No Peak in Sight for Emissions

Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it is also a valued commodity, used to heat homes and cook food, provide raw materials for industry and keep the ...  Show more

There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic ...  Show more

When the sun stays out for a few extra hours in summer, where do we store the excess energy? This is one of the biggest challenges facing the renewable energy industry. When looking at countries like Norway, which is currently powered by 50% renewable energy, mostly coming from H ...  Show more

David and Helen talk to Jason Bordoff, Dean of the Columbia Climate School and former Special Assistant to Barack Obama, about climate, COP26 and the enormous challenges of the energy transition. How can we balance the need for energy security with the need to wean the world off ...  Show more

Solar, wind, hydrogen and nuclear – we need more investment in these renewables, but where can the money come from? In 2022, worldwide investment in renewables hit almost half a trillion dollars. Investment in solar – the largest sector - jumped 36% to 308 billion. Investment in ...  Show more

The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.

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Welcome to Thoughts on the Market. I'm Ste ...