Energy Policy: The Good, The Bad & The Ugly

America is facing an energy supply crisis created by surging demand for electricity from data centres. A transition to a lower-carbon system requires massive investment in new clean energy infrastructure. But legal and regulatory structures mean that developing projects in the US ...  Show more

The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The que ...  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 ...

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 ...

As oil prices rise across the globe, investors wonder if governments will continue to incentivize clean energy development or pivot to greater investment in traditional fossil fuels.

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

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