Eye On The Market

Growing Pains: The Renewable Transition in Adolescence


Listen Later

Renewables are growing but don’t always behave the way you want them to.  This year’s topics include the impact of rising clean energy investment and new energy bills, how grid decarbonization is outpacing electrification, the long-term oil demand outlook, the flawed concept of levelized cost when applied to wind and solar power, the scramble for critical minerals, the improving economics of energy storage and heat pumps, the transmission quagmire, energy from municipal waste, carbon sequestration, a whydrogen update, the Russia-China energy partnership, methane tracking and some futuristic energy ideas that you can just ignore, for now.

View transcript with chart references

...more
View all episodesView all episodes
Download on the App Store

Eye On The MarketBy Michael Cembalest

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

273 ratings


More shows like Eye On The Market

View all
Exchanges by Goldman Sachs

Exchanges

971 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Odd Lots by Bloomberg

Odd Lots

1,856 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

197 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

93 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

176 Listeners

Making Sense by J.P. Morgan

Making Sense

60 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,109 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,289 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

78 Listeners

Vital Dawn by Adam Crisafulli

Vital Dawn

86 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

427 Listeners

The Markets by Goldman Sachs

The Markets

73 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,332 Listeners