CAN-USA 2025 Tariff Strife (split from various pol threads)

[Fishbone Jones]

Well we just may be at the point where the Bangladeshis are our best hope…

There's lots here already. Call 'em in and give them blue hats and keys to the Toyotas.

 

[Kirkhill]

Further to: "There is no business case".

QatarEnergy Now Has Over 100 LNG Ships under Construction

QatarEnergy and five shipping companies signed time-charter agreements for 44 newbuild LNG carriers, raising the number of vessels under QatarEnergy's LNG fleet expansion program to over a hundred.

www.rigzone.com

This was back in April of last year.

In 2025 and 2026, 180 carriers with a total of 32 million cubic metres (m3) of shipping capacity are projected to be delivered – 28% of the capacity in operation in 2023. While there were 64 orders for LNG carriers in 2023, the first five months of 2024 alone saw 55 new orders placed and since the report's cutoff date of May 2024, another 27 have been added.

LNG shipbuilding industry heading to huge oversupply

In our updated report on the future of the LNG carrier shipbuilding industry, we find there's an even smaller need for these carriers to be built in the future, but that the industry continues to add capacity that simply won't be needed.

climateanalytics.org

...

The Net Zero brigade is declaring all of these to be surplus to requirement. Apparently some people are inclined to bet against Net Zero. And bet big.

 

[Kirkhill]

A list of Double Acting Ships, built on the same principle as the Svalbard - conventional bow for navigating open water, reinforced stern with azipod drive for navigating ice in reverse. Typical ice thickness of 1-2 meters. Aker Arctic is behind virtually all of the designs.

A Canadian opportunity lost.

LNG carriers for cold environments
Early Arctic pilot projects in the mid-1970s
aimed at transporting LNG from the
Canadian Arctic to elsewhere in North
America and to Europe. Relatively large
and high ice class ships were designed
and proposed by Finnish companies. In
the beginning of the 1980s, some US
companies issued plans even for Arctic
submarine LNG vessels. None of those
plans came true and the development for
arctic LNG vessels was halted for
decades.

A breakthrough for LNG transportation
in cold areas came when two production
projects for LNG shipments began: the
Snöhvit project in Norway (2007) and the
Russian Sakhalin II LNG project on the island
of Sakhalin (2009). Both were the first largescale
national LNG projects in areas with
winter conditions. As a result, several ice
class 1C Moss-type LNG carriers were built to
serve the projects.

First Arctic LNG designs with the
double acting icebreaking concept
For a long time, it has been known that
there are vast natural resources of oil
and gas in the Arctic regions.
Apart from the earlier Canadian LNG
projects, a new era of interest in Arctic
gas resources arose at the beginning of
this century. The first concept ideas
were drafted for Moss-type Arctic
carriers in early 2000, but eventually the
growing interest in LNG exports from the
Arctic stimulated Aker Arctic to start
developing a solution for LNG
shipments. The first Arctic class DAS™
ship Norilsk Nickel was designed and
built in Helsinki while large LNG Carriers
were on the drawing board.

“In 2004, Aker Arctic kicked-off a large
development programme which aimed to
introduce a vessel design that would be
able to bring LNG from the Arctic to the
markets,” says Mr Reko-Antti Suojanen,
Managing Director, for Aker Arctic. The
final outcome was a three-propeller
double acting vessel concept, which also
utilised the special new solution of the
Integrated Hull Structure (IHS), which
provided easy winterisation solutions as
well as a stronger hull and savings in the
steel weight.

“As the double acting concept was
already a proven solution, we decided to
use a bulbous bow form for these
vessels and thus provide the maximum
effectivity in open sea navigation, which
in any case is used in many of these
carriers,” says Suojanen.
The design was called the Aker Arctic
206,000m³, and it was equipped with five
tanks (see picture below). Cost estimates
for the vessel and economic calculations
showed that the transportation cost and
the reliability of LNG shipments would be
highly suitable for the markets. The
average speed of the vessel would be
sufficient even in the harshest mid-winter
conditions from the Kara Sea to the
European or North-American markets.
The Yamal peninsula was known for its
vast gas reserves, and at that time
Khrasevey was considered the best place
for a port and LNG liquefaction facility.

Arctic LNG carriers for Yamal LNG
During the past years, the works related
to Arctic LNG Carriers have focused on
making plans become reality. From 2010,
Aker Arctic has worked for the Yamal
LNG company supporting its
development project to design LNGcarriers
and related port infrastructure
and a port fleet for transporting natural
gas from Sabetta to the markets
elsewhere in the world.

“We have been extremely happy to
see our long-term development,
persistent work, new ideas and ships
finally come true. It has been fantastic to
work with our clients who have displayed
an innovative attitude and the rock solid
expertise, which will make LNG
transports from the Arctic happen,” says
Suojanen.

Regarding ships for the Yamal LNG
project, a series of 170,000 m³ sized
Arctic LNG carriers that will carry gas to
Europe and the Far East from the Yamal
peninsula was proposed. The project
stakeholders made the selection for the
potential builder and the membrane tank
concept.

https://akerarctic.fi/app/uploads/2018/08/arctic_passion_news_2_2017_0.pdf

Roethelstein	DAS	Icebreaker	400 tonnes	42 m
Arcticaborg	DAS	OSV	2043 tons	65 m
Antarcticaborg	DAS	OSV	2043 tons	65 m
Prospero	DAS	Tanker	18119 tons DWT	167 m
Bro Sincero	DAS	Tanker	18119 tons DWT	167 m
Tempera	DAS	Tanker	106208 tons DWT	252 m
Svalbard	DAS	OPV	6375 tonnes	104 m
Mastera	DAS	Tanker	106208 tons DWT	252 m
Evinco	DAS	Tanker	19999 tons DWT	155 m
Mackinaw	DAS	MPV	3500 tons	73 m
Sakhalin	DAS	OSV	9980 tonnes	99 m
Endeavour	DAS	OSV
Enterprise	DAS	OSV
Endurance	DAS	OSV
Norilskiy Nickel 1	DAS	Cargo	648 TEU-20	169 m
Vasily Dinkov	DAS	Tanker	93515 tons	257 m
Excello	DAS	Tanker	19999 tons DWT	155 m
Kapitan Gotsky	DAS	Tanker	93515 tons	257 m
Norilskiy Nickel 2	DAS	Cargo	648 TEU-20	169 m
Norilskiy Nickel 3	DAS	Cargo	648 TEU-20	169 m
Norilskiy Nickel 4	DAS	Cargo	648 TEU-20	169 m
Norilskiy Nickel 5	DAS	Cargo	648 TEU-20	169 m
Timofey Guzhenko	DAS	Tanker	93515 tons	257 m
Kirill Lavrov	DAS	Tanker	70000 tons DWT	257 m
Mikhail Ulyanov	DAS	Tanker	70000 tons DWT	257 m
Enisey	DAS	Tanker	18500 tons DWT	169 m
Vitus Bering	DAS	OSV	9980 tonnes	99 m
Aleksey Chirikov	DAS	OSV	9980 tonnes	99 m
Shturman Albanov 1	DAS	Tanker	42000 tons DWT	249 m
Shturman Albanov 2		DAS	Tanker	42000 tons DWT	249 m
Shturman Albanov 3		DAS	Tanker	42000 tons DWT	249 m
Shturman Albanov 4		DAS	Tanker	42000 tons DWT	249 m
Shturman Albanov 5		DAS	Tanker	42000 tons DWT	249 m
Shturman Albanov 6		DAS	Tanker	42000 tons DWT	249 m
Christophe de Margerie 1	DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 2		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 3		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 4		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 5		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 6		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 7		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 8		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 9		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 10		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 11		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 12		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 13		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 14		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 15		DAS	Tanker	80200 tons DWT	299 m
Christophe de Margerie 16	DAS	Tanker	80200 tons DWT	299 m
Gennadiy Nevelskoy	DAS	OSV	9980 tonnes	99 m
Stepan Makarov	DAS	OSV	9980 tonnes	99 m
Fedor Ushakov	DAS	OSV	9980 tonnes	99 m
Mikhail Lazarev	DAS	OSV	9980 tonnes	99 m
Aleksandr Sannikov	DAS	Icebreaker	13200 tonnes	122 m
Andrey Vilkitskiy	DAS	Icebreaker	13201 tonnes	122 m
Viktor Chernomyrdin	DAS	Icebreaker	22000 tonnes	147 m

​

 

[Kirkhill]

https://www.cbc.ca/news/canada/north/northwest-passage-msv-nordica-1.4227619

 

[brihard]

https://www.cbc.ca/news/canada/north/northwest-passage-msv-nordica-1.4227619

Sovereignty over our Arctic waters is a struggle that’s on our doorstep whether we want it to be or not.

 

[KevinB]

Well we just may be at the point where the Bangladeshis are our best hope…

To rape and pillage the communities, and steal the valuables.

Never happen, your politicians don’t want competition

 

[lenaitch]

Then when working on the NE segment (Sault Ste. Marie east) they found they were still over the balance and shifted some of the lands again to the NW. End result was a series of new parks across the province - achieving the goal - but the user numbers didn't align with expectations. No kidding...a park designed for Toronto residents is going to be low use if it's North of Kenora 20 hours drive away in NW Ontario. Good intentions...bad implementation.

Then they started closing serviced (non-wilderness) parks because they weren't being used and the Ministry didn't want to pay to staff them.

A bit of a bright light in the Toronto area is the announcement of a new provincial park in the Uxbridge area, starting off by re-designating parcels already owned by the province along with conservation authority lands, as well as expanding the Rouge Valley National Park by using some or all of lands held for the Pickering airport now that the feds have put the idea out of its misery.

 

[daftandbarmy]

Further to: "There is no business case".

QatarEnergy Now Has Over 100 LNG Ships under Construction

QatarEnergy and five shipping companies signed time-charter agreements for 44 newbuild LNG carriers, raising the number of vessels under QatarEnergy's LNG fleet expansion program to over a hundred.

www.rigzone.com

This was back in April of last year.

LNG shipbuilding industry heading to huge oversupply

In our updated report on the future of the LNG carrier shipbuilding industry, we find there's an even smaller need for these carriers to be built in the future, but that the industry continues to add capacity that simply won't be needed.

climateanalytics.org

...

The Net Zero brigade is declaring all of these to be surplus to requirement. Apparently some people are inclined to bet against Net Zero. And bet big.

And an LNG ship costs about $230M?

 

[OldSolduer]

Well we just may be at the point where the Bangladeshis are our best hope…

hmmmm maybe Switzerland?

 

[Kirkhill]

And an LNG ship costs about $230M?

That sounds about right.

 

[Kirkhill]

The importance of choosing an appropriate contractor....

finish seven-year dam project in two days​

save the Czech government almost £1 million by finishing stalled project


Despite a seven-year planning process and successfully securing the funding, the Czech Republic’s plans to build a new dam in the Brdy region came to a standstill as authorities struggled to acquire building permits.

The .... project had aimed to restore the area to its natural state, decades after soldiers at a military base built a bypass gully which had drained the area.

“The Military Forest Management and the Vltava River Basin were negotiating with each other to set up the project and address issues regarding ownership of land.

“They built the dams without any project documentation and for free.”

Mr Obermajor added: “The places where they build dams are always chosen just right — better than when we design it on paper.”

 

[Kirkhill]

Beavers finish seven-year dam project in two days

Eight hard-working rodents save the Czech government almost £1 million by finishing stalled project

www.telegraph.co.uk

 

[suffolkowner]

My sons chemical supplier is busy looking for alternatives to American sources. Not easy do to winter transportation issues unfortunately. Same with neighbour who is also in the plastic industry

 

[The Bread Guy]

Meanwhile, survey says a bit more public support for pipeline activity.

Pipeline Possibilities? In wake of Trump tariff threats, majorities support Energy East, Northern Gateway -

Canadians divided over wisdom of Trans Mountain purchase but ultimately feel it will pay off February 10, 2025 – Conversations about trade wars with Canada’s historically most trusted ally have forced Canadians to take a long, hard look at the domestic capacity of their economy, from...

angusreid.org

On Energy East & Northern Gateway ...

... and on Canada's Trans-Mountain buy out:

Survey details/margin of error:

More granular detail in attached PDF.

 

[Rifleman62]

https://twitter.com/x/status/1888659132905099589

 

[suffolkowner]

https://twitter.com/x/status/1888659132905099589

how exactly is Mark Carney lacking in credentials?
He was the Governor of the BofC and BofE
worked 13 yrs at Goldman Sachs
vice chairman of Brookfield
does he need to run a hot dog stand?

 

[Halifax Tar]

how exactly is Mark Carney lacking in credentials?
He was the Governor of the BofC and BofE
worked 13 yrs at Goldman Sachs
vice chairman of Brookfield
does he need to run a hot dog stand?

The argument around credentials is silly.

We happily elected a snow board instructor as Carney's predecessor; and his main opposition has oodles of experience in Government and we hold that against him.

The whole of the argument drips with biases.

I don't like Carney because I see him as a continuation of Trudeau. And we do not need more of that.

 

[McG]

his main opposition has oodles of experience in Government

He has “oodles” of experience in partisan politics. He has only two years in government (ie. in cabinet).

 

[Fishbone Jones]

The argument around credentials is silly.

We happily elected a snow board instructor as Carney's predecessor; and his main opposition has oodles of experience in Government and we hold that against him.

The whole of the argument drips with biases.

I don't like Carney because I see him as a continuation of Trudeau. And we do not need more of that.

Not just a continuation. A more dangerous version of trudeau.

 

[Halifax Tar]

He has “oodles” of experience in partisan politics. He has only two years in government (ie. in cabinet).

Sure, but he has been an MP for years. Take away the partisanship around it and its experience in the governance of Canadians, as both a member of the sitting Gov and in opposition. Which for some reason we don't appreciate as experience.

My point is the argument around credentials and experience is moot. It just biased arguments. My appreciation of ones political experience is your perception of their lack of lived experience.