Interchange Recharged The energy analysts' view on what’s ahead in 2025
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Jan 14, 2025 Join Chris Seiple, Vice Chairman at Wood Mackenzie’s Power & Renewables group, and Jonny Sultoon, Head of Markets & Transitions, as they dive into the future of clean energy in 2025. They discuss the challenges of rising electricity demand and inflation, while highlighting the silver lining of solar power growth amidst global slowdowns. The duo explores innovations in energy storage, tariff changes, and the evolving role of hydrogen in clean energy transitions, showcasing a dynamic landscape essential for navigating the upcoming energy revolution.
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Tumultuous Times and Innovation in the Energy Sector
- The energy sector faces tumultuous times due to policy criticisms and rising electricity demand.
- Innovation will be driven by the intersection of unmet demand and customers who value electricity, like data centers.
Political Discourse vs. Energy Demand
- The US energy sector faces challenges in meeting rising electricity demand while navigating political rhetoric around green energy.
- Permitting reform, supply chain constraints, and limited gas power plants are key concerns.
Policy and Tariff Impacts on US Energy Transition
- Overturning of the Chevron deference will lead to court challenges of Biden's agency rulings, impacting the energy market.
- Tariffs and trade wars with China pose a significant risk to the US energy transition due to China's dominance in critical minerals.