Michael Cembalest Does the Math on the Energy Transition
The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best sources of generation play out...
23 Juni 57min
Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future
Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval blockade, and restore commercial...
18 Juni 1h 2min
Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodation
The 109-day-old Iran crisis is heading toward an off-ramp in the form of a not-yet-public Memorandum of Understanding to reopen the Strait of Hormuz. While energy markets are celebrating with a sell-o...
16 Juni 37min
Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now
The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad acknowledgment of the costs of clim...
9 Juni 50min
Ashley Finan and Amy Roma on Speed, Safety, and Reforming Nuclear Energy
For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But a massive surge in electricity demand in recent years—now colliding with a fracturing...
2 Juni 1h 1min
Katie Auth on How the 'Modern Energy Minimum' Can Drive Economic Growth
Despite all the advancements we have achieved globally in recent decades, as many as 750 million people still lack access to electricity. Tackling energy poverty requires far more than linking communi...
26 Maj 57min
Speed to Power: Christian Bruch on Siemens Energy's Turnaround
For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy providers now face extreme in...
19 Maj 52min
Iran Conflict Brief: How the Iran Standoff is Rewriting US-China Relations
The Iran crisis is in its 80th day. Right now, roughly 1,500 vessels laden with oil, natural gas, fertilizers, and oil products sit trapped in the Persian Gulf by a dual US-Iranian blockade. One thing...
18 Maj 28min
