Hormuz Risk, Pipeline Momentum, and Alberta’s New Gigawatt Data Centre

This week’s podcast is the final episode before Peter and Jackie take a summer break. The show will return to its weekly schedule in September. The episode begins with oil market news, as conflict with Iran flares up again and the Strait of Hormuz re-emerges as a critical chokepoint. Peter and Jackie discuss higher-than-expected global oil inventories at this point in the conflict, recent demand trends, and changes in China’s oil imports. While longer-term shifts, including substitution...