Could a Banking Crisis Stop Our Energy Transi...

America needs more electricity, but building new power lines takes time. Some transmission projects in the US have taken more than 20 years to complete. Many others have been blocked completely. With power demand rising rapidly, driven by AI data centres, electrification and indu ...  Show more

Americas needs more electricity, and fast. Data centres for AI, and new factories for computer chips and batteries, are driving up demand for electricity, putting mounting pressure on a power grid that has already been struggling. Across different industrial sectors, and differen ...  Show more

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ...  Show more

Allowing capital flows consistent with a net zero and resilient global economy will require a transformation of the financial system. Since 2016, investments in decarbonisation have been growing at a rate of 5% per annum. At this rate, the 2050 net zero targets will be missed by ...  Show more

Investors are proving they have climate change and the energy transition on the their minds. Last week, activist investors got at least two seats on the ExxonMobil board of directors, and Chevron's shareholders approved Scope 3 emission targets, both which could lead to lower oil ...  Show more