The Energy Story of the Moment: The Unstoppable Rise of Solar Vs. the Unmovable Demand for Global Fossil Fuels

The Energy Story of the Moment: The Unstoppable Rise of Solar Vs. the Unmovable Demand for Global Fossil Fuels

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 prediction that many analysts have thrown around in the past few years, but oil production is also near its all-time high. Third, we might not even be at peak wood: Global wood fuel production was higher in 2024 than in 1980. At the same time, I think the renewable energy revolution is proving to be its own unstoppable phenomenon. Solar and battery installations are still exploding upward, and whereas some skeptics worried that the earth wouldn’t be able to provide the essential elements and metals to build out a green energy system, those doubts seem, for the moment, overwrought. Lithium, which is one of the most important metals for battery production, has seen its resources double since 2018. So what we have is not a pretty picture but a messy one. A green energy boom matched with an enormous demand for fossil fuels, as billions of people around the world drive and eat and demand the middle-class lifestyle that is their right. Today’s guest is Nat Bullard, an independent energy analyst and the author of a new extraordinary report on the state of energy and decarbonization. We talk about everything: coal, oil, wood, and natural gas; the history of nuclear vs. solar in America; the solar and battery revolution of the 21st century; the political barriers to its growth; the rise of BYD in China; the flatlining of Tesla's growth; and the future of energy technology. If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guest: Nat Bullard Producer: Devon Baroldi Nat's report: https://www.nathanielbullard.com/presentations Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How Putin's War Will End

How Putin's War Will End

Quagmire. Regime change. Conquest. Empire. World War III. Derek considers five ways that the war in Ukraine could end with Paul Poast, a professor of foreign policy and war at the University of Chicago. This is Part 2 of our two-part Ukraine coverage today. For more on why Putin attacked and how war could change the world, check out the previous episode in this feed. Host: Derek Thompson Guest: Paul Poast Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Helmi 202244min

What Vladimir Putin Wants—and How Russia’s War in Ukraine Could Reshape the World

What Vladimir Putin Wants—and How Russia’s War in Ukraine Could Reshape the World

Derek explains why three years—1989, 2008, and 2014—are the key to understanding why Putin is willing to take a massive risk in invading Ukraine. Then, Derek asks five expert guests to walk him through the most important second-order implications of a long major conflict. What are the most important ricochet effects that nobody is talking about? How could the war transform Europe? How could it destabilize Africa and the Middle East? How will it change U.S. politics, or kick off a 21st Century Cold War? Host: Derek Thompson Guests: Charles Kupchan, Liana Fix, Matthew Klein, Alex Smith, Bonny Lin Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Helmi 202231min

Four Brilliant Frames for Finding the Next Big Thing, With Venture Capitalist Josh Wolfe. Plus, What's Eating Tech Stocks in 2022?

Four Brilliant Frames for Finding the Next Big Thing, With Venture Capitalist Josh Wolfe. Plus, What's Eating Tech Stocks in 2022?

All-star VC Josh Wolfe of Lux Capital joins the show to talk about picking winners and losers, tech's rough start to the year, and his four favorite mottos for detecting BS and seeing reality clearly. Finally, Derek and Josh play a game of "Overrated or Underrated?" for the metaverse, NFTs, and space travel. Host: Derek Thompson Guest: Josh Wolfe Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Helmi 202247min

The Great Debate: What's the Single Most Amazing Sports Statistic in U.S. History?

The Great Debate: What's the Single Most Amazing Sports Statistic in U.S. History?

Wilt Chamberlain’s 100-point game. Joe DiMaggio’s 56-game hit streak. Jerry Rice's gazillion receiving records. Which of these athletic achievements is the most impressive in American sports history? And are any of them the most impressive ever? The Ringer's Ryen Russillo joins the pod to debate the most impressive achievements in football, basketball, baseball, and individual sports. Then, after making selections that will almost certainly infuriate at least half of all listeners, the guys compare the GOATs across sports to name the single most impressive accomplishment ever. (Hint: Ironically, the award goes to a non-American.) Host: Derek Thompson Guest: Ryen Russillo Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Helmi 202255min

What American Media Is Getting Wrong About Canada’s Big Protests

What American Media Is Getting Wrong About Canada’s Big Protests

What if I told you that the anti-vaccination trucker protests in Canada weren’t principally about vaccines or truckers (or even Canada)? The Atlantic’s David Frum joins to set us straight about what’s going on in Ottawa and the meme-ification of protest politics. Host: Derek Thompson Guest: David Frum Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Helmi 202226min

The Meaning of Life and the Power of Regret

The Meaning of Life and the Power of Regret

Derek goes deep with bestselling author Dan Pink on his new book, 'The Power of Regret.' This episode was recorded in front of a live audience at the Sixth & I historic synagogue in Washington, D.C. Host: Derek Thompson Guest: Dan Pink  Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Helmi 202246min

Media Gossip Hour: Spotify's Joe Rogan Problem, Facebook's TikTok Crisis, and Crypto's Anonymity Conundrum

Media Gossip Hour: Spotify's Joe Rogan Problem, Facebook's TikTok Crisis, and Crypto's Anonymity Conundrum

Kevin Roose of The New York Times returns to our pod, which is owned by Spotify, to talk about Joe Rogan’s podcast, which is exclusively licensed by Spotify. (That's transparency, folks.) Then we talk about Mark Zuckerberg’s big stock market wipeout, and Kevin explains the latest NFT controversy to Derek like he’s 5 years old. Host: Derek Thompson Guest: Kevin Roose Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Helmi 202252min

This Guy Predicted the 2021 Economy. I Asked Him What's Next.

This Guy Predicted the 2021 Economy. I Asked Him What's Next.

Jason Furman is a Harvard professor who served as a top economist for the Obama administration. More than just about anybody Derek spoke to last year, he nailed the rise in inflation. What did he see that others didn't? What's happening to inflation, the Great Resignation, labor shortages, and the Federal Reserve right now? And what will happen in 2022? Host: Derek Thompson Guest: Jason Furman Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Helmi 202248min

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