This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”.
They begin by discussing Bloomberg New Energy Finance’s latest “Energy Transition Investment Trends (2026)”, which finds that global investment in the energy transition reached a record $2.3 trillion in 2025, up 8 % from 2024.
Next, they review a set of charts from a 200-slide deck released by Nat Bullard, an annual presentation on the state of decarbonization. Nat describes himself as a “climate-focused keynote speaker, board-level strategist, consultant, and advisor.” His side deck provides a comprehensive overview of the latest data across a wide range of energy types.
Finally, the hosts discuss a couple of new papers by Peter Tertzakian: one titled “Venezuela’s Fiscal Competitiveness” and another called “Oil, Mercantilism, and the Return of Gunboat Economics”. In this segment, they debate the impact of Venezuela’s high government take, which has contributed to declining production, and consider recent reforms to the country’s oil and gas sector aimed at attracting foreign investment.
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