I could be wrong, but I don’t feel like ‘American donut chains’ are what Canadians are clamouring for right now…

The Trump administration has seized $120M USD owned by the Canadian pension fund earmarked for a wind development — and demanding the pension-backed company invest in fossil fuels instead.

Big news in power market design world: PJM concedes their current design is “not tenable” and requires an overhaul. 1/4

I’m all for majority govts enacting their policy preferences, whether I agree with them or not. That’s democracy. But using that power to bias future electoral outcomes crosses the line. I don’t want US-style gerrymandering in Canada. We have an independent commission on this for a reason.

Why can’t we rely on Canada, did our government do something that alienated them

There’s a real disconnect in anglosphere discourse because a lot of it centres in the US where people aren’t seeing Chinese EVs at all, while much of the rest of the world is

🇩🇰 Denmark (Private) - March 26 - BEV Trajectory 94.9% BEV 0.7% PHEV 4.5% ICE Trailing 12 months are: 89.1% BEV 2.1% PHEV 8.8% ICE Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Gall...

Share of household spending on electricity for principal accomodation, all Canadian provinces, 2010-2023 Most in decline. AB rose due to power (energy component) spike through 2023. More recent data would see that level off.

Great job by Ross here, setting out why the gas tax cut is ill-considered. I like his final point that it is a sign of freedom and a free society to have prices fluctuate. Societies with stagnant prices that never move are not the kind of places you'd want to live.

“Siri, how will I know when the market is irrationally exuberant?” - There will be signs…

A good reminder, any “deal” with the US right now is barely worth the paper it’s written on. Those advocating for appeasement to secure a “deal” are fooling themselves.

#cdnpoli alt take: Or… we could let the oil situation accelerate electrification and use the $billions saved by not cutting gas taxes to support families hurt by fuel inflation thru a boost in the CCB and GST credits.

The share of Albertans on the default electricity rate continues to fall. Now at the lowest on record: 20% That's good! The regulated "rate of last resort" is 12 cents. Compare that to 6-8c for current fixed rate offers, and 3-5c for recent floating options. If you can leave the RoLR, you should.

Canadians are continuing to avoid travel to the US as much as possible. Here are monthly air travel counts.

Hey @roryjohnston.bsky.social , are TMX exports getting Brent pricing (or even a premium?) now given the Asian shortage?

Crude oil futures open with a bang. WTI up 9% to $105.

Kaine: "You don't sucker punch somebody in a bar and then blame your buddies when they don't join the fight with you. If the president wanted the support of allies, he should've respected them instead of putting tariffs on their economies and trash talking them."

Yet another round of polling about "joining the EU". Just begging pollsters to ask questions that distinguish between 1) "more co-op with EU" and 2) "joining" EU. 1) is fine. 2) would be boneheaded and is only advocated by those who don't actually know what EU membership means. Read thread....

"The truth is, these are not very bright guys, and things got out of hand."

US hostile moves have centred around oil: Venezuela, Iran, threats to Canada and notably interference in Alberta. All point to gaining leverage over China via more control over oil. But this will only accelerate China’s shift. [1/3]

I’d be so pissed if I flew around the moon and did a perfect splashdown and then the damn sat phone didn’t work to get a pick up in the ocean!

The reports of [EVs] death were greatly exaggerated.

Just to crib Jan's great chart here a little bit - here are just a few of the headlines that came out when growth somewhat slowed in 2024 Many, many media outlets do not really know how to handle technological change like this

BYD teams up with one of the world’s largest fast food chains to offer 9 minute EV charging

The S&P closing up on the eve of “civilization annihilation” shows either just how unserious people view Trump, or a very sad statement about capitalism.

Getting pretty tired of the “actually, Congress can’t stop a genocide because they’re on vacation” comments

If the Dems don’t put forth articles of impeachment today, what even is the point of them? And if at least some Republicans don’t vote for it, well, you’re lost…

do we honestly have no way of ending a presidency for posting “a whole civilization will die tonight”

i think if you tweet "a whole civilization will die tonight" you shouldn't go to the hague, the hague should get to come to you

Earth behind the moon is quite something to see. #Artemis

But otherwise a very helpful metric! BC has almost the highest gas prices and almost the lowest electricity prices in N. America...

This is how the NY Times headlined a story about Trump's deranged post in which he wrote "Open the Fuckin' Strait, you crazy bastards" and made a reference to Allah that Muslims surely find insulting. To NYT, Trump isn't unhinged – he's "emboldened."

For the love of god just give me any kind of price signal and I will shift my stuff.

PSA for Canadians trying to do the math on EV « fuel » costs: Take your per kWh electricity cost and *double* it. That’s your « effective gas price » in $/L Eg. $0.15/kWh = $0.30/L effective gas price Compare to this in Vancouver right now… Yup, ICE currently 7x the cost.

On the one hand: the Artemis mission On the other hand: [waves around]

Something to be said to put the full quote on the cover. US v UK edition.

@knowledgeproblem.bsky.social on how AI will change the economics profession knowledgeproblem.substack.com/p/ai-price-t...

Crude oil futures respond to Trump’s speech 🚀

They’re going to land on the moon and discover the North Koreans already have a base set up. #FAM

My kids: “are we there yet?”

Bloomberg scoop: Chinese EVs could be built in the Stellantis plant in Brampton, where a planned Jeep production line was cancelled last year and moved to the US. Stellantis has discussed with Canadian officials the idea of building Leapmotor EVs there www.bloomberg.com/news/article...

This is so good.

Weird how Robert Fife put out a scare story saying the opposite right before 3 critical by-elections. So strange.

The @theglobeandmail.com covering all bases…

The sun doesn’t shine at night (Couldn’t resist)

Zuckerberg: good job with DOGE, I’m censoring Facebook for you and Trump Musk: ❤️