Pipelines, energy and natural resources

[daftandbarmy]

While we wait for pipelines, I foresee quite a few railcars crossing the border going south to refineries full of oil.

Canada has some of the best managed, most efficient railways in the world, apparently.

Must have something to do with 99% of their services being connected to commodities vs. passengers

Canadian Railways - Moving Economies Forward| RAC

 

[MilEME09]

Biggest players in the oil sands sign MOU with ottawa and Edmonton for carbon capture. Major tax incentives coming too for companies

Alberta, Ottawa and oilsands companies reach Pathways agreement

The Alberta government, Ottawa and five major oilsands producers have signed a memorandum of understanding to advance the multibillion-dollar Pathways carbon capture and storage project.

www.ctvnews.ca

 

[ArmyRick]

This podcast is a MUST listen. It is non-partisan and does a deep dive into energy, power and pipelines In canada, and all the politics with it. Brett Wilson, who was a dragon on the Dragons Den, speaks with Brian Lilley.

 

[daftandbarmy]

RB#2 partner on board...

Preferred construction partner selected for Roberts Bank Terminal 2 Project​

Vancouver B.C.: The Vancouver Fraser Port Authority has selected TerraMarine as the preferred proponent for the landmass and wharf component of the Roberts Bank Terminal 2 Project, marking an important milestone in delivering a nation-building project that directly supports Prime Minister Mark Carney’s goal of doubling Canadian exports to non-U.S. markets over the next decade. The project will support a more resilient and reliable supply chain, and help move more of what Canadians make, mine, harvest, and grow to more customers around the world.

Roberts Bank Terminal 2 is a future marine container terminal at the Port of Vancouver that will increase container capacity on Canada’s west coast by more than 30%, unlocking more than $100 billion in annual trade capacity, contributing over $3 billion annually to Canada’s GDP, and supporting tens of thousands of jobs.
The selection follows a competitive procurement process, with TerraMarine identified as the preferred proponent, subject to finalization of contraction negotiations with the port authority.

https://www.portvancouver.com/article/preferred-construction-partner-selected-roberts-bank-terminal-2-project

 

[The Bread Guy]

The Canadian Press fleshes out a bit of a nuke power overview/update: more mine capacity coming in SK, mo' plants (especially SMRs) coming (with some to be sold offshore).

A look at Canada's uranium mining industry and its plan for nuclear plants

After about a decade of stagnation, the nuclear industry is now seeing what some are calling a renaissance. Here’s a look at the sector in Canada and its future plans.

www.ctvnews.ca

'Power hungry': Nuclear renaissance a boon for Canada's mining and reactor sectors

Countries across the globe, from China and India to the United States, are either building or promising to construct more nuclear power plants. In Canada, the federal government has proposed 10 new reactors by 2040.

www.ctvnews.ca

 

[Kirkhill]

Put a big number on it and punt it down the line.

The industry is proceeding faster on emissions reduction than Pathways requires.

https://archive.is/20260714234219/https://www.thestar.com/business/oilsands-emissions-on-track-to-outpace-reductions-from-pathways-project-economist/article_eec0579d-d3c0-5244-9bf5-33b8f25998b3.html

 

[Kirkhill]

Further to my last.

ottawa and alberta new carbon capture agreement lower targets longer time more subsidies +6

Ottawa and Alberta finalized a Memorandum of Understanding with five major oilsands producers on the $20-billion Pathways carbon capture and storage (CCS) project. The deal lowers the initial 2030 capture targets, extends the timeline for emissions reductions, and introduces extended tax credits and new government subsidies to offset costs.

The new framework introduces several key concessions and modifications:

Lowered Targets: The initial goal of capturing 22 million tonnes of CO₂ annually by 2030 has been reduced to 16 million tonnes, with the full realization stretched out over multiple phases.

Longer Timelines & Expanded Deadlines: The target date to hit primary capture benchmarks has shifted to 2035, with additional reductions phased in toward 2045.

Increased Subsidies: The federal government extended its Investment Tax Credits of 50% for eligible CCS equipment and 37.5% for transportation and storage, now valid until 2035 instead of 2030. Ottawa is also exploring additional financial mechanisms to help cover the project's long-term operating costs.

Regulatory Concessions: The deal is tied to AB's push to expand West Coast pipeline capacity. In exchange for proceeding with the carbon capture project, Ottawa agreed to drop the proposed federal oil and gas production cap and suspend net-zero electricity regulations.

...

A goovernment mandated programme will now become, largely, a government (ie taxpayer) funded programme.

Honour is preserved.

 

[The Bread Guy]

And, as expected ...

Chiefs warn they’ll fight any assault on First Nations rights in major projects push

First Nations chiefs say they’ll oppose any actions by federal and provincial governments to expedite major projects that would undermine their rights and environmental protections.

www.cp24.com

 

[daftandbarmy]

And, as expected ...

Chiefs warn they’ll fight any assault on First Nations rights in major projects push

First Nations chiefs say they’ll oppose any actions by federal and provincial governments to expedite major projects that would undermine their rights and environmental protections.

www.cp24.com

I hear that sound agian

 

[HavokFour]

The gears are in motion.

[CBC]Federal government refers Port of Vancouver strategy to Major Projects Office​

 

[daftandbarmy]

Fill 'er up...

https://twitter.com/x/status/2076728637227995207

 

[Kirkhill]

The Americans were and are anxious to fnd 4 more million barrels of oil and Danielle and Cott want tosell it to them.
Trump wanted set the stage for a better deal.

Alberta, Saskatchewan make compelling case for supplying U.S. with oil: Hoekstra | BOE Report

EDMONTON - The U.S. ambassador to Canada says Alberta and Saskatchewan could make the "most compelling" case to meet the oil needs of the United States. Pete Hoekstra says the U.S. needs to find three to four million more barrels of oil per day over the next decade and that Canada is one of the

boereport.com

Based on the Gordie Howe, Ukrainian, Venezuelan and Iranian negotiations, together with my experience dealing with major players in the US fish and poultry industries there are three things Canadian negotiators need to bring to the room:

a media strategy
more lawyers than the other side has
and a pistol to lay on the table.

The last bit only works if the other side believes you will use it.

 

[Czech_pivo]

The Americans were and are anxious to fnd 4 more million barrels of oil and Danielle and Cott want tosell it to them.
Trump wanted set the stage for a better deal.

Alberta, Saskatchewan make compelling case for supplying U.S. with oil: Hoekstra | BOE Report

EDMONTON - The U.S. ambassador to Canada says Alberta and Saskatchewan could make the "most compelling" case to meet the oil needs of the United States. Pete Hoekstra says the U.S. needs to find three to four million more barrels of oil per day over the next decade and that Canada is one of the

boereport.com

Based on the Gordie Howe, Ukrainian, Venezuelan and Iranian negotiations, together with my experience dealing with major players in the US fish and poultry industries there are three things Canadian negotiators need to bring to the room:

a media strategy
more lawyers than the other side has
and a pistol to lay on the table.

The last bit only works if the other side believes you will use it.

For my 2 cents - the proposed new oil pipeline to the WC really needs to be 2.5m bpd. Enough to ‘meet the needs’ of the US but at world market prices. Meaning if Japan pays top dollar, they get it, if South Korea pays top dollar, they get it, Malaysia pays top dollar, they get it and if the US pays top dollar they get it.
There is NO ‘friends and family’ discount to them - or anyone from here on out. It’s all strictly business.

 

[suffolkowner]

For my 2 cents - the proposed new oil pipeline to the WC really needs to be 2.5m bpd. Enough to ‘meet the needs’ of the US but at world market prices. Meaning if Japan pays top dollar, they get it, if South Korea pays top dollar, they get it, Malaysia pays top dollar, they get it and if the US pays top dollar they get it.
There is NO ‘friends and family’ discount to them - or anyone from here on out. It’s all strictly business.

is that possible? Is there a reason the pipelines were not that big before? How big does the pipeline need to be for that? 60"?

 

[Czech_pivo]

is that possible? Is there a reason the pipelines were not that big before? How big does the pipeline need to be for that? 60"?

No clue to be honest.
Run 2 new pipeline parallel to the existing one and add the extra pumping stations and additives to bring them both up to 1.3m bpd, like what the existing one will be at in 2027.
The 3 of them would then be at 3.9m bpd.

 

[Kirkhill]

is that possible? Is there a reason the pipelines were not that big before? How big does the pipeline need to be for that? 60"?

As @Czech_pivo sez - run them in parallel.

Prepping the right of way and all the administrative overhead will be largely the same . Same for support structures, bridges, tunnels, culverts, pump stations etc.

Build for one line and your costs will be high. Build for two and your costs will be higher but not double. Your cost per barrel of the infrastructure will drop towards half. Three lines will continue the trend, higher total costs but lower relative costs.

 

[suffolkowner]

As @Czech_pivo sez - run them in parallel.

Prepping the right of way and all the administrative overhead will be largely the same . Same for support structures, bridges, tunnels, culverts, pump stations etc.

Build for one line and your costs will be high. Build for two and your costs will be higher but not double. Your cost per barrel of the infrastructure will drop towards half. Three lines will continue the trend, higher total costs but lower relative costs.

are the pipelines already at their limits diameter wise?

 

[Colin Parkinson]

are the pipelines already at their limits diameter wise?

Long distance transmission lines vary from from 24" to 36", with some modern stuff getting to 48". Most of the oil pipes I ever saw were in the 12" range, generally older pipelines.

 

[Kirkhill]

Doug Ford’s Alberta pipeline plan gets warmer response from Manitoba’s premier

"I'm open to it," Wab Kinew said Wednesday of the proposed energy corridor that would pass through Saskatchewan and his province on the way to Ontario.

www.thestar.com

"CHARLOTTETOWN — A proposed “Northern Shield” pipeline from Alberta’s oil hub to refineries in Sarnia is getting a warmer reception from Manitoba Premier Wab Kinew as provincial leaders hold their annual conference in the face of a new Trump tariff threat.

"“I’m open to it,” Kinew said Wednesday of the proposed energy corridor that would pass through Saskatchewan and his province on the way to Ontario.

"“Having spent a few days in Portage la Prairie, Manitoba, last week, I can tell you there’s probably a lot of people who’d like to work on a pipeline,”"

....

His reference to Portage la Prairie is, in my mind, a critical reference.

Portage already hosts transcanada oil and gas pipelines.
It is also on the CN and CP rail lines as well as being the terminus for the Arctic Gateway Group line to Hudson Bay (Churchill and Nelson).

A tank farm at Portage, similar to Hardisty, from which oil could be shipped north, south or east by rail or pipeline would make a lot of sense.

 

[The Bread Guy]

Doug Ford’s Alberta pipeline plan gets warmer response from Manitoba’s premier

"I'm open to it," Wab Kinew said Wednesday of the proposed energy corridor that would pass through Saskatchewan and his province on the way to Ontario.

www.thestar.com

"CHARLOTTETOWN — A proposed “Northern Shield” pipeline from Alberta’s oil hub to refineries in Sarnia is getting a warmer reception from Manitoba Premier Wab Kinew as provincial leaders hold their annual conference in the face of a new Trump tariff threat.

"“I’m open to it,” Kinew said Wednesday of the proposed energy corridor that would pass through Saskatchewan and his province on the way to Ontario.

"“Having spent a few days in Portage la Prairie, Manitoba, last week, I can tell you there’s probably a lot of people who’d like to work on a pipeline,”"

....

His reference to Portage la Prairie is, in my mind, a critical reference.

Portage already hosts transcanada oil and gas pipelines.
It is also on the CN and CP rail lines as well as being the terminus for the Arctic Gateway Group line to Hudson Bay (Churchill and Nelson).

A tank farm at Portage, similar to Hardisty, from which oil could be shipped north, south or east by rail or pipeline would make a lot of sense.

"Willing to entertain" is the other catch phrase being shared out there.

Manitoba's Kinew 'willing to entertain' Alberta to Ontario pipeline

Manitoba Premier Wab Kinew said Wednesday he's willing to entertain a west-east pipeline between Alberta and Ontario.

www.aptnnews.ca

Manitoba Premier Kinew 'willing to entertain' Alberta to Ontario pipeline

Manitoba Premier Wab Kinew says he’s open to a west-east pipeline being pitched by his counterparts in Alberta and Ontario.

www.ctvnews.ca