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Topic: Energy Transition

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[Episode #285] – Covering Demand Growth

Oct 14 2026

Mini Episode

Over the summer, the IEA projected that carbon emissions from the world's power sector are on track for a new record in 2026. Electricity demand is expected to grow 20% faster than it did a year ago, and this year's gas shock has pushed some countries to use more coal.

But we're fresh off a new milestone for the energy transition. Last year, wind and solar grew enough to cover virtually all of the world's new electricity demand and fossil power fell, so emissions from power plants didn't rise.

So was last year a peak we can count on, or simply a pause? Over the Energy Transition Show's history, we've seen carbon emissions stall out before. In 2017, global emissions had barely grown for three years, and some thought that was it. But then they started to rise again.

How confident can we be that fossil power emissions are truly close to their peak? In this second episode of our documentary series, we follow that question through Chris Nelder's conversations with the analysts who have been tracking it, from 2017 to today. We'll hear the signs of a lasting decline versus a temporary dip, why emerging markets can stop fossil power from growing even if the coal plants they already have don't shut down, and why so much of the answer depends on what China does next.

Featured in this episode, in the order we hear their conversations:

  • Zeke Hausfather, climate scientist and energy systems analyst at Berkeley Earth, on Episode #40 (2017)
  • Lauri Myllyvirta, Lead Analyst at the Centre for Research on Energy and Clean Air, on Episode #138 (2021) and Episode #271 (2026)
  • Kingsmill Bond, Energy Strategist at Carbon Tracker, on Episode #152 (2021)
  • Tim Gould, co-head of the World Energy Outlook at the International Energy Agency, on Episode #242 (2025)
  • Muyi Yang, Senior Energy Analyst for Asia at Ember, on Episode #260 (2025)
  • Sam Butler-Sloss, Research Manager at Ember, on Episode #260 (2025)
  • Nic Fulghum, Senior Data Analyst at Ember, on Episode #274 (2026)
  • Aditya Lolla, Interim Managing Director of Ember, on Episode #280 (2026)

Geek rating: 5

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[Episode #284] – Faster Than Forecast

Sep 29 2026

Mini Episode

When we first created the Energy Transition Show in 2015, solar generated about 250 terawatt hours worldwide. That was roughly as much electricity as California used the same year. A decade later, as the energy transition moved ahead, solar generates more than ten times as much, matching the European Union's total electricity demand.

Though sometimes progress can seem like it isn't happening nearly fast enough. Renewables only edged past coal in 2025, by supplying around a third of global electricity. But everything built over those ten years matters now more than ever. As we reviewed on Episode #272, soon after the US and Israel attacked Iran, the Strait of Hormuz closed, and the aftermath has created a persistent disruption in global energy flows that sent oil, gas and diesel prices surging. Ember's Global Electricity Review, which we covered with Nic Fulghum on Episode #274, found that the growth in solar generation in 2025 alone could displace gas-fired electricity equal to all the LNG exported through the strait that year. Without it, this crisis would be far harder to weather against the reality of constrained fossil fuel supplies.

For decades, forecasts for where the energy transition would be by now kept coming in low. Researchers from the LUT University team featured on Episode #95 went back through the International Energy Agency's World Energy Outlook reports and found they consistently underestimated solar. The IEA's most ambitious scenario from 2022 had annual solar installations peaking at 657 gigawatts in 2040. By SolarPower Europe's count, the world installed more than that in 2025.

This is the first in a new documentary series, built from our past episodes, featuring interviews Chris Nelder recorded while the future was still unfolding, often years ahead of the headlines. We start with Episode #200, where Canary Media's Jeff St. John co-hosted. They remembered how bold a name like "Energy Transition Show" seemed back in 2015. Were the forecasters just being too cautious, or were their methods off?

This year, some are projecting solar installations will fall for the first time in more than twenty years. What should forecasts like that tell us about the road ahead?

Featured in this episode, in the order they first appear:

  • Jeff St. John, Director of News and Special Projects at Canary Media, in conversation with Chris on Episode #200 (2023)
  • Ryan Wiser, Senior Scientist at Lawrence Berkeley National Laboratory, on Episode #30 (2016)
  • Kingsmill Bond, Energy Strategist at Carbon Tracker, on Episode #108 (2019)
  • Matthew Ives, economist at Oxford's Institute for New Economic Thinking, on Episode #159 (2021)
  • Doyne Farmer, Director of Complexity Economics at Oxford's Institute for New Economic Thinking, on Episode #239 (2024)
  • Gregory Nemet, Professor at the University of Wisconsin–Madison, on Episode #178 (2022)
  • Christophe McGlade, Head of the Energy Supply Unit at the International Energy Agency, on Episode #215 (2024)
  • Tim Gould, co-head of the World Energy Outlook at the International Energy Agency, on Episode #215 (2024) and Episode #148 (2021)
  • Nic Fulghum, Senior Analyst at Ember, on Episode #254 (2025)

Geek rating: 4

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[Episode #211] – Doomers vs. Transitionistas

Nov 15 2023

Full Episode

Should our response to global warming focus on technologies that reduce emissions, or on embracing simpler lifestyles? Why do some believe that deploying more renewables and accelerating the energy transition is essential, while others advocate for ‘degrowth’ instead, and claim that switching to renewables is counterproductive?

Today’s conversation explores a recent paper by lifecycle assessment researcher Marco Raugei of Oxford Brookes University, in which he describes an ongoing debate between “systemic pessimists” who focus on humanity’s demands for resources and dismiss renewable technologies, and “technological optimists” who focus on the technologies of the energy transition but do not address other planetary boundaries. We describe these two tribes and their beliefs, identify their points of disagreement, and try to suggest a way forward.

We’ll also discuss another recent paper Marco co-authored exploring whether there are important material limits to the energy transition. And to wrap it up, Chris offers his longest monologue yet, in which he draws a distinction between “techno-optimists” and energy transition advocates, and suggests some ways that we might advance the debate beyond its current unhelpful framing.

Ultimately, we hope this episode will persuade some “systemic pessimists” to consider shifting their narrative from doom and to refocus on actively solving problems, including the problem of global warming.

Geek rating: 9

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[Episode #62] – How Advance Cost Recovery Swindled the South

Feb 7 2018

Mini Episode

How did the legal innovation of “advance cost recovery” allow utilities in South Carolina, Georgia, Florida and Mississippi to torch more than $40 billion on nuclear and coal plants that went way over budget or never produced a single kilowatt-hour of electricity? And what if this story is more than just a few poor decisions about a handful of power plants, but instead a long history of reckless behavior, if not outright fraud and corruption, by contractors, utilities, their regulators, and legislators, which customers in the South will be paying off for years to come? And what can be done to prevent such boondoggles in the future?

Our guest in this episode is a reporter from the Pulitzer Prize winning newspaper, The Post and Courier, of Charleston, South Carolina, who has been contributing to a terrific series of articles about what went wrong with these power plants, by doing good old-fashioned investigative journalism. It’s a pretty incredible story they have uncovered and continue to tell in their newspaper every week as they work to uncover the truth and protect consumers. After you hear this jaw-dropper, you’ll probably never take the prospect of US nuclear or clean coal seriously ever again.

Geek rating: 2

Geek rating: 2

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[Episode #56] – Blockchain in Energy Transition

Nov 15 2017

Mini Episode

The blockchain is one of the most discussed and hyped technologies, and it’s not just limited to crypto-currencies like Bitcoin. There are also plenty of serious people looking at how the tokens and distributed ledgers of blockchain technology might work in an energy context, and how they could help to enable new kinds of transactions and even whole new markets in energy - helping to accelerate energy transition by doing things cheaper, faster, and with greater security than conventional methods allow.

But these are very new ideas that are only just getting into the real development phase now, and understanding how they might work, and what their real potential is, is not easy. It’s a complex and largely abstract domain without much real-world experience to show for itself. And it has a dark side, too: The energy consumption alone of these new crypto-currencies is horrific. So is the blockchain going to turn out to be a huge new boon to energy transition, or will it turn out to be a bad idea that consumed a lot of energy without much tangible benefit?

To help us understand how the blockchain works and how it might actually benefit energy transition, our guest in this episode is enabling innovators to create new decentralized markets in energy, such as demand response, and creating new opportunities to bring low cost, low carbon and resilient energy to all. She is an expert in innovation, tech, communications, and environmental policy, and has a front-row seat in seeing how the blockchain is being integrated into energy markets.

Geek rating: 4

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[Episode #52] – 2-Year Anniversary – Destination Unknown

Sep 20 2017

Mini Episode

It’s the two-year anniversary of the Energy Transition Show, so we thought we’d take a break from the deep dives and just have a little fun skiing around on the surface for a change. Dr. Jonathan Koomey returns to the show for a freewheeling discussion about some of the interesting questions and debates swirling around the energy transition today, and hopefully help us glue together many of the themes that have emerged from our first 51 shows.

How do you go about an energy revolution? Is 100% renewables the right goal? How much seasonal storage will a high-renewables grid need? What will it cost? Is there a future for nuclear power? Or CCS? What should get the credit for declining U.S. emissions?  How do we model the best pathways to a future of clean and sustainable energy? Can the IPCC modeling framework be fixed? What kind of carbon mitigation pathways should we be projecting? And how should we communicate the important messages on climate and energy transition? We tackle all these questions in one big omnibus episode.

Following the interview, Chris shares some of his reflections on Hurricane Harvey in an extended postscript, which we’ve made available in the free, abridged version as well as the full, subscriber version of this show.

Geek rating: 8

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[Episode #50] – Siting Long Distance Transmission Lines

Aug 23 2017

Mini Episode

Many outlooks for a mostly renewable U.S. power grid include a lot more high-voltage transmission lines. But is this a realistic hope, considering how few of these lines we’ve built in recent years, and the many barriers they always seem to face? One might think not, considering the many obstacles a typical transmission project has to overcome. Then again, we can always change the rules and invent new ways of siting transmission lines, because when there’s a will, there’s a way. Our guest in this episode is a professor at the University of Minnesota Law School and an expert in regulatory challenges to integrating more renewable energy into the nation’s electric transmission grid, as well as issues around siting interstate electric transmission lines and pipeline, and she’s going to help us sort it all out.

Geek rating: 6

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[Episode #39] – Transition in Australia

Mar 22 2017

Mini Episode

Australia has the highest proportion of households with rooftop solar PV systems of any country in the world. It also has the second-dirtiest grid in the world, getting three-quarters of its power from coal. As such, Australia might as well be the global poster child of energy transition, with both a huge load of dirty power plants it needs to retire, and a huge set of distributed and variable solar and wind systems that it needs to integrate into its power grid, while keeping everything balanced, without being able to import or export electricity from other nations. It’s a fascinating case study in wholesale markets, renewable incentives, technical balancing issues, and yes, acrimonious political debate between Browns and Greens. To help us understand this complex picture, we speak with Dr. Jenny Riesz, a Principal at the Australian Energy Market Operator (AEMO), the operator of Australia’s largest gas and electricity markets and power systems. Dr. Riesz works on adapting AEMO’s processes and functions to ensure ongoing security and reliability as the power system transitions to renewables, and leads its work program on matters such as frequency control, analysis on declining inertia, and possible solutions such as Fast Frequency Response.

Geek rating: 9

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[Episode #35] – Green Bonds

Jan 25 2017

Mini Episode

What are green bonds, and how can they help mobilize private capital to fund energy transition and climate change mitigation measures? What kinds of things can green bonds be used to fund? What are the various roles for private, corporate, and sovereign issuers? Why does the green bond market need to grow by roughly 10x over the next few years to $1 trillion a year globally, and is there even enough capital out there willing to accept single-digit returns to buy that amount of green bonds? Are green bonds an answer to the stranded assets problem in the fossil fuel sector? And what can the appetite for green bonds tell us about monetary policy and appropriate discount rates for climate change mitigation measures? We get deep into all of these questions with the CEO of the Climate Bonds Initiative, an international NGO working to mobilize debt capital markets for climate solutions.

Geek rating: 5

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[eLab Extra #7] – How NREL Supports Energy Transition

Jan 18 2017

Full Episode

This is a special, free "extra" episode recorded at RMI’s eLab Annual Summit in December 2016 in Austin, Texas.

The National Renewable Energy Laboratory (NREL) based in Golden, Colorado provides a wide range of research, guidance, and policy support to the whole government stack in the U.S., from the local and city level all the way up to the federal and tribal level. From supporting the rebuild of New Orleans after Hurricane Katrina, to informing policies with things like calculating the Value of Solar (VOS) and figuring out better ways of doing demand response, NREL is helping to lead the way on energy transition. We interview Elizabeth Doris of NREL at RMI’s eLab Summit 2016.

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Geek rating: 2