his singular focus on making sure Canada will be strategically well positioned in the years to come. The United States has a lot of work to do to clean up its house. I may not be around to see it but I certainly hope to be able to. However, it's edifying to know that my Canadian friends will be doing all right with leaders like Carney.. As usual Shankar, reading your post is enlightening but also uplifting. Thank you and keep it up.
Nothing like a war to override climate initiatives. Let’s mine and drill to win, and then revert back to…ohhh, too late, billions dead and…ohhh, we’ll, now that’s a turnout we didn’t expect…less people, war won, free land and housing to pilfer…
And so it goes.
Defence doesn’t require an arsenal to be kept, what it requires is strict governmental laws and willing participants to squash those wanting to own the system.
Well done Canada,
So, now you’ve done so well, why not drive the environmental change and defend - both at the same time - because exclusively defensive just as the world burns isn’t enough.
Good piece Shankar-and thoroughly depressing. Over the last few months you ( and PM Carney) have convinced me that that we must use our hydro carbon assets to the fullest extent to position Canada for a future transition to cleaner energy. But I really wish we could have taken a better, more direct route. I'm not sure where we are now on the bell curve of this next global energy transition, but I sure hope we don't get stuck with stranded fossil fuel assets while not having helped in forging the new path forward. We can do better, but it's impossible to escape the reality of the Now.
We'll do what we must, but never lose sight of the bigger picture. One of Canada's many great ironies is that Alberta developed deep drill technology for fracking natural gas, and it's a technology that can be used for geothermal energy capture almost anywhere as opposed to before where communities had to be located near shallow seams. But the investment mindset isn't there. There is too much money to be made corralling energy resources to invest in that kind of diffusion.
One thing I keep coming back to is how often we measure progress by announcements instead of by alignment. Capital, infrastructure, and policy don’t move on the same timeline, but when they start pointing in the same direction, that’s usually when something real is underway.
The other piece that stands out is the emphasis on multiple routes. It’s easy to focus on the west coast right now, but the idea of east, west, and even northern access isn’t just about trade. It’s about not being cornered into a single path.
That’s a different way of thinking about infrastructure. Less about efficiency in the short term, more about optionality over time.
Curious how others are weighing that tradeoff — speed versus redundancy.
Yes. I generally use the term execution. We have two to three high value ones on the LNG front. Very happy about it.
Mark Carney has been a godsend for Canada. The right man exactly the right time. I still call everyone north our Canadian friends. I think that most Canadians realize that everyday Americans aren't their problem Donald Trump is. However I can only applaud Mark Carney and his singular focus on making sure Canada will be strategically well positioned in the years to come. The United States has a lot of work to do to clean up its house. I may not be around to see it but I certainly hope to be able to. However, it's edifying to know that my Canadian friends will be doing all right with leaders like Carney.. As usual Shankar, reading your post is enlightening but also uplifting. Thank you and keep it up.
Yes..
This is how you quietly build energy infrastructure strength.
Nothing like a war to override climate initiatives. Let’s mine and drill to win, and then revert back to…ohhh, too late, billions dead and…ohhh, we’ll, now that’s a turnout we didn’t expect…less people, war won, free land and housing to pilfer…
And so it goes.
Defence doesn’t require an arsenal to be kept, what it requires is strict governmental laws and willing participants to squash those wanting to own the system.
Well done Canada,
So, now you’ve done so well, why not drive the environmental change and defend - both at the same time - because exclusively defensive just as the world burns isn’t enough.
I know, but on the broadest shoulders it rests.
Good piece Shankar-and thoroughly depressing. Over the last few months you ( and PM Carney) have convinced me that that we must use our hydro carbon assets to the fullest extent to position Canada for a future transition to cleaner energy. But I really wish we could have taken a better, more direct route. I'm not sure where we are now on the bell curve of this next global energy transition, but I sure hope we don't get stuck with stranded fossil fuel assets while not having helped in forging the new path forward. We can do better, but it's impossible to escape the reality of the Now.
Yes. First safety for ourselves, then we work to make things better for our kids. Otherwise the three idiots will make all of us their slaves.
We'll do what we must, but never lose sight of the bigger picture. One of Canada's many great ironies is that Alberta developed deep drill technology for fracking natural gas, and it's a technology that can be used for geothermal energy capture almost anywhere as opposed to before where communities had to be located near shallow seams. But the investment mindset isn't there. There is too much money to be made corralling energy resources to invest in that kind of diffusion.
Yes
Great map! Right up front! Thanks!
Life During Wartime. Never imagined it would come to this.