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Decarbonizing the World Economy: A Conversation with Gregor Macdonald | EP171

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Content provided by Tim Montague, John Weaver, Tim Montague, and John Weaver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Montague, John Weaver, Tim Montague, and John Weaver or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Please take our listener survey.
Today on the Clean Power Hour, Tim Montague speaks with Gregor Macdonald, author of Oil Fall (ebook) and The Gregor Letter, a weekly publication about the global energy transition. Gregor provides a big-picture perspective on how wind, solar, batteries, and electric vehicles are disrupting the fossil fuel industry.
Gregor Macdonald became interested in energy and the energy transition after moving to London and seeing oil prices hit historic lows in the late 1990s. This led him to start researching and trading oil, natural gas, and related commodities. After writing about energy markets for years, he launched the popular energy transition newsletter The Gregor Letter, which provides a big picture, global perspective on the shifts from fossil fuels to clean energy informed by economic history and a macro view.
In this episode we discuss the economics driving EV adoption, how legacy automakers have struggled to compete with Tesla, and why the US is lagging behind Europe and China. Gregor explains his view that global oil demand growth has likely peaked, but true declines in emissions will take a concerted effort across electricity, transportation, and industry.
He highlights India's failure to build enough renewables and America's lack of policy on transportation emissions as key problems. We also cover the tremendous economic opportunity of the energy transition, how to ensure a just transition for workers, and the potential role of green hydrogen.
Don't miss this conversation with Gregor Macdonald, an esteemed energy journalist and author renowned for his global perspective on the transition from fossil fuels to clean energy.

Key Takeaways

  1. What are the differences in how Europe and the US are tackling transportation emissions?
  2. What needs to happen for hydrogen production to take off in the future?
  3. How did Gregor Macdonald first get interested in energy and the energy transition?
  4. What are the challenges for legacy automakers in transitioning to EVs versus Tesla?
  5. How can the energy transition be an economic opportunity and wealth-creation event?

The Gregor Letter

Support the Show.

Connect with Tim

Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn

Email tim@cleanpowerhour.com

Review Clean Power Hour on Apple Podcasts
The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

  continue reading

249 episoade

Artwork
iconDistribuie
 
Manage episode 380828720 series 3184523
Content provided by Tim Montague, John Weaver, Tim Montague, and John Weaver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Montague, John Weaver, Tim Montague, and John Weaver or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Please take our listener survey.
Today on the Clean Power Hour, Tim Montague speaks with Gregor Macdonald, author of Oil Fall (ebook) and The Gregor Letter, a weekly publication about the global energy transition. Gregor provides a big-picture perspective on how wind, solar, batteries, and electric vehicles are disrupting the fossil fuel industry.
Gregor Macdonald became interested in energy and the energy transition after moving to London and seeing oil prices hit historic lows in the late 1990s. This led him to start researching and trading oil, natural gas, and related commodities. After writing about energy markets for years, he launched the popular energy transition newsletter The Gregor Letter, which provides a big picture, global perspective on the shifts from fossil fuels to clean energy informed by economic history and a macro view.
In this episode we discuss the economics driving EV adoption, how legacy automakers have struggled to compete with Tesla, and why the US is lagging behind Europe and China. Gregor explains his view that global oil demand growth has likely peaked, but true declines in emissions will take a concerted effort across electricity, transportation, and industry.
He highlights India's failure to build enough renewables and America's lack of policy on transportation emissions as key problems. We also cover the tremendous economic opportunity of the energy transition, how to ensure a just transition for workers, and the potential role of green hydrogen.
Don't miss this conversation with Gregor Macdonald, an esteemed energy journalist and author renowned for his global perspective on the transition from fossil fuels to clean energy.

Key Takeaways

  1. What are the differences in how Europe and the US are tackling transportation emissions?
  2. What needs to happen for hydrogen production to take off in the future?
  3. How did Gregor Macdonald first get interested in energy and the energy transition?
  4. What are the challenges for legacy automakers in transitioning to EVs versus Tesla?
  5. How can the energy transition be an economic opportunity and wealth-creation event?

The Gregor Letter

Support the Show.

Connect with Tim

Clean Power Hour
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn

Email tim@cleanpowerhour.com

Review Clean Power Hour on Apple Podcasts
The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

  continue reading

249 episoade

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