Sir Danny Alexander, CEO of Infrastructure Finance and Sustainability at HSBC, joins Alix Steel to talk about where the money for energy infrastructure is going and why energy security and the transition often lead to the same place. They cover how blended finance makes risky projects bankable, whether Europe is really behind on energy security, what US LNG means for Europe, and how AI data centers are driving power demand.

Baker Hughes is still best known as an oilfield services company, but that’s no longer all it is. Alix Steel sits down with Lorenzo Simonelli, Chairman and CEO of Baker Hughes, to talk about the company’s shift into an industrial energy solutions provider. They cover why natural gas is a destination fuel, not a transition fuel; how AI data centers are driving power off the grid faster than expected; where hydrogen and geothermal fit; and what Wall Street still misunderstands about the company.

U.S. electricity demand has been flat for decades. Now it is climbing faster than the grid can keep up. Alix Steel sits down with James P. Danly, Deputy Secretary of the U.S. Department of Energy and former Chairman of FERC, to talk about what it will take to get new supply online. They cover permitting, the interconnection queue, how DOE thinks about financing, the workforce gap, and why Danly believes this time the nuclear renaissance is real.