Energy
TMX Pipeline a Success Story – Despite All the Green Battles Against It
 
																								
												
												
											From Energy Now
“As we go into winter months, Canada will set new export records”
We remember well the green battles against the “TMX” expansion of the Trans Mountain oil pipeline from Alberta to B.C. The idea was, they said, at best unnecessary and at worst thoroughly dangerous to the world environment.
One group said the expansion “threatens to unleash a massive tar sands spill that would threaten drinking water, salmon, coastal wildlife, and communities.” It would also, others said, impede investment in clean energy and undermine Canada’s efforts to deal with climate change.
Some said the expanded line would be an imposition on First Nations. But a number of First Nations are interested in acquiring an equity stake in the pipeline (and the federal government, which owns the line, is looking to sell a 30-percent stake to them).
Despite the loud opposition, the federal government went ahead and purchased the pipeline and the expansion project in May 2018, completing the pipeline’s expansion this year at a total cost of $31 billion.
Prime Minister Trudeau’s explanation: Ottawa stepped in because owner Kinder Morgan “wanted to throw up their hands and walk away,” and his government wanted to make sure that Canadian oil could reach new markets.
Alberta’s Canadian Energy Centre supported that outlook: “We’re going to be moving into a market where buyers are going to be competing to buy Canadian oil.”
Our Margareta Dovgal wrote: “What matters to us is the benefits to Canada. For one thing, we now will be able to ship more oil by tanker to refineries on the U.S. West Coast at a better price than oil by tanker from Alaska. And . . . we’ll have more oil more readily available for overseas buyers.
“So, all in all, we can expect to see higher returns on our oil, and we can continue to see the immense benefits of high-paying jobs in Canadian energy, and the benefits of revenues to government.”
It has all been happening, in spades.
And the opening of the expanded pipeline on May 1 this year also helped bring down gasoline prices.
In Vancouver, for example, regular gasoline in April ran as high as $2.359 a litre. At the beginning of May, as key refineries returned to normal after seasonal maintenance work, it stood around $2.085. As October opened, the price was as low as $1.579.
Economist G. Kent Fellows said at an event hosted by Resource Works and the Business Council of B.C.: “Our analysis shows that insufficient pipeline capacity was costing B.C. consumers an estimated $1.5 billion per year in higher gasoline prices.
“With TMX now operational, wholesale gasoline prices in Vancouver dropped by about 28 cents per litre compared to earlier this year.”
As for those buyers competing for our oil, some thought the prime export destination would be California. But the summer just past brought exports on tankers from Vancouver to China, Japan, India, Hong Kong, South Korea, and Brunei.
As of now, California is indeed leading as a destination, with Asian buyers having eased off after their initial purchases. Experts say that was expected, with Asian refineries first taking test cargoes to see how their systems handle our oil.
Kevin Birn, chief Canadian oil markets analyst for S&P Global, told Business in Vancouver: “There is always a market for crude oil in the Pacific Basin. We always saw the need for the Trans Mountain pipeline. We saw Canadian production continuing to grow.”
Birn added: “It’s still relatively early. I’d expect volumes to continue to build, cargoes to test different markets all over the place, and over time you’ll start to see patterns.
“As we go into winter months, Canada will set new export records, because as capacity’s been optimized and new product projections and wells are brought online, the winter tends to be the peak period.
“Every year, I think, for the next couple of years, Canada will set new records.”
That would be good news for Canada’s economy — and for Alberta’s.
There are no statistics available yet on the TMX line’s impact on the economy, but in 2019 Trans Mountain estimated that construction and operation would mean $46 billion in revenue to governments over the first 20 years.
Today, as reported by Alberta’s energy minister, Brian Jean, Alberta continues to break records for crude oil production, with global demand continuing to grow.
The latest numbers from the Alberta Energy Regulator show Alberta’s oil production averaged a little over 4 million barrels per day in August — the highest on record for any August.
“The addition of 590,000 barrels per day of heavy oil pipeline capacity from Alberta to the B.C. coast earlier this year with the completion of the Trans Mountain Pipeline expansion project has been instrumental in the recent production increases.”
All this as the International Energy Agency said that while oil demand is decelerating from 2023 levels due to a slowing economy in China, demand is still set to increase by 900,000 barrels per day (bpd) this year. That would push global consumption to a record level of almost 103 million bpd.
And that forecast came as Jonathan Wilkinson, our federal minister of energy and natural resources, declared: “Oil and gas will peak this decade. In fact, oil is probably peaking this year.”
A bevy of market-watchers disagreed with him. Among them, Greg Ebel, CEO of Calgary-based Enbridge, says global oil consumption will be “well north” of 100 million barrels per day by 2050 — and could exceed 110 million barrels.
“You continue to see economic demands, and particularly in the developing world, people continue to say lighter, faster, denser, cheaper energy works for our people. . . And that’s leading to more oil usage.”
Alberta
Nobel Prize nods to Alberta innovation in carbon capture
 
														From the Canadian Energy Centre
‘We are excited to bring this made-in-Canada innovation to the world’
To the naked eye, it looks about as exciting as baking soda or table salt.
But to the scientists in the University of Calgary chemistry lab who have spent more than a decade working on it, this white powder is nothing short of amazing.
That’s because the material they invented is garnering global attention as a new solution to help address climate change.
Known as Calgary Framework-20 (CALF-20 for short), it has “an exceptional capacity to absorb carbon dioxide” and was recognized in connection with the 2025 Nobel Prize in Chemistry.
“It’s basically a molecular sponge that can adsorb CO2 very efficiently,” said Dr. George Shimizu, a UCalgary chemistry professor who leads the research group that first developed CALF-20 in 2013.
The team has been refining its effectiveness ever since.
“CALF-20 is a very exciting compound to work on because it has been a great example of translating basic science into something that works to solve a problem in the real world,” Shimizu said.
Advancing CCS
Carbon capture and storage (CCS) is not a new science in Alberta. Since 2015, operating projects in the province have removed 15 million tonnes of CO2 that would have otherwise been emitted to the atmosphere.
Alberta has nearly 60 proposed facilities for new CCS networks including the Pathways oil sands project, according to the Regina-based International CCS Knowledge Centre.
This year’s Nobel Prize in Chemistry went to three of Shimizu’s colleagues in Japan, Australia and the United States, for developing the earliest versions of materials like CALF-20 between 1989 and 2003.
Custom-built molecules
CALF-20 is in a class called metal-organic frameworks (MOFs) — custom-built molecules that are particularly good at capturing and storing specific substances.
MOFs are leading to new technologies for harvesting water from air in the desert, storing toxic gases, and capturing CO2 from industrial exhaust or directly from the atmosphere.
CALF-20 is one of the few MOF compounds that has advanced to commercial use.
“There has been so much discussion about all the possible uses of MOFs, but there has been a lot of hype versus reality, and CALF-20 is the first to be proven stable and effective enough to be used at an industrial scale,” Shimizu said.
It has been licensed to companies capturing carbon across a range of industries, with the raw material now being produced by the tonne by chemical giant BASF.
Carbon capture filter gigafactory
Svante Inc. has demonstrated its CALF-20-based carbon capture system at a cement plant in British Columbia.
The company recently opened a “gigafactory” in Burnaby equipped to manufacture enough carbon capture and removal filters for up to 10 million tonnes of CO2 annually, equivalent to the emissions of more than 2.3 million cars.
The filters are designed to trap CO2 directly from industrial emissions and the atmosphere, the company says.
Svante chief operating officer Richard Laliberté called the Nobel committee’s recognition “a profound validation” for the entire field of carbon capture and removal.
CALF-20 expansion
Meanwhile, one of Shimizu’s former PhD students helped launch a spinoff company, Existent Sorbents, to further expand the applications of CALF-20.
Existent is working with oil sands producers, a major steel factory and a U.S.-based firm capturing emissions from other point sources, said CEO Adrien Côté.
“The first users of CALF-20 are leaders who took the risk of introducing new technology to industries that are shrewd about their top and bottom lines,” Côté said.
“It has been a long journey, but we are at the point where CALF-20 has proven to be resilient and able to survive in harsh real-world conditions, and we are excited to bring this made-in-Canada innovation to the world.”
Business
Bill Gates walks away from the climate cult
 
														Billionaire Bill Gates — long one of the loudest voices warning of climate catastrophe — now says the world has bigger problems to worry about. In a 17-page memo released Tuesday, the Microsoft co-founder called for a “strategic pivot” away from the obsessive focus on reducing global temperatures, urging leaders instead to prioritize fighting poverty and eradicating disease in the developing world. “Climate change is a serious problem, but it’s not the end of humanity,” Gates wrote.
Gates, 70, argued that global leaders have lost perspective by treating climate change as an existential crisis while millions continue to suffer from preventable diseases like malaria. “If I had to choose between eradicating malaria and preventing a tenth of a degree of warming, I’d let the temperature go up 0.1 degree,” he told reporters ahead of next month’s U.N. climate conference in Brazil. “People don’t understand the suffering that exists today.”
For decades, Gates has positioned himself as a leading advocate for global climate initiatives, investing billions in green energy projects and warning of the dangers of rising emissions. Yet his latest comments mark a striking reversal — and a rare admission that the world’s climate panic may have gone too far. “If you think climate is not important, you won’t agree with the memo,” Gates told journalists. “If you think climate is the only cause and apocalyptic, you won’t agree with the memo. It’s a pragmatic view from someone trying to maximize the money and innovation that helps poor countries.”
The billionaire’s change in tone is sure to raise eyebrows ahead of the U.N. conference, where climate activists plan to push for new emissions targets and wealth transfers from developed nations. Critics have long accused Gates and other elites of hypocrisy for lecturing the public about fossil fuels while traveling the globe on private jets. Now, Gates himself appears to be distancing from the doomsday rhetoric he once helped spread, effectively admitting that humanity faces more immediate moral imperatives than the weather.
(AP Photo/Alex Brandon)
Stunning Climate Change pivot from Bill Gates. Poverty and disease should be top concern.
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