This week, Allison Good with S&P Global Market intelligence talks with Cy McGeady with the CSIS Energy Program about how changing conditions in the capital markets may affect the U.S. energy transition. They discuss three recent shifts in the economic landscape and the role these play in shaping the renewable energy sector: the collapse of the Silicon Valley Bank, implementation of the Inflation Reduction Act, and the elevated cost of capital.

How Capital Market are Shaping the Renewables Sector

Energy 360 examines the energy landscape from the intersection of policy, markets, technologies, and geopolitics. With commentary from leading energy and CSIS experts, we provide context and perspective on the most critical issues shaping energy today. Hosted by the CSIS Energy and National Security Program.

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This week, Joseph Majkut talks with Sandeep Pai (Swaniti Global), Neelima Jain (CSIS), and Pradip Swarnakar (IIT-Kanpur) about how a just transition fits into our energy transition. Over the past 2 years, the CSIS Energy Program worked on the Global Just Transition Network, which worked to build a peer-to-peer network between South Africa, India, and the United States to facilitate knowledge sharing and learning from each other's experiences through sub-national engagement.

Building a Just Transition: Strategies for a Sustainable Energy Future

This week, BCG’s Tom Baker joins Joseph Majkut to discuss opportunities for U.S. leadership in the clean energy transition, highlighting the potential role of technologies like hydrogen and new policies in driving progress. They look at areas that could slow the build-out for low-carbon energy including grid modernization and new infrastructure.

Powering Decarbonization: Solutions and Strategy

In this week’s special episode, Ben Cahill and Jon Alterman discuss recent developments in the Middle East, U.S. policy objectives in the region, and how the oil market's response to geopolitical risks has changed.
Further Reading: A Détente Option for Iran

Middle East Risks and the Oil Market

This week, Ben Cahill speaks with Akshat Rathi, a senior climate reporter for Bloomberg and author of the book Climate Capitalism. In his book, Rathi explores how governments can create the right policy environment to unlock the potential for innovative climate solutions from businesses and individuals. 
Further Reading: Climate Capitalism: Winning the Race to Zero Emissions and Solving the Crisis of Our Age.

The Case for Climate Capitalism

On this special episode of Energy 360, Ditte Juul Jørgensen, Director General of DG Energy at the European Commission and Ambassador Geoffrey Pyatt, Assistant Secretary for Energy Resources at the U.S. State Department, talk with CSIS Energy Program director Joseph Majkut about the U.S.-EU Energy Council and its agenda for jointly addressing energy security and climate change. 
Further reading: Joint Statement by the U.S. and EU following the 11th U.S.-EU Energy Council

How Capital Market are Shaping the Renewables Sector

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