Tag: China

Alberta Premier Danielle Smith is spot on: the new American tariffs will affect $1.5 billion of Alberta goods. The new Canadian counter-tariffs will affect $4.8 billion of the provincial economy.

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That is not a talking point. It is the arithmetic of an integrated energy market that Ottawa cannot wish away, and Washington already understands. Smith’s warning, circulating widely after her CBC Power & Politics appearance and a clip posted by Stephen Taylor, is blunt: Alberta businesses will be hurt more by Canada’s own counter-tariffs than […]

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Oil Will Find a Way

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In Jurassic Park, Dr. Ian Malcolm delivers one of cinema’s most memorable lines: “Life finds a way.” Nature adapts, persists, and routes around obstacles no matter how carefully the fences are built. In the summer of 2026, crude oil is doing the same thing. Blockades and attacks have choked the Strait of Hormuz and the […]

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Mark Carney to Build a New Economy with the EU – It appears he is working for China and the EU, and not the Canadians.

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Prime Minister Mark Carney’s government has accelerated efforts to deepen Canada’s economic and security ties with the European Union, framing diversification as essential amid escalating trade friction with the United States. Official statements and actions indicate a strategic pivot toward Europe (and select other partners) rather than prioritizing new comprehensive U.S. trade arrangements beyond existing […]

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Are we about to see paper catch up to physical delivery on oil?

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The oil market is sending mixed signals that traders and energy watchers cannot ignore. Futures prices—the “paper” side of the trade—have been surprisingly restrained even as physical barrels face ongoing constraints from the prolonged disruption in the Strait of Hormuz. Diesel cracks are screaming tightness downstream, China has stepped back as the world’s swing buyer, […]

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Coal as China’s Weapon of Sovereign Power – Special Guest Josheph Fournier, PH.D.

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A wild day on the Energy Realities Podcast with Dr. Tammy Nemeth, David Blackmon and Stu Turley. In this episode of the Energy Realities Podcast, host David Blackmon and panelists Dr. Joseph Fournier, Dr. Tammy Nemeth, and Stu Turley challenge the prevailing Western narrative around energy transition and expose a stark geopolitical reality: while North […]

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India’s Coal Demand Set to Hit 1.6 Billion Tons by 2030. Is the Rest of the World following?

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India’s coal demand is projected to climb to approximately 1.6 billion tonnes by 2030, up from around 1.2–1.3 billion tonnes in recent years. This growth is driven by rising electricity needs, industrial expansion (especially steel, cement, and power), and the need to maintain reliable baseload power amid extreme weather events and rapid economic development. Coal […]

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China Approves Eight New Nuclear Plants, Including Four With Hualong One 2.0 Tech

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China’s State Council approved the construction of eight new nuclear reactor units on July 31, 2026, during an executive meeting chaired by Premier Li Qiang. The projects, spanning four provinces, represent a total investment exceeding 170 billion yuan (approximately $25 billion) and continue the country’s aggressive expansion of nuclear capacity as a cornerstone of its […]

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