Energy Gang

Energy Gang

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Energy Gang episodes

  • AI beyond the hype: Can it make energy operations more resilient?

    Energy security and resilience have moved to the top of the agenda after repeated supply disruptions. As the industry gathers for ADIPEC, AI is being pitched as a way to anticipate equipment failures, improve operations and respond faster to risk. But can it deliver measurable results in critical energy systems, or is the promise still running ahead of the proof?

    Host Ed Crooks is joined by Saravan Penubarthi, Chief Technology Officer of AIQ, an energy-focused AI company. Saravan argues that AI creates value when it moves from pilots into day-to-day operations, with tools built around energy-sector problems and tested alongside customers.

    He describes a model that spans prediction, recommendations and, in some cases, autonomous action. Examples include RoboWell, which adjusts well controls, and computer-vision systems used for safety, security and productivity. Saravan cites a 2 to 5 per cent production improvement for ADNOC, AI solutions deployed across its 148 rigs, and more than a billion camera-based predictions a day. He also outlines AIQ’s emissions-monitoring work and its expansion into international markets.

    The central question is how much of that promise can be trusted at scale. Saravan distinguishes assisted AI, where people approve recommendations, from autonomous operations, which he says require extensive testing, fallback mechanisms and clear human oversight. He says AIQ is developing Genesis, an AI-native operating system for energy, for unveiling at ADIPEC.

    For operators, the test is whether these systems can produce repeatable, measurable gains without compromising safety or accountability. As AI moves closer to controlling critical assets, evidence from real deployments will matter more than ambitious claims about what the technology might eventually do.


    This episode of the Energy Gang is brought to you by ADIPEC, the world's largest energy event, taking place in Abu Dhabi from 2-5 November.

    As demand rises and global energy markets evolve, ADIPEC 2026 brings together governments, industry, investors and technology leaders to accelerate investment, advance technology and build the partnerships needed to meet today's energy needs while building a more resilient system for tomorrow.

    Discover more at adipec.com

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    25 min
  • Can energy security and climate action work together? From Climate Week NYC

    Energy security has surged up the policy agenda as geopolitical shocks have exposed the risks of relying on imported fuels. But replacing oil and gas with renewables, batteries and electric vehicles can create new dependencies of its own. The question running through Climate Week NYC was whether countries can strengthen energy resilience while curbing greenhouse gas emissions.

    Host Ed Crooks held a series of conversations with leaders in energy policy and business about managing the trade-offs between energy security and climate action.

    First, he is joined by former British Army Lieutenant General Richard Nugee, and Erin Sikorsky, a former US intelligence officer who leads climate-security work at the Council on Strategic Risks. They argue that climate change itself is a security concern: extreme heat can threaten military operations, while climate pressures can create political instability. They see adaptation to a warmer world and emissions reduction as complementary, not competing priorities. However, they acknowledge that the shift to clean energy also raises questions about reliance on Chinese supply chains. Richard and Erin discuss cyber protections, domestic innovation, and “friend-shoring”, as ways to manage those risks.

    Next is Harry Mateer, US head of FIC research at Barclays. He sets out an overview of a global energy system that is mostly adding new sources of supply rather than replacing old ones. Barclays expects global energy demand to grow by 1.9% a year through 2050, with renewables growing faster, at more than 3%. Harry and Ed discuss what that means for investment in oil and gas, nuclear power, batteries and electric vehicles.

    Next up are Hannah Safford, co-director of the Federation of American Scientists’ Center for Regulatory Ingenuity, and Noel Hacegaba, CEO of the Port of Long Beach. Noel says the port has cut emissions while cargo volumes grew 44%, and is targeting net zero emissions by 2050. Hannah argues that outdated rules and fragmented agency responsibilities can slow progress in decarbonizing transport systems. Both guests point to clearer long-term plans, coordinated regulation, incentives and partnerships as practical ways to move the whole supply chain towards lower-carbon systems. But the remaining steps will be harder and costlier, and some of the required technology is not yet widely available.

    Long-time climate activist Bill McKibben is next. He published a book last year on renewable energy, which he sees not just as a solution to the challenge of climate change, but “a path that opens into a very new world.” He makes the case for accelerating deployment of solar, wind and batteries, and explains his latest group Third Act, which organizes people over 60 to work on climate and related issues.

    Finally, we hear from Helen Clarkson, CEO of the Climate Group, which organizes Climate Week. Helen says climate work continues even as corporate announcements grow quieter: much of the focus has shifted to implementation, investment and the need for stable policy. Her view is that electrification can serve both emissions goals and energy security. The stakes are whether governments and businesses can turn that shared interest into durable infrastructure and investment without mistaking a quieter climate conversation for a reason to slow down.

     

    This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.

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

    1 hr 30 min
  • Energy in a more dangerous world. Resilience, affordability and self-sufficiency are the priorities now. What does that mean for our energy future? | From Climate Week NYC

    This year’s Climate Week NYC was about much more than climate. The conversation kept being pulled back to energy security and resilience in an increasingly volatile world. The conflict in the Middle East, drone attacks on critical infrastructure, and threats to international shipping are forcing policymakers, companies and investors to confront one of the toughest questions in energy: how do you build a system that can absorb shocks without pushing costs even higher for consumers?

    In this special live edition of Energy Gang, recorded in front of invited audience at NYU in New York, host Ed Crooks is joined by regular contributor Amy Myers Jaffe and three guests with very different vantage points on that question. Neil Brown is a managing director at KKR. Anna Shpitsberg is Wood Mackenzie’s head of global power and renewables research. And Dr Sarah Kapnick is global head of climate advisory at JPMorgan. Together they explore how geopolitics, technology and climate risk are colliding to reshape the energy agenda.

    Neil argues that the attacks on Gulf infrastructure mark a strategic break with the past: energy systems are no longer exposed only to familiar market risks, but to cheaper, more agile weaponry that can inflict outsized damage. He makes the case that the Gulf states have shown real resilience through defence spending, sovereign capital and economic diversification, but warns that energy markets may be entering a prolonged era of instability, rather than a temporary shock.

    Sarah argues that resilience now means more than access to fuel: it means the ability to keep supplying energy through geopolitical, technological and climate volatility. Anna points to Ukraine’s experience to show why distributed systems can recover faster than large centralised assets, while also stressing that resilience is not the same as self-sufficiency. Building a more secure system may require domestic capacity, strategic partnerships, and industrial policy. Those things all cost money, at a time when affordability pressures are already intense.

    Volatility is endemic to the energy industry. Political, economic and technological shocks have created dramatic swings in energy markets for centuries. But the combination of a new era of international conflict with world-changing breakthroughs in AI is creating challenges that are genuinely new.

    The result is a more complex energy system with fewer easy answers: decentralisation can reduce single points of failure but create new cyber risks; trade policy can support domestic manufacturing but raise prices; and climate policy becomes much harder to sustain when voters no longer feel they can afford the transition. The risks from climate change have not gone away. But they will have to be addressed along with more urgent questions about whether energy systems can stay secure and durable in a more dangerous world.

     

    This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.

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

    57 min
  • Power under pressure: Can energy security, affordability and net zero still move together? | From Climate Week NYC

    A fresh shock to global energy markets has pushed an old question back to the center of the climate debate: When supplies tighten and prices rise, do governments double down on the transition, or reach for the fastest fossil fix? From the Strait of Hormuz to rising demand for cooling, the pressure is no longer just about fuel availability. It is about whether power systems can stay secure and affordable while demand keeps climbing and decarbonisation deadlines get closer.

    In this special Climate Week NYC episode, host Ed Crooks is joined by Damilola Ogunbiyi, CEO and Special Representative of the UN Secretary-General for Sustainable Energy for All, Kayte O’Neill, chief executive of the UK’s National Energy System Operator (NESO), and David Calabrese, Executive Vice President at Daikin US Corporation. Together, they test whether efficiency, electrification and long-term system planning can offer a credible response to a crisis that is global, political and increasingly shaped by both AI and air-conditioning demand.

    Damilola argues that the discussion cannot be reduced to a rich-world debate about prices and reliability. Nearly 600 million people still lack access to electricity, and 2.4 billion do not have access to clean cooking. In that context, the real risk is not simply a temporary return to fossil fuels in advanced economies, but a much larger lock-in of diesel and petrol generation across emerging markets. Her case is that energy access and energy transition have to move together, supported by integrated national plans, targeted finance and more support for clean distributed systems such as solar, storage and inverters.

    Kayte makes the case that decarbonisation and system reliability are not competing goals if the grid is planned properly. She points to the UK’s progress in moving away from coal, its high share of renewable generation, and the growing importance of demand flexibility as new loads arrive. With data centres and cooling demand reshaping power curves, the question is not only how much new generation gets built, but how intelligently demand can respond. David brings that argument down to the appliance level, arguing that heat pumps, inverter compressors and more efficient cooling systems can cut energy use while also helping the grid by acting as flexible load rather than blunt spikes in demand.

    What ties the discussion together is a shared insistence that the short term cannot be separated from the long term. Crisis management that relies only on more supply risks entrenching the very vulnerabilities the energy transition is supposed to solve. But a clean system will not build itself: it needs policy support, workforce training, flexibility, and capital that reaches the places where future demand growth will be greatest. That is the real stakes question for policymakers now, not whether to choose between security, affordability and net zero, but whether they can still design systems that deliver all three.

    This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.

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

    32 min
  • Climate finance without Washington: The new coalition funding community clean energy in America

    As federal support for climate action in the US is cut back, a difficult question is coming into focus: what happens to clean-energy projects that still make economic sense, but no longer have Washington behind them? For low-income communities in particular, this is not just a policy story. It is about electricity bills, resilience during storms and heatwaves, access to financing, and whether practical projects such as solar, storage, and efficiency upgrades can still get built.

    Host Ed Crooks is joined by Amir Kirkwood, Chief Executive of the Justice Climate Fund, and Melanie Allen, Chief Executive of the Hive Fund for Climate and Gender Justice. Together, they explain how a network of community lenders, philanthropies, green banks and local partners is trying to keep momentum alive even as federal climate funding is frozen, litigated or wound back.

    A central theme of the conversation is that the real constraint is not just ideology or even demand for clean energy, but the structure of finance. Amir argues that many community projects do not need breakthrough technology so much as access to affordable capital and better risk sharing. His case is that catalytic tools such as credit enhancements, loan-loss reserves and blended capital can still unlock much larger pools of private investment, even if they cannot fully replace the scale of federal support that the Inflation Reduction Act was meant to provide.

    Melanie brings that argument down to ground level with examples of what those projects look like in practice. In Texas, local “hub homes” equipped with solar panels and batteries are giving neighbourhoods places to charge phones, run medical devices and stay cool during outages. In North Carolina, a stalled solar project for a wastewater facility was revived through a mix of local partnership and creative financing. In Georgia, a church cut its monthly energy bill sharply after installing solar, storage and EV charging. Across those examples, the point is the same: in many communities, clean energy is advancing less as an abstract climate commitment than as a practical answer to affordability, reliability and local resilience.

    That tension between climate ambition and kitchen-table economics runs through the entire discussion. Both guests argue that people move first for pocketbook reasons, and that the strongest case for these investments is often lower bills, stronger community institutions and better protection against system shocks. The politics may have changed in Washington, but the local need for cheaper, more reliable energy has not. In that sense, the conversation suggests that the next phase of US climate action may be driven less by federal grants and more by the ability to assemble credible local deals that solve several problems at once.

    But Melanie and Amir are also clear-eyed about the limits of that approach. Philanthropy can be catalytic, not substitutive. Tax-credit changes, direct-pay deadlines and higher supply-chain costs are all making projects harder to close. The question, then, is whether this emerging blend of community finance and private capital can keep enough projects moving to prove the model at scale. What is at stake is not only the pace of decarbonisation, but whether the benefits of the energy transition will still reach the communities that need them most.

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

    50 min
  • Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid

    Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consumer bills, and the pace of new investment. In markets such as PJM and ERCOT, those tensions are turning an arcane debate about market design into a live political question: can competitive power markets still deliver affordable, reliable electricity in a period of rapid growth?


    Host Ed Crooks and regular contributor Amy Myers Jaffe are joined by Stacey Doré, Chief Strategy and Sustainability Officer and Executive Vice President for Public Affairs at Vistra, one of the largest competitive power producers and retailers in the US. Drawing on Vistra’s growth from Texas utility successor to multi-state owner of gas, nuclear, coal, solar and battery assets, Stacey makes the case for competitive markets as the best way to drive efficient investment, innovation and customer value.


    The discussion starts with a challenge to the dominant narrative around load growth. Stacey argues that some of the most eye-catching forecasts for new demand are overstated by speculative projects and duplicative queue requests, and that the grid already has enough existing generation to serve most near-term growth for the vast majority of hours in the year. In her view, the real bottleneck is not an absolute lack of power, but the failure to connect new load to the grid quickly enough, alongside delays in transmission, distribution and interconnection processes.


    Are competitive markets sending the right signals to build what is needed next? Stacey says yes, pointing to rising capacity and energy prices in PJM, bilateral contracts with large customers, and a wave of announced investment in new and upgraded generation. She argues that the better near-term solution is not to force every new large load to wait for one-for-one new generation, but to connect customers faster, use co-location where possible, and rely on demand flexibility, backup generation and storage to manage the system’s few true peak-stress hours.


    Amy pushes on the consumer side of the equation. Even if competition can work, who pays when prices rise, and are current cost-allocation rules fair to households? The conversation digs into the distinction between wholesale generation costs and the rapidly rising transmission and distribution portion of electricity bills, with Stacey arguing that getting more large loads onto the grid would help spread fixed system costs more broadly. Amy counters that cost allocation may be the first reform policymakers need to tackle if they want to protect residential customers while accommodating a new wave of industrial and data-centre demand.


    What emerges is less a simple argument for or against deregulation than a sharper question about what the grid actually needs now: faster interconnection, better load forecasting, clearer price signals, and a more honest debate about who should bear system costs. Whether policymakers double down on competition, let regulated utilities build more rate-based generation, or rethink cost allocation altogether, the stakes are clear: keeping the grid reliable while bringing on new demand without pushing affordability further out of reach.

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

    1 hr 21 min
  • A new market for AI compute: What GPU futures could mean for energy

    AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI demand, a new question is coming into focus: Can the industry build the kind of benchmark and hedging tools that already exist for oil, gas and power? 

    Host Ed Crooks is joined by Peter Keavey, Global Head of Energy and Environmental Products at CME Group, and Carmen Li, Founder and CEO of Silicon Data. Together, they explore the case for a futures market in GPU compute: a financial product designed to bring more transparency, liquidity and risk management to one of the fastest-growing corners of the AI economy.

    Carmen explains how the market works today. Most users are not buying chips outright; they are renting access to GPU capacity by the hour, often through longer-term agreements with hyperscalers, neo-cloud providers and data-centre operators. That market is already large, global and increasingly active, but it remains fragmented and opaque, with prices varying by provider, chip type and contract structure, and much of the trading still happening through bilateral deals and requests for quotes.

    Peter sets out the logic for moving from that over-the-counter world to an exchange-traded one. In his view, a GPU futures contract could do three things at once: reduce counterparty risk through central clearing, concentrate liquidity in a transparent order book, and create forward benchmark prices the wider market can use. The proposed product is financially settled against an index of spot prices, translating an hourly rental market into a standardised monthly contract that could eventually extend several years forward.

    The bigger issue, though, is energy. Power is not the whole cost of GPU compute, but it is the most volatile variable input, which means a GPU hedge could eventually sit alongside gas and power hedges for data-centre operators, lenders and infrastructure investors. The discussion keeps returning to what that means for markets such as Texas and Virginia, where the AI build-out is already shaping decisions on generation, grid access and where capital should go next.

    Both guests stress that this is still a young market, but already a volatile one. Rental rates have swung sharply as chip scarcity eases and then tightens again, while banks, traders and developers are trying to make long-dated decisions without a reliable forward curve. If this market develops the way Keavey and Li expect, GPU futures would not just serve traders: they could become an important signal for anyone trying to judge how durable the AI boom really is, and how much energy the system will need to support it.

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

    41 min
  • Demand for power generation and grid equipment is booming. Can the industry keep up?

    In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The rate at which electricity supply can grow is determined in part by how fast the equipment industry can supply new turbines, transformers, switchgear and circuit breakers.

    In this episode Roger Martella, Chief Corporate Officer and Chief Sustainability Officer at GE Vernova, one of the world’s largest suppliers of electrical equipment, joins the show to explain how the company is meeting the challenge of soaring demand. Roger talks to host Ed Crooks and regular contributor Melissa Lott, Partner for Energy at Microsoft, about his route from industrial Pennsylvania to the leadership team at GE, via the Environmental Protection Agency. And he explains why, when the old conglomerate GE broke up, he chose to go with the energy business. The company is driven by a sense of purpose, he says: bringing electricity to the world both raises living standards and supports decarbonization.

    Electricity demand growth created by new data centers for AI is one driver for GE Vernova's rapidly growing order book, but not the only one. The company is also responding to other sources of growing demand around the world, including the need to strengthen energy security in Europe and to support economic growth and development in emerging Asia.

    In the US, GE Vernova has announced $1.3 billion in investment and 1,800 new manufacturing jobs, to support expanded production of switchgear, circuit breakers and turbines. It plans to increase its turbine manufacturing capacity from 18 gigawatts a year to 30 gigawatts a year by 2030.

    Roger rejects the idea that equipment supplies are the main bottleneck restricting electricity supply growth. Other issues, including permitting and grid interconnections, are more fundamental difficulties for project developers. If anyone has built a turbine stand, but doesn’t have a turbine to out on it, he says, he will find a turbine. Ed raises the issue of the industry's cyclicality. The gas turbine market has been through boom and bust in the past, and the uncertainty over the future of AI naturally raises the question of whether we are in another bubble today. Roger’s answer is that the company is looking at the range of needs that are driving electrification, not making a bet solely on AI.

    As its production increases, GE Vernova needs to hire more workers. Roger, Ed and Melissa discuss the familiar consensus around skilled trades. Just about everyone agrees that America and other countries need more electricians, plumbers and welders to deloiver the build-out of infrastructure. But skills shortages persist. So what are the solutions that would actually increase the workforce in these sectors to meet demand? Are pay, job security, training and the status of industrial work being addressed in the right ways?

    One of the more exciting technologies for meeting electricity demand in the 2030s and beyond is the new generation of nuclear plants using small modular reactors (SMRs). GE Vernova has a new nuclear plant using SMRs under construction at Darlington in Ontario, and is targeting commercial operation by 2030. Ed pushes on the key question: can SMRs move from a promising concept to a repeatable, cost-competitive business? Roger says the first project has to be a proof point. The nuclear business cannot be run as a hobby, he says. The lessons from the first-of-a-kind Darlington plant must be used to drive down costs for subsequent units.

    The discussion also covers High-Voltage Direct Current (HVDC) transmission and cutting-edge technologies for grid management, including uses for drones and AI. Roger ends with a message to policymakers: the missing ingredient is policy durability. If the industry is to invest enough to meet long-term needs, it has to have policy frameworks that survive political cycles, court challenges and changes of administration.


    This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.

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

    1 hr 9 min
  • Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

    As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how solar, storage and other facilities can increase their resilience to the growing risks of physical threats such as hailstorms and wildfires. The rush to add capacity to meet surging demand from new data centres is adding to the pressure, making calculations about the value of asset reliability increasingly complex.

    In this special episode, host Ed Crooks speaks with Mike Perron, Renewable Energy Market Lead at FM, and Cassian Walker, Operations Vice President and Renewables Engineering Manager at FM, one of the world’s largest commercial property insurers. They explain how insurers are starting to build resilience into renewable project design far earlier in the development process, and why that has become a financing issue as much as a technical one.

    For solar power, that means understanding the inherent physical risks such as hail, then deciding what combination of tracker systems, stowing technology and panels is right for the location. The same equipment that performs adequately in California or New Jersey can become a major liability in Texas or Arizona.

    Cassian explains how modern trackers can tilt panels away from an incoming storm to turn a direct hit into a glancing blow. Mike contrasts a devastating nine-figure loss at one Texas site with a far smaller loss at another facility that successfully stowed. Those resilience strategies can work only if the system is designed for the local wind and hail conditions, and the performance of the equipment has been tested and verified.

    From there, the conversation broadens to the economics. Insurance can account for a large share of a project’s operating costs, and lenders are asking harder questions about resilience before they finance new builds. FM’s case is that better engineering, better hazard modelling and earlier involvement from insurers and independent engineers can lower lifetime risk and improve financial performance, even if they raise up-front costs.

    Today, renewable developers still often treat insurance as a late-stage procurement exercise, after key technology decisions have already been locked in. Mike and Cassian argue that that is changing, but the industry is still early in that learning curve. As renewables become more important to the power system, those questions will only get harder to avoid.


    This episode of Energy Gang is sponsored by FM. As one of the world's leading commercial property insurers, FM combines engineering expertise, scientific research, and data-driven insights to help organizations understand, mitigate, and prevent loss before it occurs. From utility-scale solar and battery storage projects to thermal power generation, manufacturing operations, and other critical infrastructure, FM helps organizations build stronger, more resilient businesses. 

    To learn more about FM's engineering-based approach to resilience, visit FM.com. For additional insights on risk, resilience, and business continuity, subscribe to FM's Sound Policy podcast. 

    FM. Protect Your Purpose

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    45 min
  • America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

    Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US can produce enough gas for the world without losing the price advantage that has benefited American consumers for many years? Can a new era of gas growth strengthen energy security abroad and support cutting-edge technological innovation at home, while also maintaining affordability for most Americans?

    Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Toby Rice, Chief Executive of EQT, one of the largest natural gas producers in the US. Toby argues that America has the resources both to meet rising domestic demand and to supply much more gas to international markets, without sending prices soaring. He sets out EQT’s case for US gas to drive growth, affordability, reliability and geopolitical influence. He also makes the case for the environmental benefits of gas as a replacement for coal in power generation.

    The Trump administration often talks about “energy dominance”. Toby says. He prefers to describe the goal as “energy abundance”.

    US gas prices have been low by international standards for most of the past 20 years. The big question is whether that price advantage can persist, in the face of rising LNG exports and growing power demand from AI. Ed raises the prospect that continued growth in demand for gas could eventually push up domestic prices, weakening one of the US economy’s biggest competitive advantages.

    Toby’s answer is that the shale resource base is deep enough to respond. He argues that at the right price signal, producers can bring on enough supply to support both the domestic market and a much larger export system. He also makes the case that increased US LNG export capacity can strengthen American energy security by creating more flexibility in times of stress, rather than simply exposing Americans to global volatility. 

    Amy highlights the increased global focus on energy security. If countries are becoming more anxious about imported energy after recent geopolitical shocks, will they still want more LNG, even if it comes from a reliable supplier such as the US? Or will they step up investment in domestic alternatives, including renewables, batteries, nuclear, and even coal?

    Finally, Toby talks about his work with Energy Corps, the nonprofit organization he founded to bring energy abundance to emerging markets. It aims to deploy technologies including renewables, gas and propane for clean cooking, to increase access to modern energy, and demonstrate ways to improve the quality of life for billions of people around the world.

    More information about Energy Corps is available at its website: www.energycorps.com

     

    This episode of Energy Gang is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com.

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

    1 hr 10 min

About Energy Gang

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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…

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