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Macy's Lifts Sales Outlook; GameStop Collectibles Business
On this episode of Stock Movers with John Tucker: - Macy's (M) shares are on the move after it lifted its sales outlook for the year, a sign that the company's focus on growing its luxury business and improving its assortment is paying off. - GameStop (GME) shares are climbing after the video-game retailer reported a record quarterly profit driven by its collectibles business. Sales overall climbed 14% to $835.3 million. Net income of $389.6 million was the highest ever for a quarter in the company's history, GameStop said in a regulatory filing Tuesday. - Palo Alto (PANW) shares are dropping as the security software company reported results following a 61% year-to-date rally. The company reported third-quarter results that beat the average analyst expectation and raised its full-year forecast for key metrics, but failed to meet elevated buyside expectations.
"Nobody's making games for the retired people" – The growing yet underserved market for grey gamers
Games are overwhelmingly made by and marketed to younger generations, argue analysts, while the older demographic is being ignored
Commanders' Chig Okonkwo is a fantasy football sleeper in 2026
Washington Commanders tight end Chig Okonkwo was named a fantasy football sleeper by one prominent analyst.
Polls Close in Messy Primaries for California Governor and Los Angeles Mayor
Results may not be known for days, a fitting end to two unpredictable primaries that have surprised political analysts.
California’s sluggish vote counting ripped across the political spectrum: 'Extremely embarrassing'
California primary results may take weeks due to mail voting laws, sparking criticism from analysts like Nate Silver who call it embarrassing.
Morningstar values SpaceX at $780 billion, half its IPO target
Morningstar analysts pegged SpaceX's valuation at $780 billion, less than half of what the Elon Musk-led company is reportedly targeting in its initial public offering, ahead of a planned roadshow this week.
Southampton sticking by manager Eckert after Spygate controversy
In its written reasons published on Monday, an arbitration panel laid bare the influence of Eckert in the scandal, saying it was “a contrived and determined plan from top down to gain a competitive advantage” and analysts who carried out the unauthorized filming “felt pressurised to do the observations that Mr. Eckert and the senior coaches wished them to do.” However, Šolak said in a video message to fans published on Tuesday that the club believes Eckert “is the man to take us forward.”
Russell Wilson finalizing deal to join CBS Sports, AP source says
Ten-time Pro Bowl quarterback Russell Wilson is finalizing a deal with CBS Sports to become an analyst on the network’s Sunday NFL pregame show, a person with knowledge of the
Russell Wilson finalizing deal to join CBS Sports, AP source says
Ten-time Pro Bowl quarterback Russell Wilson is finalizing a deal with CBS Sports to become an analyst on the network’s Sunday NFL pregame show, a person with knowledge of the decision told The Associated Press.
Sources: QB Russell Wilson finalizing deal to join CBS Sports
Quarterback Russell Wilson is finalizing a deal to become a CBS Sports analyst, sources told ESPN's Adam Schefter on Monday.
Top college basketball analyst praises Duke head coach Jon Scheyer
Duke head coach Jon Scheyer recently received praise from a top college basketball analyst, Jay Bilas.
Ford surges on energy business while US car buying remains slow
Ford's (F) plans for a new energy storage business have sent the automaker's stock soaring. RBC Capital Markets lead equity analyst Tom Narayan reacts to what this may mean for the auto company while US car buying remains stilted since the pandemic.
Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohls, Microsoft, Zscaler and More
Pre-Market Stock Futures: Futures are trading higher to start a new trading week and a new month after what was an incredible May, and anybody who followed “Sell in May and Go Away” is having total seller’s remorse. All the major indices, except the Russell 2000, finished the day higher, helping them reach all-time highs, ... Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohls, Microsoft, Zscaler and More
Abilene political analyst discusses District 19, Senate races
ABILENE, Texas (KTAB/KRBC) – Political Analyst Paul Fabrizio is weighing in on recent local and state elections, discussing voter turnout, the race for Texas’s 19th Congressional Distri…
Panthers may have overlooked 'star' at transformative position
An NFL analyst believes the Panthers have a "star" at an increasingly key position.
Kuo: Apple’s iPhone camera roadmap includes a costly upgrade
Analyst Ming-Chi Kuo is out with a new look at Apple’s upcoming iPhone camera plans, including an under-the-hood ultra-wide module change and a surprisingly steep cost increase.
Dell's business strength separate from AI servers was very impressive, says BofA's Wamsi Mohan
Wamsi Mohan, BofA Securities senior IT hardware analyst, joins 'The Exchange' to discuss Dell's quarterly earnings results, the company's position in the AI race and much more.
"This market is not behaving normally" - analysts react to Valve's Steam Deck price increases, and what it means for the cost of the upcoming Steam Machine
Video games analysts chat with Eurogamer about the recent price increase for the Steam Deck, and what this means for Steam Machine.
iPhone 18 Pro's Camera Upgrade Will Cost Apple 50% More
The iPhone 18 Pro and iPhone 18 Pro Max's all-new variable aperture lens will cost Apple 50% more than the camera unit used in current models, according to supply chain analyst a href="https://x.com/mingchikuo/status/2060241890117857624?s=20">Ming-Chi Kuo. Variable aperture has been one of the most persistent iPhone camera rumors of the past few years.
How Is Netflix’s Stock Performance Compared to Other Entertainment Stocks?
Netflix has lagged broader entertainment peers, yet analysts stay steady, suggesting patience could still reward long-term investors.
Dell stock explodes higher after blockbuster AI-fueled earnings
Dell is among a handful of 2000s-era computer companies that have gotten a major boost from AI. The company crushed analysts' earnings estimates.
Verra Mobility’s Toll Business Is In Focus. Why Analysts Are Downgrading the Stock.
Analysts said the loss of a contract with Avis Budget threatens the smart mobility tech company’s ties to other rental car customers.
NFL analyst delivers reality check to hopeful Panthers fans
Even after a division title and another strong offseason, the Panthers may not be true contenders in the NFC—at least according to one analyst.
Biden's ghostwriter tapes lawsuit all about 'politics': Juan Williams
Fox News senior political analyst Juan Williams discusses why former President Joe Biden is suing the Justice Department to block the release of audio recordings on 'Special Report.'
NFL analyst grades Chargers' offseason moves
The Los Angeles Chargers made a multitude of moves in the offseason. Here is how a CBS Sports analyst graded them overall.
The Rich Eisen Show - Hour 2: Patriots’ Outlook, FOX Sports’ Maurice Edu Talks World Cup, plus WWE Superstar Cody Rhodes
WWE Superstar Cody Rhodes and guest host Suzy Shuster discuss his upcoming showdown vs Gunther in Italy, reveals the favorite moments from his storied wrestling career, what goes into traveling with his championship belt, expanding his reach into acting, and more. FOX Sports Soccer Analyst Maurice Edu tells Suzy which selections and omissions from the USMNT’s World Cup roster surprised him the most, previews this summer’s tournament and reveals his pick to win it all, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
FOX Sports Wins Nine Sports EMMY Awards
FOX MLB Scores Big with Seven Wins, Including Honors for 121st World Series, 95th All-Star Game, Technical Achievements and Studio Analyst Alex Rodriguez
Sanctions fears as Krygyzstan shutters companies suspected of aiding Russia
Crackdown on 50 firms is rooted in Bishkek's own worries of being sanctioned, say analysts.
How The Caesars Entertainment (CZR) Story Is Shifting With Takeover Talk And New Valuation Targets
Caesars Entertainment is back in focus as analysts refresh their models and tweak price targets, with some firms lifting targets by US$1 to US$7 while others trim them, including a move to US$25 from US$27 at Morgan Stanley. These shifts are being driven by fresh views on earnings power, mixed reactions to takeover speculation in the low to mid US$30s, and differing opinions on how much execution risk to price in. As you read on, you will see how to track this evolving narrative and what to...
Red Sox Analyst Shares Theory For Alex Cora Firing
Lou Merloni explains why he thinks Cora was dismissed.
As Trump woos China, the Quad grouping drifts towards irrelevance
As Washington shifts military focus away from Asia, analysts say the Quad is struggling to define its purpose.
Loyola’s Data Science in Everyday Life
Loyola University Maryland will hold “Data Science in Everyday Life: Applicability, AI, and Other Trends,” a networking and panel event exploring data science from a range of perspectives across industry and government.A keynote address delivered by data science industry expert David Norton, MBA ’95, will begin the event. Norton is the chairman and chief marketing officer of GALE Partners, a digital and analytics-based branding agency. He was named Chief Marketing Officer of the Year in 2010 and wrote “The High Roller Experience,” a book about data-driven marketing.Norton will moderate the panel discussion, which includes:• Elise Beisecker, senior data scientist in the U.S. Government Accountability Office• Amanda Muller, Ph.D., chief of responsible technology at Northrop Grumman• Franklin Hernandez, MBA ’13, M.S. ’20, senior lead machine learning engineer at Booz Allen Hamilton• Joseph Girsch, M.S. ’21, machine learning analyst at The Johns Hopkins University Applied Physics Laboratory• Mark Wicks, retired vice president of data science, data scientist, machine learning engineer and software developerHernandez and Girsch each earned an M.S. in Data Science from Loyola.The event is free and open to the public. Networking and appetizers will begin at 5:30 p.m. followed by the keynote address and panel discussion at 6:30 p.m. and audience questions and closing remarks at 7:30 p.m. To learn more and register to attend or stream the event online, visit the event webpage.
Analyst believes Alexandros Samodurov will commit to UNC
Greek center Alexandros Samodurov is heavily linked to UNC basketball. An analyst believes the Tar Heels are in a strong position.
Universal Health Services (UHS): Cheap NYSE Stocks to Buy According to Analysts
Universal Health Services Inc. (NYSE:UHS) is one of the cheap NYSE stocks to buy according to analysts. On April 29, Universal Health Services reported solid Q1 2026 results, with net revenues increasing 9.6% year-over-year to $4.495 billion. Net income attributable to the company rose to $348.7 million, or $5.65 per diluted share, compared to $316.7 […]
Analyst questions Lamar Jackson's Ravens supporting cast in 2026
Does Lamar have enough help?
What do professional athletes and Scripps Bee contestants have in common? Host Mina Kimes knows
Mina Kimes, ESPN senior writer and Emmy Award-winning analyst, talks about how her experience as a school spelling bee competitor prepared her for hosting the 2026 Scripps National Spelling Bee.
Trump Urges More Countries to Normalize Relations With Israel as Part of Iran Deal
President Trump called for countries in the Middle East to join the Abraham Accords as part of a peace deal with Iran. Analysts say it is unlikely.
How The Sphere Entertainment (SPHR) Investment Story Is Shifting With New Targets And Projects
Analysts have lifted their fair value estimate for Sphere Entertainment from $136.36 to $161.00, pointing to a higher price target in updated models. That shift lines up with a wave of research that includes higher targets, rating upgrades and new coverage as more institutions focus on the company’s project pipeline and potential role in industry deal discussions. As you read on, you will see how to track these changing views and what to watch as the Sphere Entertainment story evolves. Stay...
Netanyahu increasingly isolated as Trump pursues Iran peace deal
The lack of a decisive victory in the Iran war has led to Trump losing confidence in the Israeli prime minister, analysts say.
Analyst reveals 2026 Commanders blueprint for success
And it's not Jayden.
Oil Prices Fall on News of Possible Iran Deal
S&P 500 futures were up slightly in what may be a sign that investors and analysts are waiting to see if a deal is finalized.
‘Really strong foundation’: CBS analyst praises the Browns’ 2026 offseason
Another member of the national media commends Cleveland for what they’ve done in the offseason.
Inside California Politics: Alex Padilla, Vince Fong, Paul Mitchell join the show
(Inside California Politics) — Two congressmen and a top state analyst answered questions on a wide variety of issues this week, from the governor’s race to the state’s unemployment deb…
Inside California Politics: Alex Padilla, Vince Fong, Paul Mitchell join the show
(Inside California Politics) — Two congressmen and a top state analyst answered questions on a wide variety of issues this week, from the governor’s race to the state’s unemployment deb…
Who has the better chance of inheriting Trump’s Maga movement: Vance or Rubio?
Analysts say the American vice-president and secretary of state are trying to prove loyalty without becoming political liabilities.
Analyst makes bold prediction regarding Baker Mayfield in 2026
Bleacher Report believes Baker Mayfield could be the key to a deep Buccaneers playoff run in 2026.
Unannounced Apple headphones revealed in FCC documents
A new filing in the FCC database has revealed an unannounced Apple-made Bluetooth headphone. Here are the details.
Analyst makes a bold statement regarding the Vikings QB situation
The Vikings quarterback battle could have a major impact on the 2026 season for every team in the NFL.
Turkey opposition vows to resist court ruling ousting leader as political crisis deepens
Analysts said the ruling, seen as a test of Turkey’s shaky balance between democracy and autocracy, could further prolong President Tayyip Erdogan’s 23-year rule.
Astros vs. Cubs Series Primer with Ryan Sweeney of Marquee Sports Network
Former Major Leaguer Ryan Sweeney, who serves as studio analyst on Chicago’s Marquee Sports Network, sits down to preview the Astros upcoming series with the Cubs at historic Wrigley Field. Q: When it’s all said and done, could the Cubs have the best rotation in all of baseball this season? A: Cubs have had a […]
Vikings QB Kyler Murray labeled X-factor in NFC North
One analyst believes Kyler Murray could be the biggest impact player in the NFC North.
Trump’s new ‘slush fund’ for his pals
This week, Donald Trump dropped a personal $10bn lawsuit he had against the Internal Revenue Service in exchange for a so-called anti-weaponisation fund. The $1.8bn fund will be used to compensate those who think they have been unfairly investigated by the government in the past. Jonathan Freedland speaks to the legal analyst Kristy Greenberg about why critics are calling this fund ‘corruption on steroids’
Political analyst Richard Czuba explains what brought down Mike Duggan’s independent governor bid
Political analyst Richard Czuba, founder of the Glengariff Group, said Mike Duggan faced an uphill battle from the start because of his independent status.
2026 NFL Odds: Back Cowboys to Shine; Fade Cardinals' Win Total
FOX Sports betting analyst Geoff Schwartz has his sights set on two NFL win total bets he loves heading into the 2026 season.
Bill Belichick Appears To Be Doing 'Damage Control' Right Now
North Carolina head coach Bill Belichick has been doing the media circuit recently, appearing on major programs with Sean Hannity and Pardon My Take. But one analyst believes that the longtime rival of the media is doing it more out of damage control than a desire to get his face on camera. It was ...
Democrats may vote at last minute for governor. What it will mean
With the top two candidates in the primary advancing, many Democratic-leaning voters appear to be waiting for a clear leader to emerge, political analysts say.
India's domestic politics a 'bottleneck' to China+1 ambitions: Analyst
Abhijnan Rej, Designated Partner at Tarqeq Research says India and China’s relationship has both a "ceiling" and a "floor". He adds that there's 'strategic distrust' between the two countries which limits how far ties can go, but economic complementarities and shared support for a multipolar world ensure continued cooperation in some sectors.
Runoff surprises and shockwaves: What Tuesday’s results may reveal about Georgia’s political mood
According to the Georgia Secretary of State's website, with a nearly 28% turnout of active voters, more than two million people cast a ballot in the May 19 Georgia primary election. A panel of political analysts discussed what the results and voter turnout will mean for the November midterm election.
Xbox hires game industry analyst Matthew Ball to lead strategy
The second major Xbox leadership changes this month.
Xbox expands leadership team with major hires
Xbox has added two big names to its leadership team: Matthew Ball and Scott Van Vliet. The new recruits are part of an on-going drive from Xbox CEO Asha Sharma to move faster, build better products, and make more focused business decisions. The Game Business can reveal that Ball is joining as Chief Strategy Officer. He is a popular industry analyst who is responsible for the annual The State of Video Gaming report, which is widely read across the business. His first job will be to strengthen the console side of Xbox, which is facing significant pressures, not least from the rising costs of memory and storage. In an interview with The Game Business earlier in the year, he admitted he was “pretty frightened” by the situation for the console sector. Ball had previously worked as head of strategy and planning for Amazon Studios, and wrote the 2022 international best-seller The Metaverse. He is currently CEO of Epyllion, a venture partner at investment group Makers Fund and senior advisor at KKR & Co. Meanwhile, Scott Van Vliet joins as Chief Technology Officer. He was previously in charge of Azure OpenAI and AI Core infrastructure at Microsoft, and he also led engineering for Microsoft Teams during the COVID 19 pandemic. But he has a games background. He previously worked across games for Amazon, including Alexa, Amazon Game Studios and the Amazon App Store. He directly worked on the Minecraft: Fire TV Edition. Prior to that, he was VP of Digital Play at Mattel, and worked across brands such as Batman, Barbie, Angry Birds, Fruit Ninja and Cut The Rope. His job will be to improve how Xbox builds products so teams can move faster and deliver stronger results. For more breaking stories, sign-up to The Game Business today Subscribe In addition to these new hires, Xbox has promoted Chris Schnakenberg to Corporate Vice President, Partnerships & Business Development. He was previously VP of partnerships and business development, and joined from Activision Blizzard, where he spent 12 years in various strategy, business development and partner relations role. His focus is on third-party games, publishers and developers working with Xbox. The news follows a number of new hires and promotions earlier in the month, including Jason Ronald taking leadership over Xbox’s upcoming Project Helix console. “These changes are about strengthening our foundation by creating more clarity and improving execution,” Sharma said in an email to staff. “As we head toward Showcase and beyond, we’ll continue making the changes needed to position XBOX for the future.” Matthew Ball is speaking with Christopher Dring at The Game Business Live on Monday, June 8. More details on the event can be found here.
Xbox expands leadership team with major hires
Xbox has added two big names to its leadership team: Matthew Ball and Scott Van Vliet. The new recruits are part of an on-going drive from Xbox CEO Asha Sharma to move faster, build better products, and make more focused business decisions. The Game Business can reveal that Ball is joining as Chief Strategy Officer. He is a popular industry analyst who is responsible for the annual The State of Video Gaming report, which is widely read across the business. His first job will be to strengthen the console side of Xbox, which is facing significant pressures, not least from the rising costs of memory and storage. In an interview with The Game Business earlier in the year, he admitted he was “pretty frightened” by the situation for the console sector. Ball had previously worked as head of strategy and planning for Amazon Studios, and wrote the 2022 international best-seller The Metaverse. He is currently CEO of Epyllion, a venture partner at investment group Makers Fund and senior advisor at KKR & Co. Meanwhile, Scott Van Vliet joins as Chief Technology Officer. He was previously in charge of Azure OpenAI and AI Core infrastructure at Microsoft, and he also led engineering for Microsoft Teams during the COVID 19 pandemic. But he has a games background. He previously worked across games for Amazon, including Alexa, Amazon Game Studios and the Amazon App Store. He directly worked on the Minecraft: Fire TV Edition. Prior to that, he was VP of Digital Play at Mattel, and worked across brands such as Batman, Barbie, Angry Birds, Fruit Ninja and Cut The Rope. His job will be to improve how Xbox builds products so teams can move faster and deliver stronger results. For more breaking stories, sign-up to The Game Business today Subscribe In addition to these new hires, Xbox has promoted Chris Schnakenberg to Corporate Vice President, Partnerships & Business Development. He was previously VP of partnerships and business development, and joined from Activision Blizzard, where he spent 12 years in various strategy, business development and partner relations role. His focus is on third-party games, publishers and developers working with Xbox. The news follows a number of new hires and promotions earlier in the month, including Jason Ronald taking leadership over Xbox’s upcoming Project Helix console. “These changes are about strengthening our foundation by creating more clarity and improving execution,” Sharma said in an email to staff. “As we head toward Showcase and beyond, we’ll continue making the changes needed to position XBOX for the future.” Matthew Ball is speaking with Christopher Dring at The Game Business Live on Monday, June 8. More details on the event can be found here.
PS6 delays, cross-gen games, and more subscriptions - what Sony's latest financials could mean for PlayStation fans in the future
Rhys Elliot, video game analyst at Alinea Analytics, speaks to Eurogamer about Sony's latest fiscal year statement and what it all means.
ESPN analyst makes jarring Browns QB statement
It appears we have a leader in the race for the starting job.
Future-proof: Why demand for data science is on the rise
As companies gather mountains of information, they need business intelligence analysts working alongside AI to make sense of it all.
First Ballot: Kevin Harvick Voted Into NASCAR Hall of Fame
Former Cup champion and current FOX Sports analyst Kevin Harvick will be among the three inductees of the 2027 NASCAR Hall of Fame class.
Russia putting anti-jam antennas on foam decoys for Shaheds: Ukraine
Ukrainians have been finding 12-element Kometa antennas, which provide stronger jamming resistance, on their cheap Gerberas, a top analyst said.
I Know Why Desperate Trump Is in Free Fall: Political Guru
“He is in bad shape,” political analyst David Rothkopf said of Trump, after the president was dealt yet another political blow.
Ford lands its first customer for energy business. Buy this pivot by the auto giant?
Shares have proven volatile after the carmaker unveiled its new Ford Energy unit, but investors should still watch the name, several analysts said.
A Look At AMC Entertainment (AMC) Valuation After Analyst Upgrade And Arena One Concert Launch
AMC Entertainment Holdings (AMC) is back in focus after an analyst upgrade linked to improving box office conditions, along with management comments on a lower revenue bar for free cash flow breakeven and the new Arena One at AMC concert format. See our latest analysis for AMC Entertainment Holdings. At a share price of $1.28, AMC has seen pressure recently, with the 7 day share price return down 9.22% and the 30 day share price return down 31.18%, while the 1 year total shareholder return is...
Bleacher Report's Kristopher Knox predicts another rough Browns season
Despite a remade offense one analyst believes not much will change for Cleveland in 2026.
ServiceNow Stock Has Been Battered By AI Disruption Worries. These Experts Think AI Will Actually Boost Its Business
ServiceNow shares rallied Monday after Bank of America analysts relaunched coverage of the enterprise software maker with a bullish rating.
Analyst has bold early-season Chiefs prediction
All eyes are on Mahomes.
Oregon defense receives glowing evaluations heading into 2026 season
College football analysts think Oregon has four of the 26 most-feared defensive players in the nation. USC needs to do something about that
What's changed in New Orleans' tourism industry: Rising visitors but a steeper summer slump.
Visitor numbers to New Orleans were back to pre-COVID levels in 2025 by one major industry analyst but some local businesses in the heart of the city's tourist district - including hotels and well-known restaurants - didn't feel it.
Now What? With Carbon Pricing Eroded and Pipeline Politics Advancing, Here Are the Pathways for Climate Success
At the end of a whirlwind week of news on carbon pricing and electricity strategy, capping a madcap year of pretty much non-stop, dramatic change, the word across much of Canada’s climate and energy transition community is that climate policy in this country has been shredded. Eviscerated. Hit with a sledgehammer by policy rollbacks that have pushed the country’s 2050 net zero target “well out of reach”. That means it’s never been more important to look for the rays of hope and glimmers of possibility. To glimpse the seeds of the next set of strategies to get Canada’s climate pollution under control and the country into the accelerating global dash away from fossil fuels. And then, once we’ve spotted those possibilities, get on with the hard, day-to-day slog of trying to make them a reality. Nothing takes away from the frustration and the deep disappointment so many climate and energy hawks are expressing, the sense of betrayal by the author of Value(s) and the former UN special envoy for climate action and finance. But we knew two things as the week drew to a close. We’re looking at the world as it most definitely is. And we don’t get to give up finding the pathways to confront climate change and deliver faster, deeper carbon cuts that leave no one else behind. So really, the first question we all have to ask ourselves is: What’s next? Subscribe All the Oxygen in the Room The outpouring of anger and grief over the carbon pricing deal between Prime Minister Mark Carney and Alberta Premier Danielle Smith has been absolutely understandable. So much of the climate community poured years, more than a decade, into dragging the current federal pricing regime across the finish line, then defending it from a deluge of three-syllable rhymes after the Trudeau government proved utterly incapable of delivering its own message. The policy foisted on us by neo-classical economists took up all the oxygen in the room, burned through years of climate response time that we won’t get back, while cornering climate hawks into the position that the best response to the crisis of our lifetimes is a new tax…in an era of historic anti-tax sentiment. I mean, really—what could possibly have gone wrong? Against that history, let’s appreciate columnist Max Fawcett’s point that even a modest carbon pricing agreement with a government as off-the-wall libertarian/conspiracist as Danielle Smith’s—those adjectives are mine, not Max’s—is a win worth savouring (as long as Smith keeps her promises for a change). But part of living in the world as it is (no, I’m not letting that go) is to be clear-headed about what we can and can’t control. And one thing we get to decide, after seeing this week’s carbon price festivities take up all the oxygen yet again, is whether we want to keep letting that happen. Particularly when success down that road depends on a factor that no one with a climate agenda can control or influence—a provincial carbon pricing mechanism that has been manipulated and eroded beyond its lowest possible denominator. Thankfully, that’s not the way it has to go. Not when we have so many other powerful, practical tools at our disposal, including the ones still available to us through this abominable Memorandum of Understanding (MOU) between Canada and Alberta. Tools In Our Toolbox When I started roughing out this list, I didn’t expect it to grow to nearly a dozen bullet points. It’s probably still incomplete. Some of the greatest hits in today’s climate solutions toolbox include: • No Carbon Capture, No Pipeline: On Friday, Prime Minister Mark Carney explicitly stated that there’s been no change to the MOU provision that there will be no West Coast pipeline without an industry commitment to build its massive, $16.5-billion carbon capture and storage (CCUS) hub in Northern Alberta, and vice versa. The two megaprojects were joined at the hip when the MOU was signed Nov. 27, and the implementation agreement this week affirmed that they still are. A parade of independent analysts have spent years pointing to the economic and technical flaws in CCUS, while the industry kept postponing its investment decision until it could arm-twist the government for more “clarity” (by which it meant even more lavish taxpayer subsidies) on the project. Now the industry itself is running away from the CCUS hub and insisting the pipeline should proceed without it, but Carney doesn’t seem to be budging from a central tenet of the MOU to which Smith has signed on. • No Subsidies, No Investors: Climate analysts and advocates have quite rightly been hammering away at Carney and his team, insisting that any new capacity the industry wants to build must proceed without new subsidies. The government has responded with a growing collection of funding and financing mechanisms for the very wide menu of industrial development and nation-building projects they say they want to take on, and that menu always includes fossil fuel infrastructure. But it’s hard to see how even the combined fiscal clout of the federal and supportive provincial governments will deliver the financial backing private investors would need when the business case for new fossil fuel development is evaporating before their eyes. Particularly when… • No Market, No Demand, No Investors: As our friend Markham Hislop at Energi Media (our apparently sleepless friend, given the massive volume of great material he’s been churning out) points out this morning, the biggest vulnerability in any pipeline deal is the assumption that Asian buyers will want the oil or liquefied natural ga that our fossil industry is so keen to send them. Hislop writes in part: Ottawa and Alberta are effectively betting that countries like China and India will continue increasing oil imports for decades as their economies grow and energy consumption rises. That assumption underpins the entire economic rationale for expanding oil sands production and building billions of dollars in new export infrastructure. But Asian energy systems are changing rapidly… China, India, South Korea, and other major hydrocarbon importers are now investing hundreds of billions of dollars into electricity systems built around wind, solar, batteries, nuclear, hydro, and expanded transmission infrastructure. Domestic “energy sovereignty” is increasingly replacing the old energy-security model based on stable oil and gas imports. Those investments are expected to sharply slow oil demand growth and eventually reverse it, even as overall energy consumption continues rising. There are also refining constraints. Many Asian refineries and petrochemical complexes are already optimized to process discounted heavy crude from the Middle East and Latin America. That raises serious questions about how much additional Canadian bitumen Asian markets can absorb at profitable prices. Small wonder that there’s still no private sector investor for the project, despite Smith’s government desperately beating the bushes to put together a deal. For now, Alberta is acting as proponent and covering early start-up costs for a pitch to the federal Major Projects Office, which could actually turn into the next tough hurdle for Smith and her pipeline to jump. • Canada Day Looms: How ironic that Canada’s birthday this year could become a major chokepoint for the provincial premier who’s been working so diligently to tear the country apart! The July 1 target date for Alberta’s pipeline proposal is baked into the MOU, was reaffirmed by the implementation plan, but it hadn’t dawned on me that it cuts both ways. As one very smart colleague wrote in an email yesterday, “they’ve thrown the ball into Alberta’s court to get the project proposal on the table really quickly and to have to do a whole pile of work to put together a massive, complicated project that would typically take years to assemble, and they’ve given them weeks to do it.” That makes July 1 a looming deadline that Smith won’t be able to run away from politically, especially with the separatists in her party and her caucus breathing down her neck. (See previous ref to off-the-wall.) But if Alberta comes in with a sloppy, incomplete submission, even after Carney bent over backwards to simplify the application process and the rules that govern it, it may be harder for the province or the industry to blame Ottawa and insist on the faster process they claim their investors are demanding. (Oh, wait—which investors would those be??) • We’ll See You In Court (Then We’ll See You Again): If Carney did cave, that would be just one more reason for Indigenous and other affected communities to take the government and the process to court—Just as Alberta First Nations did, successfully, in response to Smith’s half-baked separation referendum. Veterans of the Harper era have been warning that a shoddy process around fossil fuel infrastructure or other major projects will be a recipe for the very delays that process seeks to avoid. And now more than ever, with renewable energy and energy storage eating fossil fuels’ lunch in import markets around the world, a delayed pipeline or LNG terminal may be as good as a cancelled one. • Charged Up, Ready to Go: With its goal of doubling Canada’s electricity supply to meet a doubling of demand by 2050, the national electricity strategy that Carney unveiled Thursday has a lot to like. With its explicit language about speeding the shift from fuels to more efficient and affordable electricity, global investment and deployment patterns that already favour that shift, an emerging bidirectional power grid, the role of front-line options like rooftop solar and heat pumps, the emergence of electric vehicles as behind-the-meter energy storage, and the domestic jobs and manufacturing to make it all happen, the document doubles down on the essential cornerstone of a faster shift off fossil fuels. The strategy envisions a more prominent role for gas and nuclear power. But some of those provisions were already in the Clean Electricity Regulations that climate hawks are now fighting so hard to defend, inserted as a compromise in a futile attempt to mollify the industry and its political representatives in Alberta and Saskatchewan. But once again, gas will be a tougher sell when it’s more expensive and now so much more unpredictable than the clean alternatives. The new nuclear technologies are still speculative and deeply vulnerable to cost overruns. Increasingly, utilities, developers, and investors know it. Carney declared Thursday that “it doesn’t do us good to be sitting in court all the time with provinces. It doesn’t do us good to be talking past each other. What does do us good is to come together with specific projects.” There are no guarantees, but so much of the language and narrative-building in the electricity strategy suggests the lion’s share of those projects will be renewable. • The Party Has Already Started: The electricity strategy only rarely digs down to specific projects, but provinces representing three-quarters of Canada’s population are already embracing a faster transition. Hydro-Québec is working on a 10-year, $185-billion renewable energy and grid buildout by 2035. Ontario recently brought 10 provinces and territories together in a National Energy Corridor Agreement to boost interprovincial and -territorial transmission infrastructure. And the MOU implementation agreement commits Alberta to facilitate investment in renewable energy projects, a big step back from its continuing, punitive restrictions on renewables development. The electricity strategy envisions much of the financing and infrastructure that will be needed to pull those advances together into an integrated whole. • Delivering on Affordability: The MOU implementation plan has little or nothing to say about affordability (are you surprised?), but the electricity strategy does, with a top-line pledge to reduce home energy costs for seven out of 10 Canadian households by 2050, a total saving of $15 billion across the board. It’s just a start, but it puts affordability on the government’s narrative map. If they’re serious and deliberate about patching together a least-cost energy strategy, it’ll have little if any room for oil, gas, or nuclear—not with powerful evidence, for example, that electricity prices are higher when those prices are set by gas. • Smith Proves that Canada Works: By signing a deal that makes it harder to claim the federal government is blocking a new pipeline, Smith has helped prove Carney’s constant anti-separatist refrain that “Canada works”—incurring the rage, no doubt, of her own political base. Canada also needs to work for anyone who depends on a clean environment, healthy and thriving ecosystems, and safe, stable climate. But with Smith and her separatist constituents setting up as a fifth column for annexation by Donald Trump’s United States, let’s set aside any notion that 51st state status for Canada is a recipe for anything other than climate disaster (and so much else). Resisting and withstanding Trump (just 170 more sleeps until mid-term elections, which is a damn sight better than the 730 we started with) doesn’t mean a free pass for a pipeline, but we can still appreciate it that keeping Canada whole and sovereign is still Carney’s Job One. • The Words Not Spoken: Apart from a commitment to export a million barrels of “low-emission” Alberta bitumen per day (memo to Smith and Carney: You realize that that’s less than the industry is already exporting??), the MOU implementation plan says nothing about the international trade and economic sovereignty deals that Carney has been travelling the world to negotiate. It didn’t have to. Carney doesn’t need permission from Danielle Smith, her American enablers, or her separatist allies to continue building the alliances that will ratchet down our economic dependency on our unstable, unreliable neighbour to the south. But every connection he builds with countries outside North America helps align our economy and our future with a faster shift off fossil fuels. Little if any of this was on our bingo cards a year or two ago. But it’s the pathway that has opened up to us. And if it gives Canada any climate or energy gains at all in an era still dominated by Trump and his increasingly ridiculous tariffs, his loutish trade negotiations and his continuing annexation threats, we have to take the wins. Not least because they’ll be the point of departure for what we can achieve in 2027, 2029, and beyond, as Trump’s grip and this era begin to loosen and then fade. What is Carney Doing? If this line of thought is right—and it’s a possibility, not a prediction—it means that Carney’s actions and decisions are largely about buying time. Time for Trump’s power to wane. Time for Alberta’s separatist/conspiracist virus to spread, mutate, die out, or at least die back, with help from a vaccine of federal steadiness and calm (appropriate enough, for a movement populated largely by vaccine deniers) that no conspiracy theory can dismiss. And time for the government’s trade and investment agenda to deliver results—even knowing that some of those results will bring impacts that front-line communities will not and should not accept. In the immediate moment, none of this changes the way the wider climate community has to respond, from campaigners to investors to front-line practitioners. All of our voices are still essential. But those voices will be stronger and more confident if we have a clearer sense of the brutal game we’ve been pulled into, and a plausible path (or two it three) for playing it to the win we need. This conversation also underscores our biggest task for the remaining years of what was supposed to be the “decisive” decade for climate response: if we can shift the energy narrative in Canada, make it a mainstream view that the country’s preoccupation with oil and gas has us falling farther behind a changing world, we’ll see far better results in the 2030s and beyond. For many veteran climate advocates, taking on that part of the fight will begin with recognizing that most of our friends and family, neighbours and colleagues already understand that climate change is real and right in front of us: they’re looking away and staying silent because they don’t have what climate communicator Katharine Hayhoe calls “efficacy”. As Hayhoe recently pointed out in a feature interview with The Energy Mix, it amounts to science denial to keep hammering away at the dire news about global warming without also helping audiences understand what they can do about it, with multiple studies telling us why that won’t work. Far better to open those conversations with the dominant crises like energy security, food security, emergency preparedness and business continuity, affordability, and financial security that have knocked climate change far lower on the list of public priorities, and will likely keep it there. We Knew This Would Happen Climate hawks have always known this day would come. For decades, we warned that everyone had to pay attention to climate change right now, because it would be much tougher to respond once the crisis itself started affecting our daily lives. We were right, and here we are. But now, thanks to decades of hard work, communities and countries have an alternative to doubling down on fossil fuels. “In 10 years everyone will have ‘always known’ that solar and batteries were going to win,” Morgan Solar Executive Chair Mike Andrade writes on LinkedIn. With the disruption in the Strait of Hormuz roiling energy priorities around the world, Canada and the United States are among the shrinking number of countries that are still very keen on fossil fuel development. Understanding that gap is a first, essential step in spotting the opportunities ahead, and averting the deep economic as well as environmental and social risk we face if we don’t seize them. Thanks for reading The Energy Mix Weekender! Subscribe for free to receive new posts and support our work. Subscribe Mitchell Beer traces his background in renewable energy and energy efficiency back to 1977, in climate change to 1997. Now he and the rest of the Energy Mix team scan 1,200 news headlines a week to pull together The Energy Mix and The Energy Mix Weekender. Chart of the Week BYD Eyes 20 Dealership Locations After Canada Greenlights Chinese EV Imports ‘Sledgehammer’ Carbon Price Deal Boosts Emissions by 230Mt, Aims for Fall 2027 Pipeline Approval ‘Worse Than Harper’: Regulatory Rollback Would Stop Canada from Assessing Project Impacts, Critics Warn Electricity Strategy Aims for Doubling by 2050, Allows ‘Flexibility’ for Gas Power Plants Opposition Mounts as O’Leary’s Data Centre Approved in Drought-Stricken Utah Diluted Carbon Price Misses ‘Reality of the World We’re In’, Could Impede Diversified Trade: Climate Institute $200B in Clean Energy Investment Will Need On-Time Delivery, Reliable Policies, Trade Association Says ‘Sovereign Pipeline’: CEO Pitches to Keep Trans Mountain in Government Hands What a Supercharged El Niño Could Mean for Canada Canada’s future is electric, and here’s how a power grid superhighway would get us there (Toronto Star) The Perilous Waters of Hecate Strait (Globe and Mail) Saudi Aramco profits jump despite conflict in Middle East (The Guardian) Farmers confront rising cost of fertilizer and fuel as spring seeding under way (Canadian Broadcasting Corporation) Clarkson forecasts 24% decline in offshore oil, gas capital expenditures (Oil & Gas Journal) Pipe Dreams: How Oil and Gas Fail to Deliver Economic Development in Africa (Oil Change International) Developing countries must hold the pen to script the fossil fuel transition (Climate Home News) Iran war threatens the dream of a post-oil economy in the Gulf (Washington Post) U.S. Oil, Gas Work Force Hits Lowest Level Since 2022 (Rigzone) Why Polestar Is Doubling Down on Net Zero as Rivals Pull Back on EVs (Bloomberg) Why this Michigan utility plans to sell its hydro dams for $13 (E&E News/Politico) Levees can no longer save New Orleans (Vox)
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