ARC Energy Ideas

ARC Financial Corp. is a Calgary-based, employee-owned, private equity management firm founded in 1989, with an exclusive focus on the Canadian energy industry. Through in-depth investment research capability leveraged to build a highly successful corporate advisory practice, ARC Financial Corp created ARC Resources Ltd in 1996. ARC Resources Ltd. is a TSX-listed company (ARX) that has become one of the leading players in the Canadian oil and gas sector. The mandate for the ARC Energy Funds is to provide growth equity capital for energy companies with a core focus on the Canadian oil and gas industry.

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Authors

Peter Tertzakian

Peter Tertzakian is Chief Energy Economist and Managing Director at ARC Financial Corp., Canada’s leading energy focused private equity firm. Peter has an undergraduate degree in Geophysics from the University of Alberta, a graduate degree in Econometrics from the University of Southampton UK, and a Master of Science in Management of Technology from the Sloan School of Management at MIT. In addition to his principal role at ARC Financial, he is an Adjunct Professor at the University of Calgary and has lectured at many leading universities and conferences around the world.

Jackie Forrest

Jackie Forrest is Vice President of Energy Research at ARC Financial Corp. At ARC, Jackie is responsible for actively monitoring emerging strategic trends related to Canadian oil and gas. With 20 years of experience in the energy industry, she is a sought after speaker at industry conferences and is frequently quoted in the press. She has written numerous blogs and columns on energy issues. She published a paper that outlines the ARC method for analyzing climate change risks when investing in crude oil, titled “Crude Oil Investing in a Carbon Constrained World”. Prior to joining ARC, she was the leader of North American crude oil research for IHS CERA. Among her many roles, Jackie has been an active facilitator in the debate surrounding Canada’s future oil sands development, and has published more than 15 public papers on topics critical to oil sands development, including five papers on life cycle GHG emission from crude oil. Jackie attended the University of Calgary where she receiv

Awards & Publications

Books: A Thousand Barrels a Second (2005) The End of Energy Obesity (2009)

Latest Articles

March 18, 2019 Charts

The WTI-WCS diff fell below $10/B last week; IEA predicts US liquids will hit 19.6 MMB/d by ‘24; AB Jan prod. down by over 300 kB/d from Nov ...

CERAWeek 2019: Trends and Transitions

  The energy world’s top leaders and influencers recently gathered in Houston for the annual IHS Markit CERAWeek.  Discussion at the event is always a good barometer for gauging the state of the industry, both today and into the future. Climate ...

Are Investors in Oil and Gas Doomed?

ARC Energy Research Institute debated Carbon Tracker on the risks of investing in fossil fuels at the Globe Capital Conference in Toronto last month. This week’s episode outlines the arguments and outcome of the debate. Next, we debunk the Economis...

March 11, 2019 Charts

US oil production fell modestly in December; AECO has fallen as weather moderates; Japanese LNG prices are the lowest since 2017 ...

Impact of Canadian Oil Pipeline Delay

This week’s podcast covers the latest twist in the Canadian oil pipeline saga, the delay in the Enbridge Line 3 Replacement Project.  The postponement increases the call on crude-by-rail from Alberta.  We also update the status of the other major...