Podcast Episodes

A tsunami of uncertainty for clean energy

The business world is facing a tsunami of uncertainty. Across nearly every industry, investment is seizing up amid unpredictable tariffs and contradictory domestic policies. 

In this week’s episode of…

Published on 6 months, 3 weeks ago

Energy dominance meets economic chaos

President Trump promised energy dominance. But his sweeping new tariffs are delivering the opposite – creating unprecedented uncertainty for every sector of the energy economy.

Faced with a market in …

Published on 7 months ago

Tariffs, localization, and a new global energy order

It's fair to say the last decade was the climate era of the energy transition. From the Paris Agreement to corporate net zero pledges, reducing carbon emissions dominated the global framework for dep…

Published on 7 months, 1 week ago

Five years later: the pandemic's energy legacy

Five years ago, as lockdowns swept the globe, we witnessed an energy shock that destroyed oil demand, upended electricity demand patterns, and dropped global emissions by staggering levels overnight.…

Published on 7 months, 3 weeks ago

Does residential solar have a bad product?

The residential solar industry is facing its most challenging period in years. High interest rates, sweeping policy change, and stubbornly high customer acquisition costs are all causing a contractio…

Published on 8 months ago

Is Wall Street in climate retreat?

Major U.S. financial institutions are backing away from climate commitments – all six largest American banks have exited the Net-Zero Banking Alliance, BlackRock has quit comparable initiatives, and …

Published on 8 months, 1 week ago

Musk takes a chainsaw to 'energy dominance'

Elon Musk built Tesla with help from government loans and carbon credits. Today, he's swinging a chainsaw at the very agencies that launched his empire — while directly undermining President Trump's …

Published on 8 months, 2 weeks ago

The data center boom: ‘All the cheap power is gone’

The tech industry is pouring $1.3 trillion into data centers globally over the next five years. While efficiency breakthroughs like the launch of DeepSeek's R1 reasoning model might reduce computing …

Published on 8 months, 3 weeks ago

Trump's energy paradox

The Trump administration wants energy abundance. But it just declared war on the fastest and cheapest ways to achieve it.

That's the central paradox emerging from the administration's first weeks in o…

Published on 9 months ago

The energy transition, decoded

The greatest industrial transformation in history is well underway — but it's going to be messy, contentious, and certainly not linear.

In the midst of a volatile political and economic era, Jigar Sha…

Published on 9 months, 1 week ago