iiinova — where your digital self keeps evolving

Bruce Winter @btwinter.bsky.social · 06/10/2026

TMX has capacity to meet the Korean demand. It's tight. Then, there's an oil supply. It's tight too! Unless a new OilSands mine is built, low probability. Makes the Pacific Link Pipeline, a low probability! Good news for Oil Cos for a couple of years. Post 2030 not so much!

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Bruce Winter @btwinter.bsky.social · 01/10/2026

Asian countries, the target market for the Mb/d pipeline are electrifying a pace! Ironically, so is Canada, largely unrecognized. The Que/NFLD hydro deal is an emissions reducer. As are the off shore wind projects, in Nova Scotia. Emissions are reducible at the household by upgrading appliances.

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Bruce Winter @btwinter.bsky.social · 01/10/2026

There's one consequential problem with the Mb/d pipeline. Additionally, TMX is expanding to take up two thirds of available supply shorturl.at/mCTtk Agree emission reduction plans are weak. The most effective is electrification.

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Bruce Winter @btwinter.bsky.social · 29/09/2026

Building the pipeline may be the easiest piece of this puzzle. Maritime infrastructure to receive and distribute it, needs to be built. Supply is short! No Asian country has offered to buy this new oil! No market No supply No infrastructure No investment No deal!

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Bruce Winter @btwinter.bsky.social · 23/09/2026

Hey, @bsky.app this is a feature, since @jay.bsky.team turned over operations.

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Bruce Winter @btwinter.bsky.social · 13/09/2026

Doppelgänger or the real McCoy🤔🤔🤔!

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Bruce Winter @btwinter.bsky.social · 07/09/2026

No, the fee isn't a yearly charge. It's an upfront charge! It's consistent with GoA policy to disincentivize solar investment. For example, the Meta Data Centre, in Sturgeon County, Meta could do a Power Purchase Agreement for a solar/wind/battery system to meet its needs.

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Bruce Winter @btwinter.bsky.social · 01/09/2026

For manufacturing with - CDN steel, aluminum, copper, battery tech, and labour? Hard to see the Chinese offering any more than kit assembly, as they do with Stelantis, now.

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Bruce Winter @btwinter.bsky.social · 13/08/2026

A high level of due diligence is required to insure #Alberta tax payers aren't stiffed again by tech companies manipulating the stock market. Low probability any one in the GoA is investigating the financial side of the AI/Data Centre boom!

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Bruce Winter @btwinter.bsky.social · 12/08/2026

Nvida books a sale. Open AI, books an equity investment. Neither is true. The GoA is not protecting Albertans from the nefariousness of the emerging AI financial bubble. There risk to #Alberta ns is enormous Beware! The GoA isn’t!

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Bruce Winter @btwinter.bsky.social · 12/08/2026

They are all in energy payment deficit financing. That has to change, given what those countries supply to the rest of the world. Think electronics gadgets and parts. Prices are heading up. Bangladesh is representative of the financial tsunami Asian countries are facing.

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Bruce Winter @btwinter.bsky.social · 08/08/2026

Or maybe follow the money here t.ly/Q9NSh and here t.ly/GXeHk Trump knows the money is flowing North. That’s where the nasty comes from. Additionally, the AI bubble is a bigger problem than unsecured AI Agents! t.ly/xpRbV

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Bruce Winter @btwinter.bsky.social · 07/08/2026

True there’s a path to TOU. It starts at the meter. media.auc.ab.ca/prd-consulta... The path won’t be cleared for 15 years!

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Bruce Winter @btwinter.bsky.social · 03/08/2026

The GoA has institutionalized Economic Withholding, a system where energy generators can hold supply. #Alberta gas companies will make a lot of money. This impacts energy costs, at the household level, plus every business in the province. The Alberta Energy Advantage accrues to the gas industry.

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Bruce Winter @btwinter.bsky.social · 21/07/2026

Hey What’s your take on this interaction? It went on for several minutes post game. Is it a discussion about the hit on Rourke on the first play of the game? Don’t know. JC Sherrit's body language indicated he wasn’t buying what Benevides was saying.

This is a screenshot of a post game conversation between BC Lions defensive coach Mike Benevides and Elks defensive coach JC Sherrit.

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Bruce Winter @btwinter.bsky.social · 19/07/2026

Completely agree on CCUS. CCUS government subsidies on the table for 16 years! Shell's Quest cost $1B in subsidy to remove less emissions than the facility produces. Right on > oil extraction, Co2 used for enhanced oil recovery, two subsidies in play.

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Bruce Winter @btwinter.bsky.social · 05/07/2026

The Hedge Fund that owns Suncor hasn’t spent a dime on increasing supply for the last decade. That begs the question where is the oil to fill the pipeline coming from?

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Bruce Winter @btwinter.bsky.social · 03/07/2026

Mr Ambassador, there’s no oil to be had. .

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Bruce Winter @btwinter.bsky.social · 03/07/2026

Three things are required. 1 A private sector proponent 2 Customers 3 Oil None are in place. On the other hand, there’s a viable project in Nova Scotia with 1 Proponents 2 Customers 3 Offshore Wind flip.it/Y06j6w Reputable Universities too! 🤔

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Bruce Winter @btwinter.bsky.social · 19/06/2026

“Road transport is the single largest source of Asia’s fossil imports, costing over $300 billion a year. Asia could electrify its fleet within twenty years and halve its oil imports. …” shorturl.at/Fxt0a $eriou$ response to the #HormuzBump. #Electrification is the path to energy security!

Graphic showing the cost saving for Asian to electrify transportation. Saving 300$B in 20 years.

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Bruce Winter @btwinter.bsky.social · 15/06/2026

The " Hormuz Bump " in a chart.

A chart indicating how Asian Countries are deploying solar wind and batteries for Electricity. The demand for materials from China is up 150% in a year.

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Bruce Winter @btwinter.bsky.social · 13/06/2026

It doesn’t matter, She'll direct AMICo to back the pipeline and the new OilSands mines needed to fill it. There’s a problem with that!

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Bruce Winter @btwinter.bsky.social · 01/06/2026

TransMountain Pipeline is full for June. That’s good news for the owners, us! The plan to expand capacity is still on, 300kb/d is the target. flip.it/I4BYKS That just about covers the current available supply.

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Bruce Winter @btwinter.bsky.social · 30/05/2026

The justification is the GoA demonstrating and exercising its power to legally extract cash from #Alberta ns wallets! “We'll show those lefty EV owners ’We’ are in charge. ziply.pk/ZP7XKX

Screen capture of a tweet by Blake Shaffer, University of Calgary economist, explaining the fee the Government of Alberta has applied to EVs

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Bruce Winter @btwinter.bsky.social · 30/05/2026

I'm using the web Error message: Can't flip try again, did for a few minutes. After several attempts I quit. I was flipping here flipboard.com/@rcheramy/oi... Second issue, unable to copy a link for a share.

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Bruce Winter @btwinter.bsky.social · 18/05/2026

They would use CDN materials if they want to sell any volumes. Sell here build here! Toyota has been doing this since the 1980s BYD's best global seller Atto 3, is short on range in the standard configuration, extended range at 420km is acceptable. Cold weather specs are challenging.

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Bruce Winter @btwinter.bsky.social · 16/05/2026

Who is putting those shovels in the ground in September? If it’s the Badger pipeline to Wyoming, it needs a gaggle of states’ approval? ziply.pk/XvEg9Q If it’sTMX It’s expansion of the current line. GoC owns it! It is new line, it’s two years out? And where is the oil coming from?

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Bruce Winter @btwinter.bsky.social · 13/05/2026

I still way to know where the oil is coming from from to fill the new version of KSXL or the new DSPL to BC? #Alberta

A graph explaining there is limited excess supply of Alberta to ship on proposed new pipelines. The capacity is 400 thousand barrels a day.

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Bruce Winter @btwinter.bsky.social · 10/05/2026

4) The proposed KXL revival, sends more to oil to the US. Does it need it? 5) Asia markets are abandoning oil, as fast as they can. Faster than OilSands companies are telling.

A chart describing how Asian countries are responding to the Iran war by moving away from fossil fuels.

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Bruce Winter @btwinter.bsky.social · 10/05/2026

FYI, @naheednenshi.bsky.social, there's still time to re-calibrate the #ABNDP Energy Plan. Pipelines aren't it. 1 Who is buying the Oil? 2) Where is the new supply coming from? 3) How much are #Alberta ns going to subsidise them? proposed projects(ziply.pk/cGDa0I)

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Bruce Winter @btwinter.bsky.social · 10/05/2026

“… China is rebalancing the oil market today. … If the country can reduce imports so drastically without, apparently, having to take extreme measures, what does that say about the future of oil consumption there?” FYI, #Alberta who is buying the oil,in the new pipeline? Where is it coming from?

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Bruce Winter @btwinter.bsky.social · 07/05/2026

Here they come! Well likely not until late fall.

Screen shots of Chinese Auto brands Geely and Chery that are coming to Canada in the Fall

Screen shot of BHYD Seagull predicting to be coming to Canada, this fall!

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Bruce Winter @btwinter.bsky.social · 06/05/2026

Well, that is an inconspicuous start to Ai integration. #Apple #Anthropic

Screen shot with error message warning about malware and hacking.

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Bruce Winter @btwinter.bsky.social · 06/05/2026

Proposed #Alberta pipelIne ”… takes a different route through the U.S. than the canceled Keystone XL, South Bow’s portion would revive about 150 km (93 miles) on the Canadian side that has already been built and is sitting idle.”

Map showing the route of the proposed South Bow pipeline running from Hardisty to the US -Saskatchewan border.

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Bruce Winter @btwinter.bsky.social · 23/04/2026

There must be some testy negotiations going on. The oil and gas industry full on press on the PR front. No CCUS unless GoC pays for it. There's several B$ on the table to do that. No industrial CT b/c CDN oil will be uncompetitive. I'd like to know, where the new 1Mb/d are coming from?

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Bruce Winter @btwinter.bsky.social · 22/04/2026

“A new pipeline could carry an additional one million barrels a day destined for Asian markets ...” flip.it/FD558g No it can’t! Well, it could have someone builds a new Oilsands Mine. A project for Danielle Smith, and the GoA, which borrowed $900M to sell oil, in lieu of royalties.

Graph showing the capacity of Oilsands production to 2032.

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Bruce Winter @btwinter.bsky.social · 17/04/2026

Maybe in Canada there’s a social good element to a high speed rail system. Maybe, as Mr. Coyne writes, there’s a this how we do things in Canada and we excel at some of them, like believing it’s proper to offer citizens universal healthcare!

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Bruce Winter @btwinter.bsky.social · 10/04/2026

How does one federate an account? What does federate mean?

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Bruce Winter @btwinter.bsky.social · 08/04/2026

Maybe in 2026, this time it’s different?

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Bruce Winter @btwinter.bsky.social · 08/04/2026

Gibraltar is one off the beaten path. Several countries control the access. Spain and Morocco at the strait. Egypt Libya Algeria along the way.

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Bruce Winter @btwinter.bsky.social · 08/04/2026

Blowing stuff up has a cost. It won’t be Israel or the US paying the fee, it will be us, fertilizer prices up reflect in food prices. This deal sets a precedent for all maritime choke points on the planet.

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Bruce Winter @btwinter.bsky.social · 04/04/2026

Ah maybe some folks who were around in 1956 can relate some stories.

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Bruce Winter @btwinter.bsky.social · 11/03/2026

The oil trains could be back in business. Supply constraints create an opportunity. #Alberta oil companies may not have the supply to add.

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Bruce Winter @btwinter.bsky.social · 01/03/2026

The Euros are now in the Ukrainian War. It took them too long. Solvakia and Hungary on notice! Get your oil from non Russian sources after they held up $90B in approved aid from the EU to Ukraine. The Ukrainians blew it up! shorturl.at/Oiomj There’s no energy security with oil!

European Map showing the Druzhba pipeline fro the Caspian sea to Europe, running through Belarus and Ukraine.

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Bruce Winter @btwinter.bsky.social · 26/02/2026

True on the sixth goal not on the fifth goal.!

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Bruce Winter @btwinter.bsky.social · 10/02/2026

One of the companies that built ACS, renovated LAX acsinfra.com/projects/ The contract for the bridge is between Michigan and Canada.

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Bruce Winter @btwinter.bsky.social · 05/02/2026

EVs are a metaphor for the fast approaching energy transformation. The exchange of molecules for electrons to power all the gadgets we use. The focus on passenger vehicles misses breakthroughs in other segments. Trucks for example. www.chinatrucks.org/news/.

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Bruce Winter @btwinter.bsky.social · 15/01/2026

Since you published this story, I’ve come across three others with similar themes open.substack.com/pub/toddbabi... www.youtube.com/watch?v=UHgw... hannahritchie.substack.com/p/many-peopl... Thought you might like them.

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