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Sep 2025
47m 50s

Everyone is talking (again!) about a com...

Wood Mackenzie
About this episode
At Climate Week NYC continues, the hottest topic is the question of how to meet growing demand for electricity while cutting emissions. In New York State, electricity use is expected to increase by 25% over the next 15 years. To meet that demand, the state plans to add tens of gigawatts or renewables. But that is not enough. It also wants more “dispatchable, ... Show More
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Today
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
Sep 14
Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid
Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consumer bills, and the pace of new investment. In markets such as PJM and ERCOT, those tensions are turning an arc ... Show More
1h 20m
Sep 8
A new market for AI compute: What GPU futures could mean for energy
AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI dem ... Show More
40m 9s
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