Columbia Energy Exchange Inside the 2024 World Energy Outlook
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Nov 19, 2024 Tim Gould, the chief energy economist at the International Energy Agency, sheds light on the hidden costs of the clean energy transition. As demand for critical minerals like lithium, cobalt, and copper surges, he discusses the potential environmental and social impacts, particularly in developing countries. The conversation dives into the role of U.S. policy in mitigating mining damage and explores how to balance resource extraction with sustainability. Gould emphasizes the urgent need for innovative approaches to secure a cleaner energy future.
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Shifting Energy Landscape
- The 2024 World Energy Outlook highlights the shift from the age of oil to the age of electricity.
- It emphasizes the significant progress in energy transition and structural shifts in economies and energy use.
Ample Supply, Lingering Risks
- The current energy market presents ample supply buffers in oil, gas, and clean energy technology manufacturing.
- Geopolitical tensions and potential energy security risks remain a concern despite these buffers.
China's Manufacturing Overcapacity
- China's overcapacity in clean energy manufacturing presents both opportunities and challenges.
- It offers the potential for faster transitions but raises concerns about competitiveness and security.