Record Output, Global Shifts, and Policy Uncertainty: Seizing Canada’s Energy Opportunity
Summary
Rob Breinridge interviews Tristan Goodman, president of the Explorers and Producers Association of Canada, about record 2025 oil production and industry optimism for 2026. They discuss infrastructure needs, including pipelines and LNG exports to Asia, while addressing policy uncertainties around carbon pricing and methane regulations. The conversation highlights the balance between economic growth, job creation, and the risks of squandering opportunities through poor policy.
Topics discussed
Introduction and guest Tristan Goodman
Record 2025 oil production and price outlook
New export markets: India, China, and US trade
Pipeline MOU and regulatory red tape
LNG expansion on West and East coasts
Carbon pricing thresholds and policy concerns
Alternatives to carbon pricing and incentives
EV mandate shift and industry focus
Public support and economic sovereignty
Technology, consolidation, and job growth
Skilled labor shortages and hiring challenges
Future pipeline needs and egress issues
Conclusion: Policy uncertainty and 2026 outlook
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