Drilling Down on Global Energy & AI’s Nuclear Ambition vs Risk
Brew Markets
Intro
Ann Berry introduces the episode, guest Alix Steele, and frames the energy-focused conversation & Ad break.
Episode 105: Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector. The engaging and dynamic conversation brings context and life to a jargon-filled industry. Alix guides us through OPEC, U.S. shale and Venezuela’s gooey heavy crude. We explore why oil majors have diversified into renewables and why they might not want to see offshore wind farm projects shut down. Plus, with a rally around nuclear to address AI power needs we ask if there’s a regulatory appetite to see it advance and who ultimately takes on the risk.
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