Re-run: Understanding the Scale of the Energy Transition

Re-run: Understanding the Scale of the Energy Transition

Energy is fundamental to economic development. It propels manufacturing, transportation, and construction, and throughout history, it's been the driver of human prosperity. But as global population continues to increase, and countries develop, energy use could double by the end of this century—with much of that increase concentrated in the developing world.

Meeting that demand while ensuring we stay on track to reach a net- zero future is a massive challenge. It means leveraging both new innovations and scaling up the technologies that are already available. It also means increasing investment, as emerging markets and developing economies outside China account for only around 15% of clean energy spending.

Why is energy a critical enabler of development? What would it mean to electrify everything, and is that even possible? And what role will existing technologies like nuclear power play in a net-zero world?

This week, a re-run of host Jason Bordoff's conversation with Eric Toone from July of this year where they discussed the challenges of increasing energy access in the developing world while rapidly cutting emissions.

Eric is the technical lead on the Investment Committee at Breakthrough Energy Ventures. Before joining Breakthrough in 2017, he was the vice provost and director of the Duke University Innovation and Entrepreneurship Initiative, and a professor of chemistry and biochemistry. From 2009 to 2012 he was detailed to the U.S. Department of Energy's Advanced Research Projects Agency, where he served as program director and deputy director for Technology.

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Javier Blas on CERAWeek and the Energy Market's Reckoning

Javier Blas on CERAWeek and the Energy Market's Reckoning

Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered in Houston, efforts to bro...

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Kurt Campbell on China's Approach to Energy Security and Statecraft

Kurt Campbell on China's Approach to Energy Security and Statecraft

The month-long Iran conflict has rapidly expanded, drawing in actors across the Middle East and raising concerns about broader regional escalation. As a result, we're seeing impacts on energy markets ...

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Iran Conflict Brief: How the Energy Shock Is Reshaping Investment

Iran Conflict Brief: How the Energy Shock Is Reshaping Investment

Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on...

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Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure

Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure

As the conflict in ​the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core​ energy infrastructure. With the Strait of Hormuz ...

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Michael Gerrard and Jeff Holmstead on Next Chapter in US Climate Policy

Michael Gerrard and Jeff Holmstead on Next Chapter in US Climate Policy

The climate policy landscape in the US is in flux. Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases. Two weeks later, the Supreme Court said it will ...

17 Mars 47min

Iran Conflict Brief: A 'Tacit Bargain' Protecting Gulf Energy

Iran Conflict Brief: A 'Tacit Bargain' Protecting Gulf Energy

As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream oil production ar...

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Iran Conflict Brief: What It Will Take to Open Up the Strait of Hormuz

Iran Conflict Brief: What It Will Take to Open Up the Strait of Hormuz

In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a fifth of world supplies of crude oil, oil ...

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New Rapid Response Series: The Iran Conflict Brief

New Rapid Response Series: The Iran Conflict Brief

The conflict in the Middle East is evolving with incredible speed, creating a landscape where the complexities of understanding both immediate and long-term outcomes have never been greater. W​e'll s...

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