Is the world entering a new era of energy instability — and is Canada ready for it?

In this episode, Stewart Muir is joined by Robert (R.J.) Johnston, Director of Energy and Natural Resources Policy at the University of Calgary and former CEO of Eurasia Group, to unpack the geopolitical forces reshaping global energy markets.

From rising tensions in the Middle East to shifting U.S. policy and growing competition for critical resources, Johnston explains why energy security is once again at the center of global decision-making.

They discuss:

• Why global energy markets are becoming more unstable
• The changing role of the United States in global trade and energy
• Canada’s opportunity — and why it hasn’t been fully realized
• LNG, oil exports, and the importance of market diversification
• The impact of geopolitical conflict on energy security
• Critical minerals, AI, and the growing demand for resources like copper
• The future of energy transition and shifting climate priorities
• What business leaders are most concerned about right now

This is a conversation about energy, power, and uncertainty in a world where geopolitics and markets are increasingly intertwined.

At a time of global disruption — from Ukraine to the Persian Gulf — energy is no longer just an economic issue, but a strategic one.

The question is no longer whether the world needs reliable energy — but which countries are prepared to supply it.

#PowerStruggle #RobertJohnston #EnergyPolicy #GlobalEnergy #Geopolitics #EnergySecurity #OilAndGas #LNG #CriticalMinerals #CanadaEnergy

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at info@powerstruggle.ca

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

What are investors actually seeing in today’s energy data — and what does it reveal about the future of oil markets?

In this episode, Stewart Muir speaks with Dane Gregoris, Energy Director at Enverus Intelligence Research, one of the leading energy analytics firms in the world.

Gregoris leads the oil and gas intelligence team at Enverus, where he works with vast datasets that help investors and companies understand the forces shaping global energy markets. From production trends to capital flows, he explains how data is increasingly driving decision-making across the energy sector.

They discuss:

• What current oil and gas production data is telling investors
• How energy analytics influence investment decisions
• Capital discipline and market signals in the energy sector
• Global energy demand and long-term market trends
• How companies interpret energy market intelligence
• What the latest data suggests about the future of oil and gas

This conversation explores how the energy industry reads the market — not through headlines, but through data.

At a time when energy debates are often driven by politics and speculation, understanding the underlying market signals has never been more important.

The real story of the energy market may not be in the headlines — but in the numbers.

#PowerStruggle #DaneGregoris #EnergyMarkets #OilAndGas #EnergyInvestment #EnergyAnalytics #GlobalEnergy #EnergyData #OilMarkets #EnergyIndustry

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The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at info@powerstruggle.ca

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod

Is Canada entering a new commodity supercycle — and are we prepared for what comes next?

In this episode of Power Struggle, Stewart Muir is joined by Heather Exner-Pirot, Director of Energy, Natural Resources, and Environment at the Macdonald-Laurier Institute, to explore the economic and geopolitical forces reshaping Canada’s future.

From uranium and mining stocks to LNG expansion and oil markets, Exner-Pirot explains why commodity cycles matter — and why this one could redefine Canada’s global position.

They discuss:

• The return of investor interest in energy and mining
• Why oil demand continues to grow globally
• LNG, natural gas, and British Columbia’s strategic role
• Methane regulations and the cost of compliance
• Carbon competitiveness and investment risk
• Nuclear power and Canada’s uranium advantage
• Arctic sovereignty, security, and NORAD modernization
• What it truly means to be an “energy superpower”

This is a candid conversation about prosperity, policy, and realism in a world where energy demand is rising — not falling.

At a time of global instability and shifting alliances, Canada’s resource base may be its greatest strategic advantage.

The question is no longer whether the world needs Canadian energy — but whether Canada will seize the opportunity.

Send a text

The energy conversation is polarizing. But the reality is multidimensional. Get the full story with host Stewart Muir.

Reach out to us with thoughts, questions, or ideas at info@powerstruggle.ca

Linkedin
Instagram
Facebook
Twitter

🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
Video available on Power Struggle’s YouTube! https://www.youtube.com/@PowerStrugglePod