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Energy Gang

Energy Gang

Wood Mackenzie 573 Episodes Jun 23, 2026

Energy Gang is a podcast by Wood Mackenzie that covers breaking news in clean technology, global energy policy, and the levers driving the energy transition. It explores topics like decarbonisation, hydrogen, nuclear, carbon capture, green finance, EVs, solar energy, and climate change. New episodes are released bi-weekly on Tuesdays, with special live episodes from major climate and energy events.

Episodes

The new politics of power: What's really driving up American electricity bills? And what can we do about it? Jun 23, 2026 00:46:57 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 trillion on capital projects over the next five years – enough on one calculation, to build alm
Methane is both a problem and an opportunity: How market-based solutions can cut emissions even after climate policy has retreated Jun 15, 2026 00:50:55 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 molecule leaked is energy wasted and money lost. The IEA estimates that about 200 billion cub
How AI is changing the natural gas industry Jun 12, 2026 00:43:56 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 Strait of Hormuz has put security of supply at the top of every importer's agenda. In this special
The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions Jun 9, 2026 00:49:28 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 heat our homes, fuel our industries and keep our lights on. And that trade is highly vulnerable
It is too hard to build things in America: Can permitting reform begin a new era for energy investment? May 25, 2026 01:01:25 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 uncertain, drawn-out and expensive process.To take just one example, new transmission infrastructu
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 May 19, 2026 00:48:12 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 market and regulatory structures are needed to respond to this new and fast-changing world is no
Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two May 14, 2026 01:33:27 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 was already putting the grid under strain.Lori Ann LaRocco, a trade and supply chain expert a
Data, power and dollars: financing the AI energy boom | live from the ACORE finance forum in New York May 13, 2026 01:16:31 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 meet that demand. In this special episode, recorded at the ACORE Finance Forum in New York, host
A new toll on global energy: Can Iran permanently control the Strait of Hormuz? May 12, 2026 01:05:08 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 contributor Amy Myers Jaffe, Director of the Global Energy, Climate, and Sustainability Lab at NY
Uber's electric bet on electric vehicles: What does the rise of EVs and autonomous vehicles mean for the future of mobility? Apr 28, 2026 01:02:11 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 multi-billion dollar bet on it. Ride-hailing services such as Uber could be one of the key sectors support
Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability. Apr 14, 2026 01:10:47 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 energy supply to keep up with the boom in data centers, while holding down ratepayers’ bills. Mana
The mother of all disruptions: What the war with Iran means for energy. Mar 31, 2026 01:12:55 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 Ed Crooks is joined by three of the most experienced voices in the geopolitics of energy. Regu

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