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The U.S. Commerce Department released the May Retail Sales Report; Kevin discusses the details and offers his insights. President Trump accomplished something no other President has ever done and he just did it again; Kevin reveals the details. GM's quickest sports car ever built; Kevin discusses this. President Trump and U.K. Prime Minster Starmer reached a trade agreement; Kevin explains, reviews the details and offers his insights. Estes Express Lines announced that they are increasing its terminal capacity; Kevin has the details and the cities involved. Oil and gas prices react to the International Energy Agency's global oil supply forecast, geopolitical events, potential production and supply route disruptions.
oday, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our daily lives? Could AI even accelerating the energy transition? To do that, we are discussing International Energy Agency's latest paper - Energy and AI (https://www.iea.org/reports/energy-and-ai). A comprehensive review and deep dive in AI's impacts on our world energy map. Our guests are the lead authors, Siddharth Singh and Thomas Spencer. Both are also part of the team that produce the World Energy Outlook annually.For more on our senior advisory network, Enco Insights visit - www.encoinsights.com For more on www.Hyperionsearch.com - our clean energy search firmFor commodities search visit www.hcgroup.global
The emergence of AI is generating an unprecedented hunger for electricity, fundamentally reshaping global energy consumption. The International Energy Agency projects that data center electricity consumption will double to 945 terawatt hours by 2030, growing at 15% annually, four times
The International Energy Agency projects the global market value of critical minerals could reach almost $800 billion by 2040. That's because we must have them for the electrified future. And right now, China is a dominant supplier.The Trump administration wants to find other sources, and it's looking to U.S. and international waters to mine minerals on the ocean floor. Marketplace contributor Daniel Ackerman has been reporting on the deep-sea mining companies that are working to figure out how to harvest in unforgiving terrain.
The International Energy Agency projects the global market value of critical minerals could reach almost $800 billion by 2040. That's because we must have them for the electrified future. And right now, China is a dominant supplier.The Trump administration wants to find other sources, and it's looking to U.S. and international waters to mine minerals on the ocean floor. Marketplace contributor Daniel Ackerman has been reporting on the deep-sea mining companies that are working to figure out how to harvest in unforgiving terrain.
In this episode of the All Things Sustainable podcast, we continue our deep dive into methane emissions. Today we're exploring the role that private equity can play in eliminating methane emissions, including at abandoned oil and gas wells. Methane is the second largest contributor to global warming behind carbon dioxide. And the fossil fuel sector is responsible for nearly one-third of methane emissions from human activity today. Record production of oil, gas and coal, combined with limited mitigation efforts, has kept emissions above 120 million metric tons annually, according to the International Energy Agency's 2025 Global Methane Tracker published in May. The IEA calls methane abatement a “crucial opportunity” to reduce near-term global warming. To understand how some companies are tackling methane emissions at abandoned facilities, in the episode we talk with Zefiro Methane Corp., an environmental services company that specializes in methane abatement at abandoned oil and gas wells in the US. Zefiro is a portfolio company of private equity firm X Machina Capital Strategies, or XMC, which works to transform oil and gas assets into long-term, sustainable solutions. We speak with Catherine Flax, Founding Member and President of Private Markets at XMC. On June 5, Catherine was appointed interim CEO of Zefiro Methane Corp., where she also serves on the board. We also talk with Talal Debs, Founder and Managing Partner of XMC. Talal was CEO of Zefiro Methane Corp. from November 2023 until June 2025. In the episode, Talal outlines how XMC takes a "full-spectrum energy investment" approach. "Let's take all the energy that we can get economically, but make it as clean as possible with a mind towards: what are we going to do with the mess afterwards?" he says. "If we can do that ... we're capturing the full spectrum of opportunity without ignoring the full spectrum of risks." Listen to our previous episode on methane emissions here. Learn about energy transition data and services from S&P Global Commodity Insights. This piece was published by S&P Global Sustainable1, a part of S&P Global. Copyright ©2025 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
What happens when a company we trust with our most personal data gets into financial trouble ? We hear from a woman who trusted a US company with her genetic information.Also on Tech Life this week, will there be enough electricity for the demands of artificial intelligence ? The International Energy Agency tells us about the challenges of powering the AI boom. And we find out how to grow an island in The Maldives. The tech involved could protect low-lying territories from erosion and rising sea levels.We enjoy reading your messages about the one item of tech you simply can't do without. If you want to tell us about your must-have piece of tech, please get in touch by emailing techlife@bbc.co.uk or send us a Whatsapp message or voice memo on +44 330 1230 320.Presenter: Chris Vallance Producer: Tom Quinn Editor: Monica SorianoImage: A scientist holds a DNA sample with the results on a computer screen in a laboratory. Credit: Westend61/Getty Images
In this episode of the All Things Sustainable podcast, we take a deep dive into methane. After carbon dioxide, methane is the greenhouse gas that contributes most to global warming. It is also far more potent than carbon dioxide. The fossil fuel sector is responsible for nearly one-third of global methane emissions from human activity, according to the International Energy Agency. In the episode, we explore how recent advancements in monitoring and measuring have unlocked energy companies' ability to understand and address methane emissions. We look at why these emissions matter, and how curbing methane leaks in oil and gas operations is both economically and technically feasible, providing an opportunity for companies to make progress on climate goals in the near term. We talk with Steven Hamburg, Senior Vice President and Chief Scientist at the Environmental Defense Fund (EDF), a global nonprofit tackling climate change. Steven is also the project lead of MethaneSAT, a satellite that finds and measures global methane emissions. He says he wants to create "radical transparency" by making this data widely available. He points to a "sea change" in the way the energy industry thinks about methane emissions. "There's a realization in the industry that good practice shouldn't include these emissions," Steven says. We also sit down with Dominic Watson, Senior Manager on the Energy Transition team at EDF+Business, a division of EDF that works with a variety of stakeholders on methane management and disclosures, including oil and gas companies. Dominic says that cutting methane emissions from oil and gas operations is largely cost effective and can be achieved over the next few years. He notes that companies are under pressure to curb emissions and have started to view addressing methane as "core to their long-term competitiveness in the energy transition." And we speak to Georges Tijbosch, CEO of MiQ, an independent nonprofit that aims to facilitate a rapid reduction in methane emissions from the oil and gas sector. Georges says many of the technologies needed to address methane emissions already exist. "Yes, they need to grow. Yes, they need to scale. Yes, they need to get better — but it's all there," he tells us. "That's why I found methane so exciting. This is a problem ... we can solve this decade." Listen to our podcast interview with oil major ExxonMobil about its approach to methane emissions and the energy transition here. Listen to our podcast interview with natural gas company EQT about how it is tackling methane emissions here. Learn about the S&P Global Sustianable1's Energy Transition data. This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global. Copyright ©2025 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
Two of the world's biggest energy firms are in court fighting over a new oil project that could be worth a trillion dollars.We hear why the International Energy Agency says the worlds is becoming too dependent on just a few countries for critical minerals that power clean energy technologies.Plus, Will Bain finds out why there's been a five-fold increase in streaming subscriptions in India.
Plus: Ford is to let rival Nissan use part of its flagship U.S. battery plant, as electric vehicle demand slows. And a new report by the International Energy Agency finds China continues to dominate the global supply of critical minerals. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the Energy Security Cubed Podcast, Kelly and Joe discuss the role of the International Energy Agency, the Energy Information Administration, and the Organization of Petroleum Exporting Countries, and the energy security concerns following a loss of trust in the independence of global energy analysis as political concerns seep in. Find Bob McNally's op-ed for the Wall Street Journal here: https://www.wsj.com/opinion/activists-neuter-a-global-watchdog-energy-policy-international-energy-agency-1ac4f81b Find Mark Mills and Neil Atkinson's report for the National Center for Energy Analytics here: https://energyanalytics.org/energy-delusions-peak-oil-forecasts/ // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Interview recording Date: May 21, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.
One out of every four cars sold this year worldwide will be electric according to the International Energy Agency. But here in Canada it's hard to remember the last time the EV industry felt like it was on such shaky ground. Honda announced this week it's postponing its plans for a big electric vehicle manufacturing project. And StatsCanada tells us that sales for EVs fell by 44 percent in March from the previous year. This is after the federal government ended its zero emission vehicle rebate in January.Our question: What questions do you have about the future of EVs?
The Labor Department reported U. S. weekly Jobless Claims; Kevin has the details and offers his insights. The Bureau of Labor Statistics reported the U.S. Producer Price Index (PPI) for April; Kevin discusses the data and the. implications going forward on Interest rates. The U.S. Retail Sales report was released; Kevin has the details. JPMorgan offers their latest predictions as to the possibility a recession this year; Kevin digs in to the report and offers his insights. US House Energy and Commerce Committee proposed replenishing the Strategic Petroleum Reserves. Oil reacts to a possible Iran nuclear deal, Russian President Putin's refusal to meet with Ukraine's Zelinsky, U.S. Crude inventory increases and the International Energy Agency upgrade of 2025 oil demand growth forecast.
The Labor Department reported U. S. weekly Jobless Claims; Kevin has the details and offers his insights. The Bureau of Labor Statistics reported the U.S. Producer Price Index (PPI) for April; Kevin discusses the data and the. implications going forward on Interest rates. The U.S. Retail Sales report was released; Kevin has the details. JPMorgan offers their latest predictions as to the possibility a recession this year; Kevin digs in to the report and offers his insights. US House Energy and Commerce Committee proposed replenishing the Strategic Petroleum Reserves. Oil reacts to a possible Iran nuclear deal, Russian President Putin's refusal to meet with Ukraine's Zelinsky, U.S. Crude inventory increases and the International Energy Agency upgrade of 2025 oil demand growth forecast.
Prime Minister Mark Carney holds his first cabinet meeting since the federal election. Industry Minister Melanie Joly says she plans to speak of the head of Honda by the end of day. US President Donald Trump meets Syria's transformational president Ahmed al-Sharaa in Saudi Arabia. Wisconsin judge Hannah Dugan indicted in federal court for allegedly helping an undocumented person evade immigration officials. Vancouver-based immigration consulting company investigated by Canada Border Services Agency for duping Filipinos out of tens of thousands of dollars. The International Energy Agency says electric vehicles are becoming cheaper and easier to charge, despite threats of tariffs. French study finds men produce more climate-changing emissions than women.
9:05 – 9:22 (15mins) Gregory Wrightstone - @GWrightstone @CO2CoalitionUS Commerce Department will be imposing tariffs on solar panels at a rate of 3,521% due to concerns about their cheap quality US to impose tariffs of up to 3,521% on south-east Asia solar panelsAhead of a global summit in London comes a warning that lessons on energy security have not been learnedUS trade officials are preparing to impose tariffs of up to3,521% on imports of solar panels from four south-east Asian countries, while the International Energy Agency has said lessons from the energy crisis following Russia’s invasion of Ukraine had not been fully learned.Solar Panels Aren’t Worth The Plastic They’re Printed On 9:25 – 9:37 (12mins) Weekly Feature: “FAKE NEWS!!” 9:41 – 9:56 (15mins) Melanie Collette CFACT.org @CFACTPolicy Analyst for the Committee for a Constructive Tomorrow.MELANIE COLLETTE: The case for rolling back overreaching EPA regulationsStates must be empowered to tailor their environmental policies to their circumstances.See omnystudio.com/listener for privacy information.
9:05 – 9:22 (15mins) Gregory Wrightstone - @GWrightstone @CO2CoalitionUS Commerce Department will be imposing tariffs on solar panels at a rate of 3,521% due to concerns about their cheap quality US to impose tariffs of up to 3,521% on south-east Asia solar panelsAhead of a global summit in London comes a warning that lessons on energy security have not been learnedUS trade officials are preparing to impose tariffs of up to3,521% on imports of solar panels from four south-east Asian countries, while the International Energy Agency has said lessons from the energy crisis following Russia’s invasion of Ukraine had not been fully learned.Solar Panels Aren’t Worth The Plastic They’re Printed On 9:25 – 9:37 (12mins) Weekly Feature: “FAKE NEWS!!” 9:41 – 9:56 (15mins) Melanie Collette CFACT.org @CFACTPolicy Analyst for the Committee for a Constructive Tomorrow.MELANIE COLLETTE: The case for rolling back overreaching EPA regulationsStates must be empowered to tailor their environmental policies to their circumstances.See omnystudio.com/listener for privacy information.
As the data center industry continues to expand, two powerful forces are reshaping the search for next-generation power solutions. First, the rapid expansion of AI, IoT, and digital transformation is significantly increasing global power demand, placing increased pressure on traditional grid systems to meet the energy needs. The International Energy Agency forecasts that electricity consumption by data centers and AI could double by 2026, adding an amount equal to the entire current electricity usage of Japan. The second force is the urgent need for a smaller environmental footprint. As energy consumption rises, the drive for decarbonization becomes more critical, making it harder for data centers to balance environmental sustainability with performance reliability. In response to these challenges, data center leaders are looking beyond conventional solutions and exploring innovative alternatives that can meet the demands of a rapidly evolving industry. This podcast will focus on hydrogen fuel cell technology as a potential fuel source. This emerging technology has the potential to transform how data centers power their operations, providing a sustainable solution that not only helps reduce carbon emissions but also ensures reliable and scalable energy for the future. Hydrogen fuel cells present an opportunity for data centers. Unlike traditional fossil fuel-based systems, hydrogen fuel cells generate power through an electrochemical reaction between hydrogen and oxygen, with water and heat as the only byproducts. This makes them a virtually emission-free, environmentally friendly power solution. Moreover, hydrogen fuel cells can reduce data center emissions by up to 99%, providing one of the most effective means of decarbonizing the industry. The environmental benefits are matched by their impressive efficiency, as fuel cells operate with fewer energy losses compared to traditional combustion-based systems. In this episode, Ben Rapp, Strategic Product Development Manager at Rehlko, will explore the science behind hydrogen fuel cells, offering an overview of the key components that make them a viable power solution for data centers. He will also highlight the practical advantages of hydrogen fuel cells, particularly their ability to deliver reliable, on-demand power with minimal disruption. This episode also addresses the challenges of adopting hydrogen fuel cells, including infrastructure development, cost, and the need for a robust hydrogen distribution network. Additionally, we talked to Ben about Rehlko's hydrogen fuel cell project and the partnerships involved. As part of this initiative, Rehlko has collaborated with companies like Toyota to develop a 100-kilowatt hydrogen fuel cell solution aimed at reducing the carbon footprint of data centers. We'll go over the progress of this partnership and the practical steps being taken to make hydrogen fuel cells a viable and scalable power solution. Finally, Ben will talk about his perspective on the future role of hydrogen fuel cells in data centers worldwide. With the industry facing increasing pressure to meet sustainability targets while ensuring performance reliability, hydrogen fuel cells are poised to play a critical role in the evolution of data center power systems. They offer both environmental and operational benefits that are essential for the industry's future. Whether used as a primary power source, backup system, or for grid stabilization, hydrogen fuel cells are poised to become a key player in the future of data center energy management.
The American Trucking Association released the For-Hire Truck Tonnage Index; Kevin has all the details and offers his insights. Wards Intelligence released the March Medium-Duty Truck Sales report; Kevin goes through the data. The European Central Bank offers their take on what should be done with interest rates and whether tariffs will be inflationary and The International Energy Agency takes a look at their energy policies; Kevin discusses these developments. Kevin has the news, world events and economic data affecting gas and oil prices.
The American Trucking Association released the For-Hire Truck Tonnage Index; Kevin has all the details and offers his insights. Wards Intelligence released the March Medium-Duty Truck Sales report; Kevin goes through the data. The European Central Bank offers their take on what should be done with interest rates and whether tariffs will be inflationary and The International Energy Agency takes a look at their energy policies; Kevin discusses these developments. Kevin has the news, world events and economic data affecting gas and oil prices.
On Episode 558 of The Core Report, financial journalist Govindraj Ethiraj talks to Pawan Kumar, President of Seafood Exporters Association of India as well as Aditi Nayar, Chief Economist, Head - Research & Outreach at ICRA.SHOW NOTES(00:00) Stories of the Day(01:00) India beats tariff tantrums, becoming first global market to do so(03:59) Morgan Stanley cuts December Sensex target to 82,000, still 7% above current(07:38) Inflation is down to 5 year low, will it hold?(16:33) The International Energy Agency joins OPEC in slashing oil demand forecasts(18:19) How tariff tussles are have upended the lives of India's shrimp and seafood exporters(32:18) Build On BlockchainListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
On April 10, the International Energy Agency released a major report on energy and AI. The report explores topics including electricity demand for AI, how AI is being used in the energy sector, AI's role in accelerating energy innovation, the security implications of AI and greenhouse gas emissions from AI. Join host David Sandalow in conversation with Laura Cozzi, IEA's Director for Sustainability, Technology and Outlooks, who designed and directed this landmark report. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. Learn more about your ad choices. Visit megaphone.fm/adchoices
On April 10, the International Energy Agency released a major report on energy and AI. The report explores topics including electricity demand for AI, how AI is being used in the energy sector, AI's role in accelerating energy innovation, the security implications of AI and greenhouse gas emissions from AI. Join host David Sandalow in conversation with Laura Cozzi, IEA's Director for Sustainability, Technology and Outlooks, who designed and directed this landmark report. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. Learn more about your ad choices. Visit megaphone.fm/adchoices
One concern around artificial intelligence is its voracious appetite for energy. Electricity demand for data centres specialised in AI will quadruple in the next five years, according to a new report from the International Energy Agency. But as for claims that AI is accelerating climate change through carbon emissions, the report calls them "overstated".
Det finns det en resurs som såväl utvecklare av förnybar energi, industrier med stora elekrifieringsplaner och International Energy Agency lyfter fram som den stora flaskhalsen i energiomställningen: en anslutning till elnätet. I avsnittet gästas vi av Sonja Berlijn, direktör på DNV, professor i säkra kraftsystem på Universitetet i Oslo och även ledamot av Kungliga Ingenjörsvetenskapsakademin. Tillsammans med Statnett, Norges motsvarighet till Svenska kraftnät, och en rad elnätföretag, forskningsinstitut och tjänsteleverantörer deltar DNV och Sonja i MaksGrid, ett projekt med det ambitiösa målet att öka kapaciteten i det befintliga elnätet med 25%. I avsnittet berättar Sonja om hypotesen som ligger till grund för projektet: om hur åtgärder såsom villkorade avtal, nya metoder för att beräkna ledningars överföringskapacitet dynamiskt och en så kallad sannolikhetsbaserad riskbedömning tillsammans kan samverka för att accelerera nyanslutningar av både produktion och konsumtion till elnätet. Om du gillade avsnittet med Sonja kan vi även tipsa om följande, tidigare avsnitt av podden: Johanna Lakso, Om flexibilitet i de lokala elnäten Magnus Olofsson, Om smarta och starka elnät Vill du föreslå en gäst till ett framtida avsnitt? Har du förslag på hur vi kan göra podden bättre? Fyll jättegärna i vårt feedback-formulär.
The U.S Labor Department released the Initial Claims for State Unemployment benefits report, Kevin has the details, digs into the details and offers his insights. The U.S. Bureau of Labor Statistics released the February Producer Price Index, Kevin analyzes the details and provides some clarity. Oil reacts to world-wide macroeconomic (economy as a whole) concerns, including the risk of tariff wars affecting global demand for goods, the International Energy Agency report on 2025 oil supply and demand and indications that Russian President Putin agreed with U.S. proposals for a ceasefire leading to an end of the war with Ukraine.
The U.S Labor Department released the Initial Claims for State Unemployment benefits report, Kevin has the details, digs into the details and offers his insights. The U.S. Bureau of Labor Statistics released the February Producer Price Index, Kevin analyzes the details and provides some clarity. Oil reacts to world-wide macroeconomic (economy as a whole) concerns, including the risk of tariff wars affecting global demand for goods, the International Energy Agency report on 2025 oil supply and demand and indications that Russian President Putin agreed with U.S. proposals for a ceasefire leading to an end of the war with Ukraine.
Kevin talks about ATN's booth location at the MId-America Trucking Show; Booth #40577 in the North Wing Lobby of the Kentucky Expo Center (Go to their website to see the floor plan). Suddenly the media has discovered inflation and food prices, Kevin talks about how his family has been beating the prices through coupons and sale items. The U.S. Labor Department's Bureau of Labor Statistics released the February Jobs created; Kevin has the details- looking at how three news organizations had widely different headlines. Oil prices react to the uncertainty over tariffs, OPEC+ increasing output, potential sanctions on Iranian crude exports and upcoming reports from the International Energy Agency and OPEC for demand and supply forecasts
Kevin talks about ATN's booth location at the MId-America Trucking Show; Booth #40577 in the North Wing Lobby of the Kentucky Expo Center (Go to their website to see the floor plan). Suddenly the media has discovered inflation and food prices, Kevin talks about how his family has been beating the prices through coupons and sale items. The U.S. Labor Department's Bureau of Labor Statistics released the February Jobs created; Kevin has the details- looking at how three news organizations had widely different headlines. Oil prices react to the uncertainty over tariffs, OPEC+ increasing output, potential sanctions on Iranian crude exports and upcoming reports from the International Energy Agency and OPEC for demand and supply forecasts
The Biden administration took office with ambitious plans to accelerate America's clean energy transition. Over four years, it enacted major climate legislation, poured billions into new clean energy manufacturing, built partnerships with global allies on clean energy, and navigated a global energy crisis after Russia's invasion of Ukraine. With President Trump's return to office, what happens now? The clean energy transition is proving to be more complex than some expected, with challenges around affordability, security, and balancing climate goals with other economic priorities. In this increasingly challenging geopolitical landscape, how should we think about America's energy policy going forward? And how should we think about the legacy of the Biden administration's energy agenda? This week host Jason Bordoff talks with David Turk about the Biden administration's energy policy legacy and the challenges of balancing affordability, security, and climate goals. David is a distinguished visiting fellow at the Center on Global Energy Policy at Columbia University SIPA. He recently completed his service as deputy secretary of energy in the Biden administration, where he was the number-two official and chief operating officer at the Department of Energy. Prior to this role, David served as deputy executive director of the International Energy Agency. During the Obama administration, he worked at the Department of Energy, where he led the launch of Mission Innovation – a global effort to accelerate clean energy innovation. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.
Nations pursue access to reliable, sustainable, and affordable energy that will sustain their national security objectives. While the China-Russia led alliance continues to rely largely on fossil fuels, Western countries increasingly seek to replace these traditional energy sources with renewable offerings, leading to less reliable and more expensive electricity. This has profound national security implications.International organizations such as the United Nations and the International Energy Agency promote the existence of an “energy transition” to renewable energy, despite no signs that a transition is imminent. This is dangerous. Simultaneously, the United Nations promotes diversion of trillions of dollars from the West to China and the Global South to promote climate policies and renewable energy use.Future energy policies based on reliable energy supplies must necessarily include a full consideration of the national security implications.What are the potential dangers of operating and enacting energy policies based on future ideals as opposed to current realities? What is the position of the Trump administration on these matters? What is the role of the United Nations in promoting energy policies that will weaken the West?To explore these questions and more, the Foundation for Defense of Democracies hosts Dr. Brenda Shaffer, Senior Advisor for Energy at FDD; Michael Ratner, Energy Specialist at Congressional Research Service; and Ken Moriyasu, Washington Correspondent at Nikkei Asia. The conversation is moderated by Clifford D. May, FDD Founder and President.For more, check out: https://www.fdd.org/events/2025/03/04/powering-national-security-energy-policy-in-the-us-and-beyond/
Support us on Patreon... Team LMSU are calling all Summerupperers to come join the expanded LMSU universe and support our Patreon! This year we are upping the ante and every fortnight when a regular episode drops, there will be an additional, delicious, subscriber only BoCo episode hitting the feeds as well. Because, THERE IS TOO MUCH! Head on over to https://www.patreon.com/LetMeSumUp.—After an extended summer vacay, Team LMSU is back - and not a minute too soon! The spidey senses of the folks at the Climate Change Authority must have been tingling and with a BOOM dropped their analysis ‘Assessing the impact of a nuclear pathway on Australia's emissions' on the very morning we recorded this episode.Joined by sometime co-host and sensible energy expert superhero Alison Reeve, the crew digest this little amuse bouche: over 1 billion tonnes of extra emissions! The cost of pursuing Frontier Economics' nuclear pathway is quite the emissions mouthful.Sidebar nerd alert: reverse engineer graphs just like the CCA folks with this handy tool: https://www.graphreader.com/ Our main paperIn act 2 of our double nuclear paper spectacular, the LMSU crew takes on the intercontinental ballistic market outlook ‘The Path to a New Era for Nuclear Energy' from the folk at the International Energy Agency. And Hooo-eeeee are they bullish! Their numbers don't lie though and it's more of a ‘let a thousand reactors bloom' kinda sentiment than a bona-fide BOOMtime for nuclear's share of the global pie. Our take? It's 25 years to net zero, we got 80 SMR designs and a drive to cut costs through standardisation and sequencing. Hit It?Aaaaand because we couldn't get nary enough NUKES this week, after we recorded, the House Select Committee on Nuclear Energy released its Interim report for the inquiry into nuclear power generation in Australia. Bon appetit!One more thingsAlison's One More Thing is: a recent Carbon Brief analysis that shows clean energy contributed 10% of China's GDP in 2024. Exactly the kind of good news we could stand to see more of!Tennant's One More Thing is: would a Border Carbon Adjustment be a poke in the eye of a newly belligerent USA? (Rather less than the GST!)Frankie's One More Thing is: speculation that the implementation of the 2025 version of the National Construction Code will remain uncertain, especially with the Productivity Commission's recent report recommending an independent review of building regulations.Luke's One More Thing is: that 2025 will see the delivery of sweet, delicious BoCo dessert every fortnight alongside the main course of regular episodes. Head on over to patreon.com/LetMeSumUp to make sure you don't miss a bite.And that's all from us Summerupperers! Send your hot tips and suggestions for papers to us at mailbag@letmesumup.net and check out our back catalogue at letmesumup.net.
Europe is facing a challenging year as natural gas prices surge. While the continent seemed to weather the initial shock of losing Russian gas supplies, it's now clear many were declaring victory too soon. Storage levels are dropping this winter, and the loss of Russian pipeline gas through Ukraine has left Europe increasingly dependent on global LNG markets. Meanwhile, in the U.S., President Trump's administration has promised to "unleash American energy dominance" by lifting restrictions on new permits for LNG exports. But questions remain about domestic gas production capacity, infrastructure constraints, and the impact on U.S. prices. How are these developments reshaping global gas markets, and what do they mean for Europe's industrial competitiveness? How might geopolitical tensions affect the future of global gas trade? And what does all of this mean for reducing greenhouse gas emissions? This week on the show, Jason Bordoff talks with gas market experts Anne-Sophie Corbeau and Ira Joseph about the outlook for LNG and its geopolitical and environmental implications. Anne-Sophie is a global research scholar at the Center on Global Energy Policy, where she focuses on hydrogen and natural gas. Her career in the energy industry spans over 20 years, including stints as the head of gas analysis at BP, senior gas analyst at the International Energy Agency, and research fellow at the King Abdullah Petroleum Studies and Research Center. Ira is a senior research associate at the Center on Global Energy Policy. Previously, he headed global generating fuels and electric power pricing at S&P Global Platts. Before that, he was the global head of gas and power analytics at Platts. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.
Callum Macpherson, Head of Commodities at Investec UK discusses the latest report from the International Energy Agency looking at outlook for supply and demand. Investec
Jimmy Chaciga, a PhD research fellow at Makerere University in Uganda, thinks he has what it will take to get Ugandan households to adopt solar-powered cookers. First, cookers need to be simple to operate. They need to be cheap. They need to be able to cook once the sun has gone down.But most of all, they need to be able to cook beans."If you can cook beans, you can cook anything," he says.Armed with two drums, a lot of insulation, some solar panels and a dream, Chaciga is trying to bring his cooker to Ugandan households and institutions that need it the most.Chaciga is one of a group of African researchers working with NTNU's Ole Jørgen Nydal under projects funded by NORAD, the Norwegian Agency for International Development, and the University Network on PhD Programmes in Energy Technology (UNET), co-funded by the EU's Erasmus + programme.Here's the situation: After decades of research and funding to help households in developing countries shift away from firewood, charcoal and other biomass, 75% continue to rely on these resources for cooking. Clearly, cooking with wood is bad. It wastes women and children's time as they scavenge scarce wood to burn.It contributes to deforestation. It's a huge problem that seems like it should be solvable with enough smart engineering, yet it persists.Today's episode explores the successes and challenges researchers have faced in tackling this issue.My guests are Jimmy Chaciga, Ashmore Mawire and Ole Jørgen Nydal.You can see videos and documents from the International Energy Agency's Clean Cooking Summit from May 2024 here.Here are some publications describing some of the work in today's show:Chaciga, Jimmy; Nyeinga, Karidewa; Okello, Denis; Nydal, Ole Jørgen. (2024) Design and experimental analysis on a single tank energy storage system integrated with a cooking unit using funnel system. Journal of Energy StorageNydal, Ole Jørgen. (2023) Heat Storage for Cooking: A Discussion on Requirements and Concepts. EnergiesCooking with solar ovens in sub-Saharan Africa, Norwegian SciTech NewsHere are some background documents that describe the problem over time:Joseph Elasu, et al.(2023) Drivers of household transition to clean energy fuels: A systematic review of evidence,Renewable and Sustainable Energy Transition.World Bank. (2011). Household Cookstoves, Environment, Health, and Climate Change: A New Look at an Old Problem. Washington, DC: World Bank.Ideas? Feedback? Email me at nancy.bazilchuk@ntnu.no Hosted on Acast. See acast.com/privacy for more information.
For years, Ireland has been embracing major U.S. tech giants, building data centers that consume massive amounts of power. But demands on the national grid have threatened blackouts, and experts and activists are trying to find an ecological compromise. The International Energy Agency expects the data centers will consume one-third of Ireland's electricity by 2026—a far greater burden than anywhere else in Europe. Fears of rolling blackouts led Ireland's grid operator to place an unofficial moratorium on new data centers near Dublin until 2028. Darragh Adelaide, a South Dublin County Council member, expresses the strains the data centers are placing on resources. He says, “When you look at the electricity use in Ireland, 21 percent is used by data centers, which is a massive amount. When you look at water use, each one uses between 500,000 liters and five million. It gets particularly bad when it's a very warm day or a set of warm days. And so, when you're looking at and comparing the resources that they use, the amount of carbon they produce to the amount of jobs they provide for the local community, I don't think it's worth having in this local area. 40 of the 80 data centers in Ireland are located right here.” Adelaide also voices concerns about the vast amounts of users' personal data stored in these data centers and questions how important it is to retain this information. “When you look at what the data centers are actually storing, it's a lot of terabytes of personal information on what sites you go to and how long you spend scrolling on a TikTok, that sort of thing," he says. "It's a lot of personal information, that's not necessary, stored so it could be sold on to marketers and used for AI and that sort of stuff. I think the reality is that data isn't necessary. If we have a moratorium on data centers, it will force these big companies on maybe not storing so much personal information on people.” This article was provided by The Associated Press.
We could see a huge increase in oil demand in 2025! With oil trading under $70 a barrel, gas prices have continued to fall. But unless the world starts producing more oil in 2025, we could see a big reversal in the price of oil. I base that on an estimate from the International Energy Agency as they expect a huge increase in the demand of oil. They are estimating oil consumption of 1.1 million barrels per day, which would be a 31% increase from the 840,000 barrels in 2024. I know from recent reports that there is concern that if we pump more oil, the price could drop dramatically causing difficulties and lower profits for oil companies. However, if the International Energy Agency is correct on their 31% increase in oil demand, that could actually cause shortages at certain times throughout the year. Also, it is somewhat amazing with how long electric vehicles have been out that they still don't seem to be having at this time much of an impact. I do know that car manufacturers are having some difficulty selling their inventory of electric vehicles. I believe part of this is because of the abundance of oil on the market and low gas prices. Is it possible that we got too aggressive trying to build and force consumers into electric vehicles? What happens if in 2025 the federal tax incentives for electric vehicles go away? Understanding compounding is why you should be cautious about the overvalued market! Investing is great when everything is going up and the emotions tell you to stay the course because that will continue to happen. For two years now the S&P 500 has posted really strong gains because of a heavy concentration in the Mag Seven. There are now investors who say the market could be up another 20% in 2025. In our portfolio we will continue to remain cautious next year as we understand that compounding can work for you, but also against you. What do we mean by that? Let's say that for three years the S&P 500 is up 20% per year, your $100,000 investment would grow to $172,800 because of compounding. You probably would feel pretty good about that and think it will to continue to increase. While it is possible it's like riding a roller coaster. What I mean by that is if you've ridden a roller coaster you know as it gets to the very top, it slows down and it feels like it's almost going to stop, then you go over that peak and you hit that big decline. That happened in 1935 and 1936 as big gains were followed by a 39% decline in 1937. I did not want to use 2002 when the S&P 500 had lost almost 50% of its value. I thought I would use something else from history that was not the worst-case scenario. Back to the three-years of 20% gains and a portfolio value of $172,800. If we saw a 39% loss again like 1937, your account value will drop all the way down to $108,864. You might be questioning how can that be? It's because as your account grew in value the percent decline is now on a bigger amount than the initial $100,000 you started with. So in other words after four years of investing, you're $100,000 investment was only up 8.9%. This is why for long-term investors I can continue to stay the course on a more conservative investment style and not try to figure out what the top is for many of these expensive companies. The other problem as well is once people lost 37% of the money on their investment, they would probably leave the stock market for years missing future gains. I can tell you many people think they know where the top is and they'll get out in time, but unfortunately many people stay at the party too long. I can tell you managing money through the tech boom and bust many people thought the party would continue in the early 2000's and they did not foresee the major declines that we saw during the tech bust. AI stocks performed well in 2024, there are problems in 2025 that could cause a reversal It is estimated that for every dollar invested on the AI infrastructure, revenue of four dollars needs to be produced. The AI leader so far has been Microsoft with their Copilot product that has a cost of $360 per user each year. At first glance that doesn't sound too bad until you realize you still have to pay for the other software at a cost of anywhere from a low of $72 to over $650 per year. At $1000 is the AI expense worth the reward? Currently, there are places where you can get AI for free, will people be willing to pay for AI when they're used to getting it at no expense? In a combined survey on using AI, 32% of respondents had used it in the previous week. This is a fast adoption rate compared to the Internet or the introduction of the PC. However, when asked what services they were using, most were using free services like open AI's ChatGPT or Google's Gemini. If people won't pay directly for AI, then the companies will have to somehow monetize it through some means of advertising. Another big question is will AI really produce results in productivity? In the last couple of years, the US Bureau of Labor Statistics reported labor productivity has risen at an annual rate of 2.3%, which is 3/10 of a percent higher than the historical average. To make AI valuable we would have to see labor productivity increase to at least 2.5 to 2.6%. One question on many people's mind is will AI replace a lot jobs? The answer to that question is it will replace jobs, but the hope is new jobs and opportunities will be created that we have not even thought of yet. They will likely require creativity, judgment and decision-making. I still think AI will be used and it is not going anywhere, but I worry the hype has carried many stocks to excessive valuations. 2025 may be a prove it year for AI and if we don't see progress towards monetization those AI stocks could struggle! Beware of Double and Triple Taxation At the end of the year, it is helpful to check where your income stands so any last-minute adjustments can be made. These might be Roth conversions, IRA withdrawals, capital gain harvesting, capital loss harvesting, charitable donations, or retirement contributions to name a few. Before making any adjustments though, you need to fully understand the tax consequence of the transaction. Income activity like IRA withdrawals or pensions are fairly straightforward as they are considered ordinary income on the federal and state level. Income from Social Security or long-term capital gains and qualified dividends can be a little more complicated. Of the Social Security you receive, some is taxable and some is tax free. At most, 85% of Social Security benefits is reportable as income but it can be as low as 0%. The more other income you have, the more your Social Security will be taxed. Long-term capital gains and qualified dividends are subject to a different set of tax brackets and the tax is calculated after ordinary income sources are considered. Depending on your level of income, capital gains and dividends fall into either a 0%, 15%, or 20% bracket. What this means is by making one adjustment that increases your income, you could trigger more of your Social Security to be taxed and push capital gains into a higher tax bracket, resulting in a triple taxation event. For example, Roth conversions are popular at the end of the year, especially when taxable income is in the 12% tax bracket, but this doesn't mean everyone should do it. You might be making a conversion that is taxed at 12%, but that also results in thousands of additional dollars from Social Security that were tax free to become taxable, and the income from the conversion and Social Security push capital gains that were in the 0% bracket into the 15% bracket. When added up that conversion at 12% ended up being taxed at over 37% because of the chain reaction of taxes, not including any state income taxes. In this situation it probably makes sense to find ways to reduce income instead. Year-end tax adjustments can be very helpful, but you want to make the right adjustments based on your situation. Companies Discussed: Macy's, Inc (M), Xerox Holdings Corporation (XRX), PepsiCo, Inc (PEP) & Mastercard Incorporated (MA)
Welcome to The Hydrogen Podcast!Episode 376, In this episode of The Hydrogen Podcast, Paul Rodden explores the U.S. Department of Energy's 2024 Hydrogen Program Plan, emphasizing key initiatives like Regional Clean Hydrogen Hubs and the Hydrogen Shot initiative aimed at reducing hydrogen costs. He also contrasts the diverging hydrogen investment landscapes in the EU and the U.S., highlighting Europe's focus on green hydrogen and the U.S.'s emphasis on blue hydrogen, while discussing the challenges and opportunities for investors navigating these markets.Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it. Respectfully,Paul RoddenVISIT THE HYDROGEN PODCAST WEBSITEhttps://thehydrogenpodcast.comDEMO THE H2 ADVANTAGEhttps://keyhydrogen.com/hydrogen-location-analytics-software/ CHECK OUT OUR BLOGhttps://thehydrogenpodcast.com/blog/WANT TO SPONSOR THE PODCAST? Send us an email to: info@thehydrogenpodcast.comNEW TO HYDROGEN AND NEED A QUICK INTRODUCTION?Start Here: The 6 Main Colors of HydrogenSupport the show
The headline from this year's World Energy Outlook released by the International Energy Agency says, “The world is on the brink of a new age of electricity.” In the United States, electrification is set to transform the energy landscape, and the nation is expected to see a rapid rise in power demand. Questions remain over how this demand will be met, and if this means increasing carbon emissions from the power sector. These questions are further complicated by the rise of artificial intelligence and an antiquated and fragmented electric grid. So how do efforts to decarbonize the century-old power system impact both reliability and the cost of electricity? And what does this new era of rising electricity demand mean for domestic manufacturing, AI data centers, and other industries? This week host Jason Bordoff talks with Cheryl LaFleur and David Hill about the incoming Trump administration, its impact on FERC, and the status of permitting reform measures. Cheryl is an advisory board member at the Center on Global Energy Policy. Previously, she was one of the longest-serving commissioners on the Federal Energy Regulatory Commission from 2010 to 2019, and served twice as FERC's chair. Since 2019, Cheryl has served on the board of directors of the Independent System Operator of New England (ISO-NE). David is a non-resident fellow at the Center on Global Energy Policy. He served as general counsel of the U.S. Department of Energy during the George W. Bush administration. From 2012 to 2018, he served as executive vice president and general counsel of NRG Energy, Inc.
Trucking CFOs and CEOs look to recovery in 2025 with tight budgets, Kevin talks about some of the cost cutting tips, asset usage, using technology, etc. Trucking, Logistics experience another strong Holiday Season, Kevin breaks down the information. DHL releases its 2024 Peak Season Shipping Survey. Oil reacts to the International Energy Agency raising oil demand growth forecast for 2025; Iran accepts tougher oversight at Fordow enrichment plant; higher inflation than expected; U.S. gasoline and distillate rising more than expected last week and expectations of crude oil demand in China.
Interview with CEO Claudia Tornquist & Chairman Christopher Taylor of Kodiak CopperOur previous interview: https://www.cruxinvestor.com/posts/mining-ma-heats-up-key-trends-opportunities-in-the-gold-copper-sector-6106Recording date: 20th November 2024Kodiak Copper Corp. (TSX-V: KDK) is advancing its MPD copper-gold porphyry project in southern British Columbia's Quesnel Trough, strategically positioning itself to meet the growing global copper demand driven by clean energy transitions. The company has successfully identified 10 mineralized zones across the property, with recent drilling programs yielding impressive results.Under the leadership of CEO Claudia Tornquist, a former Rio Tinto executive, and Chairman Christopher Taylor, a geologist with over 20 years of industry experience, Kodiak's strategy focuses on defining substantial high-grade, near-surface zones that could potentially form a future starter pit. This approach has proven successful with recent discoveries at the Adit Zone, which returned 0.43% copper equivalent over 357 meters and remains open for expansion.The company maintains a strong financial position with a tight share structure of only 75 million shares outstanding and backing from major mining company Teck Resources. Their development roadmap includes completing a resource estimate and preliminary economic assessment (PEA), with plans for a resource-focused drill program in 2025. The company has demonstrated success in raising necessary funds while minimizing shareholder dilution.The MPD project benefits from its location in mining-friendly British Columbia, offering significant advantages including political stability, clear permitting processes, and excellent infrastructure. The management team's expertise, including Taylor's track record of discovering the 5-million-ounce Hardrock gold deposit in Ontario, adds credibility to their exploration strategy.The investment thesis for Kodiak Copper is particularly compelling given the macro environment for copper. The International Energy Agency projects a monumental increase in global copper demand over the next two decades, with estimates reaching 39 million metric tons by 2040, up from 23.4 million tons in 2020. This surge is driven by the metal's critical role in electric vehicles, renewable energy infrastructure, and power grid modernization.With the current pipeline of new copper projects at an all-time low and new discoveries becoming increasingly rare, Kodiak's high-grade copper project in a stable jurisdiction presents an attractive opportunity for investors. The company's combination of strong management, promising drill results, strategic location, and exposure to favorable copper market fundamentals positions it well to capitalize on the growing demand for copper in the clean energy transition.View Kodiak Copper's company profile: https://www.cruxinvestor.com/companies/kodiak-copper-corpSign up for Crux Investor: https://cruxinvestor.com
Trump names Howard Lutnick as Commerce Secretary, what this will mean for the business community and the various data reports coming from the department. Trucking firms and members of the state Assembly call on NY Governor Hochul to delay EV mandates. Litigants allege EPA cannot legally mandate electric trucks. Oil reacts to escalation of the Russia-Ukraine war, OPEC+ may delay output increases in December, China announcing policy measures to boost trade and increasing U.S. crude inventories. Phil Flynn, Senior Analyst Price Futures Group in his Energy Report points out that the incoming Trump Administration is signaling to the International Energy Agency to be more accurate in their data reporting. Also, Canadian oil companies are exploring the possibility of building pipelines and finishing the Keystone XL pipeline.
Rising electricity demand. Heightened geopolitical tension. Fragility in energy markets. These are some of the big stories shaping the energy transition outlined in the International Energy Agency's newest World Energy Outlook. Even as the IEA says the world is shifting from the "Age of Oil" to the "Age of Electricity," we are still far from achieving net-zero targets. And the tensions highlighted in the latest Energy Outlook illustrate how difficult the transition will be. This week, host Jason Bordoff talks with Tim Gould about the 2024 World Energy Outlook, published in October. They discuss the significant progress countries have made on the energy transition, and the structural shifts in economies and energy use that lie ahead. Tim is the International Energy Agency's chief energy economist. As part of his role, he co-leads the World Energy Outlook. Tim joined the IEA in 2008 as a specialist on Russian and Caspian energy. Prior to joining the IEA, he worked on European and Eurasian energy issues in Brussels.
The International Energy Agency has said that the world cannot develop any new oil and gas fields if we are to stop climate breakdown. Keir Starmer has promised that the UK will slash its emissions faster than ever before and his government is banning new licences to drill for fossil fuels in the North Sea. Drilling in the wild waters of the North Sea has been a major Scottish industry for decades. Now, its time may be coming to an end. But what about the people who depend on the industry for their livelihoods? What will happen to workers and communities in places like Aberdeen? And how do we square this with the need to kick our addiction to destructive fossil fuels? Ayeisha Thomas-Smith is joined by Anna Carthy, senior policy researcher at Uplift, and Mika Minio-Paluello, industry and climate lead at the Trades Union Congress, to discuss. Music: Curious by Poddington Bear (available: https://freemusicarchive.org/music/Podington_Bear/Curious/Curious/), used under Creative Commons licence: https://creativecommons.org/licenses/by-nc/3.0/. Produced by Katrina Gaffney, Margaret Welsh and James Rush. The New Economics Podcast is brought to you by the New Economics Foundation. Find out more about becoming a NEF supporter at: neweconomics.org/donate/build-a-better-future New Economics Foundation is a registered charity in England and Wales. Charity No. 1055254
The incoming administration may follow the mantra “Drill, baby, drill,” but demand hasn’t been vigorous and the International Energy Agency predicts an oil surplus next year. In this episode, what too much product could mean for the domestic oil market. Plus, retirees feel financially stretched, North Carolina’s tourist industry navigates disaster recovery and Disney turns a profit on its streaming platforms.
The incoming administration may follow the mantra “Drill, baby, drill,” but demand hasn’t been vigorous and the International Energy Agency predicts an oil surplus next year. In this episode, what too much product could mean for the domestic oil market. Plus, retirees feel financially stretched, North Carolina’s tourist industry navigates disaster recovery and Disney turns a profit on its streaming platforms.
The incoming administration may follow the mantra “Drill, baby, drill,” but demand hasn’t been vigorous and the International Energy Agency predicts an oil surplus next year. In this episode, what too much product could mean for the domestic oil market. Plus, retirees feel financially stretched, North Carolina’s tourist industry navigates disaster recovery and Disney turns a profit on its streaming platforms.
Is China's lead in clean technologies insurmountable? How will the Trump presidency shape relations with China? And when will China's emissions peak? Fatih Birol, head of the International Energy Agency, has said that 'almost every energy story is essentially a China story. But it's a complicated story that has been powered by vast supplies of coal. China's economy has grown rapidly, with per capita levels of energy consumption now matching Europe's, making it the world's largest emitter of greenhouse gasses. At the same time, China has increased the share of electricity and total energy to around 28% thanks to a rapid uptake of electric vehicles and increasing use of electricity for heating domestically. If it continues on its current trajectory, it is likely to peak its greenhouse gas emissions from energy in the next few years, if it hasn't done so already. China is also playing an increasing role beyond its borders: In 2023, 20% of the global EV export market belong to China, and it dominates the battery, solar and wind industries. This week on Cleaning Up, Bryony Worthington sits down with Professor Qi Ye, Director of Public Policy at Hong Kong University of Science and Technology, who's had a ringside seat during China's rapid shift towards a clean energy economy. Together they unpack the complex dynamics shaping the global energy transition in China. Discover the remarkable scale and pace of China's clean energy transformation, the challenges of international collaboration, and Professor Qi's vision for a new era of climate leadership.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle, please visit cleaningup.live.Links: How China Became a Green Finance Superpower - Ep160: Dr. Ma JunThe World's Preeminent Energy Economist - Ep133: Fatih BirolHow Trump & Musk Will Reshape US Climate Action — Election Special
According to a new report by the International Energy Agency, the world is on track to produce nearly half of the electricity it uses from renewable sources by the end of this decade. The report also finds that in nearly every country, large wind and solar plants are the cheapest forms of new power. Between […]
Emerging markets and developing economies are set to account for the largest source of emissions growth in the coming decades, according to the International Energy Agency. As population growth in developing countries around the world increases, so will their demand for energy. And historically, these countries have looked to fossil fuels to support their demand growth. But even though emissions from these countries are increasing, their historical cumulative emissions pale in comparison to those emitted by a few wealthy countries – including the U.S. It's an imbalance that has major implications when it comes to equity and the energy transition. This week host Jason Bordoff talks with Rahul Tongia about his work on climate equity and his views on net-zero emissions commitments. They also discuss carbon pricing, as well as his approach to establish a system that incentivizes low-emissions countries to keep their emissions lower, even as they use fossil fuels for longer. Rahul is a senior fellow with the Centre for Social and Economic Progress in New Delhi, where he co-leads the Energy, Natural Resources, and Sustainability group. He helped establish the Smart Grid space in India and is founding advisor of the India Smart Grid Forum. Rahul is a non-resident senior fellow at the Brookings Institution and a professor at Carnegie Mellon University.