[{"id":4379,"date":"2026-03-25T09:00:55","date_gmt":"2026-03-25T16:00:55","guid":{"rendered":"https:\/\/xenetwork.org\/ets\/?post_type=xen_episodes&p=4379"},"modified":"2026-03-24T16:10:32","modified_gmt":"2026-03-24T23:10:32","slug":"episode-272-global-energy-crisis-2026","status":"publish","type":"xen_episodes","link":"https:\/\/xenetwork.org\/ets\/episodes\/episode-272-global-energy-crisis-2026\/","title":{"rendered":"[Episode #272] \u2013 Global Energy Crisis 2026"},"content":{"rendered":"The attacks on Iran by US and Israel have touched off a regional conflict that has resulted in the closure of the Strait of Hormuz, through which 20% of the world's oil and LNG transits, and is doing severe, ongoing damage to oil and gas infrastructure throughout the Persian Gulf. We are now in a new global energy crisis.<\/p>\n
IEA coordinated the largest release ever of oil from strategic reserves to calm the oil market, but traders shrugged it off and oil prices kept climbing, because a physical disruption at this scale is totally unprecedented. Even so, veteran oil traders and journalists have warned that the world is still not recognizing the depth of the actual peril it's in. IEA Executive Director Fatih Birol called this crisis \"the greatest global energy security threat in history\" and said, \"I believe the world has not yet well understood the depth of the energy security challenge we are facing.\" IEA also admonished governments to take steps to conserve fuel, including urging their citizens to drive more slowly, work from home, take public transport and car sharing, avoid air travel, and switch to electric cooking. The last time IEA called for such wide-ranging demand reduction was in the 1973 Arab Oil Embargo.<\/p>\n
The consequences are already cascading well beyond oil: Fertilizer prices have surged 25 to 40 percent, and a similar increase in the price of diesel will flow through to essentially everything, causing \"fossilflation.\" In response, governments across Asia have begun curbing consumption: Bangladesh is shutting universities early to save power, Thailand and Vietnam are pushing civil servants to work from home, and Myanmar has imposed fuel rationing. And that's just the beginning.<\/p>\n
To help us understand this rapidly-worsening reality, we are joined by Rory Johnston, one of the most widely cited independent oil market analysts, founder of the Commodity Context<\/em> newsletter, and host of the Oil Ground Up<\/em> podcast. Johnston, who typically avoids alarmist price calls, says $200 a barrel minimum is now on the table. We discuss why the world's emergency supply tools aren't working, where oil prices could go from here, and why this crisis has thrown the world into uncharted territory.<\/p>\nIt could take the world years to recover from this\u2026but in that interim, it's likely to accelerate the energy transition.<\/p>\n
To help everyone cut through the fog of war and disinformation, and understand what is happening and how it will affect them, we are publishing this episode without a paywall. So please share it widely.<\/p>\n","protected":false},"excerpt":{"rendered":"
The damage to Persian Gulf oil and gas infrastructure and the closure of the Strait of Hormuz has thrown the world into a global energy crisis. <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111,1145],"tags":[17,1066,261,659,1328,1330,223,1331,26,658,349,414,1329],"class_list":["post-4379","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","category-free-complete-shows","tag-china","tag-energy-crisis","tag-gas","tag-india","tag-iran","tag-iraq","tag-oil","tag-persian-gulf","tag-renewables","tag-russia","tag-security","tag-shipping","tag-strait-of-hormuz","xen_guests-rory-johnston"],"acf":[],"yoast_head":"\n
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#271] \u2013 China Update 2026"},"content":{"rendered":"<p>China's total CO2 emissions went flat and slowly started declining almost two years ago, but you probably wouldn't know it from reading the news about how its pipeline of coal power plant projects surged to a record high in 2025.<\/p>\n<p>Similarly, recent data shows that China's coal power output fell by 1% in 2025, even as it built more coal plants than it had in a decade.<\/p>\n<p>These kinds of conundrums are typical for China, with its complex interaction of economic forces and top-down state planning. But once you understand what's driving them, it all makes sense\u2014just not a Western economic kind of sense.<\/p>\n<p>To help us untangle this picture, we welcome back Lauri Myllyvirta, co-founder and lead analyst at the Centre for Research on Energy and Clean Air (CREA), who last joined us in <a href=\"https:\/\/energytransition.show\/138\">Episode #138<\/a>, all the way back in 2021. We were overdue for an update.<\/p>\n<p>In this episode, we dig into this coal conundrum\u2014why China added 78 GW of new coal capacity in 2025, more than India built in an entire decade, even as customers pay $14 billion a year in capacity payments to coal plants that may not even run. We look at the 315 GW of solar and 120 GW of wind China added last year, and how 75 GW of new storage is helping to displace coal power. And we discuss why China's clean energy investments now make up more than a third of its GDP growth\u2014without them, 2025 growth would have been 3.5% instead of 5%.<\/p>\n<p>Although its fleet of coal power plants continues to grow, there is good news here. Because as the largest energy consumer in the world, China's declining emissions mean emissions are declining globally.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Why have China\u2019s total CO2 emissions been slowly falling for two years even as it\u2019s building more coal-fired power plants than ever? <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[17,21,660,137,399,64,149,45],"class_list":["post-4369","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-china","tag-coal","tag-geopolitics","tag-offshore-wind","tag-politics","tag-solar","tag-trump","tag-wind","xen_guests-lauri-myllyvirta"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Episode #271] \u2013 China Update 2026 | The Energy Transition Show<\/title>\n<meta name=\"description\" content=\"Why have China\u2019s total CO2 emissions been slowly falling for two years even as it\u2019s building more coal-fired power plants than ever?\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/xenetwork.org\/ets\/episodes\/episode-271-china-update-2026\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[Episode #271] \u2013 China Update 2026 | The Energy Transition Show\" \/>\n<meta property=\"og:description\" content=\"Why have China\u2019s total CO2 emissions been slowly falling for two years even as it\u2019s building more coal-fired power plants than ever?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/xenetwork.org\/ets\/episodes\/episode-271-china-update-2026\/\" \/>\n<meta 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#270] \u2013 View from the Energy Transitions Commission"},"content":{"rendered":"<p>Both the IEA and BNEF now project that current policies put us on track for roughly 2.5\u00b0C of warming. Some voices, like Daniel Yergin and Bill Gates, argue we should accept that trajectory and focus only on the technologies that are already winning. But even 2.5\u00b0C is still much too high. We can and must do better.<\/p>\n<p>To help us take stock of the global energy transition in today's conversation, we are fortunate to be joined by Lord Adair Turner, co-chair of the Energy Transitions Commission (ETC), headquartered in London. The Commission is a global coalition of major power and industrial companies, investors, environmental NGOs, and experts working on achievable pathways to limit global warming while stimulating economic development and social progress. Lord Turner chaired the UK Climate Change Committee from 2008 to 2012, chairs insurance group Chubb Europe, and is a crossbench (non-partisan) member of the House of Lords.<\/p>\n<p>We discuss how the transition is reshaping geopolitics, why the ETC's forecasts for green hydrogen have been cut roughly in half, and what Europe's green industrial policy (including its carbon border adjustment mechanism) needs to get right. We explore the roles of China and the UK in mobilizing capital for the developing world, how the UK has achieved a 75% decarbonization of its power sector in just 14 years, and what Turner calls 'double banking' \u2014 the core challenge of the mid-transition, where we're paying to build new energy systems while the old ones can't yet be switched off.<\/p>\n<p>Turner makes the case that well below 2\u00b0C is still achievable, but only if we return to the climate imperative alongside the technological opportunity.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lord Adair Turner shares his global perspective on the state of the energy transition, as seen from the Energy Transitions Commission.<\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[1099,486,785,660,1324,137,223,399,64,149,377,665,45],"class_list":["post-4353","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-cbam","tag-eu-ets","tag-fossil-fuels","tag-geopolitics","tag-jetp","tag-offshore-wind","tag-oil","tag-politics","tag-solar","tag-trump","tag-uk","tag-un","tag-wind","xen_guests-adair-turner"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Episode #270] \u2013 View from the Energy Transitions Commission | The Energy Transition Show<\/title>\n<meta name=\"description\" content=\"Lord Adair Turner shares his global perspective on the state of the energy transition, as seen from the Energy 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#269] \u2013 Trump’s War on the Energy Transition"},"content":{"rendered":"<p>In the first year of his second term, President Donald Trump waged an all-out war on the energy transition. His administration canceled hundreds of projects created under the Inflation Reduction Act, IIJA, and CHIPS Act, blocked offshore wind farm development, and forced aging fossil-fueled power plants to continue operating after their utility owners planned to shut them down. It weaponized every federal agency from Interior to the Department of Commerce against renewable energy, seized Venezuela's oil, and pulled the US out of participation in key UN climate bodies.<\/p>\n<p>The results have been staggering. Over 22 GW of wind and solar projects have been thwarted or thrown into limbo, and fully half of the country's planned new power capacity, some 117 GW, is at risk of delay. The Department of Energy has issued \"emergency\" orders to keep six aging coal and gas plants open, invoking a provision of the Federal Power Act originally written for wartime. None of these federal interventions were requested by a utility, grid operator, or state regulator. Courts have been pushing back hard, calling these actions arbitrary, capricious, unreasonable, and seemingly unjustified.<\/p>\n<p>Whether any of these executive actions will survive is the central question. In today's conversation, we are rejoined by Ari Peskoe, Director of the Electricity Law Initiative at Harvard Law School, to walk through dozens of Trump's energy interventions and assess which ones are likely to hold up against the growing wave of legal challenges being brought against them. As we discuss, the courts are doing a surprisingly effective job of striking down the administration's illegal maneuvers. But every project delayed or canceled while the cases grind through court is inflicting real damage on the energy transition.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Can the energy transition in the US survive President Trump\u2019s attacks on it? <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[21,785,660,307,65,137,223,251,399,64,149,665,1322,45],"class_list":["post-4351","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-coal","tag-fossil-fuels","tag-geopolitics","tag-ipcc","tag-natural-gas","tag-offshore-wind","tag-oil","tag-pjm","tag-politics","tag-solar","tag-trump","tag-un","tag-venezuela","tag-wind","xen_guests-ari-peskoe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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#268] \u2013 Activism 101"},"content":{"rendered":"<p>If you want to see the energy transition succeed where you live, you might want to get involved in some local advocacy campaigns, or even become an organizer yourself. But how?<\/p>\n<p>The energy and climate movement is overwhelmingly popular. Surveys consistently show broad public support for clean energy. Yet energy transition issues rarely crack the top ten concerns of most voters, and we remain remarkably bad at enacting political consequences when decision-makers ignore us. If being right were enough, energy transitionistas would have won by now.<\/p>\n<p>In this episode, Carter Lavin\u2014a climate and transportation activist who has spent 15 years training nonprofits, grassroots groups, businesses, and individuals to win local and state-level campaigns\u2014shares what he's learned. His new book, <em>If You Want to Win, You've Got to Fight - A Guide to Effective Transportation Advocacy<\/em>, serves as a handbook for anyone who wants to move the needle on policies that support energy transition in their own community.<\/p>\n<p>We discuss how to translate your goals into specific campaigns, how to connect with allies who share your values, and how to apply pressure at the right decision points. Carter explains the \"inside-outside game\" that bridges the gap between wonks who read 500-page regulatory filings and activists who show up at protests. We explore power mapping, coalition building, and why working on multiple campaigns simultaneously makes your movement stronger.<\/p>\n<p>If you're ready to move from watching the energy transition unfold to actively shaping it, this conversation will show you how.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What do aspiring energy transition advocates need to know to become effective changemakers in their communities? <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[1321,456,1132,399,123],"class_list":["post-4350","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-activism","tag-advocacy","tag-legislation","tag-politics","tag-transportation","xen_guests-carter-lavin"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - 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#267] \u2013 Japan: Petrostate or Electrostate?"},"content":{"rendered":"<p>Depending on where you live, the energy transition might feel like it's stalling or accelerating faster than ever. Countries are sorting themselves into two camps: petrostates seeking to stay on the fossil fuel path, and electrostates racing toward renewables, batteries, EVs, and other \"electrotech.\" Under Trump, the US is joining Russia and Saudi Arabia in the petrostate camp, while China is leading much of the rest of the world in the opposite direction by exporting electrotech to the developing world as well as developed countries that lack domestic fossil fuel resources.<\/p>\n<p>But as countries follow different paths through the energy transition, where does that leave Japan? Importing 100% of its oil and gas means it ranks among the world's most energy-vulnerable nations. After the Fukushima Daiichi nuclear plant disaster in 2011, Japan has lost more than a decade to inaction, stuck between a public that no longer trusts nuclear power and a political establishment reluctant to abandon enormous sunk costs in nuclear capacity. Now Japan has reached a crossroads. It can side with the petrostates, go with the electrostates, or try to straddle the line between them.<\/p>\n<p>To explore Japan's options, Chris interviewed Nobuo Tanaka, former Executive Director of the International Energy Agency from 2007 to 2011. Tanaka now chairs the steering committee of Japan's Innovation for Cool Earth Forum and advises Japanese and international companies on energy strategy.<\/p>\n<p>In this conversation, we'll hear Tanaka's bold proposal for Japan, Korea, and China to set aside their historical conflicts and form an electrostate alliance, much as France and Germany did after World War II when they created the European Coal and Steel Community. Tanaka also makes the case for a new generation of nuclear technology as Japan's path forward, a view on which he and Chris differ, though they agree on the stakes. And, based on his long experience in international geopolitical forums, Tanaka explains how US policy is pushing Europe and much of the rest of the world closer to China.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As one of the most energy vulnerable countries on earth, Japan faces a difficult choice: join the petrostates, or the electrostates?<\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[1319,660,494,93,137,1318,64,149],"class_list":["post-4348","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-electrostates","tag-geopolitics","tag-japan","tag-nuclear","tag-offshore-wind","tag-petrostates","tag-solar","tag-trump","xen_guests-nobuo-tanaka"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Episode #267] \u2013 Japan: Petrostate or Electrostate? 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This is one of our occasional <em>lagniappe<\/em> shows\u2014that's what they call a little something extra in New Orleans, like the 13<sup>th<\/sup> bagel in a baker's dozen. So, all of our listeners on the free feed can see what you've been missing! We hope you'll share it widely with friends and colleagues because it cuts through the noise with hard data on the state of the global energy transition from one of 2025's most important reports.<\/p>\n<p>Despite claims from both \"fossil gradualists\" who would like to see the energy transition fail, and \"net-zero puritans\" who deny that the energy transition is happening at all because emissions are still rising, the transition is very much under way and gathering momentum. Countries are switching to renewables, electrifying transportation and decarbonizing heating faster than even the most seasoned energy analysts thought was possible, while the fossil fuel holdouts still white-knuckling their strategies are quickly dwindling in number.<\/p>\n<p><a href=\"https:\/\/ember-energy.org\/\">Ember<\/a>, a clean energy think tank, published a report in April 2025 titled <em>Global Electricity Review 2025<\/em> that plainly lays out these facts. One of its lead authors, Nic Fulghum, joined us in this conversation to discuss the report's findings in a conversation absolutely packed with the data you can use to win any debate with a transition denier.<\/p>\n<p>Nic outlines how solar is growing faster than any energy source in human history, electrification of transport and heating are advancing quickly enough to materially slash fossil fuel demand, and power generation from fossil fuels is headed into structural decline. Global power-sector emissions may finally be close to peaking, thanks to the accelerating energy transition.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Global carbon emissions from the power sector may be close to peaking thanks to an accelerating energy transition. <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111,1145],"tags":[106,17,142,779,10,785,467,1286],"class_list":["post-4338","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","category-free-complete-shows","tag-carbon-emissions","tag-china","tag-decarbonization","tag-disinformation","tag-electricity","tag-fossil-fuels","tag-power-grid","tag-spain-blackout","xen_guests-nicolas-fulghum"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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#265] \u2013 IEA World Energy Outlook 2025"},"content":{"rendered":"<p>In November, the International Energy Agency (IEA) released its annual World Energy Outlook (WEO) report. It was greeted with cheers from the fossil fuel industry and jeers from energy transitionistas, but there is much more to the report than either camp's narratives suggest. So Chris returned to IEA headquarters in Paris to discuss the WEO with lead author Tim Gould, as he has done for the past two years (<a href=\"https:\/\/energytransitionshow.com\/215\">Episode #215<\/a> and <a href=\"https:\/\/energytransitionshow.com\/248\">Episode #248<\/a>), to get the story straight from the source.<\/p>\n<p>What he found is that the revived Current Policies Scenario (CPS) shows what could happen if the energy transition is stopped in its tracks and fossil fuel demand continues to grow, as the Trump administration has stated it would like to see. While other scenarios explore continued progress in energy transition consistent with recent reports, where oil demand still peaks around 2030, and coal demand falls before the decade ends.<\/p>\n<p>The report's updated global data tells another story. The oil industry spends $550 billion annually on upstream development, and 90% of that just keeps production flat. Meanwhile, 45% of new heavy freight trucks sold in China this year run on electricity or LNG, not diesel. And in the Middle East, solar is increasingly displacing oil for electricity generation and desalination of water. In Saudi Arabia alone, this could free up over a million barrels of daily consumption.<\/p>\n<p>In fact, in this year's report, IEA declares that \"the Age of Electricity is here.\" For the first time, more than half of all energy sector investment is flowing into electricity. Renewables grow \"faster than any other major energy source in all scenarios.\"<\/p>\n<p>The picture is clear: the energy transition is still going strong.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chris returns to Paris to interview co-lead Tim Gould about the new World Energy Outlook 2025 report, and to explore the futures it contemplates. <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[1315,1316,21,729,5,261,675,93,223,24,1314,64,60,45,1313],"class_list":["post-4337","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-blackout","tag-clean-cooking","tag-coal","tag-electrification","tag-energy-access","tag-gas","tag-iea","tag-nuclear","tag-oil","tag-policy","tag-portugal","tag-solar","tag-spain","tag-wind","tag-world-energy-outlook","xen_guests-tim-gould"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Episode #265] \u2013 IEA World Energy Outlook 2025 | The Energy Transition Show<\/title>\n<meta name=\"description\" content=\"Chris returns to Paris to interview co-lead Tim Gould about the new World Energy Outlook 2025 report, and to explore the futures it contemplates.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/xenetwork.org\/ets\/episodes\/episode-265-world-energy-outlook-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[Episode #265] \u2013 IEA World Energy Outlook 2025 | The Energy Transition Show\" \/>\n<meta property=\"og:description\" content=\"Chris returns to Paris to interview co-lead Tim Gould about the new World Energy Outlook 2025 report, and to explore the futures it contemplates.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/xenetwork.org\/ets\/episodes\/episode-265-world-energy-outlook-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"The Energy Transition Show\" \/>\n<meta property=\"article:modified_time\" 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#264] \u2013 History of the Transition in South Africa"},"content":{"rendered":"<p>South Africa has earned a reputation for having an old, backward, and unreliable electricity system more dependent on coal than any other country with a similarly sized economy. With an aging fleet of coal-fired power plants owned by a century-old utility that has actively resisted the energy transition, its grid is ripe for modernization.<\/p>\n<p>South Africa is also blessed with largely untapped wind, water, and solar resources that could meet all of the country's energy needs several times over. Few countries better exemplify both the challenge and opportunity in the energy transition.<\/p>\n<p>That transition is now under way, both through deliberate official reforms and through an uncontrolled explosion of solar and batteries that customers are installing on their homes and businesses. Over seven gigawatts of behind-the-meter solar and storage now operate in a country whose grid demand rarely exceeds 30 gigawatts, all deployed with zero subsidies.<\/p>\n<p>To explore this story, Chris traveled to South Africa in September 2025 for a six-week research trip. He recorded numerous interviews with people closely involved in the country's energy transition, which we are featuring in a new miniseries.<\/p>\n<p>We begin with Anton Eberhard, Professor Emeritus at the University of Cape Town's Graduate School of Business. For more than 35 years, Anton has worked to modernize and liberalize South Africa's power sector in pursuit of a more equitable, just, and clean energy system. His commitment to justice runs deep: in 1977, he became one of the first white South Africans imprisoned for refusing conscription into the apartheid military. After his release, he pursued a PhD in solar energy around 1980, doing fieldwork in remote Lesotho villages long before renewables were economically viable.<\/p>\n<p>In this conversation, Anton recounts the evolution of South Africa's power sector alongside his own personal history. He explains why Eskom, once named the best utility in the world, saw its energy availability factor plummet from over 90% to as low as 40% at the height of the country's power crisis. He describes the political economy keeping coal interests entrenched, his role in the groundbreaking 1998 white paper whose proposed reforms are only now, 27 years later, being implemented, and why structural changes remain critical for accelerating the energy transition. This will give you the essential context for the rest of our South Africa miniseries, and contains many universal insights that may be useful to understanding the energy transition wherever you live.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A history of South Africa\u2019s energy transition in the power sector kicks off a new Energy Transition Show miniseries on the African country. <\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111,1312],"tags":[21,703,272,751,24,502,182,64,754,1311,45],"class_list":["post-4334","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","category-south-africa-2025","tag-coal","tag-equity","tag-hydro","tag-just-transition","tag-policy","tag-power-markets","tag-regulation","tag-solar","tag-south-africa","tag-wholesale-power-markets","tag-wind","xen_guests-anton-eberhard"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Episode #264] \u2013 History of the Transition in South Africa | The Energy Transition Show<\/title>\n<meta name=\"description\" content=\"A history of South Africa\u2019s energy transition in the power sector kicks off a new Energy 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#263] \u2013 The Role of Distribution Utilities"},"content":{"rendered":"<p>What is the role of distribution utilities in the energy transition?<\/p>\n<p>Consider this paradox: Marc England, CEO of Australian distribution utility Ausgrid, has two batteries at his home but no solar panels. Instead, he buys grid power at 5 cents per kilowatt-hour during midday solar surplus, stores it, and then sells it back to the grid when prices are high, sometimes making $100 profit in a single day. Similarly, over 100,000 customers in Australia have installed batteries in their homes under a federal incentive program in just the past three months. But commercial players aren't building battery arrays on his network, despite slashing connection charges. And every time he flies into Sydney, he sees miles of empty warehouse rooftops that could host far more solar capacity if tariffs and other regulatory structures were reformed.<\/p>\n<p>These market dislocations are part of an ongoing debate about who should build and own distributed energy assets (DERs). Should distribution utilities do it in order to maximize their integration? Or should they primarily provide a platform for consumer-owned DERs to connect and transact on an equal footing with utility-scale systems? Is it more practical and cost-effective for distribution utilities to build assets like battery storage systems and public EV chargers, especially where private-sector companies are not, or would it be cheaper and faster to maximize customer investment and rebuild the grid from the bottom-up?<\/p>\n<p>For this conversation, Chris traveled to Sydney, Australia to debate these questions with Marc England in person. As Chris discussed with grid expert Lorenzo Kristov in <a href=\"https:\/\/energytransition.show\/205\">Episode #205<\/a> and our <a href=\"https:\/\/energytransition.show\/Australia2024\">Australia 2024 miniseries<\/a>, there's no perfect answer, but these market structure questions will partly determine the speed of our response to climate change.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is the role of distribution utilities in the energy transition?<\/p>\n","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[233,1113,693,1309,24,182],"class_list":["post-4331","xen_episodes","type-xen_episodes","status-publish","hentry","category-energy-transition-show-podcasts","tag-batteries","tag-battery-storage","tag-distribution-system-operators","tag-distribution-utilities","tag-policy","tag-regulation","xen_guests-marc-england"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Episode #263] \u2013 The Role of Distribution Utilities | The Energy Transition Show<\/title>\n<meta name=\"description\" content=\"What is the role of distribution utilities in the energy transition?\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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