Without doubt, 2022 will be remembered as one of the most pivotal years in the history of power generation. It was the year that highlighted the folly of concentrated supply.
In Europe, the war in Ukraine raised energy security issues caused by heavy reliance on Russian gas. At the same time, China’s dominance of the solar and energy storage supply chains ... Show More
Mar 2023
The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More
31m 37s
Feb 2023
In Conversation With Shell Energy - Forging a Path to Net Zero Will Require Collaboration on a Global Scale
On this special episode of the Horizons podcast our host Dr Liz Dennett is joined by Carolyn Comer, President at Shell Energy Americas and Simon Flowers, Chief Analyst at Wood Mackenzie. How do we shape the future of energy? We know where we need to be - at net zero - but there ... Show More
49m 37s
Nov 2023
Will oil, gas and coal peak by 2030?
<p>The International Energy Agency last week published its World Energy Outlook, which is its big annual review of everything that is going on in the world of energy.</p><p>One of the headlines that has been attracting a lot of attention is the forecast that, on current trends, d ... Show More
1h 7m
<p>At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Robin Xing, Mo ... Show More
<p>As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's ... Show More
<p>While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thought ... Show More
<p>As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley' ... Show More
