Will Canada unshackle itself in time? The global energy and minerals window of opportunity

“We are touchingly prone to mistaking our models of reality for reality itself, mistaking the strength of our certainty for the strength of the evidence, thus moving through a dream of our own making that we call life…we are simply not capable of processing the full scope of reality. Our minds cope by choosing fragments of it to the exclusion, and often to the erasure, of the rest.” – Maria Popova/The Marginalian

Great words, hey? All part of the human condition. All of us suck, in this regard, at some time or other. Best practice, as a human, is to just become cognizant of this trap we all fall into.

It is even easier to fall into the trap when surrounded by like-minded or sycophantic people, one’s that don’t challenge much. In other words, politics.

h/t handy n handsome

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How smart are battery-operated semi-trucks?

Tesla Transport Truck

I remember how excited the media and customers were when the ugliest truck that ever existed came out, the Tesla Cybertruck. It came out in 2023.

Musk predicted they would sell 250,000 to 500,000 Cybertrucks. In 2024, Tesla sold around 40,000; in 2025, around 20,000. I wonder why vehicles that are expensive, won’t go very far on a charge, are ugly, and take much longer to charge, would have trouble selling.

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HEINRICHS: ‘Drill baby drill’ vs. net zero — is Canada becoming America’s poor cousin?

According to the US government, climate change from man-made greenhouse gases is fake news. Lee Zeldin, director of the Environmental Protection Agency, brands it as nothing but “climate change religion,” while President Trump calls it a hoax and “perhaps the biggest scam in history.” The climate-change debate is dead and over — at least under one roof.

On this track, the US government is now shredding a tall stack of greenhouse-gas regulations. It’s being called the “single largest regulatory action in US history.”

(Incognito)

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‘Yes to fields of wheat, no to fields of iron’: how the world’s greenest country soured on solar

In one telling of the story, the golden fields of a proud farming nation are under attack. Besieged by an industrial sprawl of solar panels, they are being smothered at the behest of an urban elite.

That narrative has failed to thrive in conservative heartlands such as Texas and Hungary, which have embraced solar power while lambasting green rules. But it is taking root in Denmark, the most climate-ambitious nation on Earth. “We say yes to fields of wheat,” said Inger Støjberg, the leader of the rightwing populist Denmark Democrats in a speech in 2024. “And we say no to fields of iron!”

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As EV Market Stalls, Battery Makers Shift to Grids and Data Centers

Ford and others are converting battery factories to produce industrial and utility-scale energy storage

Makers of electric-vehicle batteries are pivoting to make energy storage for data centers and utilities, including the likes of Ford Motor

Battery manufacturers made significant investments in the U.S. in recent years, buoyed by policy support for EVs. That changed when President Trump’s administration took away carrots incentivizing EV buyers and did away with sticks that punished automakers for making gas-guzzlers. Benchmark Mineral Intelligence expects energy storage to make up 41% of total U.S. battery demand this year, up from 26% two years ago.

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How Canada’s embrace of Chinese EVs could scramble the American market

Americans will soon catch a glimpse of something North American politicians once tried to keep far away: cheap Chinese electric vehicles.

As Canada begins importing the EVs, U.S. residents in border cities like Detroit and Buffalo, New York, may see their northern neighbors at the wheel. Or American tourists visiting Canada may experience brands like Xiaomi, Leapmotor and BYD when taking a ride-share.

It’s a situation that the U.S. and Canada sought to avoid for years, worried that the introduction of China’s low-cost, high-tech EVs would undermine domestic automakers and lead to Chinese surveillance. But President Donald Trump’s 25 percent tariff on Canadian autos and auto parts has scrambled the North American auto market.

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Varcoe: ‘All hat and no cattle’: Canada has big reserves, but can’t get much more oil to strained global markets today

Canada doesn’t have a strategic petroleum reserve — like the United States — and still imports foreign oil into parts of Eastern Canada

U.S. President Donald Trump has been trying to talk down oil prices during a war in the Middle East.

Federal Natural Resources Minister Tim Hodgson is trying to talk up increasing Canadian oil production to help strained global markets.

Good luck to both.

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STIRLING: Canada’s ‘climate cartel’ — how green billionaires and Bay Street banks are picking your pocket

Climate scammer

While all eyes were on the Middle East at the end of February, anticipating the outbreak of war, in Texas, a climate bomb dropped that blew another hole in the so-called “climate cartel.”

According to a February 26 press release from the office of Ken Paxton, Attorney General for Texas, “Attorney General Ken Paxton secured a monumental, first-of-its-kind settlement with The Vanguard Group, Inc. (“Vanguard”), resolving part of his multistate lawsuit against asset managers BlackRock, State Street, and Vanguard. As part of the settlement, Vanguard has agreed to make the strongest passivity commitments in the industry and to empower its investors with proxy voting — a first for the industry. This landmark settlement represents one of the most significant enforcement actions ever taken against coordinated ESG-driven market manipulation, ensures a competitive and low-cost coal industry, and fundamentally resets the precedent for the conduct of large institutional investors.”

(Incognito)

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MCTEAGUE: Iran shock exposes the cost of our net-zero zealotry

The war in Iran has sent oil markets — and thus gas and diesel prices — out of control.

The Strait of Hormuz, through which 20% of the world’s oil passes, is effectively closed to shipping. Even if ships were inclined to make a run for it, their insurance companies have already cancelled their war coverage policies, making crossing impossible in more ways than one.

(Incognito)

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Germany won’t return to nuclear power, chancellor says

European Commission President Ursula von der Leyen is in favor of a proposal to build new nuclear power plants in the EU. German Chancellor Friedrich Merz says it’s impossible.

At a nuclear summit near Paris earlier this week, European Commission President Ursula von der Leyen described the transition from nuclear energy undertaken by some EU countries as a “strategic mistake.” Nuclear power, she said, is a “reliable, affordable source of low-emission electricity.” She announced new EU financial assistance for nuclear power plants.

Von der Leyen’s words reverberated in Germany, which switched off its last nuclear reactor in 2023.

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Adam Pankratz: Hey Liberals, an oil pipeline would have been good right about now

The folly of Canada’s last decade of energy policy is a never-ending saga for which the costs to Canadians and Canadian industry seem only to rise. As the price of a barrel of oil and LNG skyrocket due to American and Israel military action in Iran and its fallout, Canada should be sitting on a massive opportunity to benefit from soaring prices. However, a decade of neglect and underinvestment in pipelines and egress capacity sees us looking wistfully on as other nations, such as the Untied States benefit while we toil away for little gain.

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Conrad Black: The high cost of climate alarmism

The world has spent $16 trillion fighting climate change with little to show for it

The premier defector from, and debunker of, the “Green Terror,” which holds that climate change is an existential challenge to the continuation of life on earth, is probably Bjorn Lomborg, president of the Copenhagen Consensus Centre and former director of the Danish government’s Environmental Assessment Institute. He has been a prominent climate change skeptic for years, and has roiled the waters by pointing out the mistaken warnings of climate alarmists. Many of them predicted the onset of unlivable circumstances in much of the world long before now, as a result of unrestrained carbon use.

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Was Climate Change the Greatest Financial Scandal in History?

Environmental scholar Bjorn Lomborg recently calculated that across the globe, governments have spent at least $16 trillion feeding the climate change industrial complex.

And for what?

Arguably, not a single life has been or will be saved by this shameful and colossal misallocation of human resources. The war on safe and abundant fossil fuels has cost countless lives in poor countries and made those countries poorer by blocking affordable energy.

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