How Texas plans to serve ‘infinite demand’
Eric Goff, founder of Goff Policy on batch zero, transmission planning, and how Texas can serve new load without shifting costs onto existing customers.
Global energy markets are in flux, from the rapid growth in renewable energy production and falling technology costs to talk of peak demand and calls for urgent action on climate change. At the same time, greenhouse gas emissions went up last year at the fastest rate they have since 2011, and we saw growth in coal, oil and gas production and consumption. When it comes to energy and climate issues, there’s tension between the rhetoric, our ambition, and the reality of the facts on the ground.
In this edition of Columbia Energy Exchange, host Jason Bordoff is joined by Dr. Christof Rühl, an internationally renowned economist specializing in macroeconomics and energy economics. Christof served as Chief Economist at BP for nearly a decade, and most recently, was the Head of Research at the Abu Dhabi Investment Authority.
Jason and Christof discuss how energy markets are impacting geopolitical risk and the global economy — from sanctions to trade wars and the escalating tensions in the Straits of Hormuz. They discuss the shale revolution, and its global implications as the U.S. becomes a major exporter of both natural gas and crude oil. They also discuss plastics, electric vehicles and new technologies from advanced nuclear to battery storage and hydrogen, and the role they might play in the energy transition.
For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy providers...
The Iran crisis is in its 80th day. Right now, roughly 1,500 vessels laden with oil, natural gas, fertilizers, and oil products sit trapped in the Persian Gulf...
Much of the world’s attention today is understandably focused on conflict in the Middle East, and the immediate implications for energy markets and global security. But other regions...
In moments of geopolitical crisis, energy is never just a backdrop. It's often at the center of the story. Today, as conflict involving Iran sends shockwaves through global...
Many analyses of what the conflict in the Middle East means for China's energy security have rightly focused on China's oil and natural gas imports from the region.