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
Oct 29
The future of the grid: Can new technologies deliver more electricity without building more infrastructure?
America needs more electricity, but building new power lines takes time. Some transmission projects in the US have taken more than 20 years to complete. Many others have been blocked completely. With power demand rising rapidly, driven by AI data centres, electrification and indu ... Show More
1h 18m
Oct 27
Building America’s new power grid: Can the transmission network grow to keep pace with rising electricity demand?
Americas needs more electricity, and fast. Data centres for AI, and new factories for computer chips and batteries, are driving up demand for electricity, putting mounting pressure on a power grid that has already been struggling. Across different industrial sectors, and differen ... Show More
1h 14m
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
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
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
<p><span data-contrast="none">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><span data-ccp-props= "{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335 ... Show More
