The Red Line

The Winners and Losers of Energy Transition - The Green Line - Ep 5

Dec 4, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 5min
2
The Cascade Chaos of the Earthquake
05:22 • 2min
3
The Impact of the 2020 Earthquake on the Oil Market
07:02 • 2min
4
The Emergence of Security Concerns in the Global Economy
09:00 • 2min
5
The Near-Term Climate Change Effect on Oil Production
11:00 • 2min
6
The Problem With Nigeria's Oil Prices
12:39 • 2min
7
Nigeria's Role in the Broader Economy of West Africa Is Crucial
14:11 • 2min
8
The Uphill Battle for the Future of Energy
16:15 • 2min
9
The Future of Energy Is Electricity
18:22 • 2min
10
How to Decarbonize the World's Energy Grid
20:09 • 2min
11
The Future of Renewable Energy
22:09 • 2min
12
The Importance of Long-Term Contracts
23:56 • 2min
13
The War in Ukraine: The First War of Energy Transition
25:53 • 4min
14
The Risk of Expanding the Single European Grid
30:19 • 3min
15
The Future of Energy
32:59 • 2min
16
The Sundown of Oil and Gas
35:12 • 2min
17
The Future of Nuclear Power in Africa
37:35 • 2min
18
The Differences Between Nuclear and Coal Power
39:35 • 2min
19
The War of Energy Transition
41:24 • 2min
20
The Problem With Oil Revenues
43:01 • 1min
21
The Future of Oil Demand
44:26 • 2min
22
The Effects of COVID-19 on Oil Prices
46:15 • 4min
23
The Importance of Gas in the Transition to Oil
50:09 • 4min
24
The Demise of Oil
54:38 • 2min
25
The Future of Oil Supply
56:59 • 5min
26
The US's Future in the Gulf
01:01:55 • 2min
27
The US Security Interests in the Mid-East Gulf
01:03:32 • 2min
28
The Peril of Petrostates
01:05:43 • 2min
29
The Unexpected Volatility of the Oil Market
01:07:35 • 3min
30
The Importance of Diversification in the Gulf
01:10:11 • 2min
31
China's Choice of Cheap Oil or Secure Expensive Oil
01:12:24 • 2min
32
The Problem With China's Dependence on Gulf Oil
01:14:12 • 2min
33
The Political Economy of the Gulf States
01:16:21 • 5min
34
The Bottleneck in Achieving the Energy Transition
01:20:59 • 3min
35
The Role of China in the Clean Energy Supply Chain
01:23:35 • 2min
36
The US-China Relationship in the DRC
01:25:15 • 2min
37
The Future of Battery Manufacturing in the US
01:26:50 • 4min
38
The Future of Electric Cars
01:31:00 • 4min
39
The Road to the Green Revolution
01:34:46 • 2min
40
The Green Line: Part 5
01:36:24 • 5min