Here's What's Going Wrong in the US Offshore Wind Industry
Odd Lots22 Nov 2023

Here's What's Going Wrong in the US Offshore Wind Industry

The effort to decarbonize the US electricity grid involves a range of technologies and power sources. Solar is part of the solution, nuclear may also be a component. Battery storage is key. And so is wind — both onshore and offshore. While there are challenges throughout the process, the offshore wind industry in particular has seen a number of setbacks lately, with the Danish company Orsted having recently made headlines for pulling out of a project slated to be built off the coast of New Jersey. Challenges range from surging commodity costs to a scarcity of vessels, the bidding process for deals, and of course, the surge in interest rates over the last two years. On this episode, we speak with Chelsea Jean-Michel, an offshore wind industry analyst at BloombergNEF, to get a clear breakdown of the problems, the degree to which these challenges threaten the larger trajectory of the industry, and the efforts to decarbonize the grid.

See omnystudio.com/listener for privacy information.

Episoder(1186)

History Has Some Ominous Warnings for Investors in Initial Coin Offerings

History Has Some Ominous Warnings for Investors in Initial Coin Offerings

You can't go a day without hearing about ICOs or Initial Coin Offerings. By taking advantage of a regulatory gap and buzz surrounding cryptocurrencies, companies are raising millions of dollars by lau...

6 Nov 201720min

Everything You've Been Taught About How to Value a Stock Might Be Wrong

Everything You've Been Taught About How to Value a Stock Might Be Wrong

Investors are constantly poring over income statements from big companies to figure out whether they should buy or sell the business's stock. But should they bother? In this week's episode, Joe and Tr...

30 Okt 201725min

ETFs Are Eating the Financial World and They're Not Done Yet

ETFs Are Eating the Financial World and They're Not Done Yet

By now, almost everyone in financial markets is familiar with ETFs (exchange-traded funds), and how they allow investors to move quickly in and out of a basket of stocks with a few clicks. But perhaps...

23 Okt 201724min

How One Trader Won Big While Everyone Else Panicked on Black Monday

How One Trader Won Big While Everyone Else Panicked on Black Monday

On Monday October 19th, 1987, the Dow Jones fell 508 points in a one day crash that will forever be known as "Black Monday". In honor of the 30th anniversary, Joe and Tracy talk to Blair Hull, managin...

16 Okt 201729min

What We Can Learn About Market Liquidity By Looking At Everyday Life

What We Can Learn About Market Liquidity By Looking At Everyday Life

"Liquidity" is one of the most widely-talked about yet least understood concepts in markets. Roughly speaking, a market is liquid if you can transact in it without affecting the price significantly. B...

9 Okt 201732min

Inside the Changing World of the Sell-Side Analyst

Inside the Changing World of the Sell-Side Analyst

The world of sell-side analysts has been upended in recent years with intense competition, new technology and regulation in the form of MIFID. At the same time, many of the issues being faced by the a...

2 Okt 201736min

Revisiting The Strange Story Behind the Beanie Babies Bubble

Revisiting The Strange Story Behind the Beanie Babies Bubble

To wrap up our series on financial bubbles, the Odd Lots podcast looks back at an early episode, focusing on one of the most iconic bubbles of the 20th century: Beanie Babies.Two market bubbles stand ...

25 Sep 201729min

The Baseball Card Bubble Can Tell You A Surprising Amount About How Markets Work

The Baseball Card Bubble Can Tell You A Surprising Amount About How Markets Work

There's a good chance that if you were a boy in the early 90s that you were a collector of baseball cards. For a few years, the baseball card industry went from being a niche collectible to a massive ...

18 Sep 201735min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
pengesnakk
rss-pa-konto
rss-fa-makro
liberal-halvtime
boligbobla
rss-investering-gjort-enkelt