Burning Issue: Peak Coal Close But Demand Lingers
Switched On20 Nov 2024

Burning Issue: Peak Coal Close But Demand Lingers

“It looks like coal weather today,” is an unlikely forecast, but it shouldn’t be. Coal production and consumption are linked to weather, and the return of a La Niña weather cycle has the potential to extend the lifespan of coal power assets and influence fuel switching. While peak coal demand is close, near-term drivers point to stagnation rather than a rapid decline. Developed economies are shutting thermal power assets at scale, but China is responsible for 56% of global coal consumption and continues to import and stockpile coal in vast quantities.

On today’s show, Dana is joined by Fauziah Marzuki, BloombergNEF’s Global Head of Gas Markets, alongside Yumi Kim, Power Markets Associate, to discuss key findings from their recent report Coal Outlook: Hot and Cold to 2050.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Coal Outlook: Hot and Cold to 2050 - https://www.bnef.com/insights/35205

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(309)

Offshore Wind Is Outgrowing the Boats That Build It

Offshore Wind Is Outgrowing the Boats That Build It

Offshore wind turbines are getting too big for the ships that install them. BloombergNEF estimates more than 30 gigawatts of offshore wind installations could struggle to find suitable vessels through...

13 Aug 26min

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Europe’s energy supply chains are running out of water. Weeks of heat and drought have pushed Rhine water levels to exceptional lows, restricting barge traffic and sending gasoil freight rates to reco...

10 Aug 14min

Battery Tax Credits Are Rewriting US Solar Economics

Battery Tax Credits Are Rewriting US Solar Economics

US solar developers are building projects around batteries, not panels. Federal tax credits for energy storage are reshaping the economics of new solar projects, encouraging developers to install larg...

5 Aug 28min

China Builds Nuclear Power While the West Reinvents It

China Builds Nuclear Power While the West Reinvents It

Nuclear power is gaining momentum around the globe, but the industry’s path has diverged. China and India are rapidly expanding conventional reactor fleets, while the US and Europe are betting on smal...

29 Jul 39min

Gas Is Letting Data Centers Grow Beyond the Grid

Gas Is Letting Data Centers Grow Beyond the Grid

Artificial intelligence is heating up the race to build data centers, and with BloombergNEF projecting 194 gigawatts of demand by 2035, the biggest challenge isn't computing power…. It's electricity. ...

23 Jul 28min

AI’s Edge in Hurricane Forecasting: Analyst Reaction

AI’s Edge in Hurricane Forecasting: Analyst Reaction

Artificial intelligence is beginning to transform weather forecasting. New AI models are proving remarkably accurate at predicting hurricane tracks, in some cases matching or outperforming traditional...

20 Jul 15min

Mexico's Energy Future Sits Between Two Superpowers

Mexico's Energy Future Sits Between Two Superpowers

Mexico is entering a pivotal period for its energy system. A new wave of reforms is opening the door to greater private investment in clean power, storage and grid infrastructure after years of subdue...

16 Jul 37min

How Bitcoin Could Save Texas From an AI Power Crunch

How Bitcoin Could Save Texas From an AI Power Crunch

Texas is becoming a test case for one of the biggest questions facing electricity markets. As AI-driven power demand for data centers accelerates, grid operators are exploring whether large loads can ...

9 Jul 33min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
lederpodden
rss-skravla-gar
rss-pa-konto
utbytte
pengepodden-2
finansredaksjonen
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
liberal-halvtime
okonomiamatorene
rss-markedspuls-2
pengesnakk
rss-politisk-preik