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Meghan Potkins

@mpotkins

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Reporter at @financialpost focus: Oil, gas & green transition | Previously @calgaryherald | tips: [email protected] | DMs open!

Calgary, Alberta
Joined March 2009
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@mpotkins
Meghan Potkins
7 days
The proposals arrive at a sensitive moment as Alberta and Ottawa negotiate a carbon-equivalency agreement under the recent bilateral MOU on energy. While such a deal could exempt the province from adopting many of the proposed measures, uncertainty over the outcome of those talks
financialpost.com
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@mpotkins
Meghan Potkins
11 days
Indian refiners want more Canadian crude from the West Coast, says federal energy minister. “They were very clear with me: they would love to be able to get it off our West Coast, which has significantly shorter shipping times, which means the economics for them are much
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financialpost.com
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@mpotkins
Meghan Potkins
13 days
This likely isn’t a pullback — and could even be a bullish signal for LNG Canada Phase 2. Analysts & industry on what's (sometimes) missed in the speculation around Shell and Mitsubishi exploring stake sales: “At the outset, these deals look like a sell-down. Really, it’s just
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financialpost.com
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@mpotkins
Meghan Potkins
19 days
A little surprised by the knee-jerk from some readers on our feature yesterday. I get why some Canadians might want to downplay the idea of Venezuelan crude roaring back — the political/regulatory environment is clearly still unsettled, big U.S. producers like Exxon have openly
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@mpotkins
Meghan Potkins
20 days
Donald Trump wants more Venezuelan oil — crude that competes head-to-head with Canadian barrels on the U.S. Gulf Coast. For Canada’s oilpatch, the threat isn’t immediate — but it’s real. Adam Waterous, chair of heavy oil producer Strathcona Resources, puts it this way: “It’s like
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@mpotkins
Meghan Potkins
20 days
For Venezuelan oil workers who fled the Chávez regime and rebuilt lives in Canada, the U.S. ouster of Maduro sparked relief — then fear: What happens if the old regime never really leaves? And what happens to Canada if Venezuelan oil comes roaring back? “This isn’t an anaconda
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
Before the EU finalized its trade deal with Washington, European leaders privately warned Canada’s energy minister they were uneasy about pressure to buy U.S. energy in exchange for tariff relief: “We were beholden to Russia for our energy and that was a huge mistake," one
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
“Our job is to make sure that never happens to us.” Canada’s energy minister on the Oval Office moment that convinced him the U.S. had changed — and why Ottawa is racing to shore up Canada’s economic power. ⬇️ https://t.co/a5Y4D2933J
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
How far can the Carney government's new LNG push really go? "We're not talking about a revolution happening in Canadian LNG. We're really looking at the likelihood of two more big projects." https://t.co/KHMCBrkE2y $ENB.TO $TRP.TO $OVV.TO $PPL.TO
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
Sub-$60 oil? No problem. Canadian oilsands majors have started rolling out 2026 capex plans -- and spending is holding steady so far despite forecasts calling for a broader pullback in upstream investment. https://t.co/wl1U0mHoMU $CVE.TO $SU.TO $CNQ.TO $IMO.TO #oott #com
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
One thing from our chat that didn't make it into the story➡️ She said the big difference between Alberta’s latest pipeline push and Northern Gateway: Indigenous financial/capital firepower. AIOC didn’t exist back then. The Crown Corp has now backed massive equity deals with
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
Alberta’s Indigenous loan agency (AIOC) has backed Indigenous equity in billion-dollar midstream assets before. A new Alberta-B.C. pipeline could be the biggest yet — if a private proponent emerges. I spoke to the agency's CEO after Premier Smith floated the idea earlier this
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financialpost.com
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@mpotkins
Meghan Potkins
2 months
A small but interesting line in this Alberta–Ottawa deal shows Carney gov shift in posture on oil & gas: Enhanced oil recovery — using captured CO₂ to get more out of old wells — could now qualify for federal tax credits. 👀 Controversial, but effective if aim is to make carbon
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calgaryherald.com
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@mpotkins
Meghan Potkins
2 months
All of this is still true. It's clear MOU doesn't provide certainty that either the multi-billion-dollar Pathways carbon capture project or a new crude pipeline gets the green-light from private sector -- but this is new: PM Mark Carney just received two standing ovations from
@mpotkins
Meghan Potkins
2 months
The Alberta–Ottawa MOU offers regulatory exemptions and political support. But pipeline builders and investors say they're focused on something simpler: numbers that work. “There’s no publicly traded pipeline company that’s going to step up and say, ‘I’ve got a blank cheque.’”
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@mpotkins
Meghan Potkins
2 months
The Alberta–Ottawa MOU offers regulatory exemptions and political support. But pipeline builders and investors say they're focused on something simpler: numbers that work. “There’s no publicly traded pipeline company that’s going to step up and say, ‘I’ve got a blank cheque.’”
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financialpost.com
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@ChrisGNardi
Christopher Nardi
3 months
1/2 NEW: The Carney government is proposing to grant the Crown corporation behind the high-speed railway between Toronto and Quebec City sweeping new powers to accelerate the acquisition or expropriation of land for the project. It also legislates approval by the @CTA_gc Link 🔽
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@mpotkins
Meghan Potkins
3 months
A clear tilt toward Canada ran through a flurry of recent oilpatch deals, from Baytex’s $3.25B sale of its U.S. assets to big Montney moves by Ovintiv and an under-the-radar U.S. private-equity-backed bid by Cygnet for Kiwetinohk — suggesting U.S. capital is circling the
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financialpost.com
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@mpotkins
Meghan Potkins
3 months
Enbridge is doubling down on the U.S. Gulf Coast with FID of $1.4B Mainline pipeline expansion to move more Canadian heavy oil south — even as Alberta pushes for a new West Coast pipeline. For now, company says, “South makes the most sense." https://t.co/ThU3ZursVp #oott
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financialpost.com
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@financialpost
Financial Post
3 months
Oil pipeline not on Ottawa's nation-building project list this time, Alberta confirms
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@mpotkins
Meghan Potkins
3 months
Enbridge is upsizing plans to expand its Mainline oil pipeline — and apparently its baseball roster too. The company's liquids boss really leaned into the baseball metaphors on this morning's Q3 call: “Phase one’s at the plate. Phase two’s in the batter’s box. We’ve got hitters
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