What podcasts say about Heather Exner Perrault
Every statement, with the speaker, the exact quote and the moment it was said.
What Heather Exner Perrault has said on podcasts
18 statements · 12 positive · 3 negative · 1 mixed · 2 neutral
Electrification and AI build-outs require substantial physical infrastructure.
“any electrification build out, any AI build out, all those will be very physically intense”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 3:47
Electricity-related commodities will experience major market movements in coming years.
“everything related to electricity, so natural gas, uranium, iron, copper, all of those things I think are going to have a wild ride in the coming years”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 7:09
States will pay premiums to secure domestic supply chains.
“states in general would like to have it domestically. If they can have something domestically, they will. They'll pay a premium.”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 9:24
Copper supply will remain a major bottleneck for electrification.
“I think copper is a huge bottleneck. And I just don't see a way out of it”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 12:22
Electricity prices are likely to rise over the next few years.
“I don't know how electricity gets cheaper in the next few years. I think it's only going one way. It's going to get more expensive.”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 13:48
A typical mine takes approximately 15 years to begin production.
“the average mine in the world takes about 15 years to get online”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 15:21
Canada’s resource policy environment has become more favorable to investment.
“yes, Canada has turned the tide”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 23:10
Canada has an exceptional opportunity to expand resource market share and attract investment.
“This is a once-in-a-century opportunity for Canada to grow market share, to attract investment, to diversify trading partners.”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 24:37
Canada’s resource sector has roughly ten favorable years ahead.
“I've got 10 good years, I think, ahead of us for sure”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 25:50
Canada has begun implementing concrete resource and infrastructure policies.
“we've moved from talk to action”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 26:07
Canada’s policy changes are attracting tens of billions in AI investment.
“now that we can, we're attracting tens and tens of billions of dollars and more is to come”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 27:38
Canada’s resource industries have its most productive labor units.
“those are the most productive labor units that we have in Canada”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 29:47
Western Canada’s clearest value-added opportunity is data-center development.
“the obvious opportunity in Western Canada is data centers”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 31:46
Canada has excess natural-gas supply available for domestic use or export.
“we have excess natural gas”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 32:46
Western defense industries depend unacceptably on China for certain mineral inputs.
“it is simply unacceptable dependence we have on China for some of those raw inputs”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 35:58
State intervention is necessary to secure strategically important mineral supplies.
“the market is not free and our security depends on having some supply of this. And therefore state intervention is actually necessary”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 39:07
Canada should capitalize on its resource opportunity during the commodity cycle.
“It is important that we take up this opportunity”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 41:09
Containerization drove hyper-globalization and offshoring to China.
“containerization that led to the hyper-globalization and offshoring to China”
Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource MomentListen at 45:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.