Sep 8

A new market for AI compute: What GPU futures could mean for energy

AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI dem ... Show More

40m 9s

Sep 1

Demand for power generation and grid equipment is booming. Can the industry keep up?

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The r ... Show More

1h 8m

Aug 25

Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how solar, storage and other facilities can increase their resilience to the growing ... Show More

44m 13s

Oct 2025

Capital Clash: Clean Energy vs Fossil Fuel Finance

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ... Show More

38m 58s

Jul 2023

Financing the transition to Net Zero

Allowing capital flows consistent with a net zero and resilient global economy will require a transformation of the financial system. Since 2016, investments in decarbonisation have been growing at a rate of 5% per annum. At this rate, the 2050 net zero targets will be missed by ... Show More

29m 23s

Jun 2021

ESG fever and the challenges of climate-related financial reforms

Investors are proving they have climate change and the energy transition on the their minds. Last week, activist investors got at least two seats on the ExxonMobil board of directors, and Chevron's shareholders approved Scope 3 emission targets, both which could lead to lower oil ... Show More

21m 41s

Apr 2023

How big bank BBVA is approaching the low-carbon transition

<div class="OutlineElement Ltr SCXW184353277 BCX0"> The low-carbon transition will require some maj ... Show More

20m 34s

Oct 2022

Climate modeling in focus as we count down to COP27

The U.N. climate conference known as COP27 kicks off next week. Adaptation to a changing climate will be an important part of the talks. <span data-ccp-props= "{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335 ... Show More

23m 32s

Dec 2023

Sustainability: Mixed Signals on Decarbonization After COP28

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. ----- Transcript -----Welcome to Thoughts on the Market. I'm Ste ... Show More

3m 40s

Mar 2023

What the banking turmoil means for investors’ portfolios

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and ... Show More

24m 24s

Jun 2021

Here's how you stress test for climate risk, according to France's central bank

Regulators and supervisors around the world are increasingly concerned about the effects of climate change on financial stability. So they're turning to climate stress tests to amass key data on financial institutions' exposure to potential stranded assets and their ability to ... Show More

14m 57s

Could a Banking Crisis Stop Our Energy T...