Podcasts about global energy

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Best podcasts about global energy

Latest podcast episodes about global energy

SunCast
827: Can Microsoft Solve Solar's Hardest Problems with AI?

SunCast

Play Episode Listen Later Jun 21, 2025 24:23


Can one of the world's biggest tech companies actually go carbon-free, not just today, but retroactively, all the way back to 1975?In this powerhouse keynote from Intersolar 2025, Hanna Grene, leader of Microsoft's Global Energy and Resources team, lays out a bold vision for this tech giant's energy future. She makes one thing clear: Microsoft isn't here to play catch-up. They're partnering with the clean energy industry to lead. From ditching diesel in data centers to using AI to optimize dispatch and permitting, Microsoft's commitments are already reshaping how energy is created, distributed, and consumed.Whether you're building the grid or optimizing your solar bids, this episode will show you how this tech stalwart is helping turn clean energy headwinds into tailwinds.Expect to learn:

World vs Virus
Getting sustainable, secure and equitable power to the people - how is the global energy transition going?

World vs Virus

Play Episode Listen Later Jun 18, 2025 56:05


The Energy Transition Index is the World Economic Forum's annual report on global efforts to get sustainable, secure and equitable energy to all. We hear from the Forum's Espen Mehlum, head of energy transition intelligence, and speak to two experts on energy in Africa and Latin America. Guests: Clarissa Lins, Founding Partner at Catavento, Brazil  Andrew Herscowitz, CEO of the Mission 300 (M300) Accelerator Links: Energy Transition Index 2025: https://www.weforum.org/publications/fostering-effective-energy-transition-2025/ Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub

Open||Source||Data
Why AI Can't Scale Without Infrastructure Fixes | Darrick Horton

Open||Source||Data

Play Episode Listen Later Jun 17, 2025 50:55


From energy bottlenecks to proprietary GPU ecosystems, the CEO of TensorWave, Darrick Horton explains why today's AI scale is unsustainable—and how open-source hardware, smarter networking, and nuclear power could be the fix.QUOTESDarrick Horton“The energy crisis is getting worse every day. It's very hard to find data center capacity—especially capacity that can scale. Five years ago, 10 or 20 megawatts was considered state-of-the-art. Now, 20 is nothing. The real hyperscale AI players are looking at 100 megawatts minimum, going into the gigawatt territory. That's more than many cities combined just to power one cluster.”Charna Parkey“We're still training models in a very brute-force way—throwing the biggest datasets possible at the problem and hoping something useful emerges. That's not sustainable. At some point, we have to shift toward smarter, more intentional training methods. We can't afford to be wasteful at this scale.”TIMESTAMPS[00:00:00] Introduction[00:01:00] Founding TensorWave[00:04:00] AMD as a Viable Alternative[00:08:00] Open Source as a Startup Enabler[00:09:30] Launching ScalarLM[00:12:00] ScalarLM Impact and Reception[00:14:30] Roadmap for 2025[00:16:00] Technical Advantages of AMD[00:18:00] Emerging Open Source Infrastructure[00:20:00] Broader Societal Issues AI Must Address[00:22:00] AI's Impact on Global Energy[00:26:00] Fundamental Hardware vs. Human Efficiency[00:30:00] Data Center Density Evolution[00:34:00] Advice to Founders and Tech Trends[00:38:00] AI Energy Challenges[00:44:00] AI's Rapid Impact vs. Internet[00:46:00] Monopoly vs. Democratization in AI[00:50:00] Close to Season Wrap Discussion and Predictions

The Best of the Money Show
Green Economy: How SA can lead the global energy transition

The Best of the Money Show

Play Episode Listen Later Jun 17, 2025 7:29


Stephen Grootes speaks to Muzi Kubeka, Director in the Banking & Finance and Project Finance: Energy & Infrastructure team from CMS South Africa, about how the country can leverage its vast critical mineral reserves, including platinum group metals, manganese, copper and rare earths, to drive economic growth, create jobs and strengthen energy security by prioritising local industrialisation and beneficiation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

KeepTalking Podcast
GEOPOLITICS 9 - Can we avoid a global energy crisis?

KeepTalking Podcast

Play Episode Listen Later Jun 15, 2025 14:34


In this episode:Current energy consumption by energy sourceA history of energy sources used in the USRenewables and non-renewablesSpeculation on the future

Inner Beauty Healing
June 2025 Global Energy Forecast & Cosmic Commentary

Inner Beauty Healing

Play Episode Listen Later Jun 1, 2025 27:06


June's energy is about nurturing, healing, and mothering love, stillness, and restraint. This is the Guidance System that can bring expansion and abundance for 2025.

The Sustainable Finance Podcast
Boots on the Ground: The Key to Investing in the Global Energy Transition

The Sustainable Finance Podcast

Play Episode Listen Later May 27, 2025 29:53


Aniket Shah is Managing Director & Global Head of the Sustainability and Transition Strategy at Jefferies, a global financial services firm ranked #1 in the Institutional Investor Survey for Sustainability in the US, Europe, Japan and Australia in 2022-2024. Shah talks with us about using a face-to-face approach to advancing the energy transition: investors walking the streets, visiting the plants, talking to the people and learning the business culture. Shaw explains how in the current economic environment, climate adaptation and resilience-related investments are critical to continuing the global agenda on sustainability and human rights. Shah serves on the Board of Directors of the UN Sustainable Development Solutions Network and teaches as an Assistant Adjunct Professor at Columbia University's School of International and Public Affairs.

Collisions YYC
Nick Samain, Inside Calgary's Global Energy Show: Uniting Innovation, Policy, and World Markets

Collisions YYC

Play Episode Listen Later May 20, 2025 40:31


In this episode, host Tyler Chisholm sits down with Nick Samain to talk about the evolution of the Global Energy Show, Calgary's legacy in energy innovation, and the critical role events play in shaping industry narratives. Nick shares how DMG Events has expanded the show's focus beyond oil and gas to include nuclear, hydrogen, carbon capture, and other emerging sectors—all while fostering international collaboration and national pride.Tune in for a transparent look at how Canada can—and must—step more confidently onto the world stage when it comes to energy, infrastructure, and economic leadership.This episode is brought to you by clearmotive marketing. When it comes to marketing that truly matters to your business, clearmotive is your go-to partner. With a proven track record of more than 15 years, they understand what makes your business tick. Learn more at https://www.clearmotive.ca and discover how clearmotive can help your marketing thrive.We're on social media! Follow us for episodes you might have missed and key insights on Western Canada directly on your feeds.Instagram: https://www.instagram.com/collisionsyycLinkedIn: https://www.linkedin.com/company/collisions-yycYouTube: https://www.youtube.com/@collisionsyycWebsite: https://www.collisionsyyc.comThank you for tuning into Collisions YYC!Remember to subscribe and follow us on Spotify and Apple Podcasts so you never miss an episode.If you loved the episode, please leave us a 5-star review and share the show with your friends! These things really help us reach more potential fans and share everything that's amazing about Western Canada.We sincerely appreciate your support of our local podcast.Host links:Tyler's website: https://www.tylerchisholm.comTyler's LinkedIn: https://www.linkedin.com/in/tylerchisholmGuest links:Nick Samain's LinkedIn: https://www.linkedin.com/in/nicksamaindmg events' Website: https://www.calgarychamber.comdmg events' LinkedIn: https://www.linkedin.com/company/dmgeventsdmg events' Facebook: https://www.facebook.com/dmgeventsglobaldmg events' Twitter: https://www.twitter.com/dmgeventsglobalCollisions YYC is a Tyler Chisholm original production // Brought to you by clearmotive marketing

5 Year Frontier
#37: Global Energy Race, Creating With Carbon, CO2 As Fuel, Powering Mars, And The Future Of Clean Energy w/ AIRCO CEO Greg Constantine

5 Year Frontier

Play Episode Listen Later May 13, 2025 24:08


The future of carbon conversion. We cover the global energy race, turning CO2 into biofuels, propelling interplanetary travel, modular military refueling stations, and the future of clean energy. Guiding us will be Greg Constantine CEO of AIRCO, one of the most ambitious startups reimagining the role of carbon in our economy and climate future. Headquartered in New York, AIRCO has developed a proprietary technology that captures carbon dioxide and converts it into high-value products, including sustainable aviation fuel, rocket fuel, and even consumer-grade ethanol. Rather than burying carbon underground, AIRCO turns it into something useful—fueling commercial flights, defense operations, and potentially even Mars missions. To date, AIRCO has raised over $100 million from a roster of strategic investors including Carbon Direct Capital, Patriot Capital, Toyota, JetBlue, and has secured large contracts from the U.S. Department of Defense and NASA—including recent work on developing rocket fuel from the Martian atmosphere. Greg Constantine brings a rare blend of operating and investing experience—previously holding senior roles at Diageo and serving as a venture partner at LocalGlobe, where he backed early-stage deep tech and climate companies. Now, he’s at the helm of one of the most frontier-pushing climate startups in the world, blending advanced chemistry, automation, and strategic focus to rewire how we think about carbon. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

Talking Policy
Cleaning Up the Global Energy System

Talking Policy

Play Episode Listen Later May 12, 2025 31:55


The world needs energy—and lots of it—to raise living standards and unlock economic growth. Clean technologies, which can provide power with minimal contribution to climate change, are taking hold around the world, and the United States, China, and the European Union are vying for global leadership in deploying them at scale. But economic and political changes have introduced uncertainty about the future of clean energy. In the second episode of Talking Policy's Technology and Global Security in the 21st Century miniseries, guest host Nicolas Wittstock speaks with David Hart, a senior fellow in climate and energy at the Council of Foreign Relations, about why clean energy technologies are important not only to combat climate change, but to ensure future economic growth and energy security.This episode was recorded on March 24, 2025. The conversation was edited for length and clarity.

Q-90.1's The Environment Report
Recycling Rate Increase, Green Infrastructure Study, Global Energy Roundup

Q-90.1's The Environment Report

Play Episode Listen Later May 9, 2025 3:30


Michigan's recycling rate reached a new high for the fourth year in a row. Permeable pavement can reduce stormwater runoff by up to 19%, a recent study says. Low-carbon energy sources provided nearly 41% of the world's electricity in 2024. For more, visit https://mrgreatlakes.com/

Arctic Circle Podcast
Forging Joint Climate Action: Accelerating Global Energy Transition

Arctic Circle Podcast

Play Episode Listen Later May 6, 2025 42:03


In this episode, we assess the status of the global energy transition needed to address climate change and its impacts on ecosystems and societies.Joining the discussion are:H.E. Liu Zhenmin, Special Envoy for Climate Change of the People's Republic of ChinaOran Young, Distinguished Professor Emeritus at the University of California, Santa BarbaraSanna Kopra, Research Professor at the Arctic Centre, University of LaplandYang Jian, Vice President & Senior Research Fellow at the Shanghai Institutes for International Studies (SIIS)H.E. Adnan Amin, CEO of COP 28 and Director General Emeritus of IRENA (International Renewable Energy Agency)The conversation and Q&A with the audience are moderated by H.E. Ólafur Ragnar Grímsson, Chairman of Arctic Circle and former President of Iceland.This panel discussion originally took place at the 2024 Arctic Circle Assembly.Arctic Circle is the largest network of international dialogue and cooperation on the future of the Arctic. It is an open democratic platform with participation from governments, organizations, corporations, universities, think tanks, environmental associations, Indigenous communities, concerned citizens, and others interested in the development of the Arctic and its consequences for the future of the globe. It is a nonprofit and nonpartisan organization. Learn more about Arctic Circle at www.ArcticCircle.org or contact us at secretariat@arcticcircle.orgTWITTER:@_Arctic_CircleFACEBOOK:The Arctic CircleINSTAGRAM:arctic_circle_org

Energi Talks
Global energy system rapidly changing. Will Canada keep up?

Energi Talks

Play Episode Listen Later Apr 30, 2025 27:32 Transcription Available


Journalist Markham Hislop interviews Lucy Craig, Director of Growth, Innovation and Digitalization, Energy Systems at Norwegian firm DNV, which provides risk assessment services to energy companies around the world. They discussed DNV's new report, SHORT-TERM VOLATILITY, LONG-TERM OPTIMISM: Energy Industry Insights 2025.

Inner Beauty Healing
May 2025 May Global Energy Forecast & Cosmic Commentary

Inner Beauty Healing

Play Episode Listen Later Apr 30, 2025 30:59


May's energy is about transforming deep emotions. It is shifting the energy out of the constriction of the heart and asking it to move to love, to Universal Love. Growth is from transmuting the deafness, made by the mental mind, into yielding insights that are felt and given to the heart.

The HC Insider Podcast
The Trump Administration's Global Energy & Commodities Policy with Robert Johnston

The HC Insider Podcast

Play Episode Listen Later Apr 29, 2025 56:24


Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration's goals? And what does it mean for contracts? What does it mean for M&A? And what does it mean for markets? Our guest is Guy Winter, partner at Fasken, the global law firm, in their Global Mining Group. Guy is also on the advisory board of the Critical Minerals Association in the UK and on the UK's Department of Business and Trade Critical Minerals Expert Committee. He is also an author of fiction books - his latest two were The Billionaire Suicide Club and The Billionaire Suicide Club 2; Red queen Rising.to RSVP for our May 15 Live Event email antonposner@mercuryresources.com For more on Enco Insights Expert witness offering visit: www.encoinsights.com 

CAREhER - A modern social club for women leaders
EP. 139 [EN] From Power to Policy: Leading the Global Energy Shift with Sandra Helayel

CAREhER - A modern social club for women leaders

Play Episode Listen Later Apr 29, 2025 30:35


What does it mean to power a country — or a conversation? In this episode, Sandra Helayel, Director of International Affairs and Sustainability at GE Vernova, brings a deeply personal perspective to the global energy transition. Coming from Lebanon, where electricity still isn't available 24/7, she witnessed firsthand how energy access defines daily life. Today, she works on the world stage, shaping energy policy and building partnerships that push for sustainable, scalable solutions. Sandra explains why energy is the backbone of development — from hospitals and schools to the technology we use every day. While headlines often focus on climate or innovation, she reminds us that millions still live without stable electricity, and that true progress means meeting countries where they are — whether that's electrification or decarbonization. She also shares behind-the-scenes insights from COP28, where she championed stronger collaboration between governments and the private sector. And as one of the few women in leadership in a traditionally male-dominated industry (women still represent only about 20% of the energy workforce), Sandra speaks candidly about the gender gap in energy — and why she's pushing for more diverse voices to lead the sector forward. This is a conversation about energy, yes — and it's also about impact, equity, and powering a brighter future. 【Her Story】Career in Energy: her reflectionsHow policy and business must align for impactBehind the scenes at COP28Women in the energy sector Support this show: https://open.firstory.me/user/cky6u8bgpwpn00858w0xrike6 Leave a comment and share your thoughts: https://open.firstory.me/story/cm9jmhw3w0k0m01tlcuu2ff5k?m=comment Powered by Firstory Hosting

VoxDev Talks
S5 Ep5: Development Dialogues: Who will pay for the global energy transition?

VoxDev Talks

Play Episode Listen Later Apr 15, 2025 39:28


In the latest episode of the collaboration between Yale's Economic Growth Center and VoxDev, host Catherine Cheney is asking one of the most complex questions in global development: how can the clean energy transition move forward quickly and equitably, particularly for low- and middle-income countries still grappling with poverty? There is a balance between emissions reductions and economic growth. While wealthy nations historically contributed the most to climate change, LMICs are now under pressure to take costly action to avoid it. Catherine is joined by Max Bearak of the New York Times, Jessica Seddon of Yale Jackson School and the Dietz Family Initiative on Environment and Global Affairs, and Anant Sudarshan of the University of Warwick and the Energy Policy Institute at the University of Chicago. Read the full show notes here: https://voxdev.org/topic/energy-environment/climate-capital-and-conscience-who-will-pay-global-energy-transition

GZero World with Ian Bremmer
International markets and global energy transitions

GZero World with Ian Bremmer

Play Episode Listen Later Apr 10, 2025 37:50


What does global energy transition look like in a time of major geopolitical change, including rebalancing of trade? In this special episode of "Energized: The Future of Energy”, host JJ Ramberg and Enbridge CEO Greg Ebel talk to Arjun Murti, partner at Veriten and founder of the energy transition newsletter Super-Spiked. They discuss the impact of President Trump's new energy policies, the role of North America in the global energy transition, and the possible impact of tariffs and trade tension on the energy sector.Host: JJ Ramberg and Greg Ebel Guest: Arjun Murti Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Hardware to Save a Planet
Igniting the Future: Fusion Power and the Road to Clean Energy with Scott Mercer

Hardware to Save a Planet

Play Episode Listen Later Apr 10, 2025 51:07


In this episode of Hardware to Save a Planet, host Dylan Garrett talks with Scott Mercer, Founder and CEO of Focused Energy, about the future of nuclear fusion. They explore how laser-driven fusion, inspired by breakthroughs at Lawrence Livermore Labs, could offer limitless clean power by the 2030s. From physics to commercialization, Mercer shares how Focused Energy plans to bring fusion to the grid—and why this could be a game-changer for climate tech and global energy.

GZERO World with Ian Bremmer
International markets and global energy transitions

GZERO World with Ian Bremmer

Play Episode Listen Later Apr 10, 2025 37:50


What does global energy transition look like in a time of major geopolitical change, including rebalancing of trade? In this special episode of "Energized: The Future of Energy”, host JJ Ramberg and Enbridge CEO Greg Ebel talk to Arjun Murti, partner at Veriten and founder of the energy transition newsletter Super-Spiked. They discuss the impact of President Trump's new energy policies, the role of North America in the global energy transition, and the possible impact of tariffs and trade tension on the energy sector.Host: JJ Ramberg and Greg Ebel Guest: Arjun Murti Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

The Spiritual AF Life
Global Energy Update: Collective Shifts & Spiritual Messages Ep: 348

The Spiritual AF Life

Play Episode Listen Later Apr 7, 2025 23:30


Global Energy Update: Collective Shifts & Spiritual Messages In this episode, we're tapping into the collective energy and reading what's really going on beneath the surface of the world right now. From emotional waves to energetic upgrades, I'm tuning in psychically to bring you a grounded, intuitive download on the current state of the planet. We'll explore: What's shifting in the collective consciousness How global energy is affecting empaths, healers, and sensitives Spiritual messages coming through from Spirit and Source How to stay grounded, clear, and connected during energetic chaos The role of lightworkers during these powerful transitions Whether you've been feeling off, extra emotional, or spiritually activated—this episode offers insight into what's really happening energetically and how you can ride the wave, not get lost in it. Learn more about Spiritual Life University here: Spiritual Life University - therealheatherdanielle Grab the Communicating with Spirit Masterclass 55% off and join us for Spirit Guide Game Night: Episode Takeaways: The FREE Spiritual AF Library is here:The Spiritual AF Library (therealheatherdanielle.com) New link to my book, Anxiety to Angel here: https://amzn.to/4aNVL39 Be sure to SUBSCRIBE to this podcast so you don't miss out! Join us for Coffee & Cards for free mini readings every Sunday at 9AM EST. All readings and discussions presented in this podcast are for entertainment purposes only. The content shared does not serve as professional advice, and any predictions or insights provided should not be interpreted as factual, legal, or medical guidance. The opinions expressed are those of the host and guests and are not intended to diagnose, treat, or advise on any personal matters. By listening to this podcast, you agree to hold Heather Danielle and any associated parties harmless from any potential consequences related to the information shared. Please visit therealheatherdanielle.com for full disclaimers and further terms of use. Keep in touch! Connect With Heather Danielle Psychic Medium Website: https://therealheatherdanielle.com Facebook Page: https://www.facebook.com/riseintoyourpower Facebook Group: https://www.facebook.com/groups/riseintoyourpower Instagram: https://www.instagram.com/spiritual_af_heatherdanielle/ Email: info@therealheatherdanielle.com

The MUFG Global Markets Podcast
Navigating "secondary tariffs" in global energy markets

The MUFG Global Markets Podcast

Play Episode Listen Later Mar 28, 2025 5:34


US President Trump has threatened to impose “secondary tariffs” at a rate of 25% on countries that purchase crude oil from Venezuela, aiming to stymie its oil trade with other nations. The move is seen as a novel dimension in the new US administrations policy toolkit to use as leverage in achieving its foreign and domestic policy goals. Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), discusses the reverberations of these “secondary tariffs” and offers reasons to believe why the gravitational tilt for oil prices remains to the downside despite the risks of a removal of crude barrels from global oil markets.

RBN Energy Blogcast
Sail Away - Proposed U.S. Fee on Chinese Ships Would Drive Up Costs, Upend Global Energy Logistics

RBN Energy Blogcast

Play Episode Listen Later Mar 25, 2025 10:14


The Brand Called You
Accelerating Global Energy Transition | Tim Buckley, Director, Climate Energy Finance, Australia

The Brand Called You

Play Episode Listen Later Mar 15, 2025 32:14


Tim Buckley, Director of Climate Energy Finance, Australia, shares his journey from high finance to leading the charge in global energy transformation. He discusses Australia's role in renewable energy, the impact of China's leadership in decarbonization, and how industries must adapt—or be left behind.00:37- About Tim BuckleyTim Buckley is a director of Climate Energy Finance (CEF) and has 30 years of financial market experience covering the Australian, Asian, and global equity markets from both a buy and sell side perspective.

Commodity Culture
Global Energy - At a Hinge of History: Gianni Kovacevic

Commodity Culture

Play Episode Listen Later Mar 8, 2025 198:11


In this epic presentation on the past, present, and future of energy, Gianni Kovacevic details humanity's rise from using whale oil for illumination, to our modern world powered by hydrocarbons, nuclear, and renewable energy sources. Gianni draws on his decades of experience in energy to discuss the impact of newer energy technologies, along with providing his forecast for how oil, natural gas, copper, uranium, silver, and lithium will play a role in the future of energy production.Watch on Youtube: https://youtu.be/6-x_Kj6Hd6IGianni's Website: https://kovacevic.comFollow Gianni on X: https://x.com/GianniKovFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

The Heidrick & Struggles Leadership Podcast
Impactful and approachable leadership in a global energy business: A conversation with Emma Delaney, executive vice president at BP, about balancing growth and sustainability

The Heidrick & Struggles Leadership Podcast

Play Episode Listen Later Mar 3, 2025 16:52


For this interview, Heidrick & Struggles' Sherree Kendall sat down with Emma Delaney, executive vice president at BP, to discuss balancing growth and sustainability. Delaney, who has exposure and experience in both the upstream and the downstream verticals, shares how that has influenced her approach to leadership, emphasizing the importance of the strength and power of the team. She also talks about balancing being impactful as well as approachable and shares what skills and capabilities she believes business leaders will need to deploy in order to successfully lead an organization in the future. Hosted on Acast. See acast.com/privacy for more information.

Energy News Beat Podcast
Week Recap: US LNG Dominance, Critical Minerals, and Global Energy Challenges

Energy News Beat Podcast

Play Episode Listen Later Mar 1, 2025 15:43


In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discussed various energy topics, emphasizing Trump administration policies on natural resources and LNG exports. They highlighted the potential of critical minerals and the challenges in maintaining LNG export growth amid global competition. The conversation touched on rising natural gas prices, infrastructure needs for LNG, and the implications of energy policies in New York and Germany. Overall, they foresee significant geopolitical and economic impacts from these energy dynamics.Highlights of the Podcast00:00 - Intro01:12 - Trump's Energy Czar Has Plan to ‘Map, Baby, Map' US Oil Bounty03:49 - U.S. LNG Exports Surge But Long-Term Growth Uncertain06:22 - Natural Gas Prices Surged 160%—And They're Not Coming Down Soon08:04 - AGDC: market interest in Alaska LNG continues to rise10:08 - NY's Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit Woes12:04 - Civitas Resources, Inc. Reports Fourth Quarter and Full Year 2024 Results13:29 - Restarting Germany's Nuclear Reactors15:40 - OutroPlease see the links below or articles that we discuss in the podcast. Trump's Energy Czar Has Plan to ‘Map, Baby, Map' US Oil BountyU.S. LNG Exports Surge But Long-Term Growth UncertainNatural Gas Prices Surged 160%—And They're Not Coming Down SoonAGDC: market interest in Alaska LNG continues to riseNY's Net Zero Dream Unravels As Utopian Climate Plans Face Lawsuit WoesRestarting Germany's Nuclear ReactorsFollowStuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Eco Radio KC
INCREASED GLOBAL ENERGY IS A FACT, ONLY OUR GOVERNMENT HAS CHANGED AND HERE'S WHAT WE WILL DO ABOUT IT

Eco Radio KC

Play Episode Listen Later Feb 24, 2025 57:40


EcoRadio KC is glad to encourage awareness and protection of our world.  Our goal is to ensure our listeners are aware of how we can create a sustainable present for […] The post INCREASED GLOBAL ENERGY IS A FACT, ONLY OUR GOVERNMENT HAS CHANGED AND HERE'S WHAT WE WILL DO ABOUT IT appeared first on KKFI.

Strategic Alternatives
Global Energy Transition Outlook: AI, interest rates and policy reversals

Strategic Alternatives

Play Episode Listen Later Feb 21, 2025 18:30


The global energy transition may be buffeted by political winds, but its progress is unstoppable. With new data revealing investment soared past $2 trillion in 2024, how can innovative companies position themselves for a piece of the pie this year? Ralph Ibendahl, Global Head of Energy Transition Banking, offers his latest insights on the next stage of energy transition in conversation with Trevor Gardner, Head of Global Banking Coverage.

Arizona's Morning News
Tom Kloza, OPIS Head of Global Energy Analysis

Arizona's Morning News

Play Episode Listen Later Feb 21, 2025 6:22


Arizona gas prices are up and expected to keep rising as we head into the summer. OPIS Head of Global Energy Analysis Tom Kloza says this is thanks to 

Inside the Strategy Room
239. CEO perspectives: Jim Fitterling, Chair and CEO of Dow Inc.

Inside the Strategy Room

Play Episode Listen Later Feb 19, 2025 35:41


Innovation and transformation become critical imperatives for many organizations, especially as they grow larger and mature. The complex merger and series of spin-offs that Dow Inc. underwent with E. I. du Pont de Nemours and Company between 2017 and 2018 is among the more dramatic of such reinventions. The move to create a materials science company (Dow), an agricultural business (Corteva), and an industrial company (Dupont), remains a much-studied growth strategy case. In this episode, Dow Inc. Chair and CEO Jim Fitterling talks with McKinsey Senior Partner and Global Energy and Materials Practice leader John Warner about why the “merge-spin” made sense then and now, and about leading a global company with compassion in a rapidly changing world. Related insights How Dow reinvented itself Getting fit for growth: The leadership mindsets and behaviors that matter The Committed Innovator: A conversation with Neal Gutterson of Corteva The making of a megadeal: Howard Ungerleider on the merger of Dow and DuPont Top M&A trends in 2024: Blueprint for success in the next wave of deals How one approach to M&A is more likely to create value than all othersSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Building Better Worlds
King Coal Reigns On: Why Global Energy Demand Will Keep It Alive for Decades

Building Better Worlds

Play Episode Listen Later Feb 17, 2025 4:35


Read Op-ed here: https://www.betterworlds.com/king-coal-reigns-on-why-global-energy-demand-will-keep-it-alive-for-decades/

The KE Report
Matt Badiali - Global Energy Outlook: Did The DeepSeek News Just Put A Top In Energy?

The KE Report

Play Episode Listen Later Jan 28, 2025 15:31


Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss how the DeepSeek news impacts the energy outlook, including clean energy initiatives.    The conversation delves into the market's reaction to news from DeepSeek, a Chinese AI app, and assesses the implications for long-term energy demand despite short-term investor reactions. We explore the transition from coal to natural gas and renewable energy sources amidst policy shifts, emphasizing the critical role of nuclear power in meeting future energy needs.    The episode underscores the persistent global demand for electricity and evaluates how policy changes, such as those implemented by Trump's administration on wind and solar, might influence the energy landscape. Concluding with insights into the energy market's trajectory, the discussion also highlights the potential for natural gas and nuclear energy to address rising power demands.   Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

World Oil Deep Dive
Trump's impact on global energy markets

World Oil Deep Dive

Play Episode Listen Later Jan 21, 2025 70:32


In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

The Main Column
Trump's impact on global energy markets

The Main Column

Play Episode Listen Later Jan 21, 2025 70:32


In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

H2TechTalk
Trump's impact on global energy markets

H2TechTalk

Play Episode Listen Later Jan 21, 2025 70:32


In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

Energy News Beat Podcast
Week Recap: Trump's Military Reset, EU Nightmare, and Global Energy Shifts

Energy News Beat Podcast

Play Episode Listen Later Dec 21, 2024 19:20


In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss climate policies, Germany's economic struggles due to green energy, U.S. natural gas abundance, and global energy trends. They critique the U.S. Department of Defense's focus on climate change, Trump's energy stances, and California's ambitious green mandates. Additionally, they spotlight issues like Europe's dependence on Russian energy, Congo's lawsuit against Apple over unethical mineral sourcing, and the challenges of global supply chains. Their key takeaway emphasizes the need for responsible energy policies and sourcing, with a sharp critique of government inefficiencies and green energy overreach.Highlights of the Podcast00:00 - Intro01.50 - Biden's DoD Doubles Down On Climate Action As Trump Promises Military Reset04:18 - Trump is a nightmare for the EU in more ways than one07:17 - Germany Is An Economic Model For What Not To Do09:58 - Forget Short-Term Noise: Oil Prices Are All About the Long-Term Trend12:03 - Trump expected to annihilate California's ‘green mandates' – the most radical in the world.15:10 - DR Congo sues Apple over ‘blood minerals'19:14 - OutroPlease see the links below or articles that we discuss in the podcast.Biden's DoD Doubles Down On Climate Action As Trump Promises Military ResetTrump is a nightmare for the EU in more ways than oneGermany Is An Economic Model For What Not To DoForget Short-Term Noise: Oil Prices Are All About the Long-Term TrendTrump expected to annihilate California's ‘green mandates' – the most radical in the world.DR Congo sues Apple over ‘blood minerals'FollowStuartOn LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading Desk – Get in Contact With The Show –

London Futurists
The global energy transition: an optimistic assessment, with Amory Lovins

London Futurists

Play Episode Listen Later Dec 16, 2024 34:34


Our guest in this episode is Amory Lovins, a distinguished environmental scientist, and co-founder of RMI, which he co-founded in 1982 as Rocky Mountain Institute. It's what he calls a think do and scale tank, with 700 people in 62 countries, and a budget of well over $100m a year.For over five decades, Amory has championed innovative approaches to energy systems, advocating for a world where energy services are delivered with least cost and least impact. He has advised all manner of governments, companies, and NGOs, and published 31 books and over 900 papers. It's an over-used word, but in this case it is justified: Amory is a true thought leader in the global energy transition.Selected follow-ups:Inside Amory's Brain - RMIGet to know us - RMIBooks by Amory B. Lovins - GoodreadsReinventing Fire - RMIIntegrative Design: A Practice to Tackle Complex Challenges - Stanford d.schoolWhat is Integrative Design? - RMIMusic: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain Declaration

Rethinking EHS: Global Goals. Local Delivery.
Powering the Future: The Global Energy Transition

Rethinking EHS: Global Goals. Local Delivery.

Play Episode Listen Later Nov 26, 2024 56:28


In this episode, we discuss the complexities of the energy transition with experts from Azerbaijan, Germany, Singapore and New Zealand. We hear from Peter Struck, Senior Project Manager at HPC, Ilkin Haji, Founder & Executive Director, Sustainera Solutions, Andrew Young, Group CEO, Envirosolutions & Consulting (ESC)  and Scott Thomas, Solar Sector Lead and Geotechnical Consultant, Tonkin + Taylor. They discuss the unique aspects of their energy projects in their respective regions, helping to paint a picture of this nuanced topic across the globe. ---------Guest Quotes“I suppose Aotearoa and New Zealand is in a slightly different place to others in the world. We've got a reasonably high proportion of our energy currently classified as renewable. We're looking at 80 to 85 percent. So our energy transition isn't so much a transition to renewable energy, it's more of a continued growth in our renewable energy sector as we see a demand increase.” - Scott“There's a big project, for example, from Australia that will have the world's longest cable, about four and a half thousand kilometers, which will run from Australia all the way to Singapore. So you've got these sort of regional cooperation things beginning to happen, and that's all really being driven by this energy transition.” - Andrew“When we talk about the transportation, it is not a task of one country, right? In that sense, you need to work closely with your neighboring countries or the transit countries. One example, we are now planning to export green hydrogen and also gas to the EU. The route is that the pipe starts in Azerbaijan, it passes through Georgia and through Black Sea, it arrives in Romania, and through Romania it goes to the EU.” - Ilkin“In Europe, oil and gas companies, they are one of the main  investors in renewables.” - Peter---------Time Stamps(00:00) The current energy transition landscape (02:06) Panel with Ilkin and Peter(26:43) Panel with Andrew and Scott(54:37) Key takeaways ---------Sponsor copyRethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of environment, health, safety, sustainability and ESG consulting companies working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/ to learn more. ---------Links Follow Phil on LinkedInFollow Ilkin on LinkedInFollow Peter on LinkedinFollow Andrew on LinkedInFollow Scott on LinkedinHarnessing Renewable Energy Responsibly: The Role of Environmental Impact AssessmentsExplore Inogen Alliance's resources

The Energy Gang
Live from COP29 – One weird trick to solve our energy problem

The Energy Gang

Play Episode Listen Later Nov 21, 2024 54:54


As policy changes course in the US, is energy efficiency the key that can unlock a sustainable future?In our latest episode from the COP29 climate talks in Baku, Azerbaijan, host Ed Crooks talks to our guests about the challenges facing the energy transition, including the far-reaching implications of a second Trump administration, as asks whether getting smarter about the ways we use energy can be part of the solution.In the first part of the show, Ed welcomes back Vijay Vaitheeswaran, Global Energy and Climate Innovation Editor at The Economist. He and his team have a couple of big pieces in the latest edition, giving their views on the outlook for the transition in the US and around the world. They are joined by Zach Friedman, Senior Director of Federal Policy at Ceres, which is a US-based group that works with investors and businesses in sustainability issues.The trio discuss how US energy policy is likely to change under the Trump administration and a Republican-controlled Congress. They debate whether innovative mechanisms such carbon tariff for the US that is like the European carbon border adjustment mechanism could help align the administration's economic objectives with climate goals. They highlight some hopeful signs for clean energy development, including the prospect of permitting reform that could expedite infrastructure projects. And they also explore why energy efficiency—a critical yet often overlooked component of the energy transition—could unlock massive cost and emissions savings while paving the way for renewable energy growth. Later in the episode, Ed speaks with Jon Creyts, CEO of RMI, which describes itself as a “think-tank, a do-tank and a scale-tank”. He makes a compelling case for why energy efficiency is the "first fuel" of the transition: the best fuel of all is the fuel you don't need. He argues for the central role of efficiency in reducing emissions, lowering costs, and supporting renewable energy targets. At COP28 in Dubai a year ago, the world agreed a goal of doubling of global energy efficiency improvement rates by 2030. So far it has not made any progress towards that goal. But with innovative approaches such as modular retrofits for housing, Jon illustrates how leadership and vision can dismantle structural barriers, making energy efficiency a linchpin of the low-carbon transition.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chuck Yates Needs A Job
Navigating the Global Energy Shift with Dr. Scott Tinker

Chuck Yates Needs A Job

Play Episode Listen Later Nov 20, 2024 83:20


The energy world is a tangled web of challenges—finding the sweet spot between economic growth, environmental goals, and keeping the lights on for everyone. It's not just about saving the planet; it's about making sure families in developing regions can cook dinner and keeping global tensions from boiling over. From the hidden costs of energy transitions to the role of reliable power in lifting people out of poverty, we're peeling back the layers to see why a balanced, thoughtful approach to energy policy matters more than ever, catch the full video exclusively on collide.ioDigital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.

Tangent - Proptech & The Future of Cities
Climate Tech | Building Picks-and-shovels & AI Startups for Real Estate & Construction's Global Energy Transition, with One Dream Ventures Co-Founder Eli Harris

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Nov 12, 2024 16:36


A Forbes 30 Under 30 entrepreneur, Eli Harris is the Co-Founder and Partner at One Dream Ventures, a venture studio developing cutting-edge enterprise SaaS and AI startups for the global energy transition in real estate and construction sectors. Previously, he co-founded R-Zero, backed by investors like Mayo Clinic and John Doerr, to revolutionize disinfection with hospital-grade, UV-C technology, and served as CEO of EcoFlow, a portable power leader supported by Sequoia China and Hillhouse Capital. With a background in tech roles at DJI and FLIR Systems and fluency in Mandarin, Eli brings a global, innovative approach to real estate, energy, and technology solutions.(01:38) -  Eli's Journey: From Foreign Service to DJI(03:10) - Founding EcoFlow: A Battery Innovation(05:12) - Launching R0: Healthy Buildings Infrastructure(06:29) - NewCo: AI for Construction Projects(9:10) - Feature - Blueprint: The Future of Real Estate 2025(09:59) - Pre-seed Strategy & Validation(12:07) - Advice for Founders & Investors in the energy transition(14:31) - Collaboration Superpower: Rick Rubin (Wiki - co-founder of Def Jam).

Energy Evolution
China's critical minerals dominance and the implications for the global energy transition

Energy Evolution

Play Episode Listen Later Oct 23, 2024 20:08


With the world's renewable energy capacity reaching record levels, attention has shifted to the risks involved in sourcing critical minerals such as lithium, cobalt, nickel, and graphite, essential for sustaining these industries. China's dominance over global critical minerals supply chains has led the US, EU, and other major consumers to diversify their foreign sources while also developing domestic resources and strengthening recycling capacity. In this podcast, S&P Global Commodity Insights' Euan Sadden, senior editor for EMEA, is joined by Leah Chen, team lead for battery metals, and Nick Trickett, senior analyst for metals and mining. They examine this dynamic and consider whether China should be recognized as a partner or a competitor by Western economies in the realm of critical minerals and the renewable energy transition. Price assessments (subscriber content): BATCA04 Lithium Carbonate DDP China BATCN00 Recycled Lithium Carbonate DDP China  BATLS00 Lithium Spodumene 5.5% Li2O CIF China  BATSP03 Lithium Spodumene 6% FOB Australia  BATSS00 Lithium Spodumene 0.1% differential    LCCIF00 Lithium Carbonate CIF Europe  BATLA00 Lithium Triangle (LiT) FOB   ANINO00 Low-Grade Nickel Ore  ANIOC00 High-grade Nickel Ore

POLITICO Energy
What is the global energy cost to the Iran-Israel conflict?

POLITICO Energy

Play Episode Listen Later Oct 7, 2024 6:09


For decades, conflicts in the Middle East have frequently spooked energy markets and disrupted the global economy. So far though, Iran's latest clash with Israel is causing more shrugs than drastic price spikes. POLITICO's Ben Lefebvre breaks down why the energy markets aren't panicking but how they could be tested if the conflict escalates. Plus, the Nuclear Regulatory Commission's power to authorize temporary nuclear waste storage facilities will soon face Supreme Court scrutiny. Ben Lefebvre is an energy reporter for POLITICO.  Catherine Morehouse is an energy reporter for POLITICO.  Nirmal Mulaikal is a POLITICO audio host-producer.  Annie Rees is the managing producer for audio at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Sense(R) Newshour
Raw Realities: AI, Data Centers, and the Global Energy Transition

Financial Sense(R) Newshour

Play Episode Listen Later Oct 5, 2024 44:07


Oct 4, 2024 – The accelerating growth of AI, build out of hyperscale data centers, and the ongoing global energy transition are creating a large demand for various commodities: copper, silver, lithium, cobalt, rare earths, and others. Today on Financial Sense...

Mo News - The Interview
EP 108: Electric Vehicle Future: A Deep-Dive Into The Future of Lithium & Global Energy

Mo News - The Interview

Play Episode Listen Later Sep 21, 2024 45:55


This episode is all about answering your questions about Electric Vehicles, lithium and clean energy. Mosheh sits down with EnergyX Founder and CEO Teague Egan to discuss the future of energy and the groundbreaking innovations in the lithium marketplace.  As the global demand for EVs skyrockets, EnergyX has developed cutting-edge technology to refine lithium much faster and more efficiently—critical for powering the next generation of cars. Teague shares his insights on the challenges and opportunities in the sector, the impact of their new advancements, how Donald Trump and Kamala Harris will differ on energy policy, and what the future holds for clean energy.  EnergyX, is a sponsor of this episode, is offering a limited-time investment opportunity to get involved in their mission for a sustainable future. MORE INFO HERE EnergyX is offering securities through the use of an Offering Statement that has been qualified by the Securities and Exchange Commission under Tier II of Regulation A. A copy of the Final Offering Circular that forms a part of the Offering Statement may be obtained from: invest.energyx.com — Mosheh Oinounou (@mosheh) is an Emmy and Murrow award-winning journalist. He has 20 years of experience at networks including Fox News, Bloomberg Television and CBS News, where he was the executive producer of the CBS Evening News and launched the network's 24 hour news channel. He founded the @mosheh Instagram news account in 2020 and the Mo News podcast and newsletter in 2022. Follow Mo News on all platforms: Website: www.mo.news Instagram: https://www.instagram.com/mosheh/ Daily Newsletter: https://www.mo.news/newsletter Youtube: https://www.youtube.com/@monews Twitter: https://twitter.com/mosheh TikTok: https://www.tiktok.com/@mosheh Facebook: https://www.facebook.com/MoshehNews Snapchat: https://t.snapchat.com/pO9xpLY9 Learn more about your ad choices. Visit megaphone.fm/adchoices

The Foreign Affairs Interview
Can America Still Lead the Global Energy Transition?

The Foreign Affairs Interview

Play Episode Listen Later Sep 19, 2024 34:00


The United States is grappling with two of the biggest challenges it has ever faced: the rise of China and the threat of catastrophic climate change. At home, the Biden administration has forged a green industrial policy that could transform the U.S. economy. But as China threatens to dominate the global market for clean energy, it is not enough to invest domestically, Brian Deese argues in a new Foreign Affairs essay. Deese has been at the center of climate and economic policymaking for over a decade. He served as the director of the National Economic Council in the Biden administration, where he was one of the key architects behind the Inflation Reduction Act. During the Obama years, he helped lead the auto bailout and negotiate the Paris agreement on climate change. Now, he has a plan for the United States to lead the global energy transition on its own terms.

Thoughts on the Market
Global Energy Markets and the US Election

Thoughts on the Market

Play Episode Listen Later Sep 5, 2024 9:33


Our US Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the US and around the world.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's US public policy strategist.Martijn Rats: And I'm Martijn Rats, Global Commodity Strategist.Ariana Salvatore: Today we'll be talking about a topic that's coming into sharper focus this fall. How will the US presidential election shape energy policy and global energy markets?It's Thursday, September 5th at 10am in New York.Martijn Rats: And 3pm in London.Ariana Salvatore: As we enter the final leg of the US presidential campaign, Harris and Trump are getting ready to go head-to-head on a number of key topics. Healthcare, housing, the state of the economy, foreign policy; and also high on the agenda -- energy policy.So, Martijn, let's set the stage here. Prices at the gas pump in the US have been falling over recent weeks, which is atypical in the summer. What's happening in energy markets right now? And what's your expectation for the rest of the year?Martijn Rats: Yeah, it's a relevant question. Oil prices have been quite volatile recently. I would say that objectively, if you look at the market for crude oil, the crude oil market is tight right now. We can see that in inventories, for example, they are buying large drawing, which tell[s] you, the demand is outstripping supply.But there are two things to say about the tightness in the crude oil market. First of all, we're not quite seeing that tightness merit in the markets for refined products. So, get the market for gasoline, the market for diesel, et cetera. At the moment, the global refining system is running quite hard.But they're also producing a lot of refined product. A lot of gasoline, a lot of diesel. They're pushing that to their customers. Demand is absorbing that, but not quite in a convincing manner. And you can see that in refining margins. They have been steadily trending down all summer.The second thing to say about the tightness and crude is that it's largely driven by a set of factors that will likely to be somewhat temporary. Seasonally demand is at its strongest -- that helps. The OPEC deal is still in place. And as far as we can see in high frequency data, OPEC is still constraining production.And then thirdly, production has been growing in a number of non-OPEC countries. But that absent flows and the last couple of months have seen somewhat of a flat spot in non-OPEC supply growth.Now, those factors have created the tightness that we're seeing currently in the third quarter. But if you start to think about the oil market rolling into the fourth quarter and eventually 2025, a lot of these things going to reverse. The seasonal demand tailwinds that we are currently enjoying; they turn into seasonal demand headwinds in four q[uarter]and one q[uarter] -- seasonally weaker quarters of the year. Non-OPEC production will likely resume its upward trajectory based on the modeling of projects that we've done. That seems likely. And then OPEC has also said that they will start growing production again with the start of the fourth quarter.Now, when you put that all together, the market is in deficit now. It will return to a broadly balanced state in the fourth quarter, but then into a surplus in 2025. Prices look a little into the future. They discount the future a little bitNow, as the US election approaches, investors are increasingly concerned how a Trump versus Harris win would affect energy policy and markets going forward. Ariana, how much and what kind of authority does the US president actually have in terms of energy policy? Can you run us through that?Ariana Salvatore: Presidential authorities with respect to energy policy are actually relatively limited. But they can be impactful at the margin over time. What we tend to see actually is that production and investment levels are reasonably insulated from federal politics.Only about 25 per cent of oil and 10 per cent of natural gas is produced on federal land and waters in the US. You also have this timing factor. So, a lot of these changes are really only incremental; and while they can affect levels at the margin, there's a lag between when that policy is announced and when it could actually flow through in terms of actual changes to supply levels. For example, when we think of things like permitting reform, deregulation and environmental review periods and leasing of federal lands, these are all policy options that do not have immediate impacts; and many times will span across different presidential administrations.So, you might expect that if a new president comes into office, he or she could reverse many of the executive actions taken by his or her predecessor with respect to this policy area.Martijn Rats: And what have Trump and Harris each said so far about energy policy?Ariana Salvatore: So, I would say this topic has been less prevalent in Harris's campaign, unless we're talking about it in the context of the energy transition overall. She hasn't laid out yet specific policy plans when it comes to energy; but we think it's safe to assume that you could see her maintain a lot of the Biden administration's clean energy goals and the continued rollout of bills like the Inflation Reduction Act, which contained a whole host of energy tax credits toward those ends.Now, conversely, Trump has focused on this a lot because he's been tying energy supply to inflation, making the case that we can lower inflation and everyday costs by drilling more. His policy platform, and that of the GOP has been to increase energy production across the board. Mainly done by streamlining, permitting and loosening restrictions on oil, natural gas, and coal.Now, to what I said before, some of that can be accomplished unilaterally through the executive branch. But other times it might require the consent of Congress, and consent from states -- because sometimes these permitting lines cross state borders.So, Martijn, from your side, how quickly can US policy, whether it's driven by Trump or Harris, affect energy markets and change production levels and therefore supply?Martijn Rats: Yeah, like you just outlined, the answer to that question is only gradually. Regulation is important, but economics are more important. If you roll the clock back to, say, early 2021, when President Biden has just took office; on day one, he famously canceled the permit for the Keystone XL pipeline.But if you now look back, at the last four years, start to finish; American oil production, grew more under Biden, than any other president in the history of the United States. With the exception of Obama, who, of course, enjoyed the start of the shale revolution.Production is close, to record levels, which were set just before COVID, of course. So, in the end, the measures that President Biden put in place, have had only a very limited impact on oil production. The impact that the American president can have is only -- it's only gradual.Ariana Salvatore: So, as we've mentioned, expanding energy development has been a massive plank of Trump's campaign platform. And listeners will also remember that during his term in office, he supported energy development on federal land. If Trump wins in November, what would it mean for oil supply and demand both in the US and globally?Martijn Rats: Admittedly, it's somewhat of a confusing picture. So, if you look at oil supply, you have to split it in perhaps a domestic impact and an international impact. Domestically, Donald Trump has famously said recently that he would return the oil industry to “Drill baby drill,” which is this, this shorthand metaphor for, abundant drilling in an effort to significantly accelerate oil production.But as just mentioned, there is little to be unleashed because during President Biden, the American oil industry hasn't really been constrained in the first place.A lot of American EMP companies are focused on capital discipline. They're focused on returns on free cashflow on shareholder distributions. With that come constraints to capital expenditure budgets that probably were not in place several years ago with those CapEx constraints, production can only grow so fast.That is a matter of shareholder preference. That is a matter of returns. And regulation can change that a little bit, but not so much.If you look at the perspective outside the United States, it is also worth mentioning that in the first Trump presidency, President Trump famously put secondary sanctions on the export of crude oil from Iran. At the time that significantly constrained crude oil supply from Iran, which in 2018 played a key role in driving oil prices higher.Now, it's an open question, whether that policy can be repeated. The flow of oil around the world has changed since then. Iranian oil isn't quite going to the same customers as it did back then. So, whether that policy can be replicated, remains to be seen. But whilst the domestic perspective -- i.e. an attempt to grow production -- could be interpreted as a potential bearish factor for the price of oil, the risk of sanctions outside the United States could be interpreted as a potential bullish risk for oil.And this is, I think, also why the oil market struggles to incorporate the risks around the presidential election so much. At the moment, we're simply confronted with a set of factors. Some of them bearish, some of them bullish, but it remains hard to see exactly which one of them played out. And, at the moment they don't have a particular skew in one direction.So, we're just confronted with options, but little direction.Ariana Salvatore: Makes sense. So, I think that makes this definitely a policy area that we'll be paying very close attention to this fall. I suppose we'll also both be tuning into the upcoming debate, where we might get a better sense of both sides policy plans. If we do learn anything that changes our views, we'll be sure to let you know.Martijn, thanks for taking the time to talkMartijn Rats: Great speaking with you, Ariana.Ariana Salvatore: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Columbia Energy Exchange
Mexico's New Climate-Conscious Leader Faces Deep Energy Challenges

Columbia Energy Exchange

Play Episode Listen Later Aug 20, 2024 35:37


With her historic victory in Mexico's presidential election in June, Claudia Sheinbaum will be the country's first-ever female leader. And because of her background as a climate scientist who contributed to influential UN climate reports, many hope she will reverse Mexico's drift away from climate leadership. But it's not simple. Sheinbaum is a political protégé of outgoing president Andrés Manuel López Obrador. In his six years as president, López Obrador was a popular leader, but failed to advance climate policy. In fact, Mexico is one of just two countries out of the G20 without a net-zero target for carbon emissions. Even as López Obrador propped up the oil sector, the primary state-owned petroleum company Pemex is deep in debt and seeing four-decade lows in production. And Mexico's heavy dependence on the U.S. for natural gas is a growing energy security issue for the country. Sheinbaum has promised to boost clean energy – how effective will she be? Will she be able to address the country's growing power demands and energy infrastructure challenges? And will she break from her predecessor's lagging record on climate change? This week, host Bill Loveless talks with Carlos Pascual about what a Sheinbaum presidency could mean for Mexico's addressing the country's energy issues, and encouraging more investment in clean energy in Mexico. Carlos is senior vice president for Global Energy and International Affairs at S&P Global Commodity Insights, where he leads all business lines in Latin America. He was previously at IHS Markit, where he concentrated on worldwide energy issues and international affairs.  Carlos served as U.S. ambassador to Mexico from 2009 to 2011 and to Ukraine from 2000 to 2003. From 2011 to 2014 he was a special envoy and coordinator for international affairs at the U.S. Department of State, where he established and directed the agency's Energy Resources Bureau. He was also a former resident fellow at the Center on Global Energy Policy, Columbia SIPA.

The Energy Gang
How can we finance the energy transition? Discussions from the final day of the Reuters Global Energy Transition Conference 2024

The Energy Gang

Play Episode Listen Later Jun 28, 2024 68:25


In this third special episode of the Energy Gang from the Reuters Global Energy Transition 2024 conference in New York, we focus on the crucial theme of financing the energy transition. We discuss how various stakeholders are addressing the financial challenges and opportunities presented by the shift to renewable energy. Our first guest is Utopia Hill, the Chief Executive of Reactivate, a Chicago-based company developing renewable energy projects for low to moderate-income communities in the US. Utopia shares insights into how Reactivate is creating inclusive solutions that ensure the benefits of the energy transition reach underserved populations. Next, we speak with Nia Jones, the Environment and Climate Director of the African-American Alliance of CDFI CEOs. Nia emphasizes the importance of partnerships and cooperation among businesses, governments, and non-governmental organizations in advancing the energy transition. She discusses how her organization is working to deliver renewable energy to people who might not otherwise have access to it. The scale of the financing required for the energy transition means that the private sector will have to play a key role. Valerie Smith, Chief Sustainability Officer at Citi, joins us to explore what this means for a major international bank. She tells us how Citi is contributing to sustainable finance initiatives around the world. For additional perspectives on the role of finance, we hear from Eric Cohen, Head of Green Economy Banking at JP Morgan Chase, and Greg Randolph, Managing Director of New York State's NY Green Bank. They share their views on how financial institutions to supporting the transition to a low-carbon economy, and what more could be done to accelerate that progress. Many thanks to Utopia Hill, Nia Jones, Valerie Smith, Eric Cohen, and Greg Randolph for their invaluable contributions to this discussion. You can find Ed and the show on most social media platforms: we're @theenergygang on X. Subscribe to the Energy Gang on Apple Podcasts or Spotify so you don't miss the next show.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.