Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels.
From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while the benchmark S&P index grew 180%. Some called it a "lost decade" for fossil fuel ... Show More
Feb 19
The rise of grid power electronics with Drew Baglino
For decades, the physical equipment underpinning the electric grid has remained largely unchanged: passive, "dumb" devices installed as far back as the 1970s that lack much real-time control. But today, in the face of skyrocketing energy demand, a new class of technologies has em ... Show More
50m 29s
Feb 2024
2023 was a tough year for clean energy investment. Will 2024 be better?
<p>There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.</p><p>Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ... Show More
1 h
Nov 2023
Retreat or Engage? Green Investors’ Big Oil Dilemma
Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shooting for less ambitious targets or returning to their traditional business models ... Show More
31m 20s
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
Jun 2022
The Changing Future of ESG Investing
<p>Today, we’re following the money. Where does investment go in order to build a zero-carbon future? Where does the money get used, and where does it not?</p><p>This week Ed is joined by Emily Chasan, Director of Communications at Generate Capital, and Shanu Mathew, Vice-Preside ... Show More
54m 45s
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
Feb 2023
The IRA 9 Months On: What's Standing in the Way of Progress?
<p><strong>The US Clean Energy Boom: What Might Stop It?</strong></p><p><br></p><p>The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ... Show More
1h 1m