PODCAST · news
Energy Gang
by Wood Mackenzie
Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang. How will changes to the US government affect decarbonisation and energy security? When will hydrogen, nuclear and carbon capture deploy at scale? Where’s the money for the energy transition green finance coming from and how much more is needed? What’s the outlook for EVs? What are the energy predictions for solar energy? What's the latest on climate change? Get answers to questions like these, bi-weekly on Tuesdays at 7am ET. Plus, get special live episodes recorded at the biggest climate and energy events throughout the year, l
Episodes
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Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid
Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consumer bills, and the pace of new investment. In markets such as PJM and ERCOT, those tensions are turning an arcane debate about...
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A new market for AI compute: What GPU futures could mean for energy
AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI demand, a new…
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Demand for power generation and grid equipment is booming. Can the industry keep up?
In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The rate at which...
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Built to last: Why insurers are helping design resilience into renewable energy and storage facilities
As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how solar, storage and other facilities can increase their resilience to the growing risks of…
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America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?
Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US...
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Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.
US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do something about it. One...
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Is fusion power here at last? The imagined energy of the future is becoming very real right now
The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that joke. Private fusion companies have now raised billions in capital, and pilot plants are moving from slide decks and plans into...
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Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America
Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americans, it is the equivalent of seven Super Bowls happening every day, in one of the world’s biggest urban economies. That means...
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Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them
Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new data centres, or cutting greenhouse gas emissions, the answer is most often going to be investing in new assets: power plants,...
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The new politics of power: What's really driving up American electricity bills? And what can we do about it?
US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of $31 billion in increased rates last year, double the amount in 2024. And investor-owned utilities are planning to spend $1.4...
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Methane is both a problem and an opportunity: How market-based solutions can cut emissions even after climate policy has retreated
Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it is also a valued commodity, used to heat homes and cook food, provide raw materials for industry and keep the lights on. Every...
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How AI is changing the natural gas industry
There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic through the…
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The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions
The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the international gas trade to…
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It is too hard to build things in America: Can permitting reform begin a new era for energy investment?
America is facing an energy supply crisis created by surging demand for electricity from data centres. A transition to a lower-carbon system requires massive investment in new clean energy infrastructure. But legal and regulatory structures mean that developing projects in the US is often an...
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How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators
The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The question of which...
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Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two
The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance Forum in New York, host Ed Crooks explores what that means for the US power industry, at a moment when rising electricity demand...
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Data, power and dollars: financing the AI energy boom | live from the ACORE finance forum in New York
The numbers are staggering. The “magnificent seven” Big Tech companies are expected to have combined capital spending of about $800 billion this year. Data centres’ electricity demand is soaring, and hundreds of billions of dollars more are being mobilised to invest in power infrastructure to…
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A new toll on global energy: Can Iran permanently control the Strait of Hormuz?
Ten weeks into the war with Iran, the Strait of Hormuz remains largely closed. The ceasefire is officially holding, but occasional attacks on ships and installations continue. A difficult question is coming into focus: what if the strait never fully reopens? Host Ed Crooks is joined by regular...
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Uber's electric bet on electric vehicles: What does the rise of EVs and autonomous vehicles mean for the future of mobility?
The past year has been challenging for electric vehicles. In the first quarter of 2026, US EV sales were about 27 per cent below their level in the first quarter of last year. But the ride-hailing industry still sees a future that is electric, autonomous, and shared, and is placing a…
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Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.
When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling to find more…
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The mother of all disruptions: What the war with Iran means for energy.
The world changed forever on February 28th, 2026. The consequences of the Iran war will take many years to play out. But one fact already seems clear: we are not going back to the world that existed before the conflict began. To assess what the war means for the future of oil, gas and power, host...
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A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?
Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, natural gas was cheap, and the system was largely stable. That era is over. A surge in data…
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The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?
Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breath The Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers Jaffe, Director…
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Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans
VPPs – virtual power plants – continue to spark heated debate. Are they genuinely a fast, affordable way to add capacity to the grid? Or are they an overhyped concept that falls apart when electricity systems are under stress? To find out, host Ed Crooks welcomes Colby Hastings, the senior…
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Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum
New analysis from Wood Mackenzie shows that 220 gigawatts of additional power demand from data centers is in the pipeline in the US, and 183 GW of that is already backed by firm commercial commitments. That is a huge amount to add in just a few years: it’s equal to about 22% of US peak demand in...
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How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington
ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It’s an event where industry leaders and experts discuss how the changing landscape of US energy policy is shaping infrastructure investment, the growth of electricity supply, and the...
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A solution to the problem of paying for data centre power? Unpacking AWS’s recent 3 gigawatt deal with NIPSCO
Data centres have become one of the most contentious issue in US power markets. The question of who will pay for the new generation and grid upgrades needed to keep them running has been soaring up the political agenda, and attracting attention in the White House. Host Ed Crooks is joined on this...
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Energy storage steps up: the growing role of batteries on the grid, and the challenge from winter storms
It’s the hottest sector in the global energy industry right now, driven by rising power demand, the need to back up variable renewable generation, and escalating threats to grid resilience. It is of course, battery storage. Host Ed Crooks and regular guest Amy Myers Jaffe speak with Julian…
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How a Texas electric co-op rebuilt for reliability | Sponsored content from Rayburn Electric
As Texas battles another bout of bitterly cold weather, Energy Gang looks at the lessons that one generation and transmission electric co-operative learned from Winter Storm Uri in 2021. The freeze and subsequent shock to energy prices showed providers how dangerous it can be to rely on the…
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Venezuela and what to expect from energy in 2026
The new year has only just begun, and already we have seen an event with massive significance for the world of energy. The US operation to remove Venezuelan President Nicolás Maduro opens a new era for a country that holds – according to some definitions – the world’s largest oil reserves. So far...
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Electric vehicles create problems for the grid. Could they also help solve them? The plan to turn EVs into reliable grid infrastructure
As we head into 2026, electricity grids aren’t just under strain; they are facing transformational change because of the shifts in the ways that we work, entertain ourselves, and get around. EVs are one of the fastest-growing new loads on the grid in many parts of the world, but are also one of…
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Energy Gang’s year in review: the highs, the lows, the people and the technologies of 2025
It’s the final Energy Gang of the year, and host Ed Crooks is joined by regulars Amy Myers Jaffe, Director of NYU’s Energy, Climate Justice and Sustainability Lab, Shanu Mathew, a portfolio investor and manager, and Melissa Lott, a systems engineer and energy analyst, to take stock of an exciting...
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California’s grid under pressure: affordability, AI, and the future of electricity markets
California is often described as the state where you can see the future of the US, and of the world. That has certainly been true in terms of some of the problems faced by the electricity grid. California has been grappling with the impact of wildfires and a big shift to renewable generation, and...
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What happened at COP30? The key points on cutting emissions, adapting to a warming world, and raising the finance to pay for it
The COP30 climate talks in Belem wrapped up over the weekend, and reactions to the outcome were sharply divided. Simon Stiell, Executive Secretary of the UNFCCC, said “climate cooperation is still alive…we’re undeniably still in it and we are fighting back.” Others said the COP had been another...
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What happened in COP30’s first week? Support for energy efficiency and a status report on methane show which climate initiatives are still making progress
Negotiations in the COP 30 climate talks are continuing in Belem, Brazil. The headlines are focusing on the divisions between countries that are shaping this year’s climate talks. But despite the doom and gloom, there are some practical steps being taken to support the transition towards...
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The COP30 climate talks are under way In Brazil. What is the point of the conference?
COP30, which began this week in Belém, Brazil, marks a decade since the Paris Agreement was adopted at COP21 in 2015. It’s being billed as the “implementation COP”: instead of grand new announcements of international agreements, governments are supposed to be focused on delivering on the...
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How are businesses rethinking energy and sustainability? COP30 starts in Belem as climate action falters
COP30, now getting under way in Belem, Brazil, has been billed as “the implementation COP”, which means a focus on governments taking real steps to achieve the goals of the Paris Agreement. We will be examining all the key issues for government negotiators in the talks very soon. But for this…
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Energy addition, not energy transition? What does it mean for the future of our energy system, and the climate? | Special episode recorded at ADIPEC, the world’s largest energy event
As world leaders, businesses and NGOs start their journeys to Brazil for the COP30 climate talks, more than 200,000 people attended ADIPEC in Abu Dhabi, the world’s biggest energy event. Energy Gang was there to bring you the highlights from the week’s discussions. One of the key talking points…
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Speed to power: how can America accelerate the build-out of the next grid? | special episode from the ACORE Grid Forum in Washington DC
Electricity demand in the US is rising faster than it has in decades, driven by AI and a wave of investment in domestic manufacturing. But with transmission lines and other electricity infrastructure taking years to permit and build, how can America secure the power it needs fast enough to remain...
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AI could break the electricity grid. What do regulators and the industry need to do to keep the lights on?
What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data...
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How energy diversification can drive development | Special pre-ADIPEC preview episode
As global energy systems evolve, emerging economies face a defining challenge: how to secure affordable power for today while investing in the low-carbon solutions that will drive tomorrow’s growth. Can energy diversification unlock a new era of industrial development, resilience, and inclusive...
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Permitting reform and the politics of building the grid | Live from the ACORE Grid Forum in Washington, D.C.
Everyone agrees it takes too long and costs too much to build energy infrastructure in America, but what exactly needs fixing, and can we make progress without rolling back vital environmental protections? In this special episode of Energy Gang, recorded live at the ACORE Grid Forum in Washington...
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The new nuclear renaissance - real or rhetoric? | Special pre-ADIPEC preview episode
Nuclear power is back at the centre of the global energy conversation again. Is a real renaissance in the industry under way? Or are we just in another moment of excitement before familiar challenges emerge and the hype cycle turns down again? In the second of three special episodes ahead of…
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The connected world of energy | Special episode from Wood Mackenzie
Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & Climate at the oil and...
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Does low-carbon hydrogen still have a future? | Special pre-ADIPEC preview episode
Low-carbon hydrogen has taken a few knocks in the headlines lately. There have been cancelled projects and fewer splashy announcements. Policy support has been jittery. Is momentum fading, or are we simply moving out of the hype phase and into the serious work of delivery? Host Ed Crooks puts…
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How can the grid help AI, and how can AI help the grid? Live from NYU at New York Climate Week, featuring leaders from Nvidia and Amazon | Energy Gang Live from Climate Week
Recorded in front of a packed room at NYU’s Kimmel Center during Climate Week NYC, Ed Crooks and Amy Myers Jaffe moderate a debate on the high-stakes topic of AI and energy. They dig deep into the questions raised by the surge of investment in data centers: what it means for grid stability and...
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What do China’s climate commitments mean for energy?
For COP30, the international climate talks in Brazil in November, the countries of the world are supposed to roll out their new Nationally Determined Contributions or NDCs: their commitments to cut emissions. China’s NDC is particularly eagerly awaited: it is the world’s largest emitter of...
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Everyone is talking (again!) about a coming revival in nuclear power. What needs to change to make it happen? | More from New York Climate Week
At Climate Week NYC continues, the hottest topic is the question of how to meet growing demand for electricity while cutting emissions. In New York State, electricity use is expected to increase by 25% over the next 15 years. To meet that demand, the state plans to add tens of gigawatts or...
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As the pressure for climate action fades, what is driving investment in clean energy? | The big talking points from New York Climate Week
It’s New York Climate Week this week, and we’re bringing you highlights from all the key debates and discussions. Climate Week NYC is one of the most important gatherings in the energy calendar, bringing together business leaders, investors, scientists, campaigners and policymakers to discuss the...
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Carbon capture could be an important tool for tackling climate change. Can we find productive ways to use that carbon?
As fossil fuel use and greenhouse gas emissions continue to rise, there is renewed interest in what can be done to capture carbon dioxide. Until now, most of the investment in carbon capture has gone into projects to take those emissions and store them underground forever. But what if we could…
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ABOUT THIS SHOW
Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang.
How will changes to the US government affect decarbonisation and energy security? When will hydrogen, nuclear and carbon capture deploy at scale? Where’s the money for the energy transition green finance coming from and how much more is needed? What’s the outlook for EVs? What are the energy predictions for solar energy? What's the latest on climate change?
Get answers to questions like these, bi-weekly on Tuesdays at 7am ET. Plus, get special live episodes recorded at the biggest climate and energy events throughout the year, l
HOSTED BY
Wood Mackenzie
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Energy Gang currently has 589 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you...
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Energy Gang is created and hosted by Wood Mackenzie.
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