On November 5th, Donald Trump was elected as the 47th President of the United States. The Republicans gained a majority in both the Senate and the House of Representatives. There were also recent provincial elections in Canada, including British Columbia, where the incumbent NDP party nearly lost power to the Conservatives. Federally, in Canada, there is potential for a spring election.

This week, Shachi Kurl, President of the Angus Reid Institute, joins the podcast to talk about the recent elections and polling.

Here are some of the questions that Jackie and Peter asked Shachi: What does the election of Donald Trump tell you about the state of democracies? How important of an issue is immigration? To what extent do Canadians support Trump's policies and approach? What is the likelihood of US import tariffs of 10-20% being applied to Canada? What are the likely energy policies from the Trump administration? What are the priorities in British Columbia post-election, and do you expect any change with respect to natural resource development and LNG? How could the election of President Trump impact the next Canadian election? Do you expect any leadership changes for the Liberals? How does climate change rate as a priority for Canadian voters?

Content referenced in this podcast:

• Angus Reid Institute
• Shachi Kurl, Ottawa Citizen Article, “Don’t expect a unified ‘Team Canada’ approach to Donald Trump this time” (Nov 8, 2024)
• Awaiting the next President: Canadians prefer Trudeau to deal with Harris, Poilievre to work with Trump (Nov 4, 2024)

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This week on the podcast, Peter and Jackie discuss what they are watching for from the upcoming 29th Conference of the Parties to the UN Framework Convention on Climate Change, better known as COP29. The conference will take place in Baku, Azerbaijan, from November 11th to 22nd, 2024.

Next, they delve into the IEA’s recently released World Energy Outlook 2024. This annual report is widely read and used for discussions on the future of energy. They review some key points that caught their attention, including an outlook for abundant energy supply in the latter part of the 2020s, peak fossil fuels by 2030, electricity’s growing role, and the adoption of EVs.

They also consider a few new EV labels: extended-range electric vehicles (EREVs) and range-extended electric vehicles (REEVs).

They also introduce Peter’s recent article on the proposed cap on Canada’s oil and gas emissions.

Content referenced in this podcast:

• UN Emissions Gap Report 2024: No more hot air…please! (October 2024)
• UN “It’s Climate Crunch Time” video about three future scenarios, including game over (October 2024)
• IEA World Energy Outlook 2024
• Peter Tertzakian’ s commentary “It’s time for a carbon policy time-out (November 2024)

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This week, our guest is Chris Levesque, President and CEO of TerraPower. Founded by Bill Gates, TerraPower is advancing fourth-generation nuclear reactor technology in the United States, using a Natrium reactor and molten salt. The company recently made the 2024 Fortune "Change the World" list.

Here are some of the questions Jackie and Peter asked Chris Levesque: What is a fourth-generation nuclear reactor, and how does it differ from the operating reactors in North America regarding safety, cost, and waste? Is the United States ahead of other countries in developing these fourth-generation nuclear reactors? What are the strategic benefits for the United States in developing this technology? How is this technology compatible with wind and solar electricity generation? What is the timeline for the regulatory and permitting process for the first facility? When do you expect to start up your first power plant in Wyoming? Does the uranium need to be enriched, and how will the waste be stored?

Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/

Check us out on social media:

X (Twitter): @arcenergyinst
LinkedIn: @ARC Energy Research Institute

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