Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our daily lives? Could AI even accelerating the energy transition? To do that, we are discussing International Energy Agency's latest paper - Energy and AI (https://www.iea.org/reports/energy-and-ai). A comprehensive review and deep dive in AI’s impacts on our world energy map. Our guests are the lead authors, Siddharth Singh and Thomas Spencer. Both are also part of the team that produce the World Energy Outlook annually.

For more on our senior advisory network, Enco Insights visit - www.encoinsights.com

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Episoder(311)

Credit Risk in Uncertain Times with Jan-Peter Onstwedder

Credit Risk in Uncertain Times with Jan-Peter Onstwedder

Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how b...

27 Mai 202550min

Renewable Natural Gas Now with Ben Kruger & Warren Feather

Renewable Natural Gas Now with Ben Kruger & Warren Feather

Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as d...

20 Mai 202551min

The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and...

13 Mai 202552min

America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes

America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes

Since 2017, the West’s awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered...

6 Mai 202551min

The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston

The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

29 Apr 202556min

Tariffs, Metals and Force Majeure with Guy Winter

Tariffs, Metals and Force Majeure with Guy Winter

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

24 Apr 202542min

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security o...

22 Apr 202548min

Navigating Trump 2.0:  Part 1 - Signal vs Noise  with Nick Kumleben

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...

15 Apr 202546min

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