ENERGY
CONTEXT. VISION. INSIGHT.
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Researching economic and investment trends in energy
Jackie Forrest
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Talking about electrification driving #energytransition and new capital raises, growth in #AI energy demand, and record-breaking CAPEX spending—plus other key drivers. We also discuss China EVs, rising#natgas turbine costs, and backlogs.
Record $2.3 trillion in global energy transition investment in 2025, according to BNEF! Growth was 8% YoY, down from the heydays of 2021 but still positive. This week on #ARCEnergyIdeas, we review clean energy trends by discussing a few recent publications https://www.arcenergyinstitute.com/global-energy-transition-investment-hit-a-record-2-3-trillion-in-2025/
Join Peter Tertzakian, Managing Director of ARC Financial and Deputy Director of the ARC Energy Research Institute and Jackie Forrest, Executive Director at ARC Energy Research Institute as they discuss the latest news and events of today’s energy sector.
Peter Tertzakian
This week on #ARCEnergyIdeas, @JackieForrest and I review developments in clean energy and the broader energy transition, discussing @BloombergNEF’s “Energy Transition Investment Trends 2026” and @NatBullard’s annual decarbonization presentation. We wrap up with a look at new
Venezuela’s Fiscal Competitiveness:
Oil, Mercantilism, and the Return of Gunboat Economics:
https://www.cogem.energy/publications/oil_mercantilism_and_the_return_of_gunboat_economics
Oil, Mercantilism, and the Return of Gunboat Economics
In the first piece of our Now You’re Thinking series on the US involvement in Venezuela, we examine how the ...
www.cogem.energy
Recent Podcasts
Why I Hate S-Curves: An Interview with Rob West from Thunder Said EnergySeptember 10, 2024 - 2:42 pm- Summer 2024 Energy News Wrap-UpSeptember 3, 2024 - 1:59 pm
- A Conversation with Nancy Southern, Chair & CEO of ATCOJuly 16, 2024 - 4:27 pm