151. Peak Fossil Fuels - Sep24

Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what’s really driving this performance. We begin by putting recent r ...  Show more

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in ...  Show more

Fans of green energy like me face some inconvenient truths about the global energy picture. First, coal sounds like a dirty technology that the rich world is moving on from. But nearly 9 billion tons of coal were burned last year—an all-time high. Second, "peak oil" is a predicti ...  Show more

Climate anxieties—and global temperatures—are on the rise. According to the United Nations, if the planet warms by 1.5 degrees Celsius, we’ll be facing irreversible climate damage. To stop that increase, we need to reach net zero emissions by 2050. Reaching such an ambitious goal ...  Show more

Nuclear power, once the great hope for a clean way to meet the world’s energy needs, fell out of favor decades ago.

Brad Plumer, who covers technology and policy efforts to address global warming for The New York Times, explains how one company with a radical idea is now ...

Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy.

Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated ...