The competing trends in the energy transition from 2023 were stark: a looming peak in demand for oil, gas, and coal; a global agreement to transition away from fossil fuels; and an increasingly realistic pathway to triple renewables development.
But we also experienced the hottest global temperatures in 125,000 years, record US oil & gas production, inflatio ... Show More
Jul 15
The ‘brutal reality’ of scaling low-carbon fertilizer
Nitrogen fertilizer is essential for global food security, yet its production is a hyper-centralized, fossil-fuel-intensive process that accounts for 5 to 7% of global greenhouse gas emissions. As geopolitical instability threatens traditional supply chains, the vulnerability of ... Show More
42m 42s
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
Feb 2024
2023 was a tough year for clean energy investment. Will 2024 be better?
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.Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to some earlie ... Show More
1 h
Jan 2025
The energy analysts' view on what’s ahead in 2025
The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year?To find out, host Sylvia Leyva Martinez, prin ... Show More
51m 35s
Jun 2023
Big Green Is Under Attack - As Clean Energy Scales Up, Criticism Grows
More money will be invested this year in the solar industry than in oil production. So said Faith Birol, executive director of the International Energy Agency, last week. Amy Harder, executive editor of Cipher, attended the Cleanpower 2023 event in New Orleans and experienced at ... Show More
55m 29s
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
Nov 2023
Will oil, gas and coal peak by 2030?
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.One of the headlines that has been attracting a lot of attention is the forecast that, on current trends, demand for ... Show More
1h 7m