Energy Gang8 Tammi 2021

America's Drastic Shift: What Are Paths for Climate?

In the final moments of 2020, the most important U.S. energy legislation in a decade flew in under the radar, attached to the coronavirus relief and government funding bill.

It’s an astonishing collection of measures. It sets aside $35 Billion in new funding for clean energy R&D, phases out some of the most egregious greenhouse gases, and extends tax credits for wind, solar, nuclear, and carbon capture. What’s the impact?

It would have been a bill big enough to discuss this whole episode. But it’s been eclipsed by the possibility of more ambitious legislation under a Democrat-controlled Congress -- thanks to some big Senate wins in Georgia on Wednesday.

With a window of action open, how much can get done in the next two years? We’ll dig in.

Lastly, one of the biggest business stories from the last year: Tesla. A stratospheric stock price, strong sales growth, and the second richest man in the world. What do Elon Musk’s fortunes foreshadow for EVs?

Jaksot(585)

A new market for AI compute: What GPU futures could mean for energy

AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-cent...

8 Syys 40min

Demand for power generation and grid equipment is booming. Can the industry keep up?

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the ...

1 Syys 1h 8min

Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how ...

25 Elo 44min

America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East,...

18 Elo 1h 9min

Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.

US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consume...

5 Elo 1h 8min

Is fusion power here at last? The imagined energy of the future is becoming very real right now

The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that joke. Private fusion companies ...

20 Heinä 1h 4min

Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America

Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americans, it is the equivalent of s...

14 Heinä 47min

Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them

Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new data centres, or cutting gree...

7 Heinä 1h 6min