Radio Davos

Geopolitics, the equitable transition, and AI: things to look out for in energy in 2024

Mar 21, 2024

Roberto Bocca and John Defterios discuss energy transition, geopolitics, and the impact of AI on energy in 2024. They explore challenges in energy supply, the role of AI in increasing energy demand, and the potential of nuclear energy. The podcast highlights the need for collaboration for a fair energy transition and addresses geopolitical risks.

27:22

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Episode guests

Roberto Bocca

John Defterios

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The equitable transition to sustainable energy must address global energy demand disparities.

Geopolitical influences impact energy transition speed, with US-China competition adding uncertainty.

Deep dives

Importance of Accelerating the Business and Economic Case for Energy Transition

Accelerating the business and economic case for the energy transition is crucial to complement the clear environmental case for the transition. Efforts are needed to address energy demand, enhance efficiency in energy consumption, and ensure an equitable transition accessible to all. The conversation highlighted a significant global challenge with 775 million people lacking access to energy and 2.3 billion without clean cooking facilities.

Intro

4min

Key Themes and Shifts in the Energy Sector at Davos 2024

14min

Impact of Artificial Intelligence on Energy Sector

4min

Exploring the Role of Nuclear Energy and Geopolitical Risks in the Global Energy Landscape

2min

Insightful Moments and Perspectives on Energy Transition from Davos

3min

A year ago in Davos, energy - particularly the disruption to supply and prices caused by the war in Ukraine - was a top issue at the Forum's Annual Meeting and on Radio Davos we invited two experts in to set out the top lines of the energy discussion.

Roberto Bocca, who heads up energy at the World Economic Forum, and John Defterios, a business professor and former CNN journalist, return this year, as war is an even bigger issue. They also discuss the 'energy transition', especially how that might look in the global South, and they address what was the top issue at this year's Davos: artificial intelligence - which many people believe could play a central role in the energy transition, but which is also itself creating a surge in demand for energy to power all the compute needed to create AI.

Guests:

Roberto Bocca:

https://www.weforum.org/agenda/authors/roberto-bocca/

John Defterios: https://www.weforum.org/people/john-defterios/

Mentioned in this episode:

Nuclear Energy Summit 2024 - 21 March:

https://www.iaea.org/events/nuclear-energy-summit-2024

SDG-7: Ensure access to affordable, reliable, sustainable and modern energy for all: https://www.unep.org/explore-topics/sustainable-development-goals/why-do-sustainable-development-goals-matter/goal-7

Links:

Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/home

Global Future Council on the Future of Energy Transition: https://www.weforum.org/communities/gfc-on-energy-transition/

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