No Peak in Sight for Emissions

When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling ...  Show more

The world changed forever on February 28th, 2026. The consequences of the Iran war will take many years to play out. But one fact already seems clear: we are not going back to the world that existed before the conflict began.To assess what the war means for the future of oil, gas ...  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 fro ...

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 ...

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 ...