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Topic: Tesla

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[Episode #165] – Oil & Gas in Transition

Feb 2 2022

Mini Episode

Oil prices are at a 7-year high, with demand getting back toward pre-pandemic levels as the world attempts to restore economies from the impacts of covid. Oil & gas companies are feeling bullish for the first time in years, forecasting strong demand for their product for decades to come, despite the pressures of energy transition and increasingly strong climate policies. In fact, they’re bold enough to blame high oil and gas prices on the energy transition, and using those prices as an argument against it. So are they right? Or are they simply in denial about the future of their business?

In this episode, Bloomberg energy opinion columnist Liam Denning returns to sort through the various factors that are working for and against continued investment in the oil and gas sector, to understand just how much the energy transition is affecting the ever-changing outlook for their business. We also discuss the tight and delicate balance between supply and demand at this point in time, and consider where it might be going in the coming years, particularly in light of climate policy targets.

This is our deepest dive into oil and gas to date, so don’t miss it!

Geek rating: 8

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[Episode #71] – Australia at the Cutting Edge

Jun 13 2018

Mini Episode

Since we last covered Australia one year ago in Episode 39, a lot has changed…it has deployed the largest utility-scale battery system in the world, made numerous technical upgrades to prevent future outages, and placed some incredible leaders in key agencies where they are working hard to accelerate the country’s energy transition. It is also actively investing in new energy technologies that aren’t even commercial yet, to see how they can perform. In short, Australia is breaking new trail on multiple fronts in energy transition, and demonstrating some truly interesting findings to the rest of the world, for how a grid might function self-sufficiently, at scale, with significant shares of variable renewable power and large battery storage systems.

Our guide to the current state of affairs today is Ivor Frischknecht, a subscriber to this show and the CEO of the Australian Renewable Energy Agency (ARENA). A widely acknowledged expert and innovator in the energy industry, with deep knowledge of the grid’s needs in Australia, and a far-reaching vision for what it can become, he’s one of the top experts on the energy transition Down Under, and can explain it all in a very accessible way.

Geek rating: 6

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[Episode #67] – Transition’s Disruptors Part 2

Apr 18 2018

Mini Episode

What do the frackers and Tesla have in common? They have both succeeded in disrupting their industries by adopting new technologies, applying financial innovation, appealing to changing consumer preferences, and taking advantage of (or disrupting) their regulatory environments. Indeed, these disruptive forces are in play throughout the energy transition, and whether it’s electricity, or heat, or mobility, the outcome is generally the same: nimbler, more efficient, cleaner, and safer upstarts steal away market share from rent-seeking incumbents who control captive markets. The transition upstarts are hot; the moguls of oil provinces and monopoly utilities are not.

This is Part Two of a sprawling discussion that lasted over two hours with veteran energy, mining and commodities analyst Liam Denning of Bloomberg. We explore the ways in which these disruptive forces are working for transition and the risks that the incumbents face…and how to spot the winners and losers of energy transition from a mile away. In this episode, we talk about changing consumer preferences, the role that regulations play in alternately supporting and stymieing disruptors, and how the falling cost of energy as more renewables come into the system will affect energy markets and business models.

Part One of this interview was in Episode 66.

Geek rating: 5

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[Episode #66] – Transition’s Disruptors Part 1

Apr 4 2018

Mini Episode

What do the frackers and Tesla have in common? They have both succeeded in disrupting their industries by adopting new technologies, applying financial innovation, appealing to changing consumer preferences, and taking advantage of (or disrupting) their regulatory environments. Indeed, these disruptive forces are in play throughout the energy transition, and whether it’s electricity, or heat, or mobility, the outcome is generally the same: nimbler, more efficient, cleaner, and safer upstarts steal away market share from rent-seeking incumbents who control captive markets. The transition upstarts are hot; the moguls of oil provinces and monopoly utilities are not.
This is Part One of a sprawling discussion that lasted over two hours with veteran energy, mining and commodities analyst Liam Denning of Bloomberg. We explore the ways in which these disruptive forces are working for transition and the risks that the incumbents face…and how to spot the winners and losers of energy transition from a mile away. In this episode, we talk about the roles of technological and financial innovation. Part Two of this interview will air on Episode 67.

Geek rating: 5

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[Episode #64] – Ask Eric

Mar 7 2018

Mini Episode

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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[Episode #42] – Can Renewables Power the World?

May 3 2017

Mini Episode

Is the net energy of renewables high enough to actually power human civilization? Or will replacing fossil fuels prove too difficult on an energetic basis? What is the state of the art in net energy analysis, and can biophysical economics yet prove to be policy relevant, and not just an arcane field of study that only interests academics? What’s the trajectory of EROI for various fuels, and what’s the right way to compare them?

If you’ve heard that the net energy of renewables is too low to run society, and that as a result energy transition is destined to fail…then you need to listen to this interview with net energy researcher Rembrandt Koppelaar and check out his new research. His findings will probably surprise you.

Geek rating: 8

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[Episode #15] – The Outlook for Electric Vehicles

Apr 20 2016

Full Episode

Electric vehicles are all the rage right now, and hopes are high that we might finally be able to transition off of oil and on to electric cars…preferably, cars powered by clean renewable electricity and not by coal-fired grid power. But they’re still less than 1% of the new vehicle market, and they still face real challenges in consumer acceptance, a lack of charging infrastructure, and a dearth of options at the dealership. So what should we really expect from EVs in the near- and medium-term, and how realistic are the high hopes for switching a nation like the US, with nearly 260 million conventional light vehicles on the road today, over to EVs? We talk to EV expert Matthew Klippenstein to find out.

Geek rating: 2

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