Where Is the Global Energy System Headed?

Where Is the Global Energy System Headed?

Every year, we see a wide range of models for the future global energy system.

The scenarios come from a wide array of organizations: International Energy Agency and the Energy Information Administration; oil companies like BP, Shell and Equinor; and research outfits like Wood Mackenzie and Bloomberg New Energy Finance.

And the conclusions are all over the map.

So a group of experts at Resources for the Future put them all together and created their own model — a way to compare the scenarios in a meaningful way and get a more accurate picture of how the future may play out.

In this podcast, we’ll dig through the report. Can clean energy start to replace fossil fuels, or will it simply compliment them?

You can read the Resources for the Future report (PDF) here.

Looking for another podcast this summer? Listen to ILLUMINATORS, a 5-part series about the history of business disruption from Tendril. What can energy companies learn from radical change in other industries? Subscribe on Apple, Spotify, Google Podcasts, Stitcher, or anywhere else you get your podcasts.

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Episoder(342)

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...

7 Apr 45min

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the tec...

24 Mar 56min

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains,...

10 Mar 1h 4min

Is hyperscaler demand finally giving CCS its moment?

Is hyperscaler demand finally giving CCS its moment?

Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI da...

24 Feb 47min

Building the plane while it’s flying: data centers, utilities, and the new rules of power

Building the plane while it’s flying: data centers, utilities, and the new rules of power

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...

10 Feb 44min

Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?

US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to me...

27 Jan 43min

AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

AI is changing the energy system faster than almost anything we’ve seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-c...

13 Jan 29min

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget van Dorsten talks through developments in geothermal, hydrogen and wind.

At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then c...

2 Des 202537min

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