It has been a turbulent month in the financial sector, which could have big implications for the world of energy. Mobilising capital is vital for achieving international goals to curb greenhouse gas emissions and to adapt to the impacts of global warming. As the global banking system shudders from the blow of Silicon Valley Bank collapsing, is long-term clim ... Show More
Jun 9
The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions
The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the internationa ... Show More
49m 28s
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 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
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
Jun 2023
We need trillions to fix the climate. Finally there’s a serious plan.
<p>Trillions of dollars are needed to shift the world to a low-carbon future, but where will all that money come from? While momentum is growing in rich countries, developing countries are still struggling for finance. Without significant increases in the amount of money spent, t ... Show More
46m 54s
Dec 2023
Sustainability: Mixed Signals on Decarbonization After COP28
<p>The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Ste ... Show More
3m 40s