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Topic: Shipping

[Episode #216] – COP28 and the Outlook for Oil

Following from the December COP28 climate summit, we find ourselves at a pivotal juncture with the world’s governments clearer than ever about “transitioning away from fossil fuels.” Now, what is next for the oil sector and for all of us—the consumers of oil? Is COP’s sweeping announcement setting a ceiling for the global ambition on climate, or merely a floor?

As oil is phased out sector-by-sector, how can the electrification of vehicles handle demand for road transport? And what about the sectors where substitutes are still a work in progress, like petrochemicals, aviation and shipping? Is it really feasible to phase out oil completely, as we discussed with the IEA in the previous episode?

In this episode, we explore these questions with Anand Gopal, the Executive Director of Policy Research at Energy Innovation, an energy transition think tank based in San Francisco. We review the findings from several of Energy Innovation’s recent reports, we discuss the outlook for oil demand, and we get Anand’s first-person observations from this year’s COP.

Geek rating: 9

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[Episode #147] – Hydrogen Innovations and Applications

Hydrogen projects are under way around the world, and some of them are aiming to achieve real commercial scale. But tracking this rapidly-evolving sector is challenging, because it’s happening everywhere at once. So in this episode we build on the foundation we laid in Episodes #142 and #143, in which we surveyed the entire hydrogen sector, to focus in on some of the notable commercial projects that aim to expand hydrogen production and bring down its costs, as well as some potential applications for hydrogen. We also try to identify a bit more specifically where it has any clear advantages over other technologies.

With the help of senior hydrogen advisor Gniewomir Flis of Agora Energiewende, a German energy transition think-tank, this episode offers a look at some significant projects that are underway to expand green hydrogen production capacity, especially in Europe and the Middle East, as well as projects that aim to deploy hydrogen in everything from shipping to power generation.

Geek rating: 4

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[Episode #127] – Hard-to-Decarbonize Sectors

When it comes to energy transition solutions, wind and solar and big battery projects regularly make headlines, but we don’t often hear much about the hard-to-decarbonize sectors, like aviation, shipping, trucking, cement manufacturing, and steelmaking. Reducing emissions from these sectors is challenging for a number of reasons, but we must find ways to do it, because they account for about a third of global carbon emissions. And fortunately, there is a great deal of effort now being focused on these sectors, through an array of partnerships between governments, non-governmental organizations, and private industry. In this episode, we speak with the CEO of the Rocky Mountain Institute, a clean energy “think and do tank” founded by energy luminary Amory Lovins which has been working on energy transition for the better part of four decades, about some of the ways that we can decarbonize these sectors.

Geek rating: 2

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[Episode #64] – Ask Eric

In this episode, energy expert Eric Gimon answers questions submitted by Energy Transition Show subscribers on a wide range of topics, including the non-climate effects of climate change; whether we even need to keep investing in climate research; what the reliable indicators of the global energy transition might be; how much seasonal storage we’ll need; whether science adequately informs energy policy; the outlook for market reforms that value storage; the outlook and potential role for solar thermal plants equipped with storage; and we finish with a deep dive down the rabbit hole of resource adequacy and reserve margins.

 

Geek rating: 5

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