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Corridor Intelligence

Corridor Intelligence

著者： Joseph Soares
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10月19日まで。※適用条件あり

Corridor Intelligence is Joseph Soares' strategic analysis show: geopolitics, capital, resources, and the decisions that move them. Each episode explains how power, institutions and money actually move, with every figure carrying its source. Joseph Soares served in the Prime Minister's Office of Canada through the 2008 financial crisis and was Chief of Staff in the Senate of Canada through the pandemic. The written analysis and the free daily Corridor Brief are available at josephsoares.com.

© 2026 Corridor Intelligence マネジメント マネジメント・リーダーシップ 政治・政府 政治学 経済学
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  • Why Relying Only on the U.S. Market is a Strategic Failure

    Why Relying Only on the U.S. Market is a Strategic Failure
    2026/10/16

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    Daniel Veniez is back by popular demand. He advised three federal cabinet ministers in Brian Mulroney's government, built his own companies in British Columbia, and was sent in to fix Ridley Terminals, a Crown corporation (a company owned by the Government of Canada) that had lost money for 30 years. He fixed it in 18 months. In part one of this two-part conversation, Joseph Soares puts your comments to him: has Canadian business become too comfortable? For decades, selling into the United States was the smart commercial move, and the U.S. market remains an enormous opportunity. The question is whether it should be the only ambition, and what a company can do about it without betting the business. In this conversation: * Where comfort stops being smart and becomes a habit * Is it fair to blame Canadian business for doing what the market rewarded? * Why productivity is about adopting technology in time, not only inventing it * Why Canadian companies underinvest, and why a tax incentive is not a business strategy * A small diversification test: one customer, one product, one budget line * What to do when a company has no spare capacity, and what smaller businesses can do * What the softwood lumber dispute teaches about depending on one customer CHAPTERS 0:00 Introduction 1:58 Where comfort stops being smart 5:56 Is it fair to blame Canadian business? 8:00 Productivity and the investment gap 13:03 Why Canadian companies underinvest 16:06 A small diversification test 18:44 What if there is no spare capacity? 19:59 What can smaller businesses do? 21:46 Isn't the U.S. still our best market? 22:46 What the softwood lumber dispute teaches 30:25 A trade agreement is not a business strategy Part 2, where we turn the same questions on Ottawa, publishes next week. Watch the first conversation with Daniel Veniez: https://youtu.be/ik1UJrV2M5Q Disclosure: Daniel Veniez appears in Joseph Soares' book, Leadership Under Fire (chapter three), out October 20. He is here on the strength of his experience, not the book. Leadership Under Fire: https://josephsoares.com/book.html?ref=podcast The Corridor Brief: https://brief.josephsoares.com/?ref=podcast Subscribe: https://www.youtube.com/channel/UC3xPTVCe3DHctf_LZTn3gxw?sub_confirmation=1 Joseph Soares built his early career in international business, developing trade and accounts globally, before serving in the Prime Minister's Office of Canada during the 2008 financial crisis and as Chief of Staff in the Senate of Canada during the pandemic. He runs a management advisory firm that helps businesses and governments work through high-stakes challenges. Corridor Intelligence is his analysis programme on power, institutions and decision-making. #CanadianBusiness #Canada #CorridorIntelligence Watch the video: https://youtu.be/sBVn9m2hqEw

    Thank you for listening to Corridor Intelligence.

    Website: josephsoares.com
    YouTube: https://www.youtube.com/@corridorintelligence
    LinkedIn: https://www.linkedin.com/in/soaresjoseph/
    X: https://x.com/JosephSoares
    Facebook: https://www.facebook.com/josephsoaresonline/
    Telegram: https://t.me/corridorintelligence
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    32 分
  • The Worst Election Defeat in Quebec History, Explained

    The Worst Election Defeat in Quebec History, Explained
    2026/10/10

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    In 2022, the CAQ won 90 seats. On October 5, 2026, it won none. Quebec’s governing party lost Premier Christine Fréchette’s seat in Trois-Rivières, finished with 13% of the vote, and now faces a Parti Québécois minority government. In this video: how a party goes from 90 seats to zero, why a government can win with under 30% of the vote, and what the new Assembly means for the referendum question, for business, and for the Outaouais. The numbers (Élections Québec, 100% of polling stations, preliminary until the official count): • PQ: 59 seats, 28.0% • Liberals: 40 seats, 24.2% • Conservatives: 19 seats, 20.7% • Québec solidaire: 9 seats, 12.4% • CAQ: 0 seats, 13.4% • A majority needs 64 seats. The PQ is five seats short. Read the full written dispatch: https://josephsoares.com/quebec-ninety-to-zero.html Subscribe to Corridor Intelligence for analysis of government, power, and the decisions behind them. I’m Joseph Soares. I was Chief of Staff in the Senate of Canada during the pandemic, served in the Prime Minister’s Office, and spent my career inside the decisions that shape governments. #QuebecElection #CanadianPolitics #CorridorIntelligence Watch the video: https://youtu.be/JwboZWPUNOg

    Thank you for listening to Corridor Intelligence.

    Website: josephsoares.com
    YouTube: https://www.youtube.com/@corridorintelligence
    LinkedIn: https://www.linkedin.com/in/soaresjoseph/
    X: https://x.com/JosephSoares
    Facebook: https://www.facebook.com/josephsoaresonline/
    Telegram: https://t.me/corridorintelligence
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    6 分
  • Gulf Oil Exports and the Buffer Crisis: What You Need to Know

    Gulf Oil Exports and the Buffer Crisis: What You Need to Know
    2026/10/08

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    Gulf oil exports are back to 81% of their pre-war level. Refined fuels, the part that includes diesel, are at 60%. Here is what paid for the recovery, why the G7's 100 million barrel headline needs a second look, and the one line in the data that says when the buffers start to refill. 00:00 The number 00:21 What this episode covers 00:41 The lens 00:58 The recovery 01:42 What recovered, and what did not 02:08 How the 81% was achieved 02:49 Three buffers 03:02 Buffer 1: emergency reserves 03:35 The second look at the G7 number 04:05 Buffer 2: commercial inventory 05:08 Buffer 3: the workaround 05:29 Why the consensus is incomplete 07:08 The corridor angle: Pacific Link 08:24 What to do 09:19 What to watch 10:12 Before you go SOURCES (EN) 1. Reuters (via Zawya) — Gulf oil flows rise to average 81% of pre-war rate in September, data shows (Oct 6, 2026) — https://www.zawya.com/en/business/oil-gas/gulf-oil-flows-rise-to-average-81-of-pre-war-rate-in-september-data-shows-1510861 2. Al Jazeera — Hormuz ship attacks surge: Are increased oil exports sustainable? (Oct 6, 2026) — https://aljazeera.com/news/2026/10/6/hormuz-ship-attacks-surge-are-increased-oil-exports-sustainable 3. International Energy Agency — Statement by IEA Executive Director on meeting of IEA Member governments on 7 October 2026 (Oct 7, 2026) — https://www.iea.org/news/statement-by-iea-executive-director-on-meeting-of-iea-member-governments-on-7-october-2026 4. International Energy Agency — Update on IEA collective action decision of 11 March 2026 (Mar 15, 2026) — https://www.iea.org/news/update-on-iea-collective-action-decision-of-11-march-2026 5. Al Jazeera — G7 to release 100m oil barrels as Trump hails Europe diesel deal (Oct 2, 2026) — https://aljazeera.com/news/2026/10/2/trump-says-europe-agrees-to-release-massive-amount-diesel-stockpile 6. Reuters (via Khaleej Times) — Replenishing crude, fuel stocks could take 2 years: Saudi Arabia Aramco CEO (Oct 5, 2026) — https://www.khaleejtimes.com/business/markets/replenishing-crude-fuel-stocks-could-take-2-years-saudi-arabia-aramco-ceo 7. U.S. Energy Information Administration — Short-Term Energy Outlook, October 2026 (Oct 6, 2026) — https://www.eia.gov/outlooks/steo/ 8. U.S. Energy Information Administration — Weekly U.S. on-highway diesel retail prices, all types (week of Oct 5, 2026) — https://www.eia.gov/dnav/pet/pet_pri_gnd_a_epd2d_pte_dpgal_w.htm 9. Federal Reserve — Minutes of the Federal Open Market Committee, September 15-16, 2026 (Oct 7, 2026) — https://www.federalreserve.gov/monetarypolicy/fomcminutes20260916.htm 10. Prime Minister of Canada — Prime Minister Carney lists the West Coast Oil Pipeline, now known as Pacific Link, as a project of national interest (Oct 1, 2026) — https://www.pm.gc.ca/en/news/news-releases/2026/10/01/prime-minister-carney-lists-west-coast-oil-pipeline-now-known-pacific 11. BNN Bloomberg — The business case is very strong: Canada designates new west coast pipeline first project of national interest (Oct 1, 2026) — https://www.bnnbloomberg.ca/business/politics/2026/10/01/the-business-case-is-very-strong-canada-designates-new-west-coast-pipeline-first-project-of-national-interest/ The Corridor Brief, free every weekday morning, straight to your inbox: https://brief.josephsoares.com/?ref=podcast Subscribe to the channel: https://www.youtube.com/@corridorintelligence?sub_confirmation=1 Joseph Soares served in Canada's Prime Minister's Office during the 2008 financial crisis and was Chief of Staff in the Senate of Canada during the 2020 pandemic. Leadership Under Fire, out October 20: https://josephsoares.com/book.html?ref=podcast LinkedIn: https://www.linkedin.com/in/soaresjoseph/ X: https://x.com/JosephSoares #CorridorIntelligence #Oil #EnergySecurity #CanadaUS Watch the video: https://youtu.be/DCSEe9J7CxQ

    Thank you for listening to Corridor Intelligence.

    Website: josephsoares.com
    YouTube: https://www.youtube.com/@corridorintelligence
    LinkedIn: https://www.linkedin.com/in/soaresjoseph/
    X: https://x.com/JosephSoares
    Facebook: https://www.facebook.com/josephsoaresonline/
    Telegram: https://t.me/corridorintelligence
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    11 分
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