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
Apr 14
Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.
When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling ... Show More
1h 10m
Mar 17
A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?
Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, natural gas was cheap, and the system was largely stable. That era is over. A su ... Show More
1h 10m
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
