All Finance Is ‘Climate Finance’

All Finance Is ‘Climate Finance’

Climate change has gone macro -- as in macroeconomics. It’s not just an environmental, health and justice issue. It has become an economic imperative for financial analysts, finance ministers and the biggest asset managers in the world.

For the second year in a row, Blackrock CEO Larry Fink singled out climate change as the biggest priority for the world’s largest asset manager: “I believe that this is the beginning of a long but rapidly accelerating transition – one that will unfold over many years and reshape asset prices of every type,” he wrote in his 2021 letter.

Over many years, “alternative energy” just became “energy.” In the near future, will “climate finance’ just become “finance?”

This week, we have the exact right person to run through this: Kate Gordon, the Director of the Office of Planning and Research for California Governor Gavin Newsom. She's also senior advisor to the governor on climate.

Kate has been on the show before. She was one of the founders of the Risky Business Project, which was among the first ambitious projects to calculate climate risk and infuse it into financial systems.

As you'll hear in her conversation with Shayle Kann, she's thinking about how this will all play out in the world of money every day.

The Interchange is brought to you by the Yale Program in Financing and Deploying Clean Energy. Through this online program, Yale University is training working professionals in clean energy policy, finance, and technology, accelerating the deployment of clean energy worldwide, and mitigating climate change. To connect with Yale expertise, grow your professional network, and deepen your impact, apply before March 14, 2021.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Avsnitt(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 Mars 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 Mars 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 Dec 202537min

Populärt inom Business & ekonomi

framgangspodden
varvet
svd-tech-brief
badfluence
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
bathina-en-podcast
rss-svart-marknad
tabberaset
lastbilspodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rikatillsammans-om-privatekonomi-rikedom-i-livet
24fragor
affarsvarlden
avanzapodden
borsmorgon
market-makers
montrosepodden