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\u2019s 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.
\nThis 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\u2026and 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.<\/p>\n","protected":false},"excerpt":{"rendered":"
What do disruptive companies like oil and gas frackers and Tesla have in common, and what can they tell us about energy transition? Part 1 of 2.<\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[425,170,421,424,422,20,423,427,426,182,109,30],"class_list":["post-1557","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-consumer","tag-disruption","tag-disruptor","tag-financial","tag-frackers","tag-fracking","tag-innovation","tag-liam-denning","tag-preferences","tag-regulation","tag-technology","tag-tesla","xen_guests-liam-denning"],"acf":[],"yoast_head":"\n