The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions
The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It ...
9 Kesä 49min
It is too hard to build things in America: Can permitting reform begin a new era for energy investment?
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 infrastruct...
25 Touko 1h 1min
How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators
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 current...
19 Touko 48min
Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two
The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance Forum in New York, host Ed Croo...
14 Touko 1h 33min
Data, power and dollars: financing the AI energy boom | live from the ACORE finance forum in New York
The numbers are staggering. The “magnificent seven” Big Tech companies are expected to have combined capital spending of about $800 billion this year. Data centres’ electricity demand is soaring, and ...
13 Touko 1h 16min
A new toll on global energy: Can Iran permanently control the Strait of Hormuz?
Ten weeks into the war with Iran, the Strait of Hormuz remains largely closed. The ceasefire is officially holding, but occasional attacks on ships and installations continue. A difficult question is ...
12 Touko 1h 5min
Uber's electric bet on electric vehicles. What does the rise of EVs and autonomous vehicles mean for the future of mobility?
The past year has been challenging for electric vehicles. In the first quarter of 2026, US EV sales were about 27 per cent below their level in the first quarter of last year. But the ride-hailing ind...
28 Huhti 1h 2min
Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.
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 pl...
14 Huhti 1h 10min
