Energy
Trump’s promises should prompt major rethink of Canadian energy policy

From the Fraser Institute
By Elmira Aliakbari and Julio Mejía
In three weeks, the United States will have a new president. And despite Donald Trump’s pledge to “unleash” the American oil and gas sector by cutting red tape and accelerating permit approvals, the Trudeau government remains committed to constraining Canada’s oil and gas industry. The result? More investment to the U.S. and less to Canada. To prevent Canada from falling further behind the U.S., the government must reverse harmful policies that drive investors away.
Even before Trump’s victory, Canada’s oil and gas sector was less attractive for investment compared to the U.S. According to a 2023 survey of oil and gas investors, 68 per cent of respondents said uncertainty about environmental regulations deters investment in Canada’s oil and gas sector compared to 41 per cent in the U.S. And 54 per cent said Canada’s regulatory duplication and inconsistencies deter investment compared to only 34 per cent for the U.S.
This negative perception reflects years of policy decisions that have consistently undermined Canada’s oil and gas industry. To name a few.
In 2016, just one year after taking office, the Trudeau government cancelled the Northern Gateway pipeline from Alberta to British Columbia’s coast. The $7.9 billion project, previously approved by the Harper government, would have expanded market access and boosted exports to Asia.
In 2017, the TransCanada energy company withdrew its application for the Energy East and Eastern Mainline pipelines from Alberta and Saskatchewan to the east coast, which would have expanded access to European markets. The projects became economically unfeasible after the Trudeau government required the company to account for greenhouse gas emissions from oil production and consumption—not just transportation, a requirement that was never part of prior environmental assessments. (Incidentally, that same year Prime Minister Trudeau vowed to “phase out” fossil fuels in Canada.)
In 2019, the Trudeau government enacted Bill C-69, which introduced subjective criteria—including the “social impact” and “gender implications” of projects—into the evaluation of major energy projects, creating significant uncertainty. That same year, the government passed Bill C-48, which bans large oil tankers from B.C.’s northern coast, further limiting access to Asian markets.
In 2023, the Trudeau government announced plans to cap oil and gas sector emissions at 35 per cent below 2019 levels by 2030—while leaving other sectors in the economy untouched. This will likely force energy producers to limit production. And the government’s new methane regulations and rules, which require fuel producers to reduce emissions, have added to the sector’s costs and regulatory challenges.
Predictably, these policy decisions have taken a toll. Investment in the oil and gas sector plummeted over the last decade, from $84.0 billion in 2014 to $37.2 billion in 2023 (inflation adjusted)—a 56 per cent drop. Less investment means less money to develop new energy projects, infrastructure and technologies, and consequently fewer jobs and less economic opportunity for Canadians across the country, especially in Alberta, which has been a destination for workers seeking high wages and more opportunity.
Now in 2025, Trump wants to attract investment by streamlining processes and cutting costs while Canada drives investment away with restrictive and costly regulations. If Ottawa continues on this path, Canada’s leading industry—and largest source of exports—will lose more ground to the U.S. To restore our competitiveness and attract investment, the federal government must rethink its approach to the energy sector and scrap the harmful policies that will hurt Canadians today and in the future.
Elmira Aliakbari
Alberta
Temporary Alberta grid limit unlikely to dampen data centre investment, analyst says

From the Canadian Energy Centre
By Cody Ciona
‘Alberta has never seen this level and volume of load connection requests’
Billions of investment in new data centres is still expected in Alberta despite the province’s electric system operator placing a temporary limit on new large-load grid connections, said Carson Kearl, lead data centre analyst for Enverus Intelligence Research.
Kearl cited NVIDIA CEO Jensen Huang’s estimate from earlier this year that building a one-gigawatt data centre costs between US$60 billion and US$80 billion.
That implies the Alberta Electric System Operator (AESO)’s 1.2 gigawatt temporary limit would still allow for up to C$130 billion of investment.
“It’s got the potential to be extremely impactful to the Alberta power sector and economy,” Kearl said.
Importantly, data centre operators can potentially get around the temporary limit by ‘bringing their own power’ rather than drawing electricity from the existing grid.
In Alberta’s deregulated electricity market – the only one in Canada – large energy consumers like data centres can build the power supply they need by entering project agreements directly with electricity producers.
According to the AESO, there are 30 proposed data centre projects across the province.
The total requested power load for these projects is more than 16 gigawatts, roughly four gigawatts more than Alberta’s demand record in January 2024 during a severe cold snap.
For comparison, Edmonton’s load is around 1.4 gigawatts, the AESO said.
“Alberta has never seen this level and volume of load connection requests,” CEO Aaron Engen said in a statement.
“Because connecting all large loads seeking access would impair grid reliability, we established a limit that preserves system integrity while enabling timely data centre development in Alberta.”
As data centre projects come to the province, so do jobs and other economic benefits.
“You have all of the construction staff associated; electricians, engineers, plumbers, and HVAC people for all the cooling tech that are continuously working on a multi-year time horizon. In the construction phase there’s a lot of spend, and that is just generally good for the ecosystem,” said Kearl.
Investment in local power infrastructure also has long-term job implications for maintenance and upgrades, he said.
“Alberta is a really exciting place when it comes to building data centers,” said Beacon AI CEO Josh Schertzer on a recent ARC Energy Ideas podcast.
“It has really great access to natural gas, it does have some excess grid capacity that can be used in the short term, it’s got a great workforce, and it’s very business-friendly.”
The unaltered reproduction of this content is free of charge with attribution to the Canadian Energy Centre.
Energy
CNN’s Shock Climate Polling Data Reinforces Trump’s Energy Agenda

From the Daily Caller News Foundation
As the Trump administration and Republican-controlled Congress move aggressively to roll back the climate alarm-driven energy policies of the Biden presidency, proponents of climate change theory have ramped up their scare tactics in hopes of shifting public opinion in their favor.
But CNN’s energetic polling analyst, the irrepressible Harry Enten, says those tactics aren’t working. Indeed, Enten points out the climate alarm messaging which has permeated every nook and cranny of American society for at least 25 years now has failed to move the public opinion needle even a smidgen since 2000.
Appearing on the cable channel’s “CNN News Central” program with host John Berman Thursday, Enten cited polling data showing that just 40% of U.S. citizens are “afraid” of climate change. That is the same percentage who gave a similar answer in 2000.
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Enten’s own report is an example of this fealty. Saying the findings “kind of boggles the mind,” Enten emphasized the fact that, despite all the media hysteria that takes place in the wake of any weather disaster or wildfire, an even lower percentage of Americans are concerned such events might impact them personally.
“In 2006, it was 38%,” Enten says of the percentage who are even “sometimes worried” about being hit by a natural disaster, and adds, “Look at where we are now in 2025. It’s 32%, 38% to 32%. The number’s actually gone down.”
In terms of all adults who worry that a major disaster might hit their own hometown, Enten notes that just 17% admit to such a concern. Even among Democrats, whose party has been the major proponent of climate alarm theory in the U.S., the percentage is a paltry 27%.
While Enten and Berman both appear to be shocked by these findings, they really aren’t surprising. Enten himself notes that climate concerns have never been a driving issue in electoral politics in his conclusion, when Berman points out, “People might think it’s an issue, but clearly not a driving issue when people go to the polls.”
“That’s exactly right,” Enten says, adding, “They may worry about in the abstract, but when it comes to their own lives, they don’t worry.”
This reality of public opinion is a major reason why President Donald Trump and his key cabinet officials have felt free to mount their aggressive push to end any remaining notion that a government-subsidized ‘energy transition’ from oil, gas, and coal to renewables and electric vehicles is happening in the U.S. It is also a big reason why congressional Republicans included language in the One Big Beautiful Bill Act to phase out subsidies for those alternative energy technologies.
It is key to understand that the administration’s reprioritization of energy and climate policies goes well beyond just rolling back the Biden policies. EPA Administrator Lee Zeldin is working on plans to revoke the 2010 endangerment finding related to greenhouse gases which served as the foundation for most of the Obama climate agenda as well.
If that plan can survive the inevitable court challenges, then Trump’s ambitions will only accelerate. Last year’s elimination of the Chevron Deference by the Supreme Court increases the chances of that happening. Ultimately, by the end of 2028, it will be almost as if the Obama and Biden presidencies never happened.
The reality here is that, with such a low percentage of voters expressing concerns about any of this, Trump and congressional Republicans will pay little or no political price for moving in this direction. Thus, unless the polls change radically, the policy direction will remain the same.
David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
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