Solar Supply Glut Crushes Margins But Buildout Booming
It’s a good news, bad news situation for solar right now. On the one hand, annual installations are continuing to break records, with China set to build almost as much solar this year as the entire wo...
23 Nov 202328min
Gridlock: US Struggles to Make Enough Transformers
Large power transformers, or LPTs for short, are integral for the functioning of the energy grid. But with BloombergNEF forecasting that the US will need to nearly double its units by 2030, will the c...
15 Nov 202329min
CCS Extends Its Reach Beyond Oil and Gas
Investment in carbon capture and storage is skyrocketing. Last year, the technology attracted some $6.4 billion globally, more than double the year before. But why are industries now looking to Carbon...
8 Nov 202335min
Retreat or Engage? Green Investors’ Big Oil Dilemma
Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shoot...
2 Nov 202331min
Climate Risks and Rewards: Rating Companies’ Exposure
Climate change and the transition to a net-zero economy presents both opportunities and risks to companies and assets. But how might an investor assess this exposure? On today’s show, Dana sits down w...
25 Okt 202330min
Crises Collide: Balancing Net Zero and Energy Security
Energy security has come into sharp focus over the past two years, as the shifting geopolitical landscape shakes up power markets around the world. To help customers, numerous governments have introdu...
18 Okt 202347min
Pulling Carbon From the Sky: A Pricey Climate Solution
Removing carbon directly from the air might seem like a technology of the distant future, but ‘direct air capture’ is increasingly becoming a reality, especially as companies try to figure out how the...
11 Okt 202342min
Japan Revisits Nuclear But Solar and Wind Are Future
Japan has pledged to achieve net-zero emissions by 2050, yet the pathways to this target are complicated by the country’s recent history. In the aftermath of the 2011 Fukushima meltdown, Japan suspend...
4 Okt 202330min
