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
Mar 17
A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?
Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, natural gas was cheap, and the system was largely stable. That era is over. A su ... Show More
1h 10m
Mar 10
The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?
Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers J ... Show More
1h 11m
Mar 3
Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans
VPPs – virtual power plants – continue to spark heated debate. Are they genuinely a fast, affordable way to add capacity to the grid? Or are they an overhyped concept that falls apart when electricity systems are under stress? To find out, host Ed Crooks welcomes Colby Hastings, ... Show More
57m 58s
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
