DougB
Senior Member
Could also be a front for another company
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- Thread starter Oddball
- Start date
InfrastructureEnthusiast
Active Member
Seems likely. The AI bubble seems to be more about accounting tricks than tech progress.
DougB
Senior Member
That is not what I meant. Hyoerscalers like Amazon and Microsoft often use other companies to be the data center of record for competitive reasons or to discourage local opposition
InfrastructureEnthusiast
Active Member
Makes sense, could very well be the case too.
While I think AB has some great natural advantages for DC hosting, I'm still highly suspicious of all the hype.
Chowda7
Active Member
‘Borderline friendly’ meeting between B.C., Alberta premiers looks into potential pipeline
Ahead of conversations about trade, tariffs and health care, the political focus in Ottawa on Wednesday was squarely on a new bitumen pipeline.
www.ctvnews.ca
Chowda7
Active Member
Canada and Korea sign MOU for more trade, including autos and minerals - National | Globalnews.ca
Canada and South Korea have taken key steps to strengthen trade ties that are expected to boost several industrial sectors in Canada, including automotive and critical minerals.
globalnews.ca
Chowda7
Active Member
PM Carney, Alta. Premier Smith open to alternate oil pipeline routes
Danielle Smith and Mark Carney both say they’re open to alternate routes for a potential pipeline to get Alberta oil to Asian markets, which does not necessarily need to end at B.C.’s northwest coast.
www.ctvnews.ca
Chowda7
Active Member
And a quick follow up. Possible pipeline to the Port of Churchill
www.bnnbloomberg.ca
Major energy company taking a look at northern Manitoba port: Kinew
Manitoba Premier Wab Kinew says one of Canada’s biggest energy companies is taking a look at the Port of Churchill.
www.bnnbloomberg.ca
darwink
Senior Member
With today's approval of the Baffinland project there are potentials for economies of scale along the Hudson Strait - not for the entire route, but some of it.And a quick follow up. Possible pipeline to the Port of Churchill
Major energy company taking a look at northern Manitoba port: Kinew
Manitoba Premier Wab Kinew says one of Canada’s biggest energy companies is taking a look at the Port of Churchill.
Baffinland
Canadian mining company, mining iron ore in the Qikiqtani region of North Baffin, Nunavut, Canada.
www.baffinland.com
Churchill still has major hurdles, but would be a much shorter pipeline, potentially offsetting higher shipping costs using specialized ice breaking tankers (if that is feasible given the wind conditions continually closing a channel and pressing towards the port). They also have to confirm it won't cause a regional extinction of polar bears.
Edit: Churchill is far more suitable for shipping to Europe. Shipping west would be possible a few weeks a year at best.
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DougB
Senior Member
Churchill makes no sense. It is on the Atlantic basin where oil demand is flst to declining, and couldn't provide year round, reliable shipping even with ice breakers. It as been a fantasy for over a century.With today's approval of the Baffinland project there are potentials for economies of scale along the Hudson Strait - not for the entire route, but some of it.
Baffinland
Canadian mining company, mining iron ore in the Qikiqtani region of North Baffin, Nunavut, Canada.
View attachment 711742
Churchill still has major hurdles, but would be a much shorter pipeline, potentially offsetting higher shipping costs using specialized ice breaking tankers (if that is feasible given the wind conditions continually closing a channel and pressing towards the port). They also have to confirm it won't cause a regional extinction of polar bears.
Edit: Churchill is far more suitable for shipping to Europe. Shipping west would be possible a few weeks a year at best.
DougB
Senior Member
AI is definitely in a bubble. That being said, AB has competitive advantages that it needs to pursue:
-deregulated energy market
-cold weather
-lowest costs natural gas in the world
-biggest one: the Provincial government collects royalties on gas based on price and volume. It is highly motivated to increase gas consumption. Most jurisdictions would not see much employment or tax revenue from data centers
DougB
Senior Member
Varcoe: Dow moving ahead with $10B petrochemical project in Alberta after delay, aims for 2029 startup
Dow’s massive $10-billion, net-zero petrochemical project is moving ahead in Fort Saskatchewan, with a new timeline for startup in late 2029
calgaryherald.com
Would a pipeline to the great lakes -> St. Lawrence seaway work better, or is the max vessel size too small?
CalgaryTiger
Senior Member
Churchill does seem odd but if a major energy company is looking there must be something worth looking at. Those companies are not charities. Europe would be a buyer of natural gas... how much is hard to say but the market isn't zero.
darwink
Senior Member
too small. there is an existing pipeline to Montreal where larger ships can be loaded/unloaded. It currently supplies Quebec City with shuttle tankers. Used to handle imports for Ontario. Maybe it could do more.