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 demand, a new question is coming into focus: Can the industry build the kind of ben ... Show More
Aug 25
Built to last: Why insurers are helping design resilience into renewable energy and storage facilities
As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how solar, storage and other facilities can increase their resilience to the growing ... Show More
44m 13s
Aug 18
America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?
Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to kn ... Show More
1h 9m
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
The trends, challenges and breakthroughs.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?To find out, host Sylvia Leyva Martinez, prin ... Show More
51m 35s
Jun 2022
Which tech is overhyped, underhyped and just right?
Within the climate tech world, technology hype is all over the map. In this episode, Lara Pierpoint, director of climate at Actuate, and Stephen Lacey, host of The Carbon Copy and executive producer of Catalyst, join Shayle for a game of “buy sell hold.” They take bets on which t ... Show More
50m 35s
