The US is the world’s largest exporter of liquefied natural gas (LNG), super-cooled to about -160 °C (or -260 °F) so it can be shipped in tankers. An investment boom means export capacity will soar over the next few years. But last month the Biden administration signaled it was putting the brakes on future growth, announcing a “pause” in new approvals for LN ... Show More
Jan 6
Electric vehicles create problems for the grid. Could they also help solve them? The plan to turn EVs into reliable grid infrastructure
As we head into 2026, electricity grids aren’t just under strain; they are facing transformational change because of the shifts in the ways that we work, entertain ourselves, and get around. EVs are one of the fastest-growing new loads on the grid in many parts of the world, but ... Show More
54m 29s
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
Nov 2022
Climate tech to save the planet: Hype and hydrogen
<p>The joke about hydrogen is that it’s the fuel of the future, and always will be. But green hydrogen is made from renewable energy and emits only water vapour, so amidst the fight to reduce carbon emissions, has green hydrogen’s moment now finally arrived? In the latest episode ... Show More
24m 17s
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>As oil prices rise across the globe, investors wonder if governments will continue to incentivize clean energy development or pivot to greater investment in traditional fossil fuels.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
