The energy transition is currently supported by three main pillars: science & technology, economics, and policy. In 2022 these three pillars are unaligned, with a lack of cohesion impeding progress. In today’s episode of the Energy Gang, the team explores three current events that highlight and exemplify the current state of the energy transition in the ... Show More
May 19
How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators
The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The que ... Show More
48m 12s
May 14
Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two
The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance Forum in New York, host Ed Crooks explores what that means for the US power industry, at a moment when rising e ... Show More
1h 33m
May 2023
The Four Horsemen of the Energy Transition: Where’s The Money Going?
<p>Solar, wind, hydrogen and nuclear – we need more investment in these renewables, but where can the money come from? </p><p>In 2022, worldwide investment in renewables hit almost half a <em>trillion </em>dollars. Investment in solar – the largest sector - jumped 36% to 308 ... Show More
55m 28s
Apr 2022
Redefining Energy Storage
<p>When the sun stays out for a few extra hours in summer, where do we store the excess energy? This is one of the biggest challenges facing the renewable energy industry. When looking at countries like Norway, which is currently powered by 50% renewable energy, mostly coming fro ... Show More
1h 1m
Nov 2021
Climate Ambition vs Energy Reality
David and Helen talk to Jason Bordoff, Dean of the Columbia Climate School and former Special Assistant to Barack Obama, about climate, COP26 and the enormous challenges of the energy transition. How can we balance the need for energy security with the need to wean the world off ... Show More
51m 55s
<p>As oil prices rise across the globe, investors wonder if governments will continue to incentivize clean energy development or pivot to greater investment in traditional fossil fuels.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More