Roundup: A new pipeline study—to what end?

Ontario premier Doug Ford announced that his government would be launching a study about a potential new west-east pipeline, that could either head to existing refineries in Sarnia, or ports along the Great Lakes, Hudson Bay or James Bay. This sounds a lot like it’s going to be a waste of time and money because contrary to what Danielle Smith likes to think, the oil and gas industry has been irrevocably altered since 2014-15, and there is very little demand for these options. Enbridge isn’t going to want to strand its existing pipeline network running through the US, in spite of the arguments about energy security to build a (longer, more expensive) line on Canadian soil, and using northern ports makes no sense as they are only good for a few months of the year when demand its lower.

Energy economist Andrew Leach released a new paper yesterday that takes a look at the case for whether we need another pipeline, and it puts a lot of this in perspective. The oil market has changed since the major price drop in 2014, and American demand has fallen down a lot. While there might be a case for another pipeline to the Pacific, the timelines involved mean running the risk of stranding assets as global demand falls off. Keystone XL, if revived, is likely simply to be used for re-export at the Gulf Coast, while the eastern Canadian market is already well served, and would likely mean more transportation costs, and Alberta would see bigger discounts as compared to world prices. Danielle Smith says that the industry can double production, but that’s not what industry is saying, and more pipelines run the risk of eroding the value of oil, particularly as the rise of electric vehicles and heat pumps push down demand.

One of the other points that the paper makes is that for as much handwringing as there is about how long it takes projects, most of the delays that people point to were regulatory shortfalls and not structural delays. When proponents try to cut corners, or not do proper Indigenous consultations, that is what leads to court challenges and delays, not the actual regulatory system itself, but that’s an inconvenient narrative for certain players. These are things we need to be more cognisant of, and call bullshit on, as the drumbeat for “just one more pipeline” or even “a pipeline in every direction” get more intense.

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Effin' Birds (@effinbirds.com) 2025-10-30T14:05:46.292Z

Ukraine Dispatch

Russia launched sustained drone and missile attacks on Ukraine’s power infrastructure early Thursday, and killed at least three people. Two others were killed in a bomb strike on a thermal power plant in Sloviansk. Ukrainian forces are bolstering their defences in Pokrovsk as Russian forces have entered the city.

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Roundup: A new Chief of Defence Staff

The change of command ceremony went ahead yesterday, and General Jennie Carignan became not only the first female four-maple leaf general in Canadian history, but the first female Chief of Defence Staff—also the first in the G7 and G20, but not NATO (where Slovenia beat us to the punch on that). And yes, she has served in combat as a combat engineer (because women were allowed to serve in combat positions in Canada long before the Americans allowed women to serve in combat roles in their military), which is important to note for someone who has reached her position.

In her speech, Carignan pointed to the fact that she is proof that anything is possible, that culture change remains at the heart of what everything the Forces are doing (at a time when the Conservatives are pushing to return to some nonsense “warrior culture”), and that she believes there is a five-year window for us to prepare for emerging threats like Russia and China. It has also been pointed out that she is in the enviable position to be the head of a military with money to spend rather than dealing with cuts (but that could change if Poilievre gets in power), though as a woman, we all know that she’s going to be in for some absolutely rank misogyny, particularly from the right and far-right who will insist that she’s a “diversity hire” or some other such bullshit.

Meanwhile, the Star has an exit interview with General Wayne Eyre, who was essentially Chief of Defence Staff entirely by accident after his two predecessors were both removed for abuse of office and an investigation for sexual misconduct (and when acquitted, claimed he was “exonerated” when he wasn’t, and wrote to every member of the military brass to demand his old job back, demonstrating his unfitness for the job).

Ukraine Dispatch

Ukraine shot down sixteen drones and three missiles from Russia, but attacks on the Donetsk region have killed five. The Ukrainian army has been forced to pull out of the village of Urozhaine in the Donestk region after their defensive positions were all destroyed as the village was reduced to rubble. President Volodymyr Zelenskyy arrived in the UK for European political community meetings.

https://twitter.com/RoyalFamily/status/1813977906089173311

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Roundup: It’s not logistically impossible

For the past week-and-a-half, it has been nothing but handwringing over the Toronto—St. Paul’s by-election results, and the demands that Justin Trudeau either step aside, or to at least meet with his caucus. I took a full week for Trudeau to finally take questions from the media and said that he’s “committed” to staying on the job. And in response to the demands for an in-person caucus meeting now and not in September, Trudeau said he’s having one-on-one conversations with members of the caucus, and some of them are saying he needs to change “key players.”

And then comes along Liberal caucus chair Brenda Shanahan, who insists that it’s “logistically impossible” to have an in-person caucus meeting before September, to which I call bullshit. MPs can all get on a plane to Ottawa at any point, even if it means they have to cancel a barbeque appearance at some point. It’s not impossible, it’s a choice, and that choice is to not respect the members of the caucus, because frankly the leader doesn’t feel the need to be afraid of caucus because we have trained MPs to believe the falsehood that they are powerless and that the leader can push them around. That’s not actually true, and the caucus collectively has the power to vote non-confidence in the leader if they actually had the intestinal fortitude to do so. But therein lies the problem.

I’m also going to point out that all of the breathless reporting on Thursday about Chrystia Freeland saying that the Cabinet is fully behind Trudeau—of course they’re fully behind him. If they weren’t, they’d be out of a job. This isn’t rocket science, guys.

In case you missed them:

  • My weekend column where I talked to the author of the book Theatre of Lies about the situation we find ourselves in Canadian politics and what to do about it.
  • My column points out that one of the problems the Liberals face is how they choose their leaders, and that a proper Westminster system would have solved this by now.
  • My Loonie Politics Quick Take wonders just what Danielle Smith thinks she wants to “opt out” of around dental care.

Ukraine Dispatch

Ukrainian forces shot down 21 out of 22 Russian drones overnight Thursday. Ukrainian troops were forced to retreat from one neighbourhood in Chasiv Yar after their defensive positions were destroyed, risking further casualties. A Russian missile strike in Odesa killed a woman, while a guided bomb in Kharkiv region killed a man. Russians have started targeting Ukrainian air bases in advance of the delivery of F-16 fighter jets. Hungarian prime minister Viktor Orbán went to Kyiv for a frosty meeting as Hungary assumes the rotating presidency of the EU. Orbán then headed to Moscow, no doubt to get fresh orders from Putin.

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