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Markham Hislop @markhamhislop.bsky.social · 08/09/2026

Donald Trump's gift to China. New energy vehicles hit record 65.2% of China's auto sales in August. A near-halving of gasoline car sales pushed NEV adoption to a record high. According to data released Tuesday by the China Passenger Car Association (CPCA). *Source: CNEVPOST

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Markham Hislop @markhamhislop.bsky.social · 28/08/2026

China Is Showing Us How Oil Demand Dies @DNV_Group warns that the prolonged Hormuz crisis and higher oil prices could accelerate EV adoption and permanently destroy global oil demand. China peaked in 2025. Let that sink in. energi.media/opinion/dnv-...

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Markham Hislop @markhamhislop.bsky.social · 26/08/2026

How oil became Alberta’s identity, power and grievance Our first freelance news story from former CP reporter Bob Weber. Watch for my interview w/Bob coming this afternoon. #ableg #abpoli #cdnpoli energi.media/alberta/albe...

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Markham Hislop @markhamhislop.bsky.social · 11/08/2026

The Bank of Canada’s latest Business Outlook Survey shows a striking regional divide. Businesses in the Prairies are far more optimistic about future sales, investment and hiring than businesses in the rest of Canada. Worth watching. Economic adjustment is not unfolding evenly across the country.

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Markham Hislop @markhamhislop.bsky.social · 10/08/2026

Jo’s picking blackberries and I’m on bear Watch.

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Markham Hislop @markhamhislop.bsky.social · 09/08/2026

Oops! Hey, @MarkJCarney, where's that clean grid you keep talking about? 2020 = 84% clean 2026 = 77% clean Just wait until BC builds more LNG, Alberta powers data centres with gas, and Ontario ramps up gas instead of building renewables. How low can we go?

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Markham Hislop @markhamhislop.bsky.social · 24/07/2026

"No one will convince me..." Truer words were spoken. This is what's wrong with the Canadian oil and gas industry. It's driven by narrative, not by data or evidence. Show your math, Heather. If you can't show your math, STFU.

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Markham Hislop @markhamhislop.bsky.social · 04/07/2026

This July 4, I’m seriously conflicted. On the one hand, happy Independence Day, America. On the other hand, f*ck you, Donald Trump. Forgive me if I don’t celebrate the United States today. Seems like a black armband and a funeral dirge are more appropriate.

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Markham Hislop @markhamhislop.bsky.social · 24/06/2026

Canada's Nuclear Strategy Is Really About Ontario and Exports What else is there? AB isn't serious, IMO. Smith sold out to gas. SK is spending billions to rehab coal plants. NB is tiny. Really, there's no one left in Canada. #cdnpoli #nuclear youtu.be/fuEcugApLigdv

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Markham Hislop @markhamhislop.bsky.social · 04/06/2026

Energy economist Dr Chris Bataille made this point during an interview with me: Why don't we criticize oil sands companies for growing production even when there isn't enough pipeline capacity? Why aren't their CEOs held to account for THAT? Graph: Andrew Leach

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Markham Hislop @markhamhislop.bsky.social · 31/05/2026

Canada Has One Of The World's Cleanest Grids. So Why Is Electrification Stuck? Canada's electrification rate of 23% has remained flat for 40 years. @MarkJCarney @timhodgson #electrification #cdnpoli markhamhislop.substack.com/p/canada-has...

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Markham Hislop @markhamhislop.bsky.social · 31/05/2026

Democratic constraint to wealth accumulation. FDR's New Deal saved the American wealthy 90 years ago. The current bunch aren't so inclined. Neither is Canada's. If the rest of us can't get our fair share, then eating the rich seems inevitable, eh? markhamhislop.substack.com/p/eat-the-ri...

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Markham Hislop @markhamhislop.bsky.social · 28/05/2026

Imagine you're an Alberta oil CEO. You believe Smith's promise to 2x AB production by 2035. Suddenly, you're in the same league as Russia and Saudi Arabia. Geopolitical power. Wealth. Status. The PM takes your calls. Now do you understand?

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Markham Hislop @markhamhislop.bsky.social · 26/05/2026

“Today’s average range can accommodate the vast majority of daily driving needs. In many markets, daily driving distances are around 40 km equivalent to roughly 10% of the average BEV car range. Source: IEA, Global EV Outlook 2026

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Markham Hislop @markhamhislop.bsky.social · 24/05/2026

Know my argument that Alberta's view of future oil demand comes straight from OPEC? That's where Eric Nutter got the 19MM b/d of demand growth. OPEC oil demand modelling is a joke. Its assumptions are laughable. But Nutter pretends OPEC modelling is forecasting. That's nuts.

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Markham Hislop @markhamhislop.bsky.social · 21/05/2026

McGill faculty club. About to present in our energy transition theory of change.

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Markham Hislop @markhamhislop.bsky.social · 14/05/2026

BREAKING NEWS: PM Mark Carney says Canada “is launching a new National Electricity Strategy. This plan will double the capacity of our grid by 2050 and supply clean, reliable, affordable power across the country for decades to come. Expert interviews/analysis/commentary coming soon!

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Markham Hislop @markhamhislop.bsky.social · 27/04/2026

What they know, but aren't saying, is that oil demand in China is set to decline soon, probably before 2030. Other Asian countries will follow soon after. Why don't @ABDanielleSmith and @BrianJeanAB know this? Wrong answers only. Let's have some fun with this one. #ableg

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Markham Hislop @markhamhislop.bsky.social · 21/04/2026

NO MORE PIPELINES! Did you know there are alternatives to bitumen pipelines? DRUbit. Safer. More flexible. Price competitive with pipelines. Almost forgot...no need to be subsidized with billions of your tax dollars.

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Markham Hislop @markhamhislop.bsky.social · 10/04/2026

Alberta Oil and Gas Industry Reality Check Oil companies are not being truthful with Canadians. In fact, they're lying so hard their pants are on fire! #ableg #abpoli youtu.be/qe9w2CiQk-E

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Markham Hislop @markhamhislop.bsky.social · 09/04/2026

This is "authoritarian libertarianism" at its finest. Try disagreeing with these two and see how quickly they lose tolerance for your free speech. "Freedom for me, but not for thee," is their rallying cry. Hypocrites.

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Markham Hislop @markhamhislop.bsky.social · 08/04/2026

Seismic shift in energy markets? Here's what international consultants Wood Mackenzie had to say: "Middle East disruption could cut global oil demand 20% and gas 10% by 2050 as energy security drives shift to independence." Asia is electrifying. Get over it, Alberta.

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Markham Hislop @markhamhislop.bsky.social · 07/04/2026

Trump in Iran: From Unwise to Unhinged Is President Donald Trump a war criminal? The world will know after 8 p.m. Eastern time today (Tuesday). #iranwar #uspoli #cdnpoli markhamhislop.substack.com/p/trump-in-i...

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Markham Hislop @markhamhislop.bsky.social · 09/03/2026

If someone has a better suggestion than filthy lucre, I’d like to hear it. In the current context, $10 billion seems like a bargain to save lives and avert a global economic crisis. open.substack.com/pub/markhamh...

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Markham Hislop @markhamhislop.bsky.social · 27/02/2026

Imagine how much this grates on the nerves of Alberta oil CEOs. AB has the 4th highest oil reserves in the world. Low production costs. But is landlocked and building pipelines is difficult. AB CEOs = Junior masters of the universe who could be so much more if not for Ottawa.

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Markham Hislop @markhamhislop.bsky.social · 22/02/2026

Couldn't find a graph with 2013 capex, which was about $80 billion. But this AER data shows that capital has been "fleeing" Alberta for years. I don't believe the AER's generous forecast of growing capex post-2014, btw.

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Markham Hislop @markhamhislop.bsky.social · 22/02/2026

This is the kind of intellectual dishonesty that @ExnerPirot and other oil shills are famous for. In 2015, the oil sands industry actively lobbied FOR an industrial carbon tax. We must be carbon-competitive, they said. My receipts? Dozens of interviews with industry insiders.

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Markham Hislop @markhamhislop.bsky.social · 16/02/2026

Alberta has no "legitimate grievances." Not a one. None. Zippo. Nada. What it has is issues that require managing by competent politicians, not failed political hacks like Anderson. Alberta has shitty politicians. Full Stop. markhamhislop.substack.com/p/alberta-do...

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Markham Hislop @markhamhislop.bsky.social · 01/02/2026

.@ABDanielleSmith and @jkenney pass themselves off as conservatives. In fact, they are "authoritarian libertarians," Smith more so than Kenney. Does this not sound EXACTLY like Smith's UCP govt?

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Markham Hislop @markhamhislop.bsky.social · 31/01/2026

Big milestone for Energi Media. We started from 1,600 a year ago. Thanks to our many. many supporters.

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Markham Hislop @markhamhislop.bsky.social · 23/01/2026

This should be a sobering chart for the Alberta oil industry and @ABDanielleSmith. Canada is the 4th largest oil producer in the world. China is the 5th largest. China's official policy is now to increase oil production even further to reduce exposure to volatile global prices.

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Markham Hislop @markhamhislop.bsky.social · 23/01/2026

This is exactly what political scientist @duanebratt.bsky.social warned about in my interview with him yesterday. youtu.be/9aX6Hl3Y28Q MAGA is coming for Alberta. Canadians, especially patriotic Albertans, need to push back hard.

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Markham Hislop @markhamhislop.bsky.social · 22/01/2026

The ignorance of Alberta separatists is astonishing. Having 170 billion barrels of oil is NOT the same as being able to sell 170 billion barrels of oil. Supply and demand, fellas, google it.

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Markham Hislop @markhamhislop.bsky.social · 19/01/2026

Words to love by, fellow Canadians. Let me leave you with this thought: the US Midwest usually has about 9 days of oil in storage. Canada supplies 100% of Midwest oil imports. 9 days. Think about it.

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Markham Hislop @markhamhislop.bsky.social · 17/01/2026

Donald Trump. That's who is creating a "new world order." He's doing it by wrecking the old one. Conservatives are embarrassing themselves by claiming otherwise.

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Markham Hislop @markhamhislop.bsky.social · 14/01/2026

The narrative is that Canada's heavy crude goes mostly to the Midwest, with much lower volumes to USGC. This S&P Global graphic suggests otherwise. Can Venezuela's Merey push Canada out of the USGC? Might be tough.

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Markham Hislop @markhamhislop.bsky.social · 14/01/2026

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Markham Hislop @markhamhislop.bsky.social · 13/01/2026

3 Chinese oil demand modelling studies (Sinopec, CNPC, Peking U) think China's oil consumption will fall from 17MM b/d today to 5.5MM b/d to 7.5MM b/d by 2050. Low-cost Middle East producers ship oil to China, India for $2/b. Alberta? $16/b. Pipeline still a good idea? #ableg

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Markham Hislop @markhamhislop.bsky.social · 09/01/2026

Groovy...so Chevron can increase output from 200,000 b/d to 300,000 b/d. That should scare the hell out of the Alberta oil sands producers.

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Markham Hislop @markhamhislop.bsky.social · 08/01/2026

Which public voices are serious about energy? Where are the energy economists who should be leading the Canadian energy transition conversation? The US has boatloads. Same with Europe. Canadian economists are stuck in the 20th century, arguing about oil sands breakevens.

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Markham Hislop @markhamhislop.bsky.social · 06/01/2026

What do recent developments in Venezuela mean for oil markets, geopolitics, and energy security? I'm live tomorrow at 11:00 am MT to answer your questions on what happens next. @energimedia #GlobalEnergy #Geopolitics #OilMarkets #EnergySecurity Link: www.youtube.com/@EnergiMedia

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Markham Hislop @markhamhislop.bsky.social · 05/01/2026

What do recent developments in Venezuela mean for oil markets, geopolitics, and energy security? I'm live tomorrow at 11:00 am MT to answer your questions on what happens next. #GlobalEnergy #Geopolitics #OilMarkets #EnergySecurity

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Markham Hislop @markhamhislop.bsky.social · 26/12/2025

Great cartoon. Know why it resonates? Alberta oil bros want to produce as much oil as Russia and Saudi Arabia (9.2MM b/d vs AB's 4MM b/d today)...and have the economic and political clout that goes with it. They are frustrated "masters of the universe." Separatism is about power. Nothing more.

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Markham Hislop @markhamhislop.bsky.social · 20/12/2025

The fallacy behind this nitwit's comment is that Smith/UCP are just another political party. Nope. Smith is Trump. The UCP is MAGA. She is "ungoverning" - ie breaking democratic institutions, blowing up the machinery of govt - Alberta. Smith is unCanadian. She's gotta go.

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Markham Hislop @markhamhislop.bsky.social · 18/12/2025

Smith can "be open" to shipping oil to Asia via an American port but that doesn't mean there are customers for Alberta's heavy sour crude. Ask China about its oil demand forecast to 2060. From 17MM b/d to 4-5MM b/d. Oops. #abpoli #cdnpoli @MarkJCarney @timhodgsonmt

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Markham Hislop @markhamhislop.bsky.social · 17/12/2025

Cheap, higher-density batteries are helping accelerate the electrification of global economies. Electrification reduces demand for oil and gas. Therefore, building a 1MM b/d pipeline to the West Coast and more LNG plants is stupid. Thanks for coming to my Ted Talk.

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Markham Hislop @markhamhislop.bsky.social · 17/12/2025

The "Trump Corollary" (he probably pronounces it Corolla) of the Monroe Doctrine in action. What the heck is all that? Watch this Energi Media video: youtu.be/PKICDhRWNA0

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