From Oil to Electrons: Mapping the Global Energy Transition with David Livingston

In this special episode of the Future of Finance podcast, we feature a compelling presentation from David Livingston, Chief Strategy Officer at Galvanize Climate Solutions and former senior advisor to U.S. Climate Envoy John Kerry. Livingston outlines how the global energy transition is unfolding within three sweeping macro shifts: from a G-7 to a G-Zero geopolitical landscape, from climate cooperation to climate competition, and from fossil fuels to a future dominated by electricity and data. He dives into the role of clean energy as both an economic and strategic asset, explores the geopolitical ramifications of decentralized energy systems, and outlines the massive growth potential in electricity, data centers, geothermal, and storage. Livingston also discusses how institutional investors are adapting to these changes and where they might be missing opportunities. This episode is a must-listen for anyone interested in the intersection of climate, policy, geopolitics, and long-term investment strategy. Keywords: Energy transition, clean energy, climate competition, geopolitics, electrification, Galvanize Climate Solutions, industrial policy, institutional investment, data centers, carbon border adjustments