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.

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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.

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🎧 For audio versions of our podcast visit powerstruggle.ca and listen on the go in your favourite podcast app!
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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.

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

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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

Canada says this is the decade of energy security and trade diversification.
But can we actually build the infrastructure to make that happen?

In this episode of Power Struggle, Stewart Muir sits down with Radha Curpen, National Leader of McMillan LLP’s ESG and Sustainability Practice, to unpack what it really takes to deliver major projects in Canada today.

From pipelines and transmission lines to ports, data centres and critical minerals, Curpen explains why modern infrastructure must pass three tests:
legal legitimacy, social durability, and capital credibility.

The conversation explores:

• The Canada–Alberta Memorandum of Understanding and what it actually means
• Why a west coast pipeline is possible — but far from inevitable
• Alberta’s urgency vs. B.C.’s caution
• Indigenous consultation, equity ownership, and economic reconciliation
• Why some investors now describe B.C. as “uninvestable”
• How duplication and regulatory complexity stall projects
• Why governance — not politics — determines durability

Curpen argues that project success depends on early planning, corridor thinking, relationship-building, and legal clarity. Equity is no longer just about revenue sharing — it’s about operational oversight, environmental accountability, and long-term value for Indigenous communities.

At stake is more than one pipeline.
It’s whether Canada can operate as a first-world economy — attracting capital, reconciling rights, and building nation-scale infrastructure in an era of polarization.

This is a national test case.

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

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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 if the future we’re planning simply can’t be built?

In this episode of Power Struggle, Stewart Muir speaks with Craig Tindale, private investor, systems thinker, and author of the widely discussed essay “Copper: Limits to Growth in the Age of Demand Simultaneity.”

Tindale argues that for the first time in industrial history, three massive transitions are colliding at once: artificial intelligence, electrification, and military rearmament. Each demands staggering quantities of copper and critical minerals. Together, they may exceed what the physical world can supply.

AI data centers require 50,000 tons of copper each.
Gallium demand projected to outstrip global production.
Transformers and rare earths facing 5–10 year bottlenecks.
China is refining 50–60% of the world’s copper.

The conversation explores:
• Why price signals alone won’t solve mineral shortages
• How central banking and cost of capital shape industrial capacity
• The strategic implications of China’s refining dominance
• Whether electrification timelines are physically achievable
• Why innovation and circular economy solutions may not arrive fast enough
• The case for surge capacity and domestic refining
• How robotics and AI may reshape industrial production
• Why policymakers may need to rethink globalization

Is this a temporary bottleneck — or a structural turning point for Western economies?

This episode connects resource geology, geopolitics, climate ambition, defense strategy, and financial systems into one uncomfortable question:
Are we planning a future the planet cannot supply?

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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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Terry Etam is one of Canada's most outspoken energy thinkers — a former insider turned straight-talking columnist, and the author of The End of Fossil Fuel Insanity. In this wide-ranging Power Struggle conversation with Stewart Muir, Etam lays out what he calls the “energy literacy” gap — the disconnect between public perception and the real-world complexities of energy.

He tackles the myths around pipelines and renewables, explains why the EV mandate misses the mark, and why Canada’s permitting system is broken. Etam calls for pragmatic policy, streamlined infrastructure approvals, and a renewed respect for the people and regions that power the country. From his prairie roots to a career across every corner of the industry, his message is simple: Canada’s future depends on facts, not fantasies.

Don’t miss this honest and urgent episode for anyone who cares about energy, economy, and how we keep the lights on.

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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

Alberta’s oil, gas, and lithium resources are massive — and so are the stakes. In this exclusive Power Struggle episode, Energy Minister Brian Jean joins Stewart Muir to discuss Canada’s global energy role, the new “Grand Bargain” with Ottawa, and why a pipeline to the Pacific could change everything.

Jean argues Alberta’s energy is not just a provincial asset — it’s a national tool for prosperity, security, and reconciliation. From Trans Mountain to lithium extraction, carbon fiber innovation to base-load reliability, he lays out a high-stakes vision for energy independence and economic growth.

Recorded in January 2026, this conversation touches on U.S.–Canada trade, Asia’s growing demand for heavy crude, Indigenous equity partnerships, and how Alberta plans to power not just itself — but BC, the North, and beyond.

Watch now to hear how decisions made today will echo for decades.

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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

As chair of the Resource Works Advisory Council, Karen Graham brings two decades of experience in public policy, resource development, and environmental governance. In this episode, she joins Stewart Muir to dissect Canada’s “clean economy” — from the promise of BC’s early carbon tax experiments to the patchwork of federal and provincial policies that followed.

Graham breaks down the gap between climate ideals and economic realities, questions whether Ottawa’s approach has sidelined traditional resource sectors, and explores why public sentiment is shifting back toward pragmatism. From $350/ton penalties on gas to the return of pipeline politics, this is a deep dive into what worked, what didn’t, and what Canada must do next.

Is a simpler, "all-of-the-above" strategy finally on the table?
Can Canada balance emissions goals with energy security?
What does the $144B “clean economy” really mean for GDP?

This is a must-watch for anyone tracking the intersection of policy, prosperity, and public trust.

Watch now and join the conversation.

Learn more: https://resourceworks.com

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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