Podcast appearances and mentions of amy myers jaffe

Legislation with massive implications for clean energy in the US has been making progress in Congress. The Republican party's “big beautiful bill”, introducing sweeping changes to taxes and government spending, would phase out most of the tax credits for low-carbon energy that were created, expanded or extended in the Inflation Reduction Act (IRA) of 2022.To unpack the proposals and examine what they might mean for the US and the world, host Ed Crooks is joined by some of the Energy Gang's top policy wonks:Amy Myers-Jaffe, Director of NYU's Energy, Climate Justice, and Sustainability LabRobbie Orvis, Senior Director for Modelling and Analysis at the thinktank Energy InnovationRay Long, President and Chief Executive of the American Council on Renewable Energy They discuss whether the phaseout of tax credits for wind, solar and storage will deter the development of renewable energy. The credits have created a whole industry to support investment in new renewables projects. What happens if those credits go away?The group also dig into the crucial details of the proposals, including changes to the transferability of tax credits, and more stringent provisions on “foreign entities of concern” or FEOCs. Those rules could affect the majority of clean energy projects in the US. As of Tuesday 20th May, the game is not over. Some Republicans in the House and the Senate senators think the proposals don't fit with the administration's bigger goals, and have been fighting to save at least some of the credits.The gang set out the various options for how the negotiations over the bill could play out, and assess the potential damage.And they ask the question: could clean energy in the US actually be better off without support from tax credits?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's the most talked-about academic paper this year in the world of energy. Rethinking Load Growth, co-authored by Tyler Norris of Duke University has caused a stir in energy circles because it offers a new perspective on the hottest issue of the moment: how to provide power for new data centers and other large consumers. With new sources of electricity demand growing rapidly – from data centers for AI to battery factories to EV charging networks – grid planners are scrambling to understand how to integrate large new loads without breaking the system or budgets. That is the question for Rethinking Load Growth, and it delivers a startling insight: The US grid could absorb 98 gigawatts of new load, IF those loads can be sufficiently flexible. They would need to be curtailed for just 0.5% of the year, which is about 42 hours in total – not all in one go, but in blocks averaging a couple of hours at a time.That kind of load flexibility could unlock faster, cheaper grid expansion, with big implications for investors, policymakers, and companies racing to develop new data centers and other facilities.Tyler joins the show with host Ed Crooks and regular guest Amy Myers-Jaffe to discuss his research. They debate the questions:Why is his paper is causing so much interest in energy circles, and beyondWhat real-world adoption of flexible load looks like for data centersWhether virtual power plants (VPPs) are the missing pieceAnd how governments and regulators could make or break this opportunitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textEnergy expert Amy Myers Jaffe returns to EvC to chat with Ed about Energy and Artificial Intelligence. Nearly every aspect of the economy seems to be impacted by the stunningly rapid development of AI. Energy is no exception. Ed and Amy have a wide-ranging discussion that covers a lot of ground and touches on several hot topics, including: How AI is transforming the production, distribution, and consumption of energy; The energy needs of data centers; Whether or not AI is an asset or liability for the clean energy economy; The role of tech companies; The geopolitics of AI; Security vulnerabilities created by increasingly AI-dependent energy infrastructure; And Canada-US relations.(01:35) Skip IntroDetailed Notes available on the show pageAbout Our Guest:Amy Myers Jaffe is a leading expert on global energy policy, sustainability, and geopolitical risk. She is widely published on energy, commodity markets and finance and is author of several books, including her most recent book, Energy's Digital Future and Oil, Dollars, Debt and Crises: The Global Curse of Black Gold. Jaffe serves as Director of the Energy, Climate Justice and Sustainability Lab at New York University's School of Professional Studies and is a research professor who teaches graduate-level courses examining clean technology innovation and business and global climate finance. Jaffe is a regular contributor to the popular podcast “The Energy Gang” and a frequent media commentator in television and print media, including the Wall Street Journal, Financial Times of London and CNN International. Jaffe holds a career prize in energy economics from the US Association for Energy Economics and also served as the organization's President in 2020.Produced by Amit Tandon & Bespoke Podcasts___Energy vs Climatewww.energyvsclimate.com Bluesky | YouTube | LinkedIn | X/Twitter

The Chinese car company BYD, the world's top-selling manufacturer of electric vehicles, is launching two models that can charge in five minutes; about the time it takes to fill a tank with gasoline. It's news that looks like a landmark moment in the energy transition, the way that the release of the DeepSeek model was for AI. It's another eye-opening breakthrough out of China that should have the US worried. Or is it?To explain the significance of this latest leap forward in Chinese technology, Ed Crooks is joined by Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, and Robbie Orvis, senior director for modelling and analysis at the think-tank Energy Innovation.They debate the question: is the US being outpaced in the global race to innovate in clean energy technology? If the US has lost the automotive innovation race to China, what does that mean for US car companies? Robbie argues that the US auto industry needs solid policy support for domestic battery manufacturing to stay competitive. The Trump administration is relying heavily on tariffs: will that strategy be effective, or might it actually hinder progress in building a modern industrial base in the US?Amy calls for a shift in how US policy approaches innovation in the EV sector, and energy generally. Can the recipe that created the spectacular success of Silicon Valley be recreated in the energy industry? The gang also discuss the problems at Tesla. In the face of challenges in China and Europe, how will the company respond?Tune in for a lively discussion on these critical questions, and more. Join the conversation about the future of energy and innovation. Follow the show wherever you get your podcasts, and visit woodmac.com/podcasts for more information.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Investors have gone sour on clean energy. In a troubled time for stock markets in general, where is the capital for energy flowing now?Host Ed Crooks is joined by Shanu Mathew, Senior VP and Portfolio Manager at Lazard Asset Management, and Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU. Shanu returns to the show to break down how institutional investors, under pressure to deliver returns, are shifting strategies on energy. Amy shares insights on cleantech venture capital trends, and the factors that support investment in low-carbon solutions. With support for renewables under threat, and cutting-edge technologies facing mounting challenges, is the transition to low-carbon energy slowing down or recalibrating? Meanwhile, Big Oil companies are changing course on their decarbonisation strategies and approaches to addressing climate change. BP and Shell are pulling back from power and renewables and emphasising oil and gas investments instead, after pressure from investors. Are they adapting to market realities, or are they abandoning clean energy too soon? And what will their strategic shift mean for the rest of the industry and for the climate? Amy discusses the close ties between oil prices and capital flows into cleantech.Finally, there's no end to the debate around AI's evolving role in energy infrastructure. Electricity demand growth remains a dominant trend. The hyperscale data centre users, such as major tech firms, have emerged as key players in power demand. But trust issues persist between them and energy providers. The sector has a history of overestimating demand growth, leading to overbuilding. Are we in danger of going through that cycle all over again?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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, as it revealed its model that apparently is capable of better performance than its competitors at a fraction of the cost. Host Ed Crooks talks through the implications for energy with regulars Amy Myers Jaffe of New York University and Melissa Lott of Microsoft. Together they discuss the market reactions to the launch of DeepSeek, shifting forecasts for AI demand, and the implications for the industry and for government.President Donald Trump has come into office putting emphasis on the importance of energy supplies for AI as a matter of national security. His administration wants more “baseload” power. But there is a debate on what that word means for a modern electricity system, and whether it even has any relevance. Do modern solutions for grid stability make talk of baseload power obsolete in 2025?Finally the gang review the flurry of executive orders signed by President Trump. Climate change is off the agenda as a priority for the US administration. What does that mean for energy, in the US and around the world?Follow The Energy Gang wherever you get your podcasts and go to woodmac.com/podcasts for more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The people, places and technologies to watch this year.Host Ed Crooks is joined by regulars Amy Myers Jaffe and Melissa Lott to share their predictions for energy in 2025. They discuss the policy changes expected from Washington under the Trump administration, the crucial role for California as a leader in clean energy, the exciting new technologies that may be launched or ramped up this year, and the political and business leaders who will be shaping our future.The team also discuss some of the threats and challenges the energy industry could face this year. Amy warns that the wind sector is in trouble; is it really? And what about the wild cards: the unexpected events that could force everyone to reassess their plans? Melissa has concerns about the impacts of extreme weather: how will a warming world affect our lives? As the latest news on bird flu shows, the threat of another deadly pandemic is real; Ed analyses the risks.It's going to be another tumultuous year in energy. To help make sense of it, get all the insights and analysis from us here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

China's booming EV industry, AI and clean energy, questions over hydrogen, and the other big stories from 2024.To round off a momentous year for clean energy, Ed Crooks is joined by regulars Melissa Lott and Amy Myers Jaffe to reflect on the highs and lows of 2024. The gang revisit the predictions they made in January, share their highs and lows for the year, and talk about their favourite episodes of 2024. And, as is fast becoming a tradition on the show, we finish the year with some relevant holiday gifts.Some of our predictions for 2024 were spot on, but others were slightly off. The team discuss the continued rise and rise of China's largest electric vehicle company BYD, and look ahead to what 2025 holds for the EV industry. Amy predicted big things for hydrogen this year, as did Melissa for geothermal. Did these fast-moving sectors hit the heights that they expected? And where do they go from here?There were some real lows in 2024, mostly related to international politics and conflict. But there were also some much more positive trends related to the energy transition, including the spread of low-cost solar panels and battery storage around the world. As for The Energy Gang: we had plenty of high points through the year. Amy, Melissa and Ed choose the episodes that they most enjoyed taking part in – and listening to – in 2024. Subscribe to The Energy Gang so you don't miss the first show of 2025, where Ed, Amy and Melissa will look ahead to what promises to be another massive year for clean energy. Listen back to the shows mentioned in the episode:• Is There an Energy Transition? (April)• Cleantech Entrepreneurs at NYU (Climate Week, September)• The Future of AI and the Grid (November)The articles Melissa mentioned: https://www.power-eng.com/renewables/fervo-energy-claims-70-reduction-in-geothermal-drilling-time-2/https://www.eenews.net/articles/blm-approves-massive-geothermal-project-moves-to-ease-permitting/This episode is brought to you by Enbridge. Listen to Enbridge and GZERO's podcast Energized: The Future of Energy at GZEROmedia.com/theenergygangSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU, joins the Power Perspectives Podcast in the wake of the November 2024 elections to discuss the most pressing issues shaping the energy landscape. With her expertise in energy geopolitics, climate risk, and sustainability, Amy offers invaluable insights into how utilities can adapt to evolving challenges while pursuing a more resilient and sustainable future. Listen in as Amy explores: - The intersection of federal energy policies and state climate goals amidst political changes - Why small modular reactors (SMRs) may not be the universal solution some hope for - How digital solutions for demand management remain an underutilized opportunity - The role of supply chain resilience in ensuring reliable energy amid geopolitical tensions Join host Jason Price and producer Matt Chester as they get a crash course into these critical topics with Amy Myers Jaffe. Whether you're a utility executive, policymaker, or energy enthusiast, this episode provides actionable strategies for tackling today's energy challenges and securing a sustainable future. Key Links Energy Central Post with Full Episode Transcript: https://energycentral.com/o/energy-central/power-perspectives%E2%84%A2-podcast-navigating-energys-post-election-crossroads-2024-and Energy's Digital Future: Harnessing Innovation for American Resilience and National Security by Amy Myers Jaffe: https://cup.columbia.edu/book/energys-digital-future/9780231216753 Five Ways to Disaster-Proof the Energy Grid by Amy Myers Jaffe: https://www.wsj.com/us-news/climate-environment/energy-grid-extreme-weather-power-outages-c77e97e2 Amy's Energy Central Profile: https://energycentral.com/member/profile/amy-jaffe Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast

President Trump plans a sharp change of directionThe US elections last week are set to transform the energy landscape, with the Republicans now in control of the presidency, the Senate, and likely the House of Representatives. They intend to set a new direction for energy policy, emphasising affordability and reliability over sustainability and climate. In this special episode of The Energy Gang, we explore what this shift means for the American energy sector and the potential implications for both domestic and global markets. Host Ed Crooks is joined Amy Myers Jaffe, Director of the Energy, Climate Justice and Sustainability Lab at New York University; Robbie Orvis, Senior Director at the think-tank Energy Innovation, and a new voice on the show: Ray Long, President and CEO of the American Council on Renewable Energy (ACORE). Their discussion gives a preview of what we can expect over the next four years. They debate how a new set of priorities in Washington will affect low-carbon energy sectors including wind, solar and storage, as well as carbon capture, hydrogen, and nuclear energy. What will happen to the Inflation Reduction Act's tax credits, which are crucial to the outlook for renewables? How will national security policy and the rise of artificial intelligence shape the new administration's thinking. What is the outlook for the US vehicle industry as Chinese EV sales boom? And how could President-elect Trump's tariff plans affect all energy sectors, both low-carbon and high-carbon? Tune in for answers to all these questions, and to gain a comprehensive understanding of the evolving energy policy landscape. As negotiators gather for the COP29 UN climate talks in Baku this week, the future of the US under a new administration is going to be top of mind for everyone.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

To make the leap from niche products to the mass market, electric vehicles need to reassure potential buyers that they have enough range and enough charging options that they won't get stranded by the side of the road with a flat battery. Amy Myers Jaffe, director of the Energy, Climate Justice, and Sustainability Lab at New York University, has been suffering repeated frustrations in her search for working charging points for her EV. If the charging companies can't get this right, it will be a big problem for expanding the market for EVs, and Amy is looking for answers.In this episode Amy joins host Ed Crooks to discuss EV charging in the US, tacking issues including: Is the industry growing fast enough? Where should new charging stations be built? What technology will they be using?Stepping in to give a perspective from the EV charging industry is Mike Battaglia, COO (and soon-to-be CEO) of Blink, a global leader in electric vehicle charging systems. He dispels some myths about EVs, and shares some of his predictions about the future of the charging industry.Together Ed, Amy and Mike talk about the rise of charging stations, both in the US and around the world. Mike explains Blink's business model, and talks about his plans for the company. They explore the challenges in public EV charging, from software glitches to maintenance issues, and discuss how companies are stepping up to solve them. An EV is just one part of a complex system that includes charging points, power grids and generators, just as a gasoline vehicle is part of a system including filing stations, refineries, pipelines and oilwells. For EVs to succeed, the industry has to persuade customers to switch over to that new and unfamiliar system. Can the charging sector address those significant challenges and ease customers' concerns? To keep up to date with everything we discuss on the show, and more, sign up for the newsletter the Inside Track.Let us know what you think. We're on X, at @theenergygang. Subscribe to the show so you don't miss any of the discussions. Available on Apple Podcasts or Spotify, or wherever you get your podcasts.Listen to Enbridge and GZERO's podcast Energized: The Future of Energy at GZEROmedia.com/theenergygangSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The transition to a low-carbon energy system will need a lot of people with bright ideas for how to do things differently. It is the greatest business challenge of our time, and also the greatest opportunity.In this latest special edition of the Energy Gang for Climate Week NYC, Ed Crooks and Amy Myers-Jaffe host a live taping of the show in front of an audience of Amy's students at NYU.Joining them on the show are two founders of innovative cleantech companies. Marissa Beatty leads Turnover Labs, which is developing an advanced electrolysis process that can directly convert impure carbon dioxide wastes into valuable chemicals. Apoorv Sinha leads Carbon Upcycling Technologies, which uses industrial carbon dioxide emissions, combined with natural materials or industrial wastes, to create new materials with improved performance and lower emissions. Together they tell their stories of innovation and entrepreneurship, discussing the obstacles they faced, the support that helped them, and the strategies they used on their journeys from laboratory tests to commercial deployment. Also on the show is one of the biggest names in the world of cleantech venture capital investment: Dan Goldman, Co-Founder and Managing Partner of Clean Energy Ventures, which invests in early-stage cleantech companies that are working to reduce greenhouse gas emissions. Along with Marissa and Apoorv, he talks about the role of venture capital funding in the transition, and how policy can support innovative new businesses. A consistent policy frameworks is vital to foster long-term growth in the clean energy sector, but is that at risk in the US?The team offer words of wisdom for anyone thinking of trying to launch their own cleantech startup. If you want to help fix the climate problem while making money at the same time, what do you really need to know? Dan, Marissa, Apoorv and Amy have some answers.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There's no transition without transmission, they say. It's a cliché because it's true. The US Department of Energy says that the nation will need to expand transmission capacity by 60% by 2030 to meet growing clean energy demand. A recent study found that delays in transmission development are adding $2.5 billion annually in additional costs to consumers due to the inefficiencies of the current grid. So why is building transmission lines in the U.S. so hard? To find out, host Ed Crooks and regular guest Amy Myers-Jaffe of NYU are joined by Christina Hayes, Executive Director of Americans for a Clean Energy Grid. Her organization, which is backed by clean energy and tech companies and environmental groups, works to “expand, integrate, and modernize the North American high-voltage grid.”Christina explains some of the complexities of building new transmission lines in the US, taking us through the regulatory, local, and state barriers that slow down the development of new capacity that is essential for the growth of renewable energy.The Manchin-Barrasso Bill, legislation proposed in the Senate to expedite the construction of new energy infrastructure in the US, has been generating some heated debate. Could the proposals be a game-changer for infrastructure development that will accelerate deployment of clean energy and help cut emissions? Or do they give too much to fossil fuel interests relatives to the potential gains for renewables? The gang debate the pros and cons of the bill, and how much impact federal legislation can have when so many barriers exist at the local level. They also discuss some of the other key issues for the grid. FERC Order 1920 was issued in May: what is it, and why is it so significant for transmission planning? And advanced transmission technologies: how can innovations such as reconductoring and grid-enhancing technologies make the grid stronger and more flexible, and what obstacles are in the way of these investments?To keep up to date with everything we discuss on the show, and more, sign up for the newsletter the Inside Track: www.woodmac.com/nslp/the-inside-track/sign-up/The article Ed mentions early on in the show is here: https://www.cleanenergygrid.org/fewer-new-miles-2024/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The need to meet increased demand while cutting emissions is exposing some fundamental issues in the industry.It's common knowledge that data centers use a lot of energy, and will use even more in the future as AI applications develop. One thing is not clear, though: who will end up paying for all that extra electricity?US utilities typically used to receive perhaps one or two large customer requests – meaning 20 megawatts or more – each year. Now, they may be receiving one or two of those requests every week. The need for increased electricity supply means increased investment in generation, transmission and distribution. And that investment has to be paid for. So who is going to end up picking up the tab?To find out more, Ed Crooks is joined by regular guest Dr Melissa Lott, a professor at the climate school at Columbia University, and Brian Janous, co-founder and CEO of Cloverleaf Infrastructure, which develops sites that can support large energy-dense users such as AI data centers and chip manufacturing plants. With 12 years previously leading energy strategy for Microsoft, Brian is well placed to answer the big questions on energy demand, investment and customers' bills. With Melissa and Ed, he explains how the industry can balance the need to increase supply with the need to achieve decarbonization targets. What role does flexibility play in a highly electrified system, and how can it be leveraged to enhance grid reliability and resilience? Can the ambitious sustainability goals of tech companies like Microsoft and Google be achieved in the face of their rapidly growing demand for power, and what compromises might need to be made? And is nuclear power a source of 24/7 clean energy that could plug the demand gap? The gang debate its efficacy as a long-term solution to the energy needs of Big Tech. Meeting the energy demand for AI is a complex topic. The Energy Gang will be exploring it further in a special episode recorded live at New York Climate Week, September 22-29. If you can't make it to New York for what is one of the energy industry's biggest events of the year, subscribe to the show so you don't miss the discussion.Ed and regular guest Amy Myers-Jaffe of NYU will be speaking with Caroline Golin, Chief Sustainability Officer at Google, and Kate Gordon, the CEO of CA FWD, a statewide organization dedicated to building a more sustainable, resilient and inclusive economy in the state of California.Subscribe to the show so you don't miss an episode. Find us on X – we're @theenergygangTo keep up to date with everything we talk about on the show, sign up for our weekly Inside Track newsletter. You'll get extra analysis from Wood Mackenzie and be notified when a new episode of the podcast is out. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Complex, outdated, expensive: concentrating solar power used to be a clunky way of harnessing the sun. What's changed to now make it viable? Concentrating Solar Power, or CSP, takes energy from the sun, converts it to heat, and uses it to drive a turbine to provide renewable electricity. It has more moving parts than photovoltaic (PV) solar – which has none – so there is more that can go wrong. But it has the big advantage that the heat can be stored for days, weeks and even months, meaning that CSP can support grid stability even when the sun isn't shining. Its real competition isn't PV solar, but other “clean firm” power sources such as geothermal. The US Department of Energy is funding 25 projects in this area, with almost $100 million to research and develop CSP technologies. To discuss the technology and the viability of a process that's been trying to get off the ground in the US for decades, Melissa Lott and Amy Myers-Jaffe are joined by Dr Matt Bauer from the Solar Energy Technologies Office.They explore the different generations of CSP technology, with Gen 3 focusing on higher temperature heat and more efficient power cycles. The steep learning curve and capital intensity of CSP plants is a particular barrier to deployment at the moment, as is the risk associated with building large thermal plants. The potential for CSP to bridge seasonal energy storage gaps is there; unlocking it is the problem.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As the world struggles to co-operate on the energy transition, international trade rules can be a foundation for the new low-carbon economy. Ed Crooks is joined by regular guest Amy Myers-Jaffe, Director of New York University's Energy, Climate Justice, and Sustainability Lab, and new guest on The Energy Gang: Dan Esty, who is the Hillhouse Professor of Environmental Law and Policy at Yale University. Dan goes a long way back in clean energy: he was on the US delegation that negotiated the original Framework Convention on Climate Change back in 1992. And he has recently been working for Ngozi Okonjo-Iweala, Director-General of the World Trade Organisation, to develop a sustainability strategy for the global trading system.Dan argues that the trade system may be the best way to get everyone in the world, and businesses in particular, to “lock arms and move together” to decarbonize the global economy. The goal is to make sure that “no one's competitively disadvantaged by stepping out in front of the pack when it comes to this movement to a clean energy future."Ed, Amy and Dan explore this concept in this week's show. The trade system provides a structured framework of rules that can enforce environmental standards globally. By integrating these standards into trade policies, countries can be encouraged to adopt low-carbon technologies without fearing competitive disadvantages. Businesses and countries are reluctant to switch to clean energy if they think their competitors won't do the same. Trade rules can make sure everyone plays fair. What's more, a reformed trade system that promotes clean energy technologies can also create economic opportunities around the world. The gang discuss how new rules could help developing countries.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Regulators are trying to clear the path to the grid that clean energy needs.To go from an electricity system based on coal and gas to one based on solar and wind, the US needs a very different power grid. On some estimates, annual installations of new transmission capacity need to double. To help build the grid that a new clean electricity system will need, the US Federal Energy Regulatory Commission has been working on regulatory reforms, intended to smooth the path for new investments in transmission lines. Ed Crooks is joined by Amy Myers-Jaffe of New York University and Shanu Mathew of Lazard Asset Management, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US? It has been a busy few weeks for big announcements in energy. A new round of tariffs on clean energy products from China was announced this month by President Biden, with rates of 100% on electric vehicles, 50% on solar modules, and 25% on lithium-ion batteries. The goal is to revive clean energy manufacturing in the US, but critics say the tariffs could be counter-productive, because they will drive up the cost of low-carbon technologies for American businesses and consumers.One important gauge of the state of the energy transition is the health of investment in low-carbon stocks. The news on that over the past couple of years has not been great. So what are the markets telling us about the future of clean energy? Shanu gives us his analysis, and joins Amy and Ed to debate investor sentiment and what it means. For more analysis and to keep up-to-date with everything that happens with the Energy Gang, sign up for the newsletter at woodmac.com/the-inside-trackSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI is driving up demand for electricity. How can we meet that demand with clean energy?It has been a big theme on the Energy Gang this year: the massive additional demand for energy that could be created by data centers for artificial intelligence. It's an emerging issue that threatens to cause new challenges for the world's attempts to achieve net zero goals.So it is a great opportunity for us to have on the show a representative from Google, a company that relies heavily on data centers and is at the forefront of the AI revolution. It also has some ambitious decarbonization goals: the aim is to power the company's operations entirely with clean energy by 2030. Maud Texier is the global director of clean energy and decarbonization development at Google. She joins Ed Crooks and Amy Myers-Jaffe to explain how she sees the path to achieving that goal by 2030. Google's objective of 24/7 clean energy requires sourcing renewable power that aligns with its consumption patterns. That means not just buying enough renewable energy to match its usage over the course of a year: every kilowatt-hour consumed must be carbon-free. It's a challenging goal that it driving Google, like other companies with similar objectives, to explore new ways to generate power, store energy and manage the grid. Google is looking at or already investing in a range of innovative energy technologies, including enhanced geothermal, hydrogen, long-duration storage and advanced nuclear. Big energy users such as Google can do a lot to shape the evolution of the energy industry. But policy support is, as ever, crucial to achieving net zero goals. How is Google engaging with policymakers and regulators to help support the deployment of clean energy? New standards in the European parliament, aimed at improving energy efficiency, include mandates for data centers to report their performance. Are we moving towards an era of more stringent regulation of energy use for data centers and other large loads?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Department of Energy's Loan Programs Office has a grandstand view of the energy transition. Where is it going next?Jigar Shah, one of the originators of the Energy Gang, now runs the Department of Energy's Loan Programs Office, playing a key role in advancing clean energy projects. By helping to bridge the gap between R&D and large-scale deployment, it encourages private sector investment and supports the administration's work to achieve its net zero goals.Jigar was appointed Director of the LPO in March 2021 with a brief to “to rev those engines back up” after a quiet period under the Trump administration. He returns to the Energy Gang to discuss the progress he has made so far, and the goals he is working towards in the future. In particular, he talks about the hot topic of the moment in energy: how to meet increased demand for electricity driven by data centers for AI, new factories, and electric vehicles.Much of the new load being added to the electricity system will not be flexible. Data centers mostly need to be available 24/7. So how is the grid going to manage these growing demands? Host Ed Crooks is also joined by Amy Myers-Jaffe, Director of NYU's Energy, Climate Justice & Sustainability Lab, to discuss Jigar's views on the solutions to these challenges.Topics covered include Virtual Power Plants, enhanced geothermal and advanced nuclear. Those latter two are among the handful of sources of energy that we usually think about when we are discussing “clean firm power”. Geothermal in particular is generating a lot of buzz lately. What will it take to get it deployed at scale? Is it pulling ahead of advanced nuclear in the race to commerciality and large-scale deployment?The Energy Gang will be recording live from the Global Energy Transition event in June in New York. To secure a discounted ticket, use the ENERGYGANG500 discount code. Visit https://events.reutersevents.com/energy-transition/global-energy-transition-new-york to book.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fossil fuels still dominate the world's energy supplies. Do we need different terminology to talk about what's happening?We talk about “the energy transition” all the time. But is that language misleading? 20 years ago fossil fuels were 85% of the world's energy, today they're just a few percentage points less. If there is a transition to low-carbon energy, it is happening only slowly, and it needs to move much faster to achieve the climate goals of the Paris Agreement. The world has made huge strides in both the cost and deployment of renewable energy, but can we really say that we are in a transition away from fossil fuels?Host Ed Crooks is joined by Melissa Lott, a professor at Columbia University's Climate School, and Amy Myers Jaffe, director of NYU's Energy, Climate Justice, and Sustainability Lab, to discuss the way the language we use shapes our ideas about energy policy. Amy quotes her Tufts University colleague (and previous guest on the show) Kelly Sims Gallagher: “climate doom and gloom really disregards the progress that's been made”. That progress includes 56 countries, between them responsible for over half of global emissions, passing direct climate mandates to limit greenhouse gases.But despite all that action, we still get the great majority of our energy from fossil fuels. The gang debate whether the current global shift towards low-carbon energy represents a real "transition", or maybe even a “transformation”. Or is it merely an addition of new energy sources on top of the existing ones such as oil and gas.Ed, Amy and Melissa debate the feasibility of achieving net zero by 2050, considering the political and economic hurdles ahead. Innovations including carbon pricing, electrification, and advances in renewable energy technologies will play prominent roles in shifting us towards cleaner energy systems. Will they be enough?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As half the world heads to the polls, how important will the results be for efforts to cut emissions?Over half the world lives in a country that will be holding an election this year. The votes come at a time when resistance to the energy transition is building in many parts of the world, as concerns around energy security grow and some of the challenges of decarbonization come into focus. In the US, a finely-balanced election offers voters two sharply differing visions of the energy future. But there are other places around the world where elections could also shape the direction of energy policy, including the EU, where parties that are skeptical of climate action are on course to win an increased number of seats in the European Parliament.To explore the ramifications of these key elections around the world, host Ed Crooks is joined by Energy Gang regular Amy Myers Jaffe, director of New York University's Energy, Climate Justice, and Sustainability Lab, and by Vijay Vaitheeswaran, global energy & climate innovation editor at The Economist. The show is recorded live from NYU, as the gang take part in discussions on the outlook for elections and energy policy in 2024.Together they debate the potential consequences of the US election for issues including permitting reform clean energy tax credits, and look at some other significant votes around the world, in India, Mexico, the European parliament among others.While other countries are arguing over the right course for energy policy, China is betting big on low-carbon technologies, adding a huge amount of manufacturing capacity in solar, EVs and lithium ion batteries. Those are what the Chinese government calls “the new three” sectors, intended to drive export growth, and they are having a far-reaching impacts on energy all around the world.The Biden administration has pinned its climate policy on using support for low-carbon energy to incentivize manufacturing investment and create well-paying jobs. But with China adding so much capacity in key sectors, sending prices for products such as solar panels tumbling, the challenges facing that strategy are growing. That is an issue that will play out in elections in the US and elsewhere this year: what does it mean for clean energy globally if China continues to dominate the competition?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Data centres centers used to have power demand measured in the tens of megawatts. Now they are in the hundreds of megawatts, and the new ones that are being proposed have demand in the thousands of megawatts: gigawatts. At Distributech in Feburary, Harry Sideris of Duke Energy said it used to be a big deal when they had a customer wanting to add 10MW or 20MW of load. Now they have several planned data centers for AI needing 1000MW each. How is this additional demand being met? According to Duke, with a lot more renewables, more gas, and eventually more nuclear. What does that mean for net zero goals? Despite the growth in renewable energy sources, the anticipated 25% increase in gas-fired generation over the next 15 years in the US raises concerns for achieving net zero, especially when compared to the expected triple-digit growth rates for onshore wind and utility-scale solar. On this episode of Wood Mackenzie's The Energy Gang, Ed Crooks is joined by Amy Myers-Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, who returns to the show to explore the feasible paths to net zero in light of increased energy demand. Also joining this week is Samantha Gross, Director of the Energy Security and Climate Initiative at the Brookings Institution. Together they debate the plans for demand management, and stocktake on global warming goals set at the Paris Agreement.Is it time to give up on the 1.5 degree target? The world looks like crossing the threshold set in 2015 at COP21 to limit global warming to 1.5 degrees, to mitigate and ultimately avoid catastrophic climate breakdown. John Kerry, who just stepped down as President Joe Biden's climate envoy, said recently that the world was on course for more like 2.5 degrees of warming. Many businesses still have alignment with a 1.5 degree scenario as part of their climate goals but we've just experienced a year of temperatures more than 1.5 C above pre-industrial levels. And finally, the EV market is – contrary to popular opinion – doing just fine. In China, things are more than fine; prices are falling and sales are skyrocketing. Sales of what China calls “new energy vehicles” – that is, battery electrics, plug-in hybrids, and fuel cell vehicles – were up 37.5% in the first two months of 2024 compared with the same period of 2023. In that period – January and February of 2024 – those New Energy Vehicles took 33.5% of the car market. The prices are on the way down too. Reuters has calculated that BYD has cut the prices of its EVs by an average of 17%. What does this mean for the US market?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to some earlier over-exuberance, have meant that shares in clean energy companies have generally under-performed the market.To take a couple of high-profile examples, Tesla shares have fallen about 55% from their peak in 2021, while Ørsted shares are down about 75%.Capital flows into climate-focused funds has also fallen sharply. Morningstar data suggested that climate-focused funds attracted about $38 billion of new investor money last year, down about 75% from 2021 levels. In the private markets, on the venture capital side, the flows into clean energy also seem to have fallen, if not quite as sharply.To examine the reasons why low-carbon energy investment is having a rough time of it at the moment, and explore some of the more positive indications in the outlook, host Ed Crooks and regular guest Amy Myers-Jaffe are joined this week by newcomer Dan Goldman, Co-Founder & Managing Partner of Clean Energy Ventures. They discuss the huge shortfall in terms of the investment needed to meet the goals of the Paris Agreement, and raise some ideas for closing the gap. And on the brighter side, they look at the healthy ecosystem of innovative companies working on new ideas that could solve the toughest problems in energy and climate.Mobilizing capital will be the key to tackling the threat of global warming. How can we make sure the money flows where it is needed? Plus, two specific ideas that could make big contributions to decarbonizing the energy system. Grid-enhancing technologies can help overcome transmission capacity bottlenecks that are obstacles to the deployment of renewable energy. Dan's firm Clean Energy Ventures has invested in a company called LineVision that has provides those technologies, and he and Amy explain why they are important.And finally, as the aviation industry continues to grapple with the best ways to cut emissions, Sustainable Aviation Fuel (SAF) is a popular potential solution. The gang discuss the potential of companies like OXCCU, which is backed by Clean Energy Ventures, and the fundamental scientific challenges inherent to producing e-fuels from hydrogen and carbon dioxide. Keep an eye out for an upcoming episode with an in-depth look at SAF and OXCCU, on our sister podcast The Interchange.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Whether you feel passionate about climate change, or think it's a hoax, technology is bringing changes to the energy system.Amy Myers Jaffe is an energy consultant and leading expert on the geopolitics of oil, energy, security, and risk, and an influential thought leader on global energy policy and sustainability. She is currently serving as Director of the Energy, Climate Justice, and Sustainability Lab and a research professor at New York University's School of Professional Studies.This is part 2 of a 2-part conversation with Amy where we evaluate technology's role in climate change and the current geopolitical landscape. In this episode, we look at the commitments of various countries, including the U.S. and Canada, towards renewable energy, before turning to the topic of how changing to clean energy will influence the economy. We also touch on the potential conflicts between economic commitment and implementation of renewable technologies. In particular, how the cost of fossil fuels versus renewable energy technologies might affect developing nations. Amy emphasizes the transformational potential of renewable energies over fossil fuels, referencing particularly their positive impacts on job creation and decarbonization. The conversation also explores the geopolitical implications of the renewable energy shift. In light of current global instability, Amy underscores the importance of strategic diplomacy alongside a concerted push for renewable energy implementation worldwide.Key Topics:Understanding Renewable Energy & TechnologyThe Role of Technology in Energy TransitionThe Role of Government and Private Sector in Energy TransitionThe Role of Politics in Climate ChangeThe Growth of Clean Energy in the USThe Geopolitical Implications of Climate ChangeEpisode Links:LinkedIn: https://www.linkedin.com/in/amy-jaffe-80baaa9/Website: https://www.amymyersjaffe.com/Her Podcast (The Energy Gang): https://podcasts.apple.com/us/podcast/the-energy-gang/id663379413Energy's Digital Future: https://www.amazon.com/Energys-Digital-Future-Harnessing-Innovation/dp/0231196822Books:Energy's Digital Future: https://www.amazon.com/Energys-Digital-Future-Harnessing-Innovation/dp/0231196822Sign up for the Some Future Day Newsletter here: https://marcbeckman.substack.com/To join the conversation follow Marc here:YoutubeLinkedInTwitterInstagramMarc is a Senior Fellow of Emerging Technologies at NYU, the CEO of DMA United, and is on the New York State Bar Association's Taskforce for Cryptocurrency and Digital Assets.

Ed Crooks is joined by Amy Myers-Jaffe and Dr Melissa Lott to look ahead to 2024. They explore the people, places, and technologies that could have a big influence on energy this year. Amy kicks things off with a look ahead to the US elections in November. The results of that vote will have big impact on policy in the US, and there are several other elections coming up around the world that could also have significant consequences for energy.COP28 in Dubai may be only just behind us, but the world is already looking ahead to COP29, which will be held in Azerbaijan. With Brazil lined up for COP30 next year, that will make three consecutive UNFCCC COPs in large oil-producing countries. The gang discuss how that could shape the energy transition.Then there are the technologies to watch in 2024, including Melissa's choice, enhanced geothermal power. Fervo Energy's Project Red geothermal facility went online in December, marking a major milestone for an energy source with huge potential. As Melissa explains, there are not too many energy sources that can offer “clean firm power”: low-carbon generation that is available 24/7.Finally, the gang talk about their energy-related New Year's resolutions, including one that has already been broken!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As 2023 comes to a close, the Energy Gang reflects on the events and trends of 2023 that provided grounds for optimism about the transition to a lower-carbon world.On this week's show, Ed Crooks is joined by Melissa Lott and Amy Myers-Jaffe as they share their reasons to be cheerful this holiday season. Ed chooses the precipitous drop in the cost of solar modules, making solar power ever more competitive against fossil fuels, and driving the adoption of solar energy on a global scale. Amy's choice is the continued growth of EV sales. Despite all the negative commentary about electric vehicles in recent months, and some genuine setbacks for the industry, the long-term outlook still looks bright. Finally, Melissa chooses another important development in 2023: the start of construction for Form Energy's new factory in West Virginia to make batteries for long-duration energy storage. The batteries use iron-air technology, an example of several advances in battery chemistry that are offering solutions to the problems associated with lithium ion storage. We wrap the show with the gang trying a not-so-secret Secret Santa, exchanging gifts for the festive season. We hope the show will lift your spirits and put you in the frame of mind to enjoy the holidays. Thanks to everyone who listened during the year. We look forward to seeing you again in 2024. As usual we are keen to hear thoughts and comments. You can find us on most platforms – we're @theenergygang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

COP28, this year's Conference of the Parties to the UN Framework Convention on Climate Change, started in Dubai on Thursday November 30. The Energy Gang will be there, bringing you all the latest news from the negotiations and explaining what it all means. As the climate talks get under way, Ed Crooks sits down in New York with Energy Gang regulars Dr Melissa Lott and Amy Myers-Jaffe to look ahead to the talks. On the show today, they explore the four key items on the agenda: The Global Stocktake – a review of progress on cutting emissions since the Paris Agreement was signed.The renewables goal – the idea that governments should commit to tripling renewable energy generation capacity by 2030.The methane pledge – commitments to reduce carbon footprints by cutting methane leakage from oil and gas operations.And climate finance – the search for ways to get rich countries to pay to help poorer countries cut their emissions and adapt to a changing climate.Subscribe to the show so you don't miss the special bonus episodes coming daily from the 4-8th December, and join the conversation by finding us on X; we're @theenergygang.For more information visit woodmac.com/podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Thanksgiving is a special time in America when families across the country get together and argue. In honor of that tradition, host Ed Crooks and regular Amy Myers-Jaffe are joined by Danny and Toby Rice, two brothers who have both had very successful careers in energy but have gone in somewhat different directions. Toby Rice is president and chief executive of EQT, the largest producer of natural gas in the US. He is an advocate for the benefits of exporting liquefied natural gas, and makes the case for its importance in strengthening energy security, creating jobs, and cutting greenhouse gas emissions. Danny Rice is chief executive of NET Power, which is developing utility-scale power plants with its proprietary technology that uses natural gas while capturing more than 97% of its emissions. With Ed and Amy, they debate the case for gas as a climate solution. Is gas really any better than coal when full life-cycle emissions are counted? And even if it can reduce emissions, how much good is that when what we need is not lower carbon but zero carbon? How much does the case for gas rely on carbon capture and storage, which has no clear path to large-scale deployment?Join us at the Energy Gang table for a Thanksgiving debate on family, energy, and what we should be thankful for.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The International Energy Agency last week published its World Energy Outlook, which is its big annual review of everything that is going on in the world of energy.One of the headlines that has been attracting a lot of attention is the forecast that, on current trends, demand for all three fossil fuels – that is, oil, gas and goal – will peak before 2030. The IEA's report states that the pathway to limiting global warming to 1.5 degrees C, the objective the world set in the Paris Agreement, is still open. Although if we carry on as we are, by 2030 it won't be.Joining Ed Crooks to discuss the IEA's views and progress in the transition away from fossil fuels are Dr Melissa Lott and Amy Myers-Jaffe. Regular Energy Gang guests, Melissa is Director of Columbia University's Center on Global Energy Policy. Amy heads up NYU's Energy, Climate Justice and Sustainability Lab. They debate whether this decade might witness the arrival of peak fossil fuel demand. What are the forecasts saying, and are they believable? The gang weigh up the recent tide of bad news about electric vehicles. Should we be preparing for an abrupt turn away from EVs? What could it mean for oil demand if it happened? And how should we interpret the two recent mega-deals in the US oil industry?Plus: offshore wind is in trouble. Rising interest rates and supply chain issues are driving up costs, and big projects in the US are being cancelled. Can the industry find a way out of its predicament?And finally, China's share of global production of spherical graphite, used in battery anodes, is over 99%, putting it in a strong position in global supply chains. Now China has announced new export restrictions on several forms of graphite, raising questions about whether a new vulnerability has been exposed for US and European battery and EV manufacturers.It's a packed show, and as always we are keen to hear your thoughts and comments. You can find us on most platforms as @theenergygang. Subscribe to the show so you don't miss the next one, out every second Friday at 7am ET.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week marks 50 years, almost to the day, since the 1973 OPEC oil embargo on the US, which led to global oil prices soaring. Oil's potential role as a political weapon was thrown into sharp relief, and the world woke up to a new awareness of the vital importance of energy security. On the Energy Gang this week, Ed Crooks hosts Robbie Orvis and Amy Myers Jaffe, to explore the parallels between that first great oil shock and the economic and political issues arising from the conflict in the Middle East today. Robbie is Senior Director of Modeling and Analysis at the think-tank Energy Innovation, and Amy is Director of NYU's Energy, Climate Justice and Sustainability Lab. Together they discuss the implications for energy security in the US, and around the world, of the fighting that began with the Hamas terrorist attack on Israel.This month US oil production has hit a new all-time record high, at 13.2 million barrels a day. This surge in production means the US will be a net exporter of crude and oil products this year, to the tune of almost 2 million barrels a day. That sounds like it should help US energy security, but does it really? Despite surging production, US consumers remain vulnerable to fluctuations in fuel prices. Reducing oil consumption, as the gang discuss, could be the best way to strengthen energy security.Electric vehicles play a critical role in helping to break our addiction to oil. There have been some big changes in that industry this year, with most leading auto-makers, including Hyundai, Kia, Ford, GM, and others, adopting the North American Charging Standard developed by Tesla. That is a big win for Elon Musk, but more importantly it's a big win for customers, who won't have to worry about getting an EV with the right connection ports to find public chargers. It's like Lightning cables versus USB-C, but with much more at stake.Finally, we look once again at the ever-evolving hydrogen sector. The Biden administration last week announced the seven Hydrogen Hubs selected to share $7 billion in government funding to accelerate the domestic market for clean hydrogen. The hubs are spread around the country, from the Pacific Northwest to south Texas, and are intended to catalyse more than $40 billion of private sector investment. The idea behind the hubs is that developing the industry in a few locations will make it easier to share infrastructure and a skilled workforce, helping to bring costs down faster. But questions still remain about how big a role hydrogen can play in the energy transition.It's a packed show, and as usual we are keen to hear thoughts and comments. You can find us on most platforms – we're @theenergygang. Subscribe to the show so you don't miss the next one, out every second Friday at 7am ET. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Amy Myers Jaffe is an energy consultant and leading expert on the geopolitics of oil, energy, security, and risk, and an influential thought leader on global energy policy and sustainability. She is currently serving as Director of the Energy, Climate Justice, and Sustainability Lab and a research professor at New York University's School of Professional Studies.This is part 1 of a 2-part conversation with Amy where we evaluate technology's role in climate change and the current geopolitical landscape. In this episode, we look at macro topics, including multiple war fronts, the grab for energy power, trade wars, and evaluate how this is impacting areas in the Middle East, Russia, Ukraine, China, Taiwan, and we even get into chaos agents like North Korea.Key Topics:The struggle for energy powerHarmful Use of Emerging TechnologiesHistorical ConflictsTrade WarsChaos AgentsPost Trust / Post TruthFailure of governments to protect and provide personal safetyEpisode Links:LinkedIn: https://www.linkedin.com/in/amy-jaffe-80baaa9/Website: https://www.amymyersjaffe.com/Her Podcast (The Energy Gang): https://podcasts.apple.com/us/podcast/the-energy-gang/id663379413Energy's Digital Future: https://www.amazon.com/Energys-Digital-Future-Harnessing-Innovation/dp/0231196822Sign up for the Some Future Day Newsletter here: https://marcbeckman.substack.com/To join the conversation follow Marc here:YoutubeLinkedInTwitterInstagramMarc is a Senior Fellow of Emerging Technologies at NYU, the CEO of DMA United, and is on the New York State Bar Association's Taskforce for Cryptocurrency and Digital Assets.

What's Next for US Energy Policy?As part of Climate Week in New York, The Energy Gang recorded a special edition in partnership with New York University: an expert panel discussing the future direction of US climate policy and its implications for the energy transition.Amy Myers Jaffe, a regular contributor to The Energy Gang and director of the Energy, Climate, Justice, and Sustainability Lab at NYU, hosted the event, leading a conversation about the key steps that governments, regulators and companies need to take to pave the way to a low-carbon future.Joining her for the discussion were Ana Unruh Cohen, the senior Director for NEPA Clean Energy and Infrastructure at the White House Council on Environmental Quality; Elizabeth Gore, the senior vice president of political affairs at the Environmental Defense Fund; and Rob Gramlich, founder and president of Grid Strategies, LLC.The vital need to strengthen the US power grid was one of the key topics. As Rob Gramlich explains, it is about more than just funding: regulation and policy support are critical, too. The new rule on transmission planning and cost allocation proposed by FERC – the Federal Energy Regulatory Commission – is seen as an essential component of an energy policy suited for the new would of low-carbon power supply.The need for efficient and transparent permitting of new infrastructure projects was also highlighted in the discussion. Building a low-carbon energy system requires massive investment in infrastructure such as power lines and wind farms. The harder it is to get those projects built, the slower the transition to low-carbon energy will be. The panel discuss some of the key issues involved in securing approvals for projects, including the Permitting Action Plan of 2021, the updates to regulations implementing the National Environmental Policy Act (NEPA), and infrastructure buildouts' community benefits.Towards the end of the discussion, the panel shifts its focus towards hydrogen. Is it truly the next frontier for climate solutions, or is it a mere distraction? The US already produces about 10 million metric tons of hydrogen annually, with high carbon emissions, for industrial use. But there is mixed opinion about the potential for much more extensive use of low-carbon hydrogen as a way to cut emissions in sectors where it is not currently used, such as steel-making and power generation. As research and development continues, hydrogen looks set to remain a contentious topic in climate and energy debates in the future.Follow the conversation on X – we're @theenergygang. And subscribe to the show so you don't miss an episode.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Direct air capture and carbon sequestration – is it viable, and scalable?The U.S. Department of Energy announced in late August that it would be investing $1.2 billion in two direct air capture or DAC facilities. Direct air capture technology, which uses either chemical media (such as a liquid solvent or solid sorbents) or physical processes involving filters to remove C02 directly from the atmosphere. Carbon capture technologies - that capture CO2 at emissions point sources, like power plants or steel making - is also an area the DOE will be supporting for demonstration projects.Some environmentalists have sharply criticized the Biden administration for providing financial support for DAC and CCS technologies, arguing not only is the technology expensive and unproven, but that it serves as a false flag mechanism by the oil and gas industry to sanction them to continue emitting greenhouse gases.So should the government be investing billions in these technologies? Can CCS and DAC play a role in decarbonizing hard to abate sectors? To answer these questions and more, guest host Amy Myers-Jaffe steps in for regular host Ed Crooks to anchor the show this week. Amy is Director of NYU's Energy, Climate Justice and Sustainability Lab. She's enlisted two Energy Gang regulars and climate modelling experts to explore the world of carbon capture: Emily Grubert, Associate Professor of Sustainable Energy Policy at the Keough School of Global Affairs at the University of Notre Dame, and Robbie Orvis, Senior Director of Modelling and Analysis at the climate thinktank Energy Innovation.Emily explains the challenges and viability of direct air capture as a technology, while Robbie outlines the modelling that implicates the oil industry in pushing for carbon capture; is it to prolong the lifespan of fossil fuel technologies?It's an episode packed with science and analysis, as well as an in-depth look the socio-political implications of initiatives such as DAC and CCS. There's discussion around NIMBYism, and concern of local communities around the environmental impact of the projects proposed by the DOE.How currently available incentives are structured raises another issue — they incentivize the capture of maximum CO2 for sequestration but neglect to account for how much greenhouse gas is invested in the capture process. This invites operations that can produce large amounts of CO2 to do so as they can more easily remove it from flue gas streams due to higher concentrations resulting from the use of fossil fuels.The team wrap up the show by discussing the point that energy sectors we're dealing with – including cement, steel, and various chemical productions – are mostly old, often outdated. So, is it more feasible to create a billion-dollar investment to build CCS plants on the backends of these facilities, or to invest in newer, greener technologies and start afresh? As more sustainable methods become available, the relevance and usefulness of CCS must continually be re-evaluated. It's all here on this week's episode.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the markets in general, but companies including First Solar, Sunrun, Sunpower and Sunnova (who have been featured on our sister podcast The Interchange) have had it particularly rough. To look into what's going on, host Ed Crooks is joined by two of our regular finance and investment experts: Shanu Mathew, of Lazard Asset Management, and Amy Myers-Jaffe, of NYU's Energy, Climate Justice and Sustainability Lab. Together, look at the residential and utility-scale solar markets and the investment going into them, the US perspective against a global investment backdrop, and the long-term prospects for solar.Also in this show: what went wrong at Proterra? Proterra was an electric bus and battery company championed by President Biden as an example of how the US could build a manufacturing base in cleantech, but it filed for bankruptcy in early August. What does its failure tell us about the future of electric vehicles? And how do these challenges facing two key sectors, solar and EVs, change our perceptions of the clean energy transition? Finally, ESG investing is in the spotlight again. Larry Fink, CEO of Blackrock – one of the world's biggest asset management firms – said recently that he “doesn't use the word ESG any more, because it's been entirely weaponised...by the far left and weaponised by the far right.” Republican politicians in the US have attacked ESG as “a direct threat to the American economy, individual economic freedom, and our way of life.” Some statistics have suggested that interest in ESG investing has been waning from its high point in 2021. Amy says the capital is still flowing into clean energy, but investors need to “pick the right team, the right technology, the right management.” Shanu argues that the trends still support moves towards increased sustainability and the use of environmental, social and governance factors in investment decisions. ESG may not be a buzz-word any more, at least not in a positive sense. But the ideas that lie behind it can still be useful.Follow the conversation on X, the platform we know as Twitter – we're @theenergygang. And subscribe to the show so you don't miss an episode. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New challenges for our power supplies in a warming world.Global temperatures have been breaking records this summer. On some estimates, the earth is the hottest that it has been for about 125,000 years. In Phoenix, Arizona, temperatures have consistently reached over 110 degrees Fahrenheit, and people are being hospitalized with severe burns after falling on the ground. The heat is bringing other threats, including the wildfires that have been burning out of control in parts of southern Europe and Canada. Extreme heat inflates the demand for energy, particularly power for cooling and air conditioning, putting new strains on the power grid. In the US, electricity demand has been shattering records in Texas and Phoenix, and it's on a similar trend in other arts of the world, too. India's power demand, for instance, has been hitting new record highs due to the scorching temperatures and a steadily expanding economy.To explore the impacts of the extreme weather we've been seeing, host Ed Crooks is joined by Energy Gang regulars Dr Melissa Lott of Columbia University's Centre on Global Energy Policy, and Amy Myers Jaffe, from NYU's Energy, Climate Justice, and Sustainability Lab. The gang discusses the ramifications of a warming world, and the stresses that it creates. To take just one example, to cope with extreme temperatures more people use air-conditioning, which often means increasing the use of fossil fuels, adding to the greenhouse gases in the atmosphere. In China, coal-fired power output in June was up 14% from the same month in 2022.The gang discuss the huge global disparities in energy usage around the world. In the US, about 90% of households have air-conditioning, while in the lower-income economies of Asia and Africa, it is 10% or less. Melissa and Amy discuss how the transition to a lower-carbon world will be viable only if it acknowledges the rest of the world's demand for the comforts enjoyed in rich countries today.Climate change also causes problems for energy production. In Africa, hydropower plays a large role in electricity generation. As weather patterns shift, regions that rely on particular patterns of rainfall can struggle. Parts of China have been suffering blackouts this summer because of low hydro power generation, while California has been helped by relatively high snow and rainfall over the past winter. Picking up a theme from a previous episode of the show, when Dr Sarah Kapnick of the National Oceanographic and Atmospheric Administration was a guest, the gang discuss the need for more advanced climate modelling to understand the factors shaping energy demand and supply. Finally, there is news of a potentially exciting breakthrough in what could be an important source of dispatchable power with zero emissions: geothermal energy. A company called Fervo Energy, led and staffed by people with backgrounds in both low-carbon energy and oil and gas, has reported a successful test of its first pair of geothermal wells drilled horizontally for more than 3,000 feet, using techniques pioneered in the shale industry. Could this technology eventually be a big piece of the energy transition puzzle? It's all examined on this week's show. Remember to subscribe so you don't miss an episode, and follow the discussion on Twitter – we're @theenergygang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bidenomics' is the new buzzword that the US administration is using to brand its industrial strategy. What does it mean for energy in the US, and around the world?Last week, President Joe Biden spoke in South Carolina about his economic vision: a strategy that he is calling “Bidenomics”, with the energy transition is right at the heart of it. By “turning the climate crisis into an opportunity”, the White House says, the US can create good-paying jobs in clean energy while also bringing down consumers' energy costs. When the president and his administration talk about their energy policies, the focus is generally on jobs, investment, and the international race to lead in the technologies of the future, not the need to reduce greenhouse gas emissions.The Inflation Reduction Act was the legislative core of this plan, with its array of incentives for low-carbon-energy, and for US-produced equipment in particular. As we approach a year since it was passed, there is plenty of evidence that it is contributing to upturn in US manufacturing. Spending on new factories has been tracking at a rate of about $190 billion a year, triple the average rate of the 2010s. But are there dangers in the administration's drive to create new domestic industries in low-carbon technologies?To discuss that question and more, host Ed Crooks is joined by regulars Melissa Lott and Amy Myers-Jaffe. Melissa is Director of Research at Columbia University's Centre on Global Energy Policy, and Amy is Director of the Energy, Climate Justice, and Sustainability Lab at New York University.One of the biggest issues in terms of international tensions around renewable energy manufacturing is China, which is currently the dominant producer for products and components such as batteries and solar panels. At the same time as it is trying to wrest global leadership from China in some of those key sectors, the US is also arguing that the two countries need to work together to tackle the threat of climate change. Melissa was in China last week – as was US Treasury Secretary Janet Yellen – and shares her insights on the implications of two countries' energy strategies.One new development is that China is restricting exports of gallium and germanium, which are used in semiconductors, fibre-optic cables, and some electrical equipment. Amy discusses what these restrictions might mean for energy producers. And the gang discuss the question: what does this new trade flare-up teach us about how much countries need to work together to make the progress we need in developing clean energy? If our world's greatest challenges, including climate change, can only be solved through co-operation, does competition between countries risk pushing us off course?Join the discussion on Twitter – we're @theenergygang, or visit woodmac.com/podcasts for more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

More money will be invested this year in the solar industry than in oil production. So said Faith Birol, executive director of the International Energy Agency, last week. Amy Harder, executive editor of Cipher, attended the Cleanpower 2023 event in New Orleans and experienced at first-hand what it means for the Big Green energy industry to be rivalling the scale of Big Oil. The event has been dubbed the ‘Coachella of clean energy' and as Amy recounts walking the half-mile long hall, full of clean energy businesses looking to capitalise on the booming industry, that comparison certainly seems appropriate. Amy Myers Jaffe, director of NYU's Center for Global Affairs, is also on the show this week. She says that what was once seen as a huge divide between the high-carbon and low-carbon energy industries is now being bridged. But she argues there is still an important role for governments in supporting the growth of newer energy technologies that would otherwise find it too difficult to break into markets dominated by old energy incumbents.After discussing how the emergence of the Big Green industry relates to US permitting reforms that could affect all energy infrastructure projects, the gang turn their attention to the G7. The recent summit in Hiroshima included some important discussions of the climate and energy, with world leaders repeating their commitments to accelerating the phase-out of fossil fuels, but also acknowledging the case for increased gas production to replace Russian supplies.Finally, whatever happened to alternative protein? Impossible Foods, Beyond Meat and some of the other companies in the sector have been cutting jobs. Beyond Meat's share price, which peaked at about $235 in the summer of 2019, is about $10 this week. Impossible Foods has been talking about an IPO, but now says it is not going to happen this year. It's clear that if you can cut the emissions from food production, and from beef in particular, the climate benefits could be huge. Should changing diets play a bigger role in climate strategy?Subscribe to the show so you don't miss an episode and follow us on Twitter, we're @theenergygang Wood Mackenzie's Solar & Energy Storage Summit is back,taking place at the Palace Hotel in San Francisco on June 21 and 22. Joinexpert solar and storage analysts for discussions with leading grid-scaleutilities, solar and energy storage developers and federal policy makers.  How is the IRA catapulting the development of solar and storagein North America? How can we continue to build a productive environment forsolar and energy storage as we move forward with the energy transition? What isrequired to nurture the development of a thriving localized storage componentsupply chain?  Expect two days of panel discussions, presentations andworkshops, as we explore the opportunities for solar and storage in the comingdecades. If you are interested in sponsoring or attending find out moreon woodmac.com/events/solar-energy-storage-summit See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The excitement around ChatGPT and other large language models has put AI firmly in the spotlight in recent months. Public perception is that we're entering a new age of AI; it is a brand-new technology that promises to change our lives. In the world of energy, though, AI is not a new concept. GE was developing its AI capabilities more than a decade ago. BP invested in an AI company in 2017 to support oil exploration and production. And so far, although you can see the impact of AI in many parts of the world of energy, it has not exactly transformed the fundamentals of the industry. So when people get excited about AI in energy today, and expecting revolutionary change, are they just buying into some well-orchestrated hype?Amy Myers-Jaffe is Director of the Energy, Climate Justice and Sustainability Lab at New York University. She joins Ed and explains the real-world benefits of automation and AI for electricity networks. Automating home energy use and business operations in conjunction with power supplies could have huge implications for energy. The gang is also joined this week by Michael Webber. Michael is the Josey Centennial Professor in Energy Resources, in the Walker Department of Mechanical Engineering at The University of Texas. He's also CTO of Energy Impact Partners, a cleantech venture fund.Together, the team examine whether AI will transform energy and our lives in the same way the internet did. And they assess the question: is AI the tool that will ultimately open the door to a net zero energy system? Subscribe to the show so you don't miss an episode and follow us on Twitter, we're @theenergygang Wood Mackenzie's Solar & Energy Storage Summit is back, taking place at the Palace Hotel in San Francisco on June 21 and 22. Join expert solar and storage analysts for discussions with leading grid-scale utilities, solar and energy storage developers and federal policy makers.  How is the IRA catapulting the development of solar andstorage in North America? How can we continue to build a productive environmentfor solar and energy storage as we move forward with the energy transition?What is required to nurture the development of a thriving localized storagecomponent supply chain?  Expect two days of panel discussions, presentations andworkshops, as we explore the opportunities for solar and storage in the comingdecades.  If you are interested in sponsoring or attending find outmore on woodmac.com/events/solar-energy-storage-summit See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's a special edition of the Energy Gang this week. New York University's 2040 Now event is an initiative focused on addressing the challenges posed by climate change, and this week the Energy Gang joined in. As part of the week of exercises, talks, exhibitions and discussions, regular Energy Gang member Amy Myers-Jaffe led a workshop on building energy transition scenarios, looking for ways to deepen our understanding of the present and strengthen our predictions about the future. The Energy Gang was there to record live in the Kimmel Center for University Life at NYU. Scenario analysis is particularly useful for analyzing the energy transition, because its trajectory is still uncertain, and a large number of variables can influence outcomes. Some of the most important of those variables are qualitative rather than quantitative, making them hard to analyze in a computer simulation such as an energy systems model. Thinking about a wide range of scenarios is a vital tool for testing assumptions and highlighting alternative possibilities. Amy and host Ed Crooks were joined by Energy Gang regular Robbie Orvis, Senior Director of Modelling and Analysis at the think-tank Energy Innovation, and by Erin Coughlan de Perez, Dignitas Associate Professor at Tufts University. With contributions from NYU professors, students and invited guests, they discussed the aspects of climate, policy, technology and finance that will shape our energy system and climate over the decades to come. And they ask the question: when we try to predict the future of energy, what are we missing?Subscribe to the show so you don't miss an episode and follow us on Twitter, we're @theenergygang The Energy Gang is brought to you by Wilson Sonsini Goodrich & Rosati—the premier legal services provider to technology, life sciences, and clean energy enterprises. Wilson Sonsini has built a leading energy and climate solutions practice and its team is dedicated to a single goal: advancing what's next in the energy industry. For more information about Wilson Sonsini's energy and climate change team, visit wsgr.com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The US Clean Energy Boom: What Might Stop It?The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy support that has been put in place.Over at Wood Mackenzie we do regular forecasts for the outlook for renewable energy investment in the US and as a result of the Inflation Reduction Act, we have raised our forecast of new solar capacity installations in the US over the coming decade by 50%, and our forecast for wind power installations by 84%.So, things looks really good for low-carbon energy in the US. Arguably better than they have ever looked, in fact. But we can't just leave it there, with everything seeming right with the world. We need to talk about the barriers that could stop or slow down that boom in low-carbon energy investment.Robbie Orvis, Senior Director of Modelling and Analysis at Energy Innovation: Policy and Technology LLC and Amy Myers-Jaffe, Director of the Energy, Climate Justice & Sustainability Lab, and research professor at NYU, join Ed Crooks on today's episode to discuss those obstacles, and try to answer the question of whether all this expected extra investment from the Inflation Reduction Act might not happen.The gang also discuss topics including critical minerals — could they be as problematic as fossil fuels — and the issue of energy security. The US is just about self-sufficient in oil and a net exporter of gas. But in battery raw materials it is going to have to be an importer, and mineral processing and cell manufacture are largely concentrated in China. How much of a worry is that?Finally, they discuss low-carbon energy and economic nationalism. Countries are competing to develop their own low-carbon industries, and a little healthy competition is a good thing, right? It's stimulating ever-more generous support for low-carbon energy. But could it also be causing some problems?As always, let us know your thoughts or any topics you'd like us to cover in future by getting in touch on Twitter. We're @TheEnergyGang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The COP27 climate talks have been held in Sharm El-Sheikh, Egypt. It's a popular tourist destination, but the negotiators discussing ways to limit global warming and to address the harm done by climate change have not been able to relax. The talks have been pretty hard going.Recurring Energy Gang guests Melissa Lott of Columbia University, and Amy Myers-Jaffe, who has just got a new job at New York University, join host Ed Crooks to discuss the progress that has been made, and where there is still more left to do. Both Melissa and Amy have had colleagues attending the summit, and we hear what they have been working on. The gang discusses the prospect of meeting the Paris Agreement goal of limiting global warming to 1.5˚C, the steps taken since COP26 in Glasgow a year ago, and the issue of how to compensate poorer countries for the loss and damage caused by climate change. We discuss how this is where the rubber really hits the road in climate talks: when negotiators tackle the critical questions of who pays. Many countries say they back the idea of a new facility to assist the countries that have been hit by climate-related disasters. But many also say they believe they should not have to pay themselves. The gang then transitions over to claims of another comeback for nuclear power. COP27 has had a pro-nuclear tilt, as energy security becomes a larger issue. But where does nuclear fit in the energy transition? As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We're @TheEnergyGang. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We often talk about “the energy transition”. In this episode, we discuss what it means to be in the middle of that transition. Earlier this month, California was able to avoid blackouts as people came together to cut their electricity use. In Europe, leaders struggling to balance the urgent need for oil and gas with their goals for cutting emissions. In this episode of The Energy Gang, host Ed Crooks is joined by regular guest Amy Myers Jaffe from the Fletcher School at Tufts University, and new voice to the show, Emily Grubert, Associate Professor of Sustainable Energy Policy at Notre Dame.The gang starts the discussion with California's recent grid struggles. Electricity demand in the state broke records during a severe heat wave, raising fears that the grid might not be able to cope, but alerts warning customers to cut their power use helped avoid blackouts. Amy gives us a first-hand account of what it was like being in California during this time and receiving Flex Alerts asking all residents to voluntarily reduce their electricity use from 4pm to 10pm. Demand response looks like a promising part of the solution for averting an energy crisis, but will it be effective in the long haul? What lessons can we learn from this success story? How can other states and other countries facing similar challenges respond to surging demand and keep the lights on? Next up, we take a step back and think about how the world of energy in general stands right now. Everyone – well, almost everyone – agrees we are on a transition from a high-carbon to a lower-carbon energy system. But while on this bumpy journey to clean energy, how can countries manage the transition so they can meet their current needs for heat, power and mobility, while staying on course for their climate goals? That is the challenge of being mid-transition. As we head into the cold winter months, Europe is feeling these issues very sharply. European consumers need more supplies of fossil fuels, but European leaders continue to commit to their net-zero goals. Finally, we touch on carbon capture as the ultimate emergency brake if we haven't managed to change the energy system and cut emissions. Emily discusses her time at the US Department of Energy, working on carbon management. She introduces us to the technologies used to mitigate emissions and remove carbon dioxide from the air. Are these technologies going to be the ultimate saving grace from catastrophic climate change? Listen now to find out.As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss. We're @TheEnergyGang.This episode of the Energy Gang is brought to you by Hitachi Energy, a global technology leader advancing a sustainable energy future for all.Learn more by listening to the Power Pulse podcast, where the Hitachi Energy team discusses the latest in the ongoing transformation of the world's energy systems. The Power Pulse podcast is available now on Spotify, Apple Podcasts or any other podcast app.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Congress is passing the largest-ever US climate bill. What does it mean for the world? It was the shock heard around the world this week: Senators Joe Manchin and Chuck Schumer's joint reconciliation bill, The Inflation Reduction Act. It's passed the Senate, but the House remains. Will it pass, and what's in it? On the Energy Gang podcast this week: Ed Crooks is joined by Amy Myers-Jaffe from the Fletcher School at Tufts University, and Paula Gant from GTI Energy. GTI Energy is a leading research and training organization focused on developing, scaling, and deploying energy transition solutions. The Inflation Reduction Act is a nearly $700 billion bill, which includes roughly 370 billion dollars in energy and climate spending. Is the bill an indication that the energy transition is finally gaining the momentum it desperately needs, and what new technologies will benefit from it? Next up the gang's attention turns to a specific focus of the legislation: the proposed investment in fuels and how electricity costs will be lowered by changes to the energy supply chain. There's also discussion on biofuels: what is IH2 technology and what companies are betting on transitions to hydrogen? As always, please do let us know what you think. Send us a note, or a free electron, on Twitter – we're @The Energy Gang. This episode of the Energy Gang is sponsored by Hitachi Energy. If you are enjoying this conversation you should check out our podcast Power Pulse, where we explore the transformation of the world's energy systems. Visit us at Hitachi Energy.comPower Pulse See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At a time when much of Europe has been sweltering in record temperatures, it feels like a stark contrast to be worrying about winter.These are very worrying times for Europeans, because of deep uncertainty over what will happen to the import of Russian gas, which is critical for keeping the lights on and keeping people warm in their homes. Meanwhile, the US appears to have reached a defining moment in the evolution of climate policy.In this episode, host Ed Crooks is joined by regular contributor Amy Myers Jaffe from the Climate Policy Lab at Tufts University, and a new voice on the Energy Gang, Vicky Bailey, founder of Anderson Stratton Enterprises. Things are heating up on the energy front, which begs the question, does the crisis we are seeing now represent a failure of energy policy in Europe? We invite our listeners to comment and join the debate. This week Ed and the gang respond to a question about nuclear power and its future in the energy transition. The future of U.S. climate and energy policy is again in peril, after West Virginia Senator Joe Manchin kills the Biden Administration's “Build Back Better” plan. As always, check out our Twitter to let us know your thoughts and any future topics you want us to discuss.Also don't forget to send us your free electrons! Tweet us @TheEnergyGang or use the hashtag #EGFreeElectrons. We can't wait to hear your stories.NOTE: This episode was recorded earlier in the week, before the news that Senator Joe Manchin had agreed to back a bill that would deliver a substantial increase in support for low-carbon energy in the US, including extended tax credits for renewables, hydrogen, and advanced nuclear power.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The crisis caused by Russia's invasion of Ukraine is the most significant shock to world energy markets since the Arab oil embargo and OPEC price rises of 1973-74. Like the crisis of the early 1970s, it is forcing a fundamental rethink of the outlook for energy, as governments and businesses reassess their views of Russia's role as a supplier to the world.As in the 1970s, the immediate crisis has been years in the making. Energy demand increases post-Covid combined with a series of disruptions to supply, helped drive up the prices of oil, gas, coal and power. The big difference from the 1970s is that, today, the world is trying simultaneously to address another problem: the threat of catastrophic climate change. To achieve the Paris Agreement's goal of limiting global warming to within 1.5 °C from pre-industrial levels, global greenhouse gas emissions need to start falling now and drop to net zero by 2050. In this edition of Horizons, we explore five lessons that can be learned from the recent upheavals in energy markets.Regular host Dr Liz Dennett is joined by 3 distinguished guests: Amy Myers-Jaffe, Research Professor and Managing Director of the Climate Policy Lab, Prakash Sharma, Vice-President, Multi-Commodity Research at Wood Mackenzie, and Massimo Di-Odoardo, Vice-President, Gas and LNG Research at Wood Mac.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The gang is back, and it's been a huge week in energy. For the first time ever, the US government might be requiring major companies to report their climate risks and emissions. This is a really big change. Governments, regulators, and investors have been pushing for quite a few years now for companies to do more to disclose their climate risks. But this would be the first time in US companies would be required to report risks in a standardized way, including greenhouse gas emissions.On the show this week, Ed is joined by regular Amy Myers Jaffe, Director of the climate policy lab at Tufts University. We're also honoured to welcome first-time guest Andrew Leach. Andrew is an energy and environmental economist who is currently a professor at the University of Alberta. Andrew is a native Canadian who has decades of experience in Canadian climate policy, that's why he leads the discussion on Canada announcing an emissions reduction plan and what that entails. What impact is it going to have on Canada's economy? What can the US learn from Canada's climate policies?In addition, the team will be covering the new updated IPCC report. What information in the report has been updated? What new research is being used? The report covers Impacts, Adaptation, and Vulnerability. What does this actually mean?The Energy Gang is brought to you by EPC Power.EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity.Visit epcpower.com/energygang to learn more about their utility scale and C & I product lines and schedule a call to learn how they can help you power your energy storage projects.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang – Live (Rebroadcast)The gang are taking a break this week. Instead of a new episode we're rebroadcasting our special edition live episode where the team discusses the top 5 energy-related stories of 2021.This episode was originally live-streamed for Wood Mackenzie's Grid Edge Innovation series at the end of December of 2021. This week on the show we have Ed Crooks, Emily Chasan from Generate Capital, and Amy Myers-Jaffe from Tufts University. The group discusses how “smart” devices are changing energy retailing, and the role of SPACs in financing clean energy deployment.The gang looks back on 2021 and ranks the top 5 stories in energy for the year, looking back on the success of investment company Engine No.1, developments in energy storage, green stimulus in Europe, and more.The Energy Gang is brought to you by EPC Power.EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit www.epcpower.com/energygang to learn more about their utility scale and C&I product lines and schedule a call to learn how they can help you power your energy storage projects! EPC Power – Excellence in Power Conversion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The civilian and military death toll from Russia's full-scale invasion of Ukraine is growing daily. More than 1.5 million people have fled Ukraine for neighboring countries in the fastest refugee migration since WWII.   But the effects of this war aren't just humanitarian; they're economic. That's because so much of it is tied up in global energy flows. Russia is one of the biggest fossil fuel producers in the world. Europe depends on Russia for 40% of its gas for heating and one quarter of its oil.  And since Russia is such a major exporter of oil and gas, its military actions are putting new pressures on a global supply chain already hurt by tight energy supplies driven by COVID-19 disruptions.  Europe, along with the rest of the world, is being forced to consider what a future without Russia's fossil fuels could look like. This week: a conversation with two experts watching the energy market's impacts around the world.  Guests: Pierre Noël, Global Research Scholar at the Center on Global Energy Policy and Amy Myers Jaffe, Research Professor at the Fletcher School at Tufts University and Managing Director of the Climate Policy Lab. The Carbon Copy is a co-production of Post Script Media and Canary Media. The Carbon Copy is supported by Atmos Financial. Atmos offers FDIC-insured checking and savings accounts that only invest in climate-positive assets like renewables, green construction and regenerative agriculture. Modern banking for climate-conscious people. Get an account in minutes at joinatmos.com. The Carbon Copy is also supported by Climate Positive, a podcast from Hannon Armstrong, the first U.S. public company solely dedicated to investing in climate solutions. Climate Positive podcast features candid conversations with the leaders, innovators, and changemakers driving our climate positive future. Listen and subscribe wherever you get your podcasts.

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In recent years, news headlines are frequently filled with announcements of financial institutions, funds, and corporations making hefty pledges to transform their portfolios to ensure that they stay in line with net-zero targets. Is this new wave of support for the energy transition motivated by making a quick buck or has there really been a change of opinion on the opportunities in which going net-zero really has to offer? How is the changing climate affecting investments? How are investors driving the transition? These are some of the key questions we look to answer in this episode. The Energy Gang is delighted to be joined by two professionals who have spent the majority of their careers bridging the gap between finance and climate change. Our first guest, Shanu Mathew is the VP of Sustainable Investing and Net-Zero Research at Lazard Asset Management, one of the world's leading investment companies. Returning for another episode is Amy Myers Jaffe, the Managing Director of the Climate Policy Lab at the Fletcher School at Tufts University. Ed Crooks and the rest of the gang discuss the importance of investors' positions in helping speed up the energy transition and how their work compares to recent government actions. Are organizations like the Task Force on Climate-Related Disclosures (TCFD) making up for the lack of political progress? Moving our focus, What are consumer-facing companies doing to address climate risk and sustainability? Are companies like Unilever an industry leader in sustainability reporting positive impacts? Lastly, the gang takes a look at the story of Indonesia moving its capital through a financial risk lens. How does climate change affect sovereign risk and municipal bonds? What is the answer in terms of financing climate adaptation and what is the government's role in this situation?The Energy Gang is brought to you by EPC Power.EPC Power manufactures self-developed energy storage smart inverters made in their American factories with gigawatt level capacity. Visit www.epcpower.com/energygang to learn more about their utility scale and C&I product lines and schedule a call to learn how they can help you power your energy storage projects! EPC Power – Excellence in Power Conversion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Amy Myers Jaffe, Managing Director of the Climate Policy Lab at The Fletcher School at Tufts University, discusses the Gulf carbon-zero commitments; Egypt's renewable energy ambitions; the geopolitics of hydrogen; the prospects for LNG markets; Iran, Russia and global oil prices; China's role in the Middle East; and the prospects for nuclear power.Gulf rethinks climate diplomacy - Al-Monitor: The Pulse of the Middle EastEgypt hands over solar power plant to Uganda amid Nile dam crisis - Al-Monitor: The Pulse of the Middle EastSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What happens if Vladimir Putin invades Ukraine again, the West hits Russia with sanctions, and Mr Putin retaliates by shutting down supply of Russian gas? The Economist's global energy & climate innovation editor Vijay Vaitheeswaran explores how this would rock energy markets from American shale oil to Chinese imports of LNG. What are the lessons from the last time Russia turned off the taps and how could Europe, already facing record prices, wean itself off its dependency?With Thane Gustafson, professor of energy policy at Georgetown University and author of “Klimat: Russia in the Age of Climate Change”; Amy Myers Jaffe, director of the climate policy lab at Tufts University and author of “Energy's Digital Future”; and Daniel Yergin, vice president of IHS Markit and author of “The New Map: Energy, Climate, and the Clash of Nations”.Sign up for our new weekly newsletter dissecting the big themes in markets, business and the economy at economist.com/moneytalks For full access to print, digital and audio editions, subscribe to The Economist at www.economist.com/podcastoffer See acast.com/privacy for privacy and opt-out information.

What happens if Vladimir Putin invades Ukraine again, the West hits Russia with sanctions, and Mr Putin retaliates by shutting down supply of Russian gas? The Economist's global energy & climate innovation editor Vijay Vaitheeswaran explores how this would rock energy markets from American shale oil to Chinese imports of LNG. What are the lessons from the last time Russia turned off the taps and how could Europe, already facing record prices, wean itself off its dependency?With Thane Gustafson, professor of energy policy at Georgetown University and author of “Klimat: Russia in the Age of Climate Change”; Amy Myers Jaffe, director of the climate policy lab at Tufts University and author of “Energy's Digital Future”; and Daniel Yergin, vice president of IHS Markit and author of “The New Map: Energy, Climate, and the Clash of Nations”.Sign up for our new weekly newsletter dissecting the big themes in markets, business and the economy at economist.com/moneytalks For full access to print, digital and audio editions, subscribe to The Economist at www.economist.com/podcastoffer See acast.com/privacy for privacy and opt-out information.

Dec. 29 edition. At this year's Glasgow climate summit, the financial sector collectively committed $130 trillion to fund the shift to low-carbon energy. Also this year, activist investors have pressured more companies to cut emissions. Author and professor Amy Myers Jaffe joins host Annmarie Fertoli to discuss how the financial sector treats companies that pledge to go green. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a special edition of the Energy Gang this week, with the last episode of 2021 recorded for Wood Mackenzie's Grid Edge Innovation series. Ed is joined by Emily Chasan from Generate Capital and Amy Myers-Jaffe from Tufts University, to look at how smart devices are changing energy retailing, and the role of SPACs in financing clean energy deployment. The gang wraps up 2021 with their top 5 stories in energy for the year, looking back on the success of investment company Engine No.1, developments in energy storage, green stimulus in Europe and more.The Energy Gang is brought to you by Bloom Energy. Bloom's onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today.The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today we had the pleasure of hosting Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab at the Tufts University Fletcher School. Amy has taught energy policy, business, and sustainability courses at several distinguished universities and recently published "Energy's Digital Future: Harnessing Innovation for American Resilience and National Security."​​​​​Our discussion spanned several topics including investor interest in energy, Amy's new book, and hearing about the community at Tufts and what current students are interested in. It was a meaty discussion and we sincerely thank Amy for spending the time with us.The TPH crew ran through a few items to start: our energy strategist Mike Bradley looked at the energy market over the past week, European energy prices, PPI/CPI vs. government bond prices, and shared an interesting observation about TIME's person of the year. Matt Portillo noted considerations around return to capital in the upstream space and tag-teamed with Matthew Blair who covered key takeaways from a TPH Research conference call on Renewable Volume Obligation and its effects on pricing. Colin Fenton walked us through three prices to pay attention to as we approach year-end.​​​​​----------Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH's research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide. Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.

The COP26 circus has left town. Across 2 weeks of talks in Glasgow, what were the successes, and what were the failures? With current commitments putting the world on track to 2.4°C of warming, the cost of inaction on climate and health will vastly outweigh the costs of acting now, so which countries are snapping into action?Host Ed Crooks is joined by regular Melissa Lott, Director of Research at the Centre on Global Energy Policy at Columbia University, and Amy Myers-Jaffe, Managing Director of the Climate Policy Lab, at the Fletcher School at Tufts University, to give the final verdict. Also in the show, the gang looks at innovations in technology in carbon capture and storage; President Biden's infrastructure bill proposes big commitments on CCS, what do these look like? Plus, nuclear and hydrogen technologies, which could play a huge role in the energy transition, go under the microscope. The Energy Gang is brought to you by Bloom Energy. Bloom's onsite energy platform provides unparalleled control for those looking to secure clean, reliable 24/7 power that scales to meet critical business needs. It eliminates outage and price risk while accelerating us towards a zero carbon future. Visit Bloom Energy to learn how to take charge today.The Energy Gang is brought to you by Hitachi Energy. What does your energy future look like? Look to Hitachi Energy for the advanced energy technologies needed to deliver real outcomes — unlocking new revenue streams, maximizing renewable integration, and lowering carbon emissions. Learn more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post Energy’s Digital Future: A Discussion with Amy Myers Jaffe appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post Energy’s Digital Future: A Discussion with Amy Myers Jaffe appeared first on EKT Interactive.

05/14/21 : Amy Myers Jaffe is a leading expert on global energy policy, energy and sustainability, and geopolitical risk. She is a research professor and Managing Director at Tufts University, and author of the book “Energy's Digital Future. She comes on "News and Views" to discuss the cyber attack on the Colonial Pipeline.  See omnystudio.com/listener for privacy information.

A ransomware attack shut down a vital fuel pipeline on the east coast. President Biden’s plans to upgrade the hi-tech energy infrastructure may make it yet more vulnerable to hackers. Is America properly protected from cyber attack?Michael Tran of RBC Capital Markets assesses the damage. The Economist’s defence editor Shashank Joshi puts the attack in context. Amy Myers Jaffe, author of “Energy’s Digital Future”, says it's a wake-up call. John Prideaux hosts with Charlotte Howard and Jon Fasman.For access to The Economist’s print, digital and audio editions subscribe: economist.com/USpod See acast.com/privacy for privacy and opt-out information.

A ransomware attack shut down a vital fuel pipeline on the east coast. President Biden’s plans to upgrade the hi-tech energy infrastructure may make it yet more vulnerable to hackers. Is America properly protected from cyber attack?Michael Tran of RBC Capital Markets assesses the damage. The Economist’s defence editor Shashank Joshi puts the attack in context. Amy Myers Jaffe, author of “Energy’s Digital Future”, says it's a wake-up call. John Prideaux hosts with Charlotte Howard and Jon Fasman.For access to The Economist’s print, digital and audio editions subscribe: economist.com/USpod  See acast.com/privacy for privacy and opt-out information.

The Colonial Pipeline provides around 45% of the fuel used between Florida and Maine, transporting over 100 million gallons per day. But over the weekend, a ransomware attack caused the entire pipeline to shut down. Dan digs into what we know about this attack, what it tells us about U.S. energy vulnerability, and what it means for transportation in the short term with energy expert Amy Myers Jaffe. Learn more about your ad choices. Visit megaphone.fm/adchoices

The importance of diversity in energy finance is gaining attention as more investors look closer at how companies are stacking up when it comes to the representation of women and minorities on their boards of directors and in their management ranks. And it is not just the energy sector discovering this trend. It is taking place across corporations in the U.S. and around the world, a point illustrated in a new commentary from the Center on Global Energy Policy. In this episode of Columbia Energy Exchange, host Bill Loveless joins two of the authors of that commentary, Maria Jelescu, the CEO of Ardinall Investment Management, and Jully Meriño Carela, the director of the Women in Energy (WIE) initiative at CGEP. Maria also co-chairs the WIE steering committee and serves on the center’s advisory board. She and Jully co-authored the commentary with Amy Myers Jaffe, the managing director of the Climate Policy Lab at Tufts University’s Fletcher School and a co-chair of the WIE steering committee. In the commentary, the authors make clear that the social aspects of ESG -- or environmental, social and governance considerations -- are front and center now as pressure mounts on energy companies to address the gender and racial makeup of their operations and recognize the value of diversity to them. The commentary is called “The Social Aspects of ESG Investing: Insights on Diversity in Energy Finance.” The discussion is particularly timely now amid a new shareholder proxy season, as investors press companies on ESG factors, and the Biden administration signals that closer government scrutiny of these matters may be in order. Maria founded Ardinall Investment in 2017 as a firm focused on sustainability and climate change solutions. Previously, she spent 15 years at Goldman Sachs in various investment roles. Jully worked in labor and nonprofit fields before joining the Center on Global Energy Policy and taking charge of the Women in Energy initiative. Its mission is to elevate women in the energy sector at all career stages. The commentary can be found here.

From personal transportation to long haul freight, how fast can we decarbonize, how much will be electrified vs other solutions, and what are the limiting factors affecting the pace of change?  On Episode 15 of Energy vs Climate, David, Sara, Ed, and special guest Amy Myers Jaffe, research professor and managing director of the Climate Policy Lab at Tufts University,  break down the steps to decarbonizing transportation and dig into what the transition will mean for Alberta and Canada in terms of demand for oil, changes to local transportation infrastructure, and the potential to capture a part of the new market. Check out the Youtube version of this episode. Get on the email list at www.energyvsclimate.com

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Excited to have Casey Merriman of Energy Intelligence on the podcast this week. We talk OPEC, Exxon (the company it was, is and wants to be), natural gas, M&A and Fundamentals vs animal spirits. I hope you enjoy.   #hottakeoftheday podcast Episode 88 w/Casey Merriman https://youtu.be/60yiMx2_0zk   Podcast Audio   About our Sponsor, Kuiper Law Firm The Kuiper Law Firm is a Multi-Jurisdictional full service oil and gas law firm with offices in Houston, Denver, Dallas, Midland, Oklahoma City, and Lafayette. The Firm is licensed to practice across most producing states, retains significant experience in every producing basin, and provides skillful representation across a wide variety of matters including title examination, regulatory representation, acquisitions and divestitures, contract review, midstream dedication, and many other aspects of onshore natural gas and oil operations. Kuiper Law Firm strives to create a better experience for clients by providing effective, efficient, and personable representation by attorneys that understand and know the oil and gas industry. Not only does the firm have extensive experience representing industry operators and participants, but most of Kuiper’s attorneys began their careers employed by operators. This hands-on experience allows delivery of legal services that are truly effective and efficient for our oil and gas clients. Through the difficult market presented by this past year, Kuiper Law Firm remains committed to serving oil and gas clients. Alex Kuiper founded Kuiper Law Firm with a vision of accessible expertise, efficient and quick service, and a client base revered as friends. Recognizing the many hardships on industry professionals today, the firm actively participates in free educational events available to all, welcomes questions from industry professionals we may address in our blog, and is available to all, clients and non-clients alike for guidance in these challenging times.   About Casey Casey Merriman Editorial Director, Western Hemisphere Head, Competitive Intelligence Service Energy Intelligence Casey Merriman is Energy Intelligence’s Western Hemisphere Editorial Director and head of its Competitive Intelligence Service, providing strategy-led company and comparative analysis across the oil and gas industry’s leading producers. Energy Intelligence has been a leading independent provider of insight, analysis and data on the global energy industry for over 60 years. She joined Energy Intelligence in 2008, covering the US corporate oil and gas sector and rise of shale. She has edited several Energy Intelligence publications, including EI Finance, Petroleum Intelligence Weekly and Energy Intelligence Premium. Prior to joining Energy Intelligence, Casey covered US NGL and clean product markets for Argus Media and worked under Amy Myers Jaffe at the James A. Baker III Institute for Public Policy’s Energy Forum. Casey graduated cum laude from Rice University with a B.A. in Political Science. When not writing about oil and gas, Casey is usually found on a bike, playing bass or baking with her 10-year-old daughter. Her NFL fandom has also expanded to include her husband’s beloved Steelers, offering some respite from the frustration that is being a Texans supporter.

It's Election Day in the US, and at a lot is at stake in the energy sector for the next four years. We're revisiting three key policy areas that could shift direction depending on today's vote: * US policy in the Middle East and Washington's relationship with OPEC, with Amy Myers Jaffe, research professor and managing director of the Climate Policy Lab at Tufts University's Fletcher School. * US oil sanctions toward Venezuela and Washington's so-far failed attempts to remove the Maduro regime from power, with Raul Gallegos, director of Control Risks and author of Crude Nation. * Expected climate policy in the next presidential term, with Jeff Berman, director of emissions and clean energy analytics at S&P Global Platts Analytics.

The coronavirus pandemic could help accelerate the investment shift from oil and gas to renewable energy. But the pace of that transition depends heavily on how governments direct economic recovery spending, and whether the consumer behavior changes induced by the pandemic prove permanent. In this episode, the Energy Evolution team spoke about these issues with Fatih Birol of the International Energy Agency,  environmentalist and writer Bill McKibben, Amy Myers Jaffe of the Council on Foreign Relations, and Mark Lewis, head of climate change investment research at BNP Paribas Asset Management.   Check out the article accompanying the episode here.    Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!

The coronavirus pandemic could help accelerate the investment shift from oil and gas to renewable energy. But the pace of that transition depends heavily on how governments direct economic recovery spending, and whether the consumer behavior changes induced by the pandemic prove permanent. In this episode, the Energy Evolution team spoke about these issues with Fatih Birol of the International Energy Agency,  environmentalist and writer Bill McKibben, Amy Myers Jaffe of the Council on Foreign Relations, and Mark Lewis, head of climate change investment research at BNP Paribas Asset Management.   Check out the article accompanying the episode here.    Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!

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Amy Myers Jaffe, CFR’s David M. Rubenstein senior fellow for energy and the environment and director of the Energy Security and Climate Change program, sits down with James M. Lindsay to discuss the standoff between Russia and Saudi Arabia over oil prices.

This week, host Kristin Hayes talks with Amy Myers Jaffe about what has been unfolding in world oil markets over the past week, as the coronavirus, or COVID-19, continues to spread and radically impact human lives and the global economy. Jaffe is the David M. Rubenstein senior fellow for energy and the environment and director of the Energy Security and Climate Change Program at the Council on Foreign Relations. She is a leading expert on global energy policy, geopolitical risk, energy, and sustainability.

The global oil market is in free fall, following the collapse of a meeting last week of OPEC and non-OPEC producers. Saudi Arabia decided to surge its output, sending oil prices tumbling. This historic oil price crash is weighing on stock markets already reeling from the economic effects of the coronavirus pandemic. Low oil prices raise questions about the future of U.S. shale production, OPEC’s credibility and effectiveness, the geopolitical motivations and the fallout for Saudi Arabia and Russia, the fiscal impacts on key oil-producing countries, the implications for the battle against climate change, and much more. In this edition of Columbia Energy Exchange, Jason Bordoff is joined by three experts who study energy markets, geopolitics, and policy to delve into these complex issues: Helima Croft, Amy Myers Jaffe, and Bob McNally.  Helima Croft is a Managing Director and the Head of Global Commodity Strategy and Middle East and North Africa (MENA) Research at RBC Capital Markets. She is a CNBC contributor, she started her career at the CIA after earning her PhD from Princeton University.  Amy Myers Jaffe is the David M. Rubenstein Senior Fellow for Energy and the Environment and Director of the Program on Energy Security and Climate Change at the Council on Foreign Relations. Amy previously served as Executive Director for Energy and Sustainability at the University of California, Davis, as Founding Director of The Energy Forum at Rice University’s Baker Institute, and she is also the Co-Chair of the Center on Global Energy Policy’s Women in Energy Steering Committee.  Bob McNally is a Non-Resident Fellow at the Center on Global Energy Policy, and Founder and President of The Rapidan Energy Group, a consulting firm based in Washington DC. From 2001 to 2003, Bob served as the top international and domestic energy adviser on the White House staff, holding the posts of Special Assistant to the President on the National Economic Council and, in 2003, Senior Director for International Energy on the staff of the National Security Council. He is also the author of Crude Volatility, a history of oil markets and efforts to manage them, published through the Center on Global Energy Policy’s book series with the Columbia University Press. 

Today's Market Free Fall, the Worst in History; An Expert on Respiratory Viruses and How They Spread; Who Will Be First to Blink in the Saudi-Russia Oil War?

    Oil prices plummeted after Saudi Arabia hiked production, after Russia rejected OPEC's desire to cut output in order to maintain pricing.  The move took out global markets already reeling from coronavirus fears.    Joining The Crisis Next Door host Jason Brooks to talk about the move is Amy Myers Jaffe, David Rubenstein Senior Fellow for Energy and the Environment with the Council on Foreign Relations.   See omnystudio.com/listener for privacy information.

In this episode of our BryghtCast edition of the Managing Uncertainty Podcast for the week of September 16th, 2019,  Bryghtpath Principal & CEO Bryan Strawser and Consultant Bray Wheeler take a look at two current risks and upcoming events: WSJ: US, Saudi Military Forces Failed to Detect Attack on Oil Facilities NY Post: Satellite photos of Saudi oil strikes show surgical precision National Hurricane Center: Five-Day Graphical Tropical Weather Outlook //static.leadpages.net/leadboxes/current/embed.js Episode Transcript Bryan Strawser: Hello, and welcome to the Managing Uncertainty Podcast, BryghtCast Edition for the week of September 16th, 2019. This is Bryan Strawser, principal and CEO here at Bryghtpath. Bray Wheeler: This is Bray Wheeler, consultant at Bryghtpath. Bryan Strawser: So we've had a couple of weeks without a BryghtCast episode just due to some business travel, and vacation, and other events that went on. But we're back. Bray Wheeler: We're back. Bryan Strawser: And we're back just in time for one of the more interesting dynamic events that have happened over the course of the year. Just about 36 hours ago, there was an attack on Saudi Arabia's oil production and refining facilities inside Saudi Arabia. Boy, are there rumors flying about this particular situation? Bray Wheeler: Oh, yeah. Bryan Strawser: It appears that the story, at least from Saudi Arabia and the United States, is that this was an attack executed by Iran on Saudi's oil production and refinery capabilities. It was initially reported as drone strikes, and then there was new reporting last night, Sunday evening, that indicated that this was a combination of drone strikes and cruise missiles fired from Iran. The Saudi has come out today, Monday the 16th, saying that these attacks were not originated inside of Yemen. So I think all signs indicate that these came across the Gulf from Iran. Is that what your understanding is? Bray Wheeler: Yeah, that's my understanding as well based on the news reports and then looking at the map, it's well within... These facilities that were attacked and infrastructure that was attacked is well within kind of the zone for Iran to be able to launch a cruise missile, certainly. Bryan Strawser: As we're recording this episode here on Monday morning the 16th, you're going to hear it on Tuesday the 17th, the United States just in the last few minutes has released satellite imagery showing what they're claiming is evidence backing the allegation that Iran was behind the attacks on major oil production facilities in Saudi Arabia. Bray Wheeler: Yeah, they had kind of hinted at that yesterday hoping to be able to get it declassified enough that they could release it. So I'm not surprised that they've been able to push that through here this morning. Bryan Strawser: So there's some impact here, obviously, that's going to happen. Some of which has happened, I think we should point out. The first is just the oil market. Let's talk a little bit about that. The oil price this morning has seen the biggest one-day rise since the 1991 invasion of Kuwait. Oil prices rose 20% this morning in early market trading, and they have since fallen back. The international benchmark used in oil trading is the Brent crude price, which went up to 71.95 a barrel earlier today before dropping back. It was at about $50 a barrel before the attacks, before the markets opened today, the first day of trading since the attacks have occurred. Traders are saying that the prices eased primarily because President Trump has authorized the release of oil from the United States Strategic oil reserve in order to balance out the impact of the attack on the market. Bray Wheeler: Yeah. I mean, what's happening really is kind of based on the infrastructure that if whatever was attacked, whomever... I shouldn't say whatever was attacked. Whoever attacked the infrastructure in Saudi Arabia that produces this stuff, they weren't taking out just pieces here or there that's kind of easily repairable, replace a pipe, divert to a different facility. They hit kind of a jugular as was described by the senior fellow for energy at the Council on Foreign Relations, Amy Myers Jaffe. Hope I'm pronouncing that right. She had posted on Twitter yesterday kind of a long explanation of kind of what all this means, and essentially the strike that was made was the type of strike that you would make at the outset of a conflict. Bray Wheeler: Hit a jugular facility, which was their gas-oil separation plant. There's not a whole lot of those in Saudi Arabia. So taking that out has a very big impact on Saudi Arabia's ability to be able to send through crude oil, send through natural gas, send through gas because really that facility is responsible for taking all of the crude oil that Saudi Arabia is posting with all of its imperfections, and impurities, and different things that are mixed in with it and being able to separate all those things out into the distinct kind of consumables that they'd be able to send out. So by hitting that and some of the other infrastructure, they really significantly damaged Saudi Arabia's ability. It wasn't just a kind of a tit for tat attack. This was a direct strike, whoever it was, on a pretty key piece of infrastructure within Saudi Arabia's oil infrastructure. Bryan Strawser: The BBC reports this as the largest oil processing plant in the world. It is run by Saudi's state oil company, which the Saudis this morning that they made delay the IPO of their state-owned oil company, which I'm sure was going to be a boon for them in terms of capital investment in the country and thus to the royal family. To your point about this being the jugular, so to speak, as Amy was describing it from the Council on Foreign Relations, this is the largest oil processing plant in the world. Bray Wheeler: Yep. Bryan Strawser: If you look at the satellite imagery the United States released this morning, I mean the attack, pretty significant damage that occurred. The stuff's not that stable either in terms of it's not overly resistant to attacks, and fire, and bombing, and that kind of thing. Bray Wheeler: Just not naturally. I mean, you could have the best set up probably system in the world and it's still going to be kind of susceptible to that kind of stuff. It's just, I mean, you're dealing with highly flammable- Bryan Strawser: Material. Yeah. Bray Wheeler: ... material. Bryan Strawser: So the core of this conflict is a regional power competition between Saudi Arabia and Iran. They've been bitter rivals going back for decades. Bray Wheeler: Mm-hmm (affirmative). Bryan Strawser: It's exasperated by significant differences in interpretations of religion between the two. We often talk, at least in the counter-terrorism discussions, about the influence of more radical elements of Islam. But this is literally one sect of Islam against another sect of Islam, both of whom happened to be the two regional dominant powers, for the most part, militarily and economically in the Middle East between the two. Bray Wheeler: And responsible for a lot of the smaller proxy factions that operate around the globe. They really kind of fund and/or administer [crosstalk] else. Bryan Strawser: Iran is largely a Shia Muslim country. Saudi is primarily a Sunni Muslim country, and thus the core of the conflict, which of course goes back to the founding of Islam and original differences of opinions that led to the two principles sects of the religion. To your point, the two countries, they've been engaged in a variety of proxy conflicts for decades throughout the region. You saw some of that play out in the United States' time in Iraq. There were very much elements of Iranian proxy war going on that led to the rise of ISIS as elements of that. Bray Wheeler: Well, kind of funny enough, some of that was embraced by the U.S., some of the Iran interference because they were taking on ISIS. Bryan Strawser: Yes, correct. Bray Wheeler: They were combating some of the more extreme elements of kind of the Sunni side of that religion, those extremes. But then also, the U.S. and Saudi Arabia have been very close regional allies for quite some time too, even- Bryan Strawser: Many decades. Bray Wheeler: ... the countering force to Iran. Bryan Strawser: Well, and the whole conflict in Yemen that's going on between the two sides is, again, this is a proxy war between Saudi and Iran. The reasons Saudi entered the conflict was to counter Iranian influence in Yemen that had been going on for some time. Bray Wheeler: Well, originally, they thought this attack kind of originated from Yemen as part of the Iranian-backed rebels so it wasn't- Bryan Strawser: Now they're saying it's not- Bray Wheeler: ... kind of an overt attack from Iran, that it was through the rebels. And now, they are saying that's not the case that they have evidence to suggest that it was directly from Iran. Bryan Strawser: So the danger here for businesses, as we kind of explain what's going on, Saudi's a place that lots of U.S. businesses do business, have facilities, particularly in oil, and gas, defense, and aerospace, intelligence, and other sectors of the United States' economy. And there are lots of other businesses from other countries that operate there too. So the challenge here is now we have military conflict done on a smaller scale between two regional powers. So the disruption we've talked about previously in the Middle East, this just exasperates that situation. Apparently, we have cruise missiles flying over the Gulf from one country to the other. Bray Wheeler: Yeah. I mean, as I mentioned before, taking this step... I mean, this attack is the type of attack you conduct during a direct military engagement. On the onset of war, this is a first-strike target within Saudi Arabia. That would be what opposing forces target. So to have that escalation to have that direct hit. Now, probably not super populated, so there's not a tremendous loss of life, but the economic impact is globally pretty substantial at least for the time being. I think just the region, and you alluded to a lot of the U.S. business going on in Saudi Arabia, there's a lot of even regional business that's going on. This is now a full-out regional concern. You're talking UAE, you're talking Israel, you're talking Jordan, Lebanon, Turkey. Bryan Strawser: The United States has been drug into this. I mean, right? Bray Wheeler: Yeah. Bryan Strawser: I mean, we're not in direct competition here in this particular conflict. Right? Bray Wheeler: Right. Bryan Strawser: But we've taken some sides on this before. We've long been opposed to the Iranian influence in the Middle East, and we've sided with the Saudis and we've been allies with the Saudis for 50 years. Bray Wheeler: Yep. Bryan Strawser: I mean, we have a massive defense installation and capability in Saudi Arabia. Bray Wheeler: Yeah. Bryan Strawser: I mean, it couldn't be clearer. Then, the president this morning, of course, made a comment about being locked and loaded, which has now been walked back by the White House staff that he wasn't speaking militarily but he was speaking militarily. Bray Wheeler: Right. Locked and loaded isn't quite a term you mince words with it. It's not a, "Hey, we're going out to the garden party" type of term. Bryan Strawser: Right. Exactly. Bray Wheeler: It's pretty aggressive rhetoric. Yeah. I think regionally, there is a substantial concern. For the U.S., there's a concern. I mean, politically or not, it's forced us to access our strategic oil reserve, which put us there so that degree of kind of uncertainty or nervousness has at least caused us to engage kind of that option for us. So, yeah. This will be interesting to watch throughout the week and into next week. So hopefully, we have kind of a better update for it next week. Bryan Strawser: So businesses need to continue to monitor the situation and take appropriate preparation steps, if you operate in Saudi or nearby countries, and just continue to monitor that situation. What's our other topic for today's episode? Bray Wheeler: Yeah. This one probably won't take too much time because fortunately, Hurricane Humberto has kind of redirected itself out towards the Atlantic, but really just want to give a quick touch base on the Atlantic tropical weather outlook. It's been a fairly quiet start to the season. But however, in the last couple of months here, it's been pretty active in terms of the storms. We've all seen the devastation that The Bahamas has had with Hurricane Dorian and some of the impact that the U.S. has experienced because of that. Bray Wheeler: Really what we want to make sure that companies are staying connected to is, yeah, we're coming up on kind of the end of hurricane season in November. But right now, it's very active. There's a number of storms both in the Pacific and the Atlantic. But in the Atlantic in particular, there's a couple out there. So in the five-day forecast, kind of in the short-term, it's looking okay. Kind of South Texas, that Gulf of Texas will probably see a little bit more of an increase in kind of just tropical weather. But there is a storm that's brewing out there that has a greater than 60% chance of developing into a hurricane. Still kind of midway between the Atlantic coast and kind of The Bahamas area. Bray Wheeler: But then Humberto was also turning out, but there are also some other weather systems that are kind of just sitting out there. So key thing for businesses, just because Humberto has kind of turned the corner and it may be pretty quiet, keep an eye on that radar here for the next few months especially and just stay posted. Because not only have we seen the devastation some of these hurricanes have wrought so far, now to just compound that with hurricanes over the top or a direct landfall. It's certainly in the possibility. Especially, as we're entering the third quarter and a lot of different supply chains are kind of in heavy hit mode, just want to make sure that you're monitoring those and staying ahead of what's going on. Bryan Strawser: Yeah, I mean it's not over- Bray Wheeler: No. Bryan Strawser: ... the hurricane season. I mean, I think we think when we get to November 1st that it's going to stop. But I mean, we've had major cat 3, cat 4, cat 5 hurricanes after November 1st, many times in the last 10 to 15 years. So it's certainly something to continue to monitor. And you're right, both the Atlantic and Pacific are very active right now. Bray Wheeler: Yep. Bryan Strawser: And hurricanes are getting stronger. We're seeing more major hurricanes than before, whether that's due to climate change or it's just a random issue statistically. But it's not over, and I think companies need to continue to monitor what's going on and be prepared for that. Bray Wheeler: Yeah. I mean, the Atlantic basin, kind of in that Gulf area, it's super unstable right now and it's just kind of a breeding ground storms right now. Bryan Strawser: That's it for this edition of the Managing Uncertainty Podcast, BryghtCast Edition. We'll be back later this week with new episodes. Hope to hear from you then.

      War has never seemed as close as it does now between the U-S and Iran, with Iran shooting down a U-S drone, saying its sending a clear message to Washington.       Is war inevitable? The Crisis Next Door host Jason Brooks talks about that prospect with Amy Myers Jaffe, a Senior Fellow with the Council on Foreign Relations and an expert on foreign policy in the Middle East. See omnystudio.com/listener for privacy information.

Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International China Macro Strategist, thinks China is overconfident about how little tariffs impact their economy. Kate Bedingfield, Biden Deputy Campaign Manager, discusses Joe Biden's middle class roots. Bob Michele, JPMorgan Asset Management Global CIO and Head of Global Fixed Income, notes the amount of money in money market funds is the highest since the financial crisis. Amy Myers Jaffe, CFR Senior Fellow for Energy & the Environment and Director of the Program on Energy Security & Climate Change, says the oil market is too relaxed for the current level of risk. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International China Macro Strategist, thinks China is overconfident about how little tariffs impact their economy. Kate Bedingfield, Biden Deputy Campaign Manager, discusses Joe Biden's middle class roots. Bob Michele, JPMorgan Asset Management Global CIO and Head of Global Fixed Income, notes the amount of money in money market funds is the highest since the financial crisis. Amy Myers Jaffe, CFR Senior Fellow for Energy & the Environment and Director of the Program on Energy Security & Climate Change, says the oil market is too relaxed for the current level of risk.

What will impact the global oil market more: the collapse of Venezuela’s oil sector or the US exit from the Iran nuclear deal?On this week’s Capitol Crude, Meghan Gordon and Brian Scheid talk with Amy Myers Jaffe, director of the Council on Foreign Relations’ energy security and...