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    Business

    Energy Gang

    Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang.

    How will changes to the US government affect decarbonisation and energy security? When will hydrogen, nuclear and carbon capture deploy at scale? Where’s the money for the energy transition green finance coming from and how much more is needed? What’s the outlook for EVs? What are the energy predictions for solar energy? What’s the latest on climate change?

    Get answers to questions like these, bi-weekly on Tuesdays at 7am ET. Plus, get special live episodes recorded at the biggest climate and energy events throughout the year, like COP30 and Climate Week NYC. Don’t worry if you can’t make it in person, Energy Gang brings you all the updates on energy policy, energy finance and energy innovation you need to hear.

    Energy Gang is presented by Wood Mackenzie and hosted by Ed Crooks, Vice-Chairman of Energy at Wood Mackenzie and a former Financial Times and BBC News journalist. Regular guests are Amy Myers-Jaffe (Director of NYU’s Energy, Climate Justice and Sustainability Lab), and Dr Melissa Lott (Partner at Microsoft) – plus a roster of industry leaders and policy influencers, like Jigar Shah (Industry figurehead and former director of the Loan Programs Office in the US Department of Energy), Caroline Golin (Head of North America, Global Energy Market Development and Policy at Google) and Ambassador Geoffrey Pyatt (Former Assistant Secretary of State for Energy Resources).

    If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit with Stephen Lacey or The Green Blueprint, you’ll enjoy Energy Gang.

    Want to get involved with the show? Reach out to podcasts@woodmac.com to:

    Bring Energy Gang to your event

    Be a guest on the show

    Sponsor an episode

    Ask a question to Ed Crooks or one of our guests

    Check out another leading clean tech global podcast by Wood Mackenzie, Interchange Recharged: https://www.woodmac.com/podcasts/the-interchange-recharged/

    Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/

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    Latest Episodes:
    Energy addition, not energy transition? What does it mean for the future of our energy system, and the climate? | Special episode recorded at ADIPEC, the world’s largest energy event Nov 08, 2025
    Show notes

    As world leaders, businesses and NGOs start their journeys to Brazil for the COP30 climate talks, more than 200,000 people attended ADIPEC in Abu Dhabi, the world’s biggest energy event. Energy Gang was there to bring you the highlights from the week’s discussions.

    One of the key talking points was the theme of energy addition, rather than transition. In other words, the idea that new renewables and other low-carbon sources are adding to global energy supplies, rather than replacing fossil fuels. With forecasts showing an acceleration in power demand growth driven by AI, and the continuing need for increased energy supply to raise living standards in low and middle-income countries, calls for a rapid transition away from oil, gas and coal seem to many to be unrealistic.

    At ADIPEC, the conversation centred around the vision of new low-carbon supplies stacking on top of hydrocarbons, to reduce costs, increase access and cut emissions intensity. But there was confidence in the prospect of robust global demand for oil and gas, in particular, for decades to come.

    To debate that vision and assess what it means for the world, host Ed Crooks is joined by energy executives and analysts who have been part of the conversation.

    Dr Carole Nakhle is the founder and CEO of Crystol Energy, an independent advisory firm. She was first up to discuss whether decarbonisation targets are being pushed further into the future, and how they can be met if clean energy is complementing fossil fuels rather than replacing them. “Complementarity beats substitution,” Carole says. What does that mean for energy security, access and emissions?

    Next, Ed spoke with John Gilley, CEO of Kent, which designs and engineers assets for the energy industry, including both oil and gas and low-carbon technologies. John isn’t worried about a slowdown in clean energy deployment. When energy is cheaper, it gets used, he says, and solar and wind keep winning on cost. He believes climate change is the greatest challenge of our times, and his purpose at Kent is to support ways to tackle it, while meeting the world’s demand for energy. John and Ed talk it all through.


    Sascha Sissiou is sales director for the Middle East and Africa at Aerzen, a German manufacturer of equipment for oil and gas and other industries. Sascha argues that, far from the momentum towards decarbonisation slowing, it is actually speeding up, as reflected in demand from Aerzen’s customers. Demand for flare-gas recovery and other emissions reduction technologies has grown, and Aerzen is rolling out new large compressors for the hydrogen industry. Sustainability standards now influence sourcing, logistics and manufacturing across industries from wastewater to petrochemicals.

    Next, Clay Seigle, senior fellow at the thinktank CSIS, talks about the implications of sustained oil demand for energy security. On climate, he highlights the importance of industry-led investments in methane controls and carbon capture. Looking ahead, permitting reform could emerge as the next big US energy story; Clay explains why.

    Finally, as the Energy Gang prepares to switch focus to COP30, Ed sat down with Bjorn Otto Sverdrup, who’s the head of the secretariat for the Oil & Gas Decarbonization Charter. They bring together more than 50 leading oil and gas companies from around the world to work together to cut their emissions. Bjorn says the industry’s top CEOs are staying the course on near-term decarbonisation goals with high impact - cutting methane and eliminating routine flaring by 2030 – because they make operational and reputational sense. There will be more to come on this issue at COP30.

    We will be bringing you all the big stories and exclusive commentary and analysis on COP30 from our energy expert friends, as well as some new voices. So don’t forget to follow the show wherever you get your podcasts, to keep up with all our coverage of the climate talks over the next two weeks.

    This episode was recorded live at ADIPEC 2025, the world’s largest energy event, held in Abu Dhabi from 3–6 November. With more than 205,000 attendees and 1,800 speakers, this year’s theme - Energy Intelligence Impact - sparked vital conversations about the future of energy.

    Learn more about the event at adipec.com

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Speed to power: how can America accelerate the build-out of the next grid? | special episode from the ACORE Grid Forum in Washington DC Nov 04, 2025
    Show notes

    Electricity demand in the US is rising faster than it has in decades, driven by AI and a wave of investment in domestic manufacturing. But with transmission lines and other electricity infrastructure taking years to permit and build, how can America secure the power it needs fast enough to remain competitive?

    In this special episode of The Energy Gang, recorded at the ACORE Grid Forum in Washington DC, host Ed Crooks speaks with industry leaders, innovators, and policymakers tackling the challenge of “speed to power”, and asks them for their ideas on how to accelerate the build-out of the next grid.

    Ed begins the episode with Heather Reams, President of Citizens for Responsible Energy Solutions, who explains why bipartisan consensus on permitting reform is finally within reach, and what it will take to sustain political will through an election year.

    Next, Richard Kauffman, Chair of the Coalition for Green Capital, shares his perspective on how creative financing models and public-private partnerships can unlock investment for distributed and community-scale energy projects that strengthen the grid from the ground up.

    Ed then speaks with Rob Gramlich, Founder and President of Grid Strategies LLC, who breaks down the regulatory and planning challenges slowing progress on transmission and offers insight into the reforms needed to modernise America’s grid for a new era of demand.

    Technology can help find solutions faster. Theodore Paradise, Chief Policy and Grid Strategy Officer at CTC Global, discusses how advanced conductors with carbon fibre cores can double transmission capacity without building a single new line. He also explains how CTC’s new partnership with Google is accelerating the deployment of new transmission technology.

    Finally, Ray Long, President and CEO of ACORE, joins Ed to bring all the threads together, highlighting how political leadership, technology, and finance must converge if the US is to meet its rising power needs and remain globally competitive.


    This episode was recorded at the ACORE Grid Forum in Washington DC.

    You can also watch the full conversation in video format on YouTube - just search Energy Gang.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    AI could break the electricity grid. What do regulators and the industry need to do to keep the lights on? Oct 30, 2025
    Show notes

    What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data centers and electrification, and why politics keeps getting in the way of practical solutions.

    Neil Chatterjee, the former Chairman of the Federal Energy Regulatory Commission (FERC), has spent a long time working on the interaction of markets and policy in energy. He says: “America needs to take the politics out – or the lights go out.” Is overzealous federal regulation really undermining the reliability of the grid? How can we win support for realistic solutions that will keep the lights on and ChatGPT on line.

    Joining Ed and Neil to discuss these questions is regular guest Amy Myers Jaffe, who is director of the Energy, Climate Justice & Sustainability Lab at NYU. She proposes that AI might not be the cause of both blackouts and a climate catastrophe. She argues that we might actually save more energy from using AI than we consume in powering the data centers that support it.

    Debating the issues with Amy, Ed and Neil is Cecilio Velasco, managing director in infrastructure at KKR, a global investment firm that deploys capital in infrastructure. Cecilio brings the investor view on what it will take to unlock the trillions in capital needed for a reliable and resilient energy system in the age of AI.

    The panel address the uncomfortable truth that the US may need every available electron – from wind and solar to batteries to nuclear power and gas – to meet its goals.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    How energy diversification can drive development | Special pre-ADIPEC preview episode Oct 29, 2025
    Show notes

    As global energy systems evolve, emerging economies face a defining challenge: how to secure affordable power for today while investing in the low-carbon solutions that will drive tomorrow’s growth. Can energy diversification unlock a new era of industrial development, resilience, and inclusive prosperity?

    In the third and final episode of our special series ahead of ADIPEC 2025, host Ed Crooks is joined by Charlotte Wolff-Bye, Group Chief Sustainability Officer at PETRONAS, and Andrew Smart, Senior Managing Director at Accenture. Together, they explore how countries in Asia, the Middle East and beyond are using integrated energy strategies to build stronger, fairer economies.

    Charlotte explains how PETRONAS is redefining its role as a national energy company: supporting Malaysia’s growth through lower-carbon development, capacity-building, and nature-based solutions. She outlines how the company’s investments in renewables, hydrogen, and carbon capture are creating skilled jobs, building local supply chains, and delivering a “just transition” that lifts communities.

    Andrew shares Accenture’s perspective from the Middle East, where nations are emerging as pivotal connectors between the Global North and South-linking capital, technology, and opportunity. He discusses how digital innovation, AI, and regional interconnection are reshaping resilience and competitiveness, while new financing and regulatory models aim to make clean-energy investment bankable at scale.

    The message from emerging economies is clear: energy transition and economic development can must advance hand-in-hand. Finally, the group considers what a decade of progress might bring us, including more collaborations across borders and across sectors. They explain why new connections such as regional power grids, diversified supplies, and joined-up policies and corporate strategies point to brighter futures for energy and human development.

    This is the third and final special episode sponsored by ADIPEC 2025, where the theme is Energy Intelligence Impact. The event brings together 205,000+ attendees and 1,800+ speakers in Abu Dhabi from 3–6 November 2025. The Energy Gang will be recording live at the event. Join us there to be part of the conversation.

    Learn more and register atadipec.com.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Permitting reform and the politics of building the grid | Live from the ACORE Grid Forum in Washington, D.C. Oct 23, 2025
    Show notes

    Everyone agrees it takes too long and costs too much to build energy infrastructure in America, but what exactly needs fixing, and can we make progress without rolling back vital environmental protections?

    In this special episode of Energy Gang, recorded live at the ACORE Grid Forum in Washington D.C., host Ed Crooks takes a deep dive into one of the most complex and consequential issues in US energy policy: permitting reform. Ed begins the episode in conversation with Matt Christiansen, partner at Wilson Sonsini and former General Counsel at the Federal Energy Regulatory Commission (FERC). Drawing on his experience inside the commission, Matt explains where the real choke points lie in the permitting process, how federal and state powers intersect, and what the newly confirmed FERC commissioners could do to accelerate much-needed grid investment.

    Later, Ed sits down with three experts who work daily on these challenges in Congress and the private sector: Elizabeth Horner, partner at ArentFox Schiff and former counsel to Senators Shelley Moore Capito and John Barrasso; Daniel Palken, Director of Infrastructure for Energy and Permitting at Arnold Ventures; and Jeremy Horan, Permitting Lead at ACORE. Together, they unpack the politics behind reform, the relationship between permitting and transmission planning, and the growing urgency created by surging power demand from data centers and new manufacturing.

    The group also discusses the mood in Washington, and hopes that bipartisan momentum can be built to support pragmatic, economy-wide permitting reform.

    This episode is the first of two recorded live at the ACORE Grid Forum, where industry leaders, regulators, and policymakers came together to discuss the future of America’s electricity system.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The new nuclear renaissance - real or rhetoric? | Special pre-ADIPEC preview episode Oct 20, 2025
    Show notes

    Nuclear power is back at the centre of the global energy conversation again. Is a real renaissance in the industry under way? Or are we just in another moment of excitement before familiar challenges emerge and the hype cycle turns down again?

    In the second of three special episodes ahead of ADIPEC 2025, host Ed Crooks speaks with Dr Sama Bilbao y León, Director General of the World Nuclear Association, about how the role of nuclear power in a world of turbocharged electricity demand growth and continuing pressure to cut greenhouse gas emissions.

    Sama explains how nuclear power has shifted from an afterthought at climate summits to a cornerstone of countries’ decarbonisation strategies. COP28 in Dubai in 2023 marked a turning point, she says. 199 countries formally recognised nuclear power as essential to meeting their climate goals, and 31 of them committed to triple nuclear generation capacity by 2050. Investment is accelerating, with new projects breaking ground across Asia, the Middle East, and Eastern Europe. And where new developments are slow, countries are embracing lower-cost options, including extending plant lifetimes and restarting previously retired reactors.

    The discussion explores the growing influence of AI and data centres, which give new relevance to nuclear because of their round-the-clock need for electricity. AI is part of a new alignment of conditions that mean that this time the momentum behind nuclear power is real, Sama argues. Financing is available, governments are pragmatic, and the tech giants are now among the most vocal advocates for 24/7 clean baseload power.

    Sama and Ed also unpack the rise of small modular reactors (SMRs). Factory-built to a larger degree, repeatable, and scalable, SMRs could open new opportunities for industrial clusters, remote regions, and energy-hungry digital infrastructure. They may not be the answer to all the challenges the nuclear industry faces, but they should definitely have a role to play. However, Sama warns that probably only a handful of designs will survive the early shake-out that will be needed to streamline the SMR industry.

    Finally, the conversation turns to policy and politics. In a more polarised world, nuclear is emerging as rare common ground, backed by governments seeking climate progress, energy security, and economic competitiveness. Sama calls for a balanced system that values integration over ideology: renewables, nuclear, and smarter grids working in tandem.

    This is the second of three special episodes sponsored by ADIPEC 2025, where the theme is Energy Intelligence Impact. The event brings together 205,000+ attendees and 1,800+ speakers in Abu Dhabi from 3–6 November 2025. The Energy Gang will be recording live at the event. Join us there to be part of the conversation.

    Learn more and register at adipec.com.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The connected world of energy | Special episode from Wood Mackenzie Oct 14, 2025
    Show notes

    Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & Climate at the oil and gas company Hess, now Senior Analyst and Co-Head for Americas Energy & Transitionat Bernstein Research. Together, they explore how energy leaders can plan, invest and operate operate in a world where different sectors, technologies and geographies are interconnected in more powerful and complex ways than ever before.

    They talk about the language of “the energy transition”, and whether it can lead to misconceptions. Global demand for hydrocarbons is still growing, and they will continue to play a critical role in our energy system for decades to come, even as new supply from renewables and other low-carbon sources surges higher. A wider appreciation of that reality is driving a shift from siloed thinking about individual sectors to integrated solutions. For example, companies are increasingly looking at pairing solar and storage with gas generation to meet demand from data centers for reliable low-carbon power.

    Sunaina takes us inside the the thinking of energy leaders as they assess strategies and investment decisions. She sets out a practical approach to scenario analysis, with “exit ramps” so companies can pivot as facts change. The aim isn’t to predict one future, but to be ready for a range of possible outcomes. That means balancing the advantages and disadvantages of a wide range of technologies, and taking a strategic view through short-term fluctuations as far as possible.

    Effective decision-making is impossible without reliable data. Jason warns about three traps: using too little real data, leaning on synthetic/modelled data without ground truth, and poor integration across different sectors. Data collection technology is advancing rapidly, and with sensors, satellites and market intelligence, decision-makers can increasingly see what’s really happening with precision and granular detail, often in real time.

    Then there’s AI. Like other industries, the world of energy is being transformed by the tools that have become available over the past few years. Scenario runs have been cut from months to minutes, with hundreds of models combined to give a comprehensive coherent picture. AI tools can even assess the best models to use on particular data sets: a capability Jason calls hyper-modelling. And still there is a vital role for human intelligence and judgement, to find and interpret the information that the AI tools miss.

    The challenges in the energy sector today are vast. It is a cliche to say that uncertainty is higher than ever, but today it genuinely seems true. The pace of innovation in AI is changing the world in ways that have never been seen before. But the opportunity is vast, too. The energy industry will need $75 trillion or more in investment over the next 25 years, to meet ever-growing demand while reducing the impact on the environment. The businesses that succeed in making the most of this opportunity will be the ones that get three things right: the right data, the right AI capabilities, and the right people, all brought together to deliver actionable insights.

    Download the book (free): Connected: Bringing predictability to the increasingly uncertain world of energy.

    Let us know what you think. We’re on X, at @theenergygang and Bluesky, at ‪@theenergygang.bsky.social. Make sure you’re following the show so you don’t miss an episode.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Does low-carbon hydrogen still have a future? | Special pre-ADIPEC preview episode Oct 13, 2025
    Show notes

    Low-carbon hydrogen has taken a few knocks in the headlines lately. There have been cancelled projects and fewer splashy announcements. Policy support has been jittery. Is momentum fading, or are we simply moving out of the hype phase and into the serious work of delivery? Host Ed Crooks puts that question to two industry leaders who are aiming to build hydrogen businesses at scale: Pierre-Étienne Franc, CEO of HY24, and Alex Tancock, CEO of Intercontinental Energy.

    Pierre-Étienne argues the market is normalising rather than stalling. The projects that are reaching final investment decision have risen sharply in size, and production of electrolyser modules has scaled from tens of megawatts to hundreds of megawatts. One crucial change is that the centre of gravity of the industry is shifting toward Asia and the Middle East.

    The first wins can come where hydrogen already has a job to do: swapping grey molecules for green in fertilisers and refining. In the steel industry, the green premium for low-emissions metal looks manageable. And over time, hydrogen can start meeting power and industrial demand via ammonia and methanol. For heavy trucks, hydrogen may have a role as a complement to battery electric vehicles, deployed where long charge times and grid bottlenecks make them impractical.

    Alex explains his production model. His 26-gigawatt Australian Renewable Energy Hub in the Pilbara would decarbonise roughly 4% of the region’s iron-ore output. It’s designed as repeatable “LEGO blocks”: the project can be build out with dozens of near-identical phases that drive down cost with each addition.

    Some in the low-carbon hydrogen industry used to talk about how $1/kg was the production cost that would be needed for large-scale deployment. Alex says that benchmark is no longer relevant. What matters now is capex, the supply chain, and the cost of capital, he says, and China’s ultra-automated factories are slashing equipment costs.

    However, Europe still needs clearer rules to unlock demand. For sectors like sustainable aviation fuel, durable policy will be essential while costs remain high.

    This is the first of three special episodes recorded in the run-up to the ADIPEC 2025 conference. Its theme: Energy. Intelligence. Impact. ADIPEC has sponsored this series to invite more of you to join the conversation in Abu Dhabi on 3–6 November 2025, alongside 205,000+ attendees and 1,800+ speakers. The Energy Gang will be on the ground recording during the event, come and find us to share your perspective.

    Find out more and register at adipec.com.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    How can the grid help AI, and how can AI help the grid? Live from NYU at New York Climate Week, featuring leaders from Nvidia and Amazon | Energy Gang Live from Climate Week Sep 30, 2025
    Show notes

    Recorded in front of a packed room at NYU’s Kimmel Center during Climate Week NYC, Ed Crooks and Amy Myers Jaffe moderate a debate on the high-stakes topic of AI and energy. They dig deep into the questions raised by the surge of investment in data centers: what it means for grid stability and electricity bills, and how new technologies and market structures can help the power industry adapt.

    Climate Week this year often felt more like AI Week, given how many discussions were centred around it. To explore the issues, the team Ed and Amy are joined by representatives of two of the key companies at the heart of the revolution. Josh Parker is Head of Sustainability at NVIDIA, and Craig Sundstrom is Head of Energy & Sustainability Policy at AWS. Xizhou Zhou, Wood Mackenzie’s Head of Power and Renewables, also joins the discussion, to add his perspectives on how the industry is changing

    The load shock is real. Xizhou says that more than 116 GW of US data centers are under construction or fully committed to interconnect in the next few years: equivalent to about 15% of US peak load today. After two decades of flat demand, the electricity industry must rebuild its muscle memory for rapid infrastructure build-out. US power prices went up 6% in the past year, with rates in some states going up far more. What is driving that surge? And what can be done to provide some relief for hard-pressed consumers?

    One answer comes from rapid progress in the technologies that make AI possible, including the chips. NVIDIA’s Josh Parker notes NVIDIA has cut energy use for inference tasks by 100,000× over the past decade ,and by about 30× in just the past two years.

    Craig from Amazon explains how new grid-enhancing technologies could quickly make a difference, pointing to an AWS/RMI study showing that 6.5 GW of extra capacity could be freed up on the PJM grid without building any new transmission lines. He adds that AI is already helping in California, where smart battery dispatch is cutting costs in real time.

    Data centers don’t only use electricity for computation: they create a lot of heat, too. Josh says there are ways to use that heat, and describes Scandinavian projects that use it for their local district heating networks. With geothermal and new small modular reactors unlikely to reach widespread deployment until well into the 2030s, the panel agrees that the real solutions in the next few years lie in upgrading transmission, expanding storage, redesigning rates, and building in flexibility.

    It's a busy and lively discussion, with a couple of questions from the audience answered by the panel. If you have any further questions or comments on the show, we’d love to hear them. You can comment on Spotify, leave a review on Apple Podcasts, or find us on YouTube and leave a comment there. Thanks!

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    What do China’s climate commitments mean for energy? Sep 26, 2025
    Show notes

    For COP30, the international climate talks in Brazil in November, the countries of the world are supposed to roll out their new Nationally Determined Contributions or NDCs: their commitments to cut emissions. China’s NDC is particularly eagerly awaited: it is the world’s largest emitter of greenhouse gases. Its NDC has been described as the most important document that will be published this year.

    In this edition of the Energy Gang, recorded at New York University, host Ed Crooks and regular guest Amy Myers Jaffe (Director of NYU’s Energy, Climate Justice and Sustainability Lab) explore the security, technology and climate implications of China’s energy policy. They are joined by someone who knows a lot about China’s role in the energy transition: David Sandalow, who is the Inaugural Fellow at the Center on Global Energy Policy at Columbia University. He talks through China’s rapid clean energy rollout, from solar to EVs, and its implications for the race for dominance in AI. We also welcome back Joseph Webster of the Atlantic Council, who studies China’s energy system and the implications for geopolitics.

    China’s energy surge in recent years has been staggering. The country added 217 gigawatts of solar capacity in 2023, and kept growing into 2024 and 2025. It is also leading the world in batteries and electric vehicles. Joseph explains how China’s energy investments intersect with military tech, particularly in AI and batteries, positioning China as a global leader in energy and technology innovation. Is the US struggling to keep up?

    Then, late drama! While we were recording, China finally released its new NDC, pledging a relatively modest 7-10% emissions reduction from peak levels. Some other countries and climate campaigners had hoped for more ambition. But the numbers involved are still staggering. The NDC sets a target of expanding wind and solar capacity to 3,600 GW by 2035, six times 2020 levels, and three times the entire generation capacity of the US, in all technologies. Ed, Amy, David and Joseph react to the news in real time and debate what it means for energy in the US and beyond.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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