Roundup: A new pipeline study—to what end?

Ontario premier Doug Ford announced that his government would be launching a study about a potential new west-east pipeline, that could either head to existing refineries in Sarnia, or ports along the Great Lakes, Hudson Bay or James Bay. This sounds a lot like it’s going to be a waste of time and money because contrary to what Danielle Smith likes to think, the oil and gas industry has been irrevocably altered since 2014-15, and there is very little demand for these options. Enbridge isn’t going to want to strand its existing pipeline network running through the US, in spite of the arguments about energy security to build a (longer, more expensive) line on Canadian soil, and using northern ports makes no sense as they are only good for a few months of the year when demand its lower.

Energy economist Andrew Leach released a new paper yesterday that takes a look at the case for whether we need another pipeline, and it puts a lot of this in perspective. The oil market has changed since the major price drop in 2014, and American demand has fallen down a lot. While there might be a case for another pipeline to the Pacific, the timelines involved mean running the risk of stranding assets as global demand falls off. Keystone XL, if revived, is likely simply to be used for re-export at the Gulf Coast, while the eastern Canadian market is already well served, and would likely mean more transportation costs, and Alberta would see bigger discounts as compared to world prices. Danielle Smith says that the industry can double production, but that’s not what industry is saying, and more pipelines run the risk of eroding the value of oil, particularly as the rise of electric vehicles and heat pumps push down demand.

One of the other points that the paper makes is that for as much handwringing as there is about how long it takes projects, most of the delays that people point to were regulatory shortfalls and not structural delays. When proponents try to cut corners, or not do proper Indigenous consultations, that is what leads to court challenges and delays, not the actual regulatory system itself, but that’s an inconvenient narrative for certain players. These are things we need to be more cognisant of, and call bullshit on, as the drumbeat for “just one more pipeline” or even “a pipeline in every direction” get more intense.

effinbirds.com/post/7808260…

Effin' Birds (@effinbirds.com) 2025-10-30T14:05:46.292Z

Ukraine Dispatch

Russia launched sustained drone and missile attacks on Ukraine’s power infrastructure early Thursday, and killed at least three people. Two others were killed in a bomb strike on a thermal power plant in Sloviansk. Ukrainian forces are bolstering their defences in Pokrovsk as Russian forces have entered the city.

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Roundup: Holding confederation hostage

Mid-afternoon Alberta time, premier Danielle Smith gave a live address which had all of the appearances of some kind of hostage video, where she is promising to kill confederation if her demands aren’t met. Those demands are largely outrageous in and of themselves—guaranteed pipeline access, killing all federal environmental protection laws that would affect Alberta, perverting equalisation to give them a “per capita share” (it doesn’t operate on a per capita basis), and taking any kind of export tax off the table that could be used as leverage against Trump if we needed it. It was grievance porn, and largely just riling up her base of lunatics—whom she also defended—as they gear up to force some kind of separatism referendum, even though that wouldn’t actually mean what they think it does.

Would like to hear more from the Alberta Premier about how the industrial carbon price is "crippling" in Alberta.A year ago, it was "working."www.theglobeandmail.com/business/art…

Aaron Wherry (@aaronwherry.bsky.social) 2025-05-05T21:30:03.882Z

https://bsky.app/profile/emmettmacfarlane.com/post/3lohiwnqoyk2y

The whole issue of the separatism referendum is also predicated on her being too-clever-by-half, saying she doesn’t believe in separation and believes in “sovereignty within a united Canada” (which is mostly horseshit), but she’s still going to game the rules to make it easier for the loons to force a referendum. “Oh, there’s no blood on my hands!” she insists, while she bought the knife and handed it to the loons. Politicians who use referendums as diversions or as a clever way of trying to defuse a situation have often seen that situation blow up in their faces, whether it was the capital flight from Quebec in 1980 and again in 1995, or Brexit. And like Brexit, she is willing to tell a bunch of lies to support it, Naheed Nenshi is denouncing this move and correctly pointing out that she is taking Albertans for fools, but Smith is slippery, and that’s going to be a problem the longer this is allowed to continue.

David Cameron thought he was being clever too.

Stephanie Carvin (@stephaniecarvin.bsky.social) 2025-05-05T22:23:27.486Z

Without popular support for separation, she has seriously limited options. But Moscrop is exactly right: this is live ammo-stuff now, the way Brexit was, the way Trump as a candidate was. She is reckless, and part of a political movement of delusion and dishonesty. Very dangerous

Bruce Arthur (@brucearthur.bsky.social) 2025-05-05T22:19:08.305Z

Meanwhile, Alberta’s acting Chief Medical Officer of Health spent yesterday morning passive-voicing the decline in vaccination rates as he called for people to step up and get measles vaccinations. If only Danielle Smith and her hand of swivel-eyed loons didn’t boost vaccine hesitancy in order to “own the Libs.” Honestly…

Ukraine Dispatch

Russia launched 116 drones overnight, targeting mostly Sumy and Donetsk regions. President Zelenskyy visited the Czech Republic to get commitments on more artillery shells, and pilot training.

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Roundup: Getting worked up over an obvious troll

Because apparently, we have nothing better to occupy our time with, today everyone was obsessed with a remark Trump made about annexing Canada. Dominic LeBlanc assured people it was just a joke, but that didn’t stop endless hyperventilating about it, from media and the pundit class most especially, as though this wasn’t exactly the kind of thing Trump loves to do to get us all riled up, and we not only fall for it, but certain elements of the media lean into it, because how better to drive clicks?

Some useful context bsky.app/profile/gmbu…

Stephanie Carvin (@stephaniecarvin.bsky.social) 2024-12-03T12:45:21.255Z

Canadians: there is much to worry about. Annexation by Trump's US is not one of them.Things to worry about:-tariffs-asylum requests by those Trump is targeting-Trump's reaction if Canada provides asylum-end of NATObut not annexation.

Steve Saideman (@smsaideman.bsky.social) 2024-12-03T12:53:29.665Z

Meanwhile, Justin Trudeau held a briefing for opposition leaders yesterday afternoon about what went down at Mar-a-Lago, and one of the asks was that they not try and fight or negotiate in public, or amplify the erroneous notions coming from the US, and weaken Canada’s position in the eyes of the incoming Trump administration. So what did Pierre Poilievre do as soon as the meeting was over? Run to the cameras to repeat his slogans about “broken borders,” and continuing to make Trump’s case for him. Because who cares about a common front in the face of a pretty major (potential) crisis when you could be scoring cheap points even though you’re already twenty points ahead in the polls.

In terms of border action, the RCMP says that they have “contingency plans” that could include deploying cadets along the border if the situation demands it, but boy howdy does that seem like an ill-considered idea considering the existing shortage of personnel (and the fact that the RCMP is a broken and toxic institution that needs to be disbanded).

This is completely insane. The federal policing side of the RCMP is operating with HUNDREDS of vacancies. We just passed the most extensive national security legislation to combat foreign interference. And now we are going to redirect again in a panic?! www.cbc.ca/news/politic…

Stephanie Carvin (@stephaniecarvin.bsky.social) 2024-12-04T01:37:52.154Z

Like it would be adorable that we are trying to fix things* with a throughly broken federal police force if it wasn’t so tragic. *things = vague threat in a truth social post.

Stephanie Carvin (@stephaniecarvin.bsky.social) 2024-12-04T01:39:34.910Z

Why yes, I do cover Canadian politics.

Dale Smith (@journodale.bsky.social) 2024-12-04T02:09:25.678Z

Ukraine Dispatch

Here are more details about the critical infrastructure damaged in Russian drone strikes on Ternopil and Rivne regions resulting in blackouts. These attacks on electrical stations are driving a transition to things like solar in Ukraine. President Zelenskyy is calling for more reinforcements for the eastern front after steady Russian advances in recent weeks.

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QP: Fundraisers on jets

Tuesday, and most of the leaders were in the House, but Harper was still not back from the G7 meeting at The Hague. Thomas Mulcair led off by bringing up a story on iPolitics about how the Prime Minister used government aircraft for party fundraisers. Paul Calandra responded with a scripted response about how the RCMP won’t let the PM fly commercial and they use the Challengers less than the Liberals did, and by the way, you abuse taxpayers with your branch offices where you have no members. Mulcair shot back that the Government Whip said they followed all of the rules, and asked about those flights yet again, while Calandra whipped up his rhetorical flight. Mulcair tried to ask about spending safeguards in the Senate, and used the justification that the House approves the Senate’s allowance. Calandra noted their efforts to make the Senate more accountable and that they would see wrongdoers published. Justin Trudeau got up for the Liberals, and congratulated the government for the trade agreement with South Korea and when would the details be made available. There was some confusion on the government benches that it wasn’t an attack to deflect, and Erin O’Toole stood to give a talking point about how great trade with Korea would be. Trudeau then asked about vacancy on the Supreme Court, to which Peter MacKay said that they were examining the Nadon ruling and would be acting “post haste.”

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Roundup: Exiting Afghanistan

The Canadian Army lowered the flag for the last time in Afghanistan, as our troops officially pull out of that country after our longest military engagement ever. Not that the job is really done, but we’re now turning it over to domestic security forces, as nascent as they are. Our ambassador says that Canada will remain engaged in the country and will help to rebuild their economy, and in particular their resource sector.

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Roundup: Sticking to the sidelines

A number of Quebec senators are also shying away from getting involved in the provincial election there, though some are saying that they will play whatever roles they can along the sidelines. The mayors of a number of smaller towns in the rest of Canada are alarmed that their local newspapers are owned by QMI, which in turn is owned by Pierre-Karl Péladeau, especially considering just how concentrated his ownership of that media is. Michael Den Tandt notes that Pauline Marois has been articulating Jacques Parizeau’s vision, where it was “money and the ethnic vote” that lost them the last referendum, and that Marois is sidelining those ethnic minorities with her values charter and trying to bring money on her side with Péladeau. Economist Stephen Gordon writes about the desirability of a monetary union with an independent Quebec, and how Quebec’s debt load would make it a risky proposition for them. Marois tried to insist that it would be “borderless” and would welcome Canadian tourists. No worries, see!

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Roundup: Ignoring previous suggestions

Our Officers of Parliament are saying that Mark Adler’s “witch-hunt” bill to ensure that they don’t have partisan pasts rings hollow considering that they jointly sent suggestions to the Commons about making their offices more transparent in the wake of the Christiane Ouimet affair, and nobody followed up on that. Of course they didn’t, as there wasn’t any partisan advantage to it.

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Roundup: PKP goes to the PQ

All tongues were wagging, not only in Quebec but across the rest of the country as Pierre-Karl Péladeau, head of Videotron (owner of QMI and the Sun Media chain) and Hydro-Québec, was recruited as a candidate to run for the Parti Québécois, no matter that he categorically denied having any intention to run a few weeks previous. Péladeau says that he’s resigned from all of his holdings, but that his stock will go into a “blind trust” – which would mean that it’s not really a blind trust, because you don’t know what stocks are in a blind trust. At least one Quebec union is unimpressed given their history of clashes with Péladeau, and well, the unions tend to like the PQ. So there’s that. Here is Maclean’s profile of Péladeau. Martin Patriquin writes that in the short term, at least, he’s a win for the PQ, while Michael Den Tandt wonders about how this will play out with the Sun chain, and the “so Canadian it hurts” SunTV crowd, now that their majority shareholder is dedicated to the break-up of the country.

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