Podcasts about clearview energy partners

Rapidly rising electric power demand driven by data centers and AI, manufacturing growth, the push to electrify the economy, and other factors means we're going to be asking a lot of America's energy infrastructure. What is the current state of the power grid? With reliability concerns already on the horizon, how will the need to connect and run not just new megawatts or gigawatts – but terawatts – of power impact the system? What kinds of power generation will be needed to keep the lights on, and how are system planners keeping pace? Reliability watchdog Jim Robb of the North American Electric Reliability Corporation, analyst Christi Tezak, and Aftab Khan, who leads operations, planning, and security for the nation's largest grid operator, PJM Interconnection, weigh in. This is the second episode in a four-part series from Energy Solutions, exploring the challenge and opportunity presented by rising power demand, policy and market design considerations, and ways to meet the moment. Episode Guests: Jim Robb, president and CEO, North American Electric Reliability CorporationAftab Khan, executive vice president of operations, planning, & security, PJM InterconnectionChristi Tezak, senior director, ClearView Energy Partners LLCThe opinions and analysis presented in this episode represent the viewpoints of the speakers, not necessarily those of the Electric Power Supply Association.Liked this episode? Share it on X @EPSANews or LinkedIn at Electric Power Supply Association. Want more competitive power updates? Sign up for our monthly Power Moves newsletter.

This week, Kevin Book of Clearview Energy Partners joins Quill Robinson, Senior Program Manager and Associate Fellow, to discuss the climate and energy policy implications of the 2024 presidential election. 

At the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050.   Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Uranium talk about the pledge, what it could mean for a global nuclear power expansion, and how the uranium industry is responding to promises of a nuclear build-out.   Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

At the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050.   Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Uranium talk about the pledge, what it could mean for a global nuclear power expansion, and how the uranium industry is responding to promises of a nuclear build-out.   Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Kevin Book, ClearView Energy Partners and Senior Adviser (non-resident), CSIS Energy Security and Climate Change Program, and Liam Denning, Columnist, Bloomberg Opinion, joined Joseph Majkut, CSIS Energy Security and Climate Change Program to assess which energy developments in 2023 have staying power and look ahead to the energy and climate issues to watch next year. Watch the CSIS Event: 2023 Energy and Climate Review

Some 50 years after the 1973 Arab oil embargo, the oil markets are again bracing for potential disruptions after Hamas' surprise attack on Israel and Israel's subsequent bombardment of Gaza. ClearView Energy Partners managing director Kevin Book joined the podcast to discuss the possible impacts to global oil supplies from the Israeli-Hamas fight and how its links to Iran could play out with regards to sanctions and a change in Washington's posture toward Tehran. He also touched on potential difficult decisions ahead for President Joe Biden as he enters an election year where voters will be assessing his actions to mitigate climate change and looking for relief at the pump that hinges on keeping more barrels in the global market. Stick around for Starr Spencer with the Market Minute, a look at near-term oil market drivers.

US sanctions and export controls against Russia have centered on a dual mandate of squeezing the Kremlin's oil export revenues and ensuring the continued flow of Russian oil supplies to the global market. With that in mind, price caps were devised as a carve out for EU and G7 maritime service providers to continue aiding with the seaborne transport of Russian fuels, as long as they are sold at or below cap levels set by a coalition of countries. The US Treasury Department recently heralded the price caps on seaborne exports of Russian crude and oil products a success, pointing to the Kremlin's falling oil revenues despite the country's export volumes being up. However, most of the decline reflects lower global oil prices rather than the cheapening of Russian crude values. Rick Joswick, head of near-term oil market insights and research at S&P Global Commodity Insights, joined the podcast to discuss the shifts in trade flow patterns that followed US and EU sanctions prohibiting imports of Russian crude and oil products and the impact that's had on freight rates and refining margins. Senior editor Jasmin Melvin also asked several oil market experts to weigh in on one question: Is the global price cap on Russian oil a sustainable policy mechanism for achieving the US' dual mandate, particularly if oil supplies get tighter and prices begin to rise again? We heard from: •    Ben Cahill, senior fellow at the Center for Strategic and International Studies (6:42) •    Kevin Book, director of research at ClearView Energy Partners (8:02) •    Rachel Ziemba, adjunct senior fellow at the Center for a New American Security (10:28) •    Fernando Ferreira, director of geopolitical risk service at Rapidan Energy Group (12:31) •    David Goldwyn, chairman of the Atlantic Council's Energy Advisory Group (14:57) •    Paul Sheldon, chief geopolitical adviser for S&P Global Commodity Insights (17:30) Stick around for Starr Spencer with the Market Minute, a look at near-term oil market drivers. Then, tell us more about your podcast preferences so we can keep improving our shows. Take our survey here: https://www.surveylegend.com/s/4xyz

Energy prices have reached stratospheric levels, triggering predictions of a challenging winter in the northern hemisphere. What's the outlook for global energy markets, and how will the current landscape impact the switch to renewables? Scott O'Malia talks to Kevin Book at ClearView Energy Partners. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

As Russia continues its invasion of Ukraine, the Biden administration is contemplating ways to starve the Russian economy of revenues, the bulk of which come from Russian oil and energy exports. As part of that effort, the US Treasury Department has been lobbying European and Asian leaders to support a price cap on Russian oil. Details of how that would be structured and enforced have been scant, but the idea is that a price cap would allow Russian crude supplies to continue to flow to the global marketplace but at a low enough price that Russia would not reap any benefits. Senior editor Jasmin Melvin asked several oil market experts to weigh in on one question: Can the West enforce a global price cap on Russian oil, and will it result in lower prices? We heard from: • Helima Croft, head of commodities strategy at RBC Capital Markets (2:29) • Kevin Book, managing director at ClearView Energy Partners (3:40) • Giovanni Staunovo, commodity strategist at UBS (5:00) • Christof Rühl, senior research fellow at Columbia University's Center on Global Energy Policy (6:37) • Brenda Shaffer, senior energy adviser at the Foundation for Defense of Democracies (10:24) • Ben Cahill, senior fellow at the Center for Strategic and International Studies (12:43) • Paul Sheldon, chief geopolitical adviser for Platts Analytics (14:03) Stay tuned after the interview for a special message from Capitol Crude host Meghan Gordon, and for the Market Minute with Starr Spencer.

Tesla CEO Elon Musk speaks to Bloomberg Editor-in-Chief John Micklethwait about Twitter, Tesla, the economy and politics. Pooja Sriram, Barclays US Economist, says they are seeing signs of a consumer pullback. Ed Yardeni, Yardeni Research President, says a US recession would be short and shallow if it happens at all. Kevin Book, Clearview Energy Partners, says $6 a gallon of gas is not unreasonable.  See omnystudio.com/listener for privacy information.

In a tight labor market with unemployment near a record low, people are able to push companies to offer better pay and benefits. But as economic storm clouds start to gather, will workers be able to maintain the upper hand? Rucha Vankudre of EMSI Burning Glass joins us to discuss the outlook for the labor market. Plus, oil prices are edging lower today, and the market is largely shrugging off the decision by OPEC+ to boost production targets, questioning whether the incremental move can make up for lost supply from Russia and meet growing demand. Kevin Book of Clearview Energy Partners joins us to discuss the rise in U.S. gas prices and whether consumers will have to cut back on driving or other spending. And, Lululemon reported higher than expected earnings for its first quarter yesterday. What does this mean for the broader retail sector? Jessica Ramirez of Jane Hali & Associates gives us her take.

Kevin Book, Managing Director at ClearView Energy Partners, joined “Plugged In” host Neil Chatterjee to help explain how sanctions on Russian oil — and potentially gas — amid the Ukraine war affect the United States’ efforts to transition to cleaner energy and domestic production. Book, who is a member of both the Council on Foreign […]

Kevin Book, Managing Director at ClearView Energy Partners, joined “Plugged In” host Neil Chatterjee to help explain how sanctions on Russian oil — and potentially gas — amid the Ukraine war affect the United States’ efforts to transition to cleaner energy and domestic production. See omnystudio.com/listener for privacy information.

President Biden has arrived in Brussels, where NATO and G-7 leaders are meeting to discuss responses to the war in Ukraine. We discuss possible outcomes with Kevin Book of ClearView Energy Partners, Ian Lesser of the German Marshall Fund, and our own Kayla Tausche. Plus, Billionaire investor Thomas Tull joins to discuss how his thesis is changing amid global market uncertainty, and his recent continued purchases of FIGS.

Kevin Book, managing director of research at ClearView Energy Partners, joined WMAL's "O'Connor and Company" radio program on Thursday to explain why gas prices are surging. For more coverage on the issues that matter to you, visit www.WMAL.com, download the WMAL app or tune in live on WMAL-FM 105.9 FM from 5-9 AM ET. To join the conversation, check us out on Twitter: @WMALDC, @LarryOConnor, @Jgunlock, @amber_athey and @patrickpinkfile. Show website: https://www.wmal.com/oconnor-company/ WMAL's "O'Connor and Company" podcast is sponsored by Cornerstone First Financial: https://www.cornerstonefirst.com/   See omnystudio.com/listener for privacy information.

The latest episode of Public Power Now features an episode of Public Power Conversations with APPA's President and CEO Joy Ditto. Joy speaks with Christi Tezak of ClearView Energy Partners, LLC to discuss energy trends that could shape 2022.

Global oil markets are starting 2022 with a number of factors that could make for another volatile year. OPEC is continuing its monthly supply increases but taking a cautious approach so far given uncertain demand. A return of Iran barrels is not a sure thing as the nuclear talks stretch into a second year. The US tapped the Strategic Petroleum Reserve in a big way at the end of last year, but that did little to soften prices. Russia-Ukraine tensions are at the forefront geopolitically, and they have potential to exacerbate European and global energy prices. We asked several oil market experts to weigh in on the same question: Will OPEC allow oil prices to reach $100/b in 2022? We heard from: • Helima Croft, head of global commodity strategy at RBC Capital Markets (1:32) • Bob McNally, president of Rapidan Energy Group (3:57) • Rachel Ziemba of Ziemba Insights (6:54) • Dan Pickering of Pickering Energy Partners (7:52) • Jacques Rousseau, managing director of ClearView Energy Partners (9:43) • Ellen Wald, president of Transversal Consulting (10:44) • Nareeka Ahir, geopolitical analyst for S&P Global Platts Analytics (13:18) Stick around for Starr Spencer with the Market Minute on how US producers are looking at the year ahead.

The Biden administration is racing to adopt its energy and climate policy priorities before the pressures of the 2022 midterm elections limit what the White House can do. Meghan Gordon spoke with Kevin Book, managing director of ClearView Energy Partners, about a few of the policies set to make a big impact on the US economy, energy producers and market dynamics. They talk about the $1 trillion bipartisan infrastructure package, Treasury Secretary Janet Yellen's effort to assess climate risks to the financial system, and the threat high pump prices have on President Joe Biden's green agenda. Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers.

From expanding cleaner energy resources to enhancing grid reliability, state policymakers are at the center of shaping how electricity is generated and delivered. Tim Fox, Vice President & Research Analyst at ClearView Energy Partners, sits down with Brad this week to walkthrough the different policy approaches red and blue states are implementing toward the electric power industry. 

Sarah Ladislaw (CSIS) and Kevin Book (ClearView Energy Partners) look at the U.S. climate and energy agenda.  Kevin and Sarah reflect on the outcome of the U.S. elections and the recent Senate race in Georgia, the divided nature of U.S. politics, the riots at the U.S. Capital, and how it all may affect the Administration’s energy and climate agenda. 

This week, we bring you a special two-part episode on the impacts of the U.S. elections on energy and climate policy. Our guests, Kevin Book with ClearView Energy Partners, Kyle Danish with Van Ness Feldman, and John Larsen with the Rhodium Group, join Sarah Ladislaw (CSIS) to share their outlooks for U.S. energy policy over the next 4 years. They look at the big and not-so-big actions and tools that the Biden Administration will have at its disposal to promote its energy agenda across the federal and state-levels.

This week, we bring you a special two-part episode on the impacts of the U.S. elections on energy and climate policy. Our guests, Kevin Book with ClearView Energy Partners, Kyle Danish with Van Ness Feldman, and John Larsen with the Rhodium Group, join Sarah Ladislaw (CSIS) to share their outlooks for U.S. energy policy over the next 4 years. They look at the big and not-so-big actions and tools that the Biden Administration will have at its disposal to promote its energy agenda across the federal and state-levels.

Joe Biden is now officially president-elect after securing a win in natural gas-rich Pennsylvania despite the fight over fracking we've heard so much about these last long weeks. S&P Global Platts Analytics predicts a muted production impact if Biden bans new federal drilling permits, putting up to 1.1 million b/d of oil output and 3.7 Bcf/d of gas output at risk by 2025. On this special episode, we take a look at the implications ahead for energy and climate policy with Washington analyst Kevin Book, managing director of ClearView Energy Partners. We go through two key scenarios: what a Biden White House will try to accomplish if he has the cooperation of a Democratically controlled Senate and how he might have to narrow that down if Republicans hold onto power in the chamber. Book walks us through the many policies that Biden can tackle through executive action. And we ask him if he expects Biden to end new federal drilling permits, yank the Keystone XL heavy crude pipeline permit, cancel leasing in the Arctic National Wildlife Refuge and strike a quick interim Iran deal that brings sanctions relief.

While Democratic nominee Joseph Biden and Republican President Donald Trump have different stances on fossil fuels, much of the demand for clean energy is being driven at the state and individual consumer level, where it may be difficult to reverse the momentum of a transition toward more renewables. But there are several ways that transition could be slowed or accelerated by the outcome of the election. In the second of two episodes on the Nov. 3 contest, S&P Global Market Intelligence's Energy Evolution team spoke about potential impacts to the oil, gas and utility sectors with Lillian Federico, energy research director for Regulatory Research Associates, Sarah Ladislaw, a senior vice president and director of the energy security and climate change program at the Center for Strategic and International Studies and Christine Tezak, managing director of research at ClearView Energy Partners. 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 on your favorite platform to catch our latest episodes!

While Democratic nominee Joseph Biden and Republican President Donald Trump have different stances on fossil fuels, much of the demand for clean energy is being driven at the state and individual consumer level, where it may be difficult to reverse the momentum of a transition toward more renewables. But there are several ways that transition could be slowed or accelerated by the outcome of the election. In the second of two episodes on the Nov. 3 contest, S&P Global Market Intelligence's Energy Evolution team spoke about potential impacts to the oil, gas and utility sectors with Lillian Federico, energy research director for Regulatory Research Associates, Sarah Ladislaw, a senior vice president and director of the energy security and climate change program at the Center for Strategic and International Studies and Christine Tezak, managing director of research at ClearView Energy Partners. 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 on your favorite platform to catch our latest episodes!

This week Kevin Book (ClearView Energy Partners) and Paul Bodnar (Rocky Mountain Institute) join Sarah Ladislaw (CSIS) on Energy 360 to make sense of the energy and climate issues playing out in upcoming U.S. elections and understand what’s at stake in the election for the future of the U.S. energy agenda (Recorded on Sept. 29.) 

This week we dive into the U.S. energy transportation infrastructure. Kevin Book with ClearView Energy Partners and a CSIS non-resident Senior Associate talks with Amy Shank, Director of Pipeline Integrity at Williams, and Shawn Bennett, Deputy Assistant Secretary for Oil and Gas, U.S. Department of Energy’s Office of Fossil Energy, about the National Petroleum Council study (link below).  As participants in the study, they discuss its key recommendations, what has changed since its release, and the importance of building major studies like it. Dynamic Delivery: America’s Evolving Oil and Natural Gas Transportation Infrastructure: https://dynamicdelivery.npc.org/

Senator Lisa Murkowski, chairman of the U.S. Senate Energy and Natural Resources Committee, records the fourth episode of her new podcast. This episode features Robert McNally, President of Rapidan Energy Group, LLC; and Kevin Book, Director of Research and Co-Founder of ClearView Energy Partners, LLC to discuss oil markets. Subsequent episodes will include additional updates from the ENR Committee, guest interviews, and discussion of various issues related to her home state.

The US House of Representatives has passed the $3 trillion HEROES stimulus package with barely a mention of the energy sector. The legislation is going nowhere in its current form after Senate Republicans dismissed it out of hand and President Trump promised to veto it. So where is the financial aid that the White House promised the oil and gas sector? Kevin Book, managing director of ClearView Energy Partners, tells us how Republicans and Democrats might find energy-sector tradeoffs to include in a future compromise stimulus package. We spoke about the fate of the administration's efforts to fill the Strategic Petroleum Reserve. We look at who came out ahead in the 2015 tradeoff that opened the door for US crude exports. And Kevin talks about how the November election is looming over these negotiations in Washington.

As US crude oil exports surge above 3 million b/d, is the US-China trade dispute inhibiting growth? Can US crude oil exporters survive without access to the world's biggest demand market? On today's Platts Capitol Crude, we talk to Jacques Rousseau, managing director with ClearView Energy Partners, about the impact of the trade dispute on exports and the state of US export infrastructure. Are tariffs impacting investment decisions on ports and pipelines?

As US crude oil exports surge above 3 million b/d, is the US-China trade dispute inhibiting growth? Can US crude oil exporters survive without access to the world's biggest demand market? On today's Platts Capitol Crude, we talk to Jacques Rousseau, managing director with ClearView Energy Partners,...

Energy and the environment may not have been leading national issues in the U.S. mid-terms elections, but the results will nevertheless influence public policy in Washington, D.C. and states across the nation.  On this edition of the Columbia Energy Exchange, host Bill Loveless sits down with Kevin Book, a managing director of the consulting firm ClearView Energy Partners, to talk about the election results, including what they mean for energy and environmental policies and regulations during the next two years of the Trump administration. As well as heading the research team at ClearView, Kevin is a member of the Council on Foreign Relations and the National Petroleum Council, as well as a non-resident senior associate at the Center for Strategic and International Studies. Prior to co-founding ClearView, Kevin worked as a senior energy analyst for a national investment bank. In addition to discussing the federal policy landscape looking out to 2020, when Bill and Kevin got together in Washington, D.C. they also looked at key referenda at the state level, including measures calling for a carbon fee in Washington state, higher renewable energy standards in Arizona and Nevada, and restrictions on oil and natural gas drilling in Colorado.

With control of Congress at stake in next month’s US midterm elections, we look at the three possible scenarios and oil policy consequences after all the votes have been counted. Kevin Book, managing director with ClearView Energy Partners, walks through what happens to everything from Russia...

Geopolitical risks are flaring up across the globe, raising the prospects of oil supply disruptions. Has the market priced in these risks adequately? And what role is US shale supply playing?Veteran analysts Joe McMonigle of Hedge Risk Management and Kevin Book of ClearView Energy Partners weigh in...

Ellen Zentner, Morgan Stanley's chief U.S. economist, tells Tom Keene and Francine Lacqua why Morgan Stanley is revising its GDP forecast and says the economy hasn't seen the worst yet for inflation this year. Jens Nordvig, Exante Data's CEO and founder, says there's too much concern about European political risk. Jacques Rousseau, an oil and gas analyst at Clearview Energy Partners, says things may get to the point where companies borrow oil. Finally, Daniel Alpert, Westwood Capital's managing partner, says the vicious cycle of borrowing to consume is re-emerging. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ellen Zentner, Morgan Stanley's chief U.S. economist, tells Tom Keene and Francine Lacqua why Morgan Stanley is revising its GDP forecast and says the economy hasn't seen the worst yet for inflation this year. Jens Nordvig, Exante Data's CEO and founder, says there's too much concern about European political risk. Jacques Rousseau, an oil and gas analyst at Clearview Energy Partners, says things may get to the point where companies borrow oil. Finally, Daniel Alpert, Westwood Capital's managing partner, says the vicious cycle of borrowing to consume is re-emerging.

Chuck Gabriel, president of Capital Alpha Partners, says Trump doesn't have to play a heroic role, just a less destructive one. Gary Shilling, president of A. Gary Shilling & Co., says massive tax reform is due in the U.S. Finally, Jacques Rousseau, the managing director of global oil and gas at Clearview Energy Partners, says there's a disconnect in gas consumption data. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Chuck Gabriel, president of Capital Alpha Partners, says Trump doesn't have to play a heroic role, just a less destructive one. Gary Shilling, president of A. Gary Shilling & Co., says massive tax reform is due in the U.S. Finally, Jacques Rousseau, the managing director of global oil and gas at Clearview Energy Partners, says there's a disconnect in gas consumption data.

This week on Capitol Crude, Platts senior editors Herman Wang and Brian Scheid compare the ongoing negotiations over Iran’s nuclear program with trashy reality television. With a little help from Kevin Book at ClearView Energy Partners, Herman and Brian explain what high stakes global...

June 16, 2010: In today’s episode, Jane Van Ryan interviews Kevin Book of ClearView Energy Partners LLC about the impact of the oil spill on energy policy and the effects of the six-month moratorium on domestic energy supplies and industry workers.

June 9, 2009: Jane Van Ryan speaks with Kevin Book of ClearView Energy Partners, LLC about the energy and climate change legislation being considered in Congress. Kevin discusses energy security issues and the recent rise in gas prices during the summer driving season.

June 9, 2009: Jane Van Ryan speaks with Kevin Book of ClearView Energy Partners, LLC about the energy and climate change legislation being considered in Congress. Kevin also discusses energy security issues and the recent rise in gas prices during the summer driving season.