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6min chapter
The Energetic Problem with the Energy Transition with Adam Rozencwajg
The HC Commodities Podcast
The Impact of Wind and Solar on Energy Efficiency
The amount of energy we're likely to be using in 10 years is orders of magnitude more than today, precisely because AI and the things that are on cloud computing are so energetically expensive. Where does that stack up against the toolkit that we have today for decarbonization, wind, solar, possibly hydrogen, et cetera? And that's the real key, isn't it, and very few people have talked about that, and why have they not talked about it? I think it's because we've had such a period of abundant energy, it really hasn't mattered.
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