Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Bullboard - Stock Discussion Forum Suncor Energy Inc T.SU

Alternate Symbol(s):  SU

Suncor Energy Inc. is a Canada-based integrated energy company. The Company's segments include Oil Sands, Exploration and Production (E&P), and Refining and Marketing. Its operations include oil sands development, production and upgrading; offshore oil production; petroleum refining in Canada and the United States; and the Company’s Petro-Canada retail and wholesale distribution networks... see more

TSX:SU - Post Discussion

Suncor Energy Inc > The Trudeau climate plan runs into reality
View:
Post by MigraineCall on Nov 21, 2023 12:54pm

The Trudeau climate plan runs into reality

The stubborn trifecta: missed emission targets, blowback against carbon tax and realization Canada can't change global temperatures

Joe Oliver: The Trudeau climate plan runs into reality


https://financialpost.com/opinion/trudeau-climate-plan-runs-into-reality

Published Nov 21, 2023
Reversing climate change has defined the Trudeau government, generating the incessant virtue signalling and innumerable intrusive initiatives for which, after eight years, it is infamous. But now the entire climate project is staggering from a trifecta of reality checks — missed emission targets, public blowback against the carbon tax and, at long last, growing realization that nothing Canada does will change global temperatures.

In a withering report earlier this month, the federal environment and sustainable development commissioner said he was “extremely concerned about the federal government’s ability to achieve meaningful progress” toward its 2030 emissions goals. Not only won’t it reach its targets, it won’t materially move the dial. In fact, only twice in recent decades did emissions decline significantly — during the 2008 financial crisis and the 2020 pandemic — though for reasons unrelated to government policy or actions. Weaknesses in Canada’s economic modelling, the commissioner wrote, have included “overly optimistic assumptions, limited analysis of uncertainties, and lack of peer review.” And there’s more. The net-zero plan “did not include a target or expected emission reductions for 95 per cent of its measures” while federal organizations “expected only 43 per cent … to have some direct impact on emissions.” So: the government does not know what it is doing, is not measuring progress and isn’t going to meet its statutory obligation and political commitment. Ouch!

To all but the committed, it has been obvious for some time that the government’s chances of reaching its net-zero targets by 2040 and 2050 were remote. And yet the attempt could cost trillions of dollars and hit ordinary Canadians hard, especially the most disadvantaged. The silver lining in this failure of the government’s signature policy program is that success would have been even more costly —although the government can hardly take credit for incompetence. 

 

According to the Canadian Federation of Independent Business, 85 per cent of businesses oppose the federal carbon tax and want it removed, up by a third from last year. In a stunning reversal, the prime minister bent to the political winds, increased rural carbon tax rebates and suspended the tax itself on home heating oil for three years, a measure that favours the Atlantic provinces. The about-turn undermined both the rationale for the tax and the government’s commitment to it, outraged many non-Atlantic Liberal MPs and all environmental activists and galvanized other provinces to demand comparable treatment. 
 

Though he would not confirm them, there were rumours Steven Guilbeault, minister for environment and climate change, had threatened to resign if more carbon tax exemptions were granted — not that the departure of an eco-radical and “proud socialist” unrepresentative of the values or interests of ordinary Canadians would be widely mourned. But even rumoured threats of resignation have been rare under a prime minister notoriously intolerant of dissent from his caucus. Could the Liberals’ devastating poll numbers — according to 338Canada, they have less than a one per cent chance of winning the next election — be causing him to lose control of his cabinet?

For all the pain and divisiveness they have brought, Canada’s climate policies, even if they achieved their net-zero fantasy, would have only a minuscule impact on global temperatures. The much maligned oil sands, which represent 97 per cent of Canada’s proven oil reserves, only constitute one one-thousandth of global emissions. Their share of manmade GHG emissions is one part in 25,000. When the prime minister claims that Canadian emissions are contributing to extreme weather events, like forest fires here, he is simply making it up. On that point, even the UN’s International Panel on Climate Change agrees.

Other rich economies that had been vocal advocates for costly green policies are backing off in response to a blowback from voters struggling to cope with stagnant incomes and high inflation. And the other two-thirds of the world is unapologetically using the most affordable energy available, irrespective of its carbon footprint. China is building the equivalent of two coal plants a week, with six times as many plants starting construction as the rest of the world. India plans to increase coal production by 60 per cent by 2030. South Africa relies on coal for 69 per cent of its primary energy consumption.
 

That the emperor is buck naked is evident to all but the wilfully blind. Even they privately concede the political climate has become extremely chilly for anyone attired in a green birthday suit. But fighting a supposed climate apocalypse is so central to Justin Trudeau’s mission he cannot back off. It will be up to a successor to bring common sense and reality back to Canadian policy.

 

Joe Oliver was minister of natural resources and minister of finance in the Harper government.

Comment by Experienced on Nov 21, 2023 1:49pm
I agree completely with Joe's assessment but the fundamental question is still there.....how does that help oil producers like SU become darlings of the stock market and attract higher valuation metrics?
Comment by MigraineCall on Nov 21, 2023 3:54pm
Thats easy. Federal government policy on both sides of the border has been made to kill off the oil and FF industry. Yet it has not only survived, but thrived in such a toxic business environment. Once people and governments come around to realize the extreme costs and futility of implementing these anti oil carbon initiatives, we will stop overburdening ourselves with them. There will be a ...more  
Comment by mrbb on Nov 21, 2023 4:08pm
There's is a saying from some great investors  In the Short-Run, the Market Is a Voting Machine, But in the Long-Run, the Market Is a Weighing Machine The earliest close match located by QI was communicated by Warren Buffett during an interview in 1973. QI believes Buffett deserves credit for this saying although he was largely refining the insights presented by ...more  
Comment by Kman86 on Nov 21, 2023 2:53pm
More realities........in the minds of some, demand issues and price cutting are being spun as a positive when it comes to EV investing. Speculation when it comes to investing is a dangerous game. It's always nice to sit back and let things sort themselves out because like it our not, a lot of these companies are going to fail miserably and as such, investors stand to lose lots of money. https ...more  
Comment by mrbb on Nov 21, 2023 3:23pm
Toyota, ford, stellantis are all re-focuing toward hybrid trucks. The only realistic/useful e-truck now is Rivian. The cybertruck is just a novelty, a showoff toy, not really practical for real truck buyers. As a truck drivers for decades, i try to like the cybertruck but i can't find merit for liking except for a few things that are non EV related and any truck makers can improve on.  ...more  
Comment by Experienced on Nov 21, 2023 3:47pm
kman.... agreed I posted quite some time ago that I don't own shares in TSLA or any of the car companies for the very reasons that you mention. My approach as mentioned in numerous posts is to assume that Governments will screw up and create problems and companies with solutions to these problems will make a lot of money.  This ranges from the private company that I have spoken about to ...more  
The Market Update
{{currentVideo.title}} {{currentVideo.relativeTime}}
< Previous bulletin
Next bulletin >

At the Bell logo
A daily snapshot of everything
from market open to close.

{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}{{currentVideo.intervieweeTitle}}
< Previous
Next >
Dealroom for high-potential pre-IPO opportunities