What does the future look like for fossil fuel demand?

OPEC and large oil and gas companies are bullish, but the rapid rollout of clean tech is undermining many of their claims.

Our guest this week is Molly Walton, who worked on the World Energy Outlook at the International Energy Agency and is now Director for Energy at the We Mean Business Coalition.

She joins Sulaiman Ilyas-Jarrett, a former senior government advisor and current Policy Fellow at the University of Cambridge, to discuss the range of energy scenarios out there and why much of future oil and gas demand is in doubt.

The two discuss the rise of electrification, the new energy economics of the developing world, and why energy security looks different in low fossil fuel world. They also touch on the recent geopolitics of energy, from China to Venezuela and Iran.

You can read the report discussed in the podcast here:

https://www.wemeanbusinesscoalition.org/fossil-fuel-demand-in-doubt/

Energy is all about deals.

Assets are bought, sold, and refinanced. Companies are acquired, portfolios consolidated.

But what goes into making these deals happen, and what can they tell us about the energy sector at large?

This week we're joined by Gareth Baker, a partner at the law firm Gowling WLG with over 15 years of experience working on some of the highest profile deals in the energy sector.

Alongside our host, Sulaiman Ilyas-Jarrett, Gareth discusses how the art of the deal has evolved as old energy technologies have been replaced by renewables and batteries, as well as current trends in the sector such as the rise of private equity firms and the increasing rate of M&As we're seeing in the sector.

You can contact Gareth and the team here to inquire about Gowling WLG's work and how they can help with your legal needs:

https://gowlingwlg.com/en/people/gareth-baker

Gowling WLG are a sponsor of the Energy Revolution Podcast.

Keywords:

Renewables | Solar | Wind | Data centres | Tech | AI | Private Equity | Finance | Law | M&A

The UK is in a cost of living crisis, and energy prices in particular are constantly hitting the headlines.

Fuel poverty has been climbing, and many on middle or even higher incomes are struggling with costs too.

How did we get here? And what can be done to tackle the problem?

In this episode we are joined by Tilly Cook of the Joseph Rowntree Foundation. We hear some real stories about what fuel poverty looks like for people in the UK, and talk about some possible solutions the government could consider.

The show is hosted by Sulaiman Ilyas-Jarrett, a former senior government advisor and Policy Fellow at the University of Cambridge Centre for Science and Policy.

Keywords:

Renwables | Gas | Power | Bills | Politics |

Do PPAs have a future?

More power than ever is being procured through government backed CfDs, so how and why will corporates continue to buy power directly?

This week we’re joined by serial entrepreneur and CEO of Renewabl Juan Pablo Cerda to discuss the unique benefits of PPAs, and how the market is evolving to offer more sophisticated power profiles to buyers.

Alongside our host, former government advisor and expert in market design Sulaiman Ilyas-Jarrett, Juan Pablo explains how better data and tech are allowing us to move to 24/7 power matching, where corporates can be confident that the power they use is matched by renewable generation in real-time.

There are still challenges to the market, which is remarkably old school in places, but corporate contracts have the ability to go beyond base regulation to get more renewables built and be more responsive to what companies actually need.

Subscribe to the podcast for weekly episodes, and consider rating us wherever you get your podcasts to support our work.

Keywords:
Renewables | Solar | Wind | Net Zero | Data centres | Tech | AI

How does innovation actually happen? Energy technologies are changing fast, but we'll need to change even faster if we're going to achieve a decarbonized economy.

This week, we're joined by Michael Rea, CEO of the Carbon Trust, who has over 25 years experience building clean energy innovation systems in the UK, in everything from carbon accounting to the early days of offshore wind.

Alongside our host Sulaiman Ilyas-Jarrett, former government advisor and Policy Fellow at Cambridge Centre for Science and Policy, the discussion draws on examples from the real world as well as the latest research on what makes innovation systems tick.

Subscribe and comment to support the show.

Keywords:

Energy | Renewables | EV | Carbon Capture | Innovation | Tech

The current approach to funding gas plants is breaking, but what should replace it? And when?

For a long time, gas has been the backbone of the energy system. That's changing rapidly as renewables become cheaper and more widely deployed, but removing gas completely from the energy system is not an easy task.

Despite becoming less important, a small amount of it is likely to linger on the system for a while yet. Without a plan to manage its decline, this could come at considerable cost to the consumer.

This week Adam Bell (Director of Policy at Stonehaven) joins Sulaiman Ilyas-Jarrett (former UK government advisor and Policy Fellow at the University of Cambridge Centre for Science and Policy) for a discussion on the future of gas generation in the UK.

Key words:

Energy | electricity| gas | AI | generation | security | renewables

The Democratic Republic of Congo produces over 70% of the words Cobalt, a key material in many modern bateries and clean energy technologies.

It is a mining powerhouse, central to the global energy system, and yet the economy remains one of the poorest in the world.

So what do these mines look like on the ground? Why have Chinese firms been buying up more of the country's mines? and what does all of this have to do with the EV in your driveway?

In our final episode before Christmas we are joined by Dr Ben Radley, Associate Professor at the University of Bath and author of Disrupted Development in the Congo: The Fragile Foundations of the African Mining Consensus (Oxford University Press).

Alongside our host, former UK government advisor and Cambridge Fellow Sulaiman Ilyas-Jarrett, Ben talks to us about all of this and more, to understand the critical role of DRC in the energy system, and whether a fairer mining deal is possible.

Are businesses leaders or laggards in the energy transition?

Despite attempts by some to paint clean energy and net zero as anti-business and anti-growth, business leaders themselves are broadly supportive of the shift and see it as a place of economic opportunity.

This week our host Sulaiman Ilyas-Jarrett sits down with Rachel Solomon Williams, CEO of the Aldersgate Group, who work directly with leading businesses such as IKEA,Tesco and Aviva to affect positive change on the ground.

They discuss the unique position of companies to deploy changes quickly and the potential to save costs alongside emissions, as well as the real short-term challenges of competing with those that have lower environmental standards and the limits of businesses given the profit motive.