The Future of Finance Podcast
Amy Jaffe, Director of the Energy, Climate Justice & Sustainability Lab at NYU, joins Georges Dyer for a rigorous, wide-ranging conversation on how institutional investors need to be thinking about energy risk, climate justice, and long-term capital allocation right now. Jaffe brings analytical precision and on-the-ground perspective to questions that every CIO, endowment leader, and asset manager navigating the energy transition needs to engage with seriously.
Energy Gang: Is the Competitive Power market model broken?
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. The Energy Gang looks at PJM, the largest power market in the US, and debates a possible way to add to electricity supplies without pushing bills even higher.
The US operation to remove Venezuelan president Nicolás Maduro opened a new era for a country that holds – according to some – the world’s largest oil reserves.
So far there has been little impact, but what are the implications going to be for energy in the months and years to come? To discuss how this volatile situation might evolve, host Ed Crooks is joined by Amy Myers Jaffe, Director of NYU’s Energy, Climate Justice and Sustainability Lab, and an expert on oil earlier in her career.
Electric vehicles create problems for the grid. Could they also help solve them?
The plan to turn EVs into reliable grid infrastructure
They can exhibit flexibility that’s mostly going unused today. Millions of EVs are already connected to the grid, and they’re being treated as a problem instead of a solution. So how could they be used to ease that strain on electricity grids?
California is often described as the state where you can see the future of the US, and of the world. That's 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 now faces the prospect of rising demand from electrification and data centers.
Petrostates, Electrostates, and the Energy Transition
Is the global transition to low-carbon energy accelerating or slowing down? One answer is that it depends where you look. In the US, energy policy has shifted away from support for low-carbon technologies, but China is continuing with record installations of solar, wind, and batteries, and record sales of EVs. The AI revolution will be the most transformative change in human history, according to Gerard Reid, co-founder of Alexa Capital.
Energy Central Power Perspectives™ Podcast
Featuring conversations with thought leaders in the utility sector. Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU, joins the Power Perspectives Podcast in the wake of the November 2024 elections to discuss the most pressing issues shaping the energy landscape. With her expertise in energy geopolitics, climate risk, and sustainability, Amy offers insights into how utilities can adapt to evolving challenges while pursuing a more resilient and sustainable future.