This week our guest is Rob West, founder and CEO of Thunder Said Energy. Founded in 2019, the firm aims to help decision-makers find economic opportunities in the energy transition. Rob lives nine time zones away in Estonia and is an uber-productive energy expert, covering a wide range of topics in his consultancy.  

Here are some of the questions Peter and Jackie asked Rob: What are your views on the likely demand for oil and gas in 2050? Assuming that oil and gas demand remains relatively high, is it still possible to achieve the current climate targets?  Do you think the cost of direct air capture (DAC) can be further reduced?  What are some of the technologies and solutions that are most effective in reducing GHG emissions at the lowest cost?  You have been warning about an energy shortage for some time, is this still a concern, especially considering that the energy markets have been relatively well-supplied in the past year? Do you think fusion energy can become commercial?   

Other content referenced in this podcast:  

• Thunder Said Energy blog on the supply and demand for global energy and the concerns about under-supply: https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ 

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