logo
episode-header-image
Feb 2025
1h 3m

What does DeepSeek AI mean for energy?

Wood Mackenzie
About this episode
It’s a historic moment in energy, with a leap forward in AI technology coming as the Trump administration sets a new direction for the US. The Energy Gang break down what it all means. When they make The Energy Transition – The Movie, the week of 27th January 2025 will be a pivotal scene. The Chinese AI company DeepSeek sent shockwaves through stock markets, ... Show More
Up next
Sep 29
Energy in a more dangerous world. Resilience, affordability and self-sufficiency are the priorities now. What does that mean for our energy future? | From Climate Week NYC
This year’s Climate Week NYC was about much more than climate. The conversation kept being pulled back to energy security and resilience in an increasingly volatile world. The conflict in the Middle East, drone attacks on critical infrastructure, and threats to international ship ... Show More
56m 37s
Sep 23
Power under pressure: Can energy security, affordability and net zero still move together? | From Climate Week NYC
A fresh shock to global energy markets has pushed an old question back to the center of the climate debate: When supplies tighten and prices rise, do governments double down on the transition, or reach for the fastest fossil fix? From the Strait of Hormuz to rising demand for coo ... Show More
31m 20s
Sep 17
Climate finance without Washington: The new coalition funding community clean energy in America
As federal support for climate action in the US is cut back, a difficult question is coming into focus: what happens to clean-energy projects that still make economic sense, but no longer have Washington behind them? For low-income communities in particular, this is not just a po ... Show More
49m 9s
Recommended Episodes
Jan 2025
DeepSeek Deep Dive
In this crossover episode with Truth of the Matter, we discuss the origins of Chinese AI Company DeepSeek (0:55), the release of its DeepSeek R1 model and what it means for the future of U.S.- China AI competition (3:05), why it prompted such a massive reaction by U.S. policymake ... Show More
29m 13s
Oct 2025
Ep318: TDK Ventures on Emerging Energy Tech
Nicolas Sauvage, president of TDK Ventures, discusses how AI-driven energy demand, emerging battery technologies like sodium-ion and shifting geopolitical dynamics are shaping the future of energy storage and deep tech investing. 
32m 22s
Jan 2025
DeepSeek and AI’s Efficiency Era
The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resourc ... Show More
32m 12s
Jan 2025
China's AI challenger sends shockwaves
<p>After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of ... Show More
10m 27s
May 2025
AI, Tech, and the Future of US-Gulf Relations
<p>Hosts Alistair Taylor and Matthew Czekaj speak with MEI Senior Fellow Mohammed Soliman about President Donald Trump's recent trip to Saudi Arabia, the UAE, and Qatar, which yielded a wave of major US-Gulf tech and AI deals. Soliman explains how these partnerships mark a shift ... Show More
38m 42s
Jan 2025
China's DeepSeek outshines U.S. AI giants
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ... Show More
6m 21s
Jan 2025
PODCAST: Outlook for Global Energy Markets – Demand in 2025?
<p>Experts unpack the global energy demand outlook for 2025, emphasizing key trends such as China's shifting dynamics, US recession risks, India's and Africa's emerging roles, and evolving oil demand trends. The discussion navigates macro uncertainties, policy impacts, and market ... Show More
29m 47s