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43m 56s

How AI is changing the natural gas indus...

Wood Mackenzie
About this episode
There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic through the Strait of Hormuz has put security of supply at the top of every impo ... Show More
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Jun 9
The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions
The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the internationa ... Show More
49m 28s
May 25
It is too hard to build things in America: Can permitting reform begin a new era for energy investment?
America is facing an energy supply crisis created by surging demand for electricity from data centres. A transition to a lower-carbon system requires massive investment in new clean energy infrastructure. But legal and regulatory structures mean that developing projects in the US ... Show More
1h 1m
May 19
How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators
The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The que ... Show More
48m 12s
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