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Is Canada entering a new commodity supercycle — and are we prepared for what comes next?
In this episode of Power Struggle, Stewart Muir is joined by Heather Exner-Pirot, Director of Energy, Natural Resources, and Environment at the Macdonald-Laurier Institute, to explore the economic and geopolitical forces reshaping Canada’s future.
From uranium and mining stocks to LNG expansion and oil markets, Exner-Pirot explains why commodity cycles m...
Is Canada entering a new commodity supercycle — and are we prepared for what comes next?
In this episode of Power Struggle, Stewart Muir is joined by Heather Exner-Pirot, Director of Energy, Natural Resources, and Environment at the Macdonald-Laurier Institute, to explore the economic and geopolitical forces reshaping Canada’s future.
From uranium and mining stocks to LNG expansion and oil markets, Exner-Pirot explains why commodity cycles matter — and why this one could redefine Canada’s global position.
They discuss:
• The return of investor interest in energy and mining
• Why oil demand continues to grow globally
• LNG, natural gas, and British Columbia’s strategic role
• Methane regulations and the cost of compliance
• Carbon competitiveness and investment risk
• Nuclear power and Canada’s uranium advantage
• Arctic sovereignty, security, and NORAD modernization
• What it truly means to be an “energy superpower”
This is a candid conversation about prosperity, policy, and realism in a world where energy demand is rising — not falling.
At a time of global instability and shifting alliances, Canada’s resource base may be its greatest strategic advantage.
The question is no longer whether the world needs Canadian energy — but whether Canada will seize the opportunity.
The Short Of It
Power Struggle is piecing together a holistic view of the modern energy landscape.
Host Stewart Muir is inviting guests from industry, climate science, and government to engage in stimulating, honest, and personal conversations to uncover the reality of modern energy.
More About the Podcast
Meet the host
STEWART MUIR
Stewart Muir is an award-winning journalist, historian, filmmaker, and conservationist with over 20 years of experience covering the energy sector. He is the founder of Resource Works, promoting responsible resource development in Canada; Headwaters Strategy, a public relations agency; and Tersa Earth Innovations, a synthetic bio company restoring acid lakes in Canada.
As a contributing author to the award-winning book The Sea Among Us, Muir has delved into the natural and human history of British Columbia’s Strait of Georgia.
Through Power Struggle, Stewart engages experts in honest, fact-based, and non-partisan conversations about the energy sector. With decades of leadership in energy dialogue, he aims to provide audiences with a clear, objective view of modern energy by fostering curiosity and inclusivity.