When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling to find more energy supply to keep up with the boom in data centers, while holdi ... 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
Feb 2025
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there.
This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.
In this ... Show More
47m 45s
Jan 2025
The energy analysts' view on what’s ahead in 2025
<p><strong>The trends, challenges and breakthroughs.</strong></p><p>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?</p><p>To find out ... Show More
51m 35s
Jan 2025
Re-imagining the energy grid ... through batteries (Two Indicators)
When it comes to solar and wind power, renewable energy has always had a caveat: it can only run when the wind blows or the sun shines.The idea of a battery was floated around to make renewables available 24/7. For years, it existed as an expensive, little-used technology. Then i ... Show More
17m 49s