Energy Gang’s year in review: the highs, the lows, the people and the technologies of 2025
Energy Gang18 Des 2025

Energy Gang’s year in review: the highs, the lows, the people and the technologies of 2025

It’s the final Energy Gang of the year, and host Ed Crooks is joined by regulars Amy Myers Jaffe, Director of NYU’s Energy, Climate Justice and Sustainability Lab, Shanu Mathew, a portfolio investor and manager, and Melissa Lott, a systems engineer and energy analyst, to take stock of an exciting year for energy.

The buzzword of 2025 was undoubtedly AI. Data centres transformed the outlook for power demand, and rising electricity prices put pressure on a new US administration that is determined to focus on affordability. As the shockwaves from advances in AI spread out across the industry, everyone started talking about “bring your own power” and flexible loads on the grid. Meanwhile battery deployment soared, as businesses looked for solutions to the challenges raised by variable renewable generation and rising demand.

The crew discuss permitting reform in the US, congestion pricing for cars in New York – one of the more positive stories of the year – and exciting times for nuclear power. The reality of new nuclear technologies was the subject of intense debate in 2025. Does the future of nuclear power really lie in small modular reactors, or do more established proven designs actually have a better chance to accelerate deployment?

Join us for the hot topics that shaped energy in 2025, and will keep on making headlines in 2026.

The article on air pollution reduction referenced by Ed and Melissa you can find here: https://news.cornell.edu/stories/2025/12/congestion-pricing-improved-air-quality-nyc-and-suburbs

Books mentioned on the show include:

Breakneck: China’s quest to engineer the future by Dan Wang

House of Huawei: The secret history of China's most powerful companyby Eva Dou

Consumed: How big brands got us hooked on plastic by Saabira Chaudhuri


We hope you have a great holiday season and a very happy New Year. The gang will be back on January 6th.

Follow the show wherever you listen to podcasts.

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Episoder(577)

The new politics of power: What's really driving up American electricity bills? And what can we do about it?

The new politics of power: What's really driving up American electricity bills? And what can we do about it?

US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of $31 billion in increased rate...

23 Jun 46min

Methane is both a problem and an opportunity: How market-based solutions can cut emissions even after climate policy has retreated

Methane is both a problem and an opportunity: How market-based solutions can cut emissions even after climate policy has retreated

Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it is also a valued commodity, u...

15 Jun 50min

How AI is changing the natural gas industry

How AI is changing the natural gas industry

There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring ...

12 Jun 43min

The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions

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 Jun 49min

It is too hard to build things in America: Can permitting reform begin a new era for energy investment?

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 Mai 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

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 Mai 48min

Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two

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 Mai 1h 33min

Data, power and dollars: financing the AI energy boom | live from the ACORE finance forum in New York

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 Mai 1h 16min

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