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

How Long Before Renewable Energy Causes Disruption?

This week we interview Grant Arnold CEO of BluEarth Renewables on how and when renewables could disrupt the current electric utilities model.  What is the state of renewables in Alberta, Canada and beyond?  What are the implications for natural gas...

January 14, 2019 Charts

WTI broke back through $50/B on Wednesday; Canadian oil differentials are at multi-year lows; US rig rates are stable despite falling prices ...

Phew, A New Year

There is a sense of relief that 2018 is over. The year ended with pipeline drama and low international oil prices. But, so far, the year is starting off better with prices moving up. This podcast considers what comes next, for WTI, Canadian oil, Wes...

January 7, 2019 Charts

WTI-WCS differential has contracted materially; Crude by rail exports hit a record high in October; OPEC production dropped 0.5 MMB/d in Dec ...

There is No Sugar Coating Rig Activity

Has financial disaster been averted in Canada’s oil and gas industry? ‘Disaster’ is all relative. Let’s just say 2019 is going to be a difficult year following a tough set of recent circumstances. One thing we know is that the recent episode...