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Calgary & Alberta Economy

Chowda7 said:
Probably won't reach this level but it's cool to see what's out there
www.chosun.com

AI-Powered Robots Transform Shipbuilding With 24/7 'Dark Factories'

AI-Powered Robots Transform Shipbuilding With 24/7 Dark Factories HD Hyundai Heavy Industries automates welding, lug production, boosting productivity 80% and cutting costs
www.chosun.com www.chosun.com
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That is neat, we're still a ways from fully robotic shipyards but with robots like this effectively acting as apprentice helpers, doubling or tripling the productivity of specialists, it could significantly reduce build times.

If the Korean sub bid is successful, looks like Hamilton will be the big winner, and yard automation is on the agenda.

www.navalnews.com

Hanwha Ocean Signs Landmark Agreements to Strengthen Canada's Shipbuilding Capabilities - Naval News

Hanwha Ocean and Ontario Shipyards have signed a strategic Memorandum of Understanding (MOU) to accelerate the return of large-scale shipbuilding in Ontario and to strengthen Canada's ability to deliver future naval programs.
www.navalnews.com www.navalnews.com
 
Interesting to see where this all goes. We already know congress doesn't support the tariffs, so they're likely dead now. I guess it's now a question of whether the government has to pay back the tariff money already collected.
 
Surrealplaces said:
Interesting to see where this all goes. We already know congress doesn't support the tariffs, so they're likely dead now. I guess it's now a question of whether the government has to pay back the tariff money already collected.
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Trump has alternate means of trying to destroy the global economy, tariffs aren't going anywhere any time soon sadly.
 
dirtymood said:
I don’t have a subscription to read the article, but seeing Keystone XL being brought up yet again is giving “Here’s how Bernie can still win” vibes
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There's an application from a U.S company to build a pipeline that will connect to the Keystone XL infrastructure on the Alberta side
 
Coverage from a non-paywalled site:


It isn't clear if this would require a Presidential permit. This text suggests that it would:

"For now, the Bridger proposal has only just surfaced via a regulatory filing, and a lot would have to fall into place before it becomes steel in the ground. Cross-border coordination, commercial backing from shippers, downstream takeaway solutions from Guernsey, financing, ROW acquisition, and state and federal permits would all need to align"

Biden and Obama had the luxury of increasing shale production in denying the Keystone XL permit. Whether future President Newsom would do so in the face of falling US production and rising gasoline prices might be different.
 
This is paywalled. It discusses impending refined product shortages on the west coast and how refined product out of Asia increasingly fills demand. That would leave the considerable US defence installations on the west coast dependent on Chinese supply. This could be an even bigger opportunity for a mega-pipeline to the Pacific than exports to Asia.

newsletter.doomberg.com

Hard Landing

Motorists in Northern California enter the hurt locker.
newsletter.doomberg.com newsletter.doomberg.com

Besides their Substack, Doomberg frequents other Substacks and podcasts with very insightful, and often contrary, opinions on finance, energy and technology.
 
DougB said:
Biden and Obama had the luxury of increasing shale production in denying the Keystone XL permit. Whether future President Newsom would do so in the face of falling US production and rising gasoline prices might be different.
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I'm not even sure President Trump would support it. He might be under the impression they can get all the heavy crude they need from Venezuela.
 
badc0ffee said:
I'm not even sure President Trump would support it. He might be under the impression they can get all the heavy crude they need from Venezuela.
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Predicting what Trump supports or doesn't support from day to day is fool's errand. We might not even get the same answer if you ask him today or two weeks from now.
 
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