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- February 03, 2021
Cancelling Keystone is bad for the economy and the environment
Episode Stats
Length
15 minutes
Words per Minute
188.74622
Word Count
2,925
Sentence Count
126
Summary
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Transcript
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You're tuned in to The Andrew Lawton Show.
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Justin Trudeau and Vice President Kamala Harris yesterday had their first official conversation.
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They spoke about diversity and inclusion. They spoke about climate change.
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They spoke about all sorts of things, even online hate, but not the giant cancellation of the Keystone XL pipeline,
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which is jeopardizing jobs in both of the leaders' countries and costing billions of dollars.
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The Keystone XL pipeline apparently no longer a priority, which makes me wonder who is speaking up for the Alberta jobs,
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the Saskatchewan jobs, the effect of the Canadian economy. Very few people at the federal level.
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One man who has always spoken up about these things and the importance of the Canadian energy sector
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is Michael Binion, the Executive Director of the Modern Miracle Network, who joins me now.
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Michael, good to talk to you. Thanks for coming on today.
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Oh, it's my pleasure, Andrew.
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You know, one of the things that I find to be the most upsetting about this is that
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we saw the federal government prepare to move mountains when Quebec jobs were in jeopardy
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with SNC-Lavalin a couple of years ago.
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But when we talk about the oil sector, which is not just Alberta, but it is a national sector,
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very few people advocating for Canadian jobs in this area.
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Yes. Yeah, I mean, of course, we do have a government in Alberta that does advocate for that
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and others across the country. But certainly our federal government is, you know, I think
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we've heard the Prime Minister talk about the Great Reset. And I noticed in the readout from
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the or from the summary of the conversation with the Vice President that they explicitly talked
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about Build Back Better. So, you know, both Build Back Better and Great Reset slogans include
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a, you know, include a, you know, leave it in the ground component and switching to other
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forms of energy.
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One thing that I find just the most bizarre about the Keystone cancellation, which was
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done by executive order from Joe Biden on his first day in office as president, is that
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this wasn't actually about some idea, some project that was still stuck in R&D. This
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was construction already began and the cross-border section, which is arguably the most contentious
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section of the pipeline, literally in the ground.
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Yeah, you know, the one thing, and of course, we haven't seen from the Prime Minister bringing
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up either the legal side of this, which is, you know, there was an approval given, there
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was a permit and people in good faith on both sides of the borders, the Canadian company,
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in particular TC Energy, and the government of Alberta, you know, all relied on the agreement
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of the US government. So there's that one side. The other thing we haven't seen from the Prime
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Minister is a defense of our environmental record. I mean, a lot has changed since the
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Vice President was, or since the President was last Vice President and last in office. I mean,
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that was, you know, four years ago plus. And it's incredible, the environmental progress that's been
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made, you know, on that pipeline in particular, in the industry in general. And our Prime Minister,
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as I said, didn't speak up for us on the, just a second, there was an agreement here,
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and how can you cancel it? Not just that there was an agreement, we've already put billions of
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dollars into construction under that agreement. How can you do that just under a rule of law and rule of
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international law? You know, our NAFTA agreements, our former NAFTA agreements, I think, still apply
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to some of this. And on the other side, just a second, why would you want to do it? We've got
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best in the world environmental performance here. Yeah, and that's, I think, the most disingenuous
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part of this, is that the narrative that's been put forward by the Biden administration,
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by a lot of the people that have been very anti-pipeline, is that you get pipelines or you get
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environmental policy, and that the two are inherently contradictory, which I've never
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quite understood, because ending a pipeline does not reduce demand on oil, it just reduces supply.
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But the supply has got to get there some other way. So you see tankers, you see rail, you see
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other means of transporting oil that are less environmentally sound than a pipeline.
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So we know that there's more to the motivations of people. When you do see best in the world
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environmental performance, incredible progress on emissions intensity, a pipeline for the first
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pipeline, I think that was going to use 100% renewable energy to run the pipeline. I mean,
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this would have been a world leading example of low emissions pipeline. I mean, all of the
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people really did care about transitioning our energy systems globally to something better
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in the future, they would want that. They would be celebrating what Canadians are doing as best
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in the world environmental performance, reducing emissions, and not taking the best in the world
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off the market, only so the worst in the world can sell more. And the net effect can only be more
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emissions. So how can they possibly, where's the logic if we're doing this to reduce environmental
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impacts, but the impact of this is going to actually be increased global environmental impacts.
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Yeah, and I guess that's where even the narrative that they put forward as being the justification for
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this doesn't really hold water. But at the very least, we're talking about a level of employment
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that is desperately needed right now. I mean, this is now a government signing a death warrant for jobs
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at a time when private sector jobs are already facing immense strain because of the COVID pandemic.
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Yeah, and I think we see this from the Trudeau government too. I really had thought when the,
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you know, with the pandemic crisis, which has affected all of us so much, right?
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The, the, we would see a return to pragmatism. What's the, what's the best way to solve the,
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you know, the pandemic crisis in the short term, but also to help people get back to work? I mean,
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this is, you know, families across, across the country who've, who've been, who've been hurt,
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and many of them, many of them losing life savings, et cetera. So let's, let's, how do we get them back
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to work? And instead of a return to pragmatism, it seemed to be, what a great opportunity to double
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down on ideology. And what a great opportunity for us to convince people to, to, to, to destroy an
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industry, to destroy a whole sector of jobs. So it's, it's, it's a, it's a surprise, surprise. I would,
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I would go so far as to say I was a little bit shocked even that we didn't see a return to pragmatic,
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a pragmatic approach to, and, and have Canadians all come together. Let's solve this crisis together.
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And that's, and, and, you know, we've talked about it. We're all in this together. I mean,
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people made that we're all in this together. Well, if we're all in this together, why are we
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destroying an industry with world leading performance or working together with the U S
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government to destroy an industry with the world leading performance makes, makes no sense, but it is
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an example of, you know, ideology over, over pragmatism. When you say ideology though, that is, I think,
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very telling because this is not just against pipelines, but it's actually a fundamental rejection
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of oil as a source of energy, but they don't have an alternative. I mean, even the renewables,
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they talk about like, Oh, well, solar and wind. I mean, these are not things that are capable of doing
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what oil and gas are. So is there actually a, what comes next to the activists that are trying to go
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after pipelines? Yeah. Well, I, I, I guess I look at them and say, well, would it be possible for
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one country, you know, Germany, Denmark, Canada, you know, one of the, one of the rich G7 or OECD
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countries say, well, we're going to go off oil as a demonstration to the world of an ideology.
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So I mean, so, okay, well that, that, that seems like maybe that's possible, but if we're looking at
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this as a, that we truly look at this, we've got a global issue of, of, of emissions and we've got a
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global issue of population growth and all of the, all of the impacts that that's, that has on our
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environment, how, how do we manage that better globally? Well, then this makes absolutely no sense
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whatsoever. You know, our industry in Canada, you know, are, are coming up with real world solutions
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that will make the global problem better. And we have a government saying, no, we just want to see
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lower emissions in Canada. We don't, we don't care if that would cause higher emissions globally.
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We just want lower emissions in Canada. I wrote a paper on this, you know, effect called carbon
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leakage when, and, you know, very simply carbon leakage is when, you know, your policies at home
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reduce emissions here, but the net effect is you increase, you actually just move them somewhere
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else and the emissions go up. So it's also referred to as a green paradox, but Canada's living it.
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We're, we're, we're implementing policies like our, our seen, seen in cooperation with the Americans on
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cancelling this pipeline. We're implementing policies here that may reduce emissions here,
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but they will cause global emissions to on a net basis go up. Because as you mentioned,
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we're going to, that oil is going to be replaced by someone. The, the U S refineries in that part
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of the world will, uh, their other two options are Mexico and Venezuela. Does, is there anybody that
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thinks that the environmental performance of Mexico and Venezuela is better than ours?
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Yeah, you raise, uh, I think a really important point there. And it is interesting because we,
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we, we hear all the time that, you know what, we can't have local solutions to climate change and
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emissions because these are global problems. It's a global phenomena, but the reality is that
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countries are competing with each other, even within countries, states are competing with other
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states. Provinces are competing with other provinces to be competitive. So if a country does do this
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whole utopian idea, take the Paris climate agreement and, and fall, fall, follow through with those
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plans and, and go above and beyond, all that really does is allow for someone else to be the
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beneficiary of these jobs. And it's not to say that countries should do nothing, but I think there
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needs to be a lot more celebration of the point that you've raised, Michael, which is how much the
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private sector has already advanced on these issues, uh, much quicker than I would add many governments
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have. Yeah. I, you know, I think that that's exactly right. And you know what I would say as
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well is, I mean, I think people in industry and I, and I'll count myself, you know, among those people,
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but you know, some of the bigger companies, Suncor, CNRL, et cetera, I think that they have really
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embraced this idea that we do need to transition our energy systems, but on a realistic basis, looking
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at the global problem of supplying global energy to a growing population, they've realized that that
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future energy mix is going to include hydrocarbons and which is not to say we should be against
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wind, right? You know, right energy in its right place. In some places that's wind. In some places
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it's hydro, nuclear, uh, solar. And, and as technology changes, the right energy in its right place will
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change as well. But, you know, I think a lot of people are recognizing that solar and wind, you know,
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the technology is advancing quickly. We're all hearing about that all the time. What seems to be going
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unnoticed is that I think that oil and gas industry is innovating even faster. You know,
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we're, we're under pressure to provide, you know, a product that's, that people have come to rely on.
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It's, I think, I think an excellent product from its, from its just physical components and what it
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can do for whether making plastics for hospitals or, or compact energy for transportation. But we've
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been making unbelievable progress on reducing the emissions. And, and I don't, I don't want to,
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I don't want to ramble on here, but the other thing it's not, people are not talking about is the,
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the, some of the advances on the consumption side. So I'll make a little bit of a, um, a bold statement
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just for effect here, but it's possible that oil and gas is closer to zero emissions and solar and
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wind. Now I'll explain that point because it's a bit of a bold statement, but the reason for that
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is that we're getting close to being able to capture carbon. We're, we're finding ways to use CO2 as,
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as a feedstock for other products. So, uh, you know, um, the company, my company and some other
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companies are getting close to zero emissions production. So, I mean, that's a whole, I've
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opened up a whole can of worms there, Andrew, and I don't want to ramble on, but, uh, I think people
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are not noticing just how amazing of solutions the private sector is coming up to, uh, coming up with,
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and, and I, and I'm getting back to the point of ideology. I sometimes think that the people who are
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doing this for ideological reasons only want government solutions and, and in fact are unhappy
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with the fact that the private sector is coming up with solutions and maybe even better ones.
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Yeah. Because I know that if I were to bring up the point that you just raised about some of these
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innovations, people are going to discount it and not even want to hear it because, oh, it's coming
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from an oil and gas company. And I I've already seen just the comparisons that people make between
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oil and gas companies and, and others, just these big evil corporate overlords on these. But,
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but the reality is, uh, private sector solutions should be encouraged because
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the argument for a government response is only if a response can't come from anywhere else.
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Right. Well, I mean, what, what, you know, who, who's shocked that, that the private sector,
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if properly motivated, and of course that goes to what you said, some of the opponents say, but
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if properly motivated, who's shocked that the, that the market and private enterprise
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is better at coming up with technical solutions and for, for problems than the government is like,
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who's shocked by that? Hopefully almost no one. Right. The question comes down to can, you know,
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is, is, is the private sector actually properly motivated? And, and, you know, the, the people you
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refer to are saying, well, you know, you guys only care about making profits. So why would you care
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about the environment? But I, you know, I, I would make two points there. One is that,
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you know, people, the people that work in our industry, you know, live, you know,
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there's 800,000 people, 800,000 families across the country that, that rely on the oil and gas
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industry, either for a direct job or an indirect job. And, you know, these people live across the
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country. They're people just like you, me, people listening to this show, they live in, they live in
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neighborhoods with us. So why would we think those people don't care about the environment just as
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much as you do? And, and, and I mean, these people work in our companies, I know them,
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of course they do. You know, they love to go hiking on the weekends too. So, but the other,
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the other point is, is that it's, I think it's become quite clear and I, and I want to give some
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credit to the environmental movement here. And, and, and, and you can distinguish in the environmental
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movement, there's those people who are, you know, I think genuine, and I think there's those people
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who are only caring about ideology, but, but there's been a lot of good people in environmental
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movement who've made the case for why we have to care about this. They made the case for why there
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has to be taxes and regulations on some of these issues. Industry and the market are just responding
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to those things. We're realizing now, if we want, you know, if we want to get investment, if we want to
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be profitable in a new world of higher regulation and taxes, well, we've responded to that. I don't
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think people are noticing just how fast that innovation is happening. Michael Binion,
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the executive director of the Modern Miracle Network, joins me. Michael, always a pleasure.
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Thanks for coming on and shining the light on this. No, no. Great. Anytime, Andrew. Thank you for,
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thank you for having me. Thanks for listening to the Andrew Lawton Show.
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