Amy Myers-Jaffe

Amy Myers Jaffe, Director at NYU’s Energy Climate Justice and Sustainability Lab, and Melissa Lott, Partner GM at Microsoft, dive into the transformative impact of DeepSeek AI on the energy sector. They discuss how this innovative model disrupts market dynamics and raises questions about the future of 'baseload' power amidst shifting energy demands. The pair also tackle the implications of recent executive orders under the Trump administration, highlighting a notable shift in prioritizing energy supplies over climate change.

Bidenomics’ is the new buzzword that the US administration is using to brand its industrial strategy. What does it mean for energy in the US, and around the world?Last week, President Joe Biden spoke in South Carolina about his economic vision: a strategy that he is calling “Bidenomics”, with the energy transition is right at the heart of it. By “turning the climate crisis into an opportunity”, the White House says, the US can create good-paying jobs in clean energy while also bringing down consumers’ energy costs. When the president and his administration talk about their energy policies, the focus is generally on jobs, investment, and the international race to lead in the technologies of the future, not the need to reduce greenhouse gas emissions.The Inflation Reduction Act was the legislative core of this plan, with its array of incentives for low-carbon-energy, and for US-produced equipment in particular. As we approach a year since it was passed, there is plenty of evidence that it is contributing to upturn in US manufacturing. Spending on new factories has been tracking at a rate of about $190 billion a year, triple the average rate of the 2010s. But are there dangers in the administration’s drive to create new domestic industries in low-carbon technologies?To discuss that question and more, host Ed Crooks is joined by regulars Melissa Lott and Amy Myers-Jaffe. Melissa is Director of Research at Columbia University’s Centre on Global Energy Policy, and Amy is Director of the Energy, Climate Justice, and Sustainability Lab at New York University.One of the biggest issues in terms of international tensions around renewable energy manufacturing is China, which is currently the dominant producer for products and components such as batteries and solar panels. At the same time as it is trying to wrest global leadership from China in some of those key sectors, the US is also arguing that the two countries need to work together to tackle the threat of climate change. Melissa was in China last week – as was US Treasury Secretary Janet Yellen – and shares her insights on the implications of two countries’ energy strategies.One new development is that China is restricting exports of gallium and germanium, which are used in semiconductors, fibre-optic cables, and some electrical equipment. Amy discusses what these restrictions might mean for energy producers. And the gang discuss the question: what does this new trade flare-up teach us about how much countries need to work together to make the progress we need in developing clean energy? If our world’s greatest challenges, including climate change, can only be solved through co-operation, does competition between countries risk pushing us off course?Join the discussion on Twitter – we’re @theenergygang, or visit woodmac.com/podcasts for more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Exploring rising power demand from data centers, AI applications, and the challenges faced by utilities. Discussing the shift towards renewables and gas, concerns about achieving net zero goals, and the debate on global warming targets. Delving into the potential of AI in demand management, the evolving energy landscape, and the challenges of limiting global warming to 1.5 degrees Celsius. Exploring the impacts of setting ambitious climate goals, navigating moral dilemmas of climate change, and the rapid growth of electric vehicles in China.

Shanu Mathew, Senior VP at Lazard Asset Management, discusses the shift in institutional investment strategies towards energy amid market turmoil. Amy Myers Jaffe, Director at NYU's Energy, Climate Justice, and Sustainability Lab, shares insights on cleantech and low-carbon investment hurdles. They explore the departure of major oil companies from renewables, the connection between oil prices and cleantech funding, and the growing impact of data centers on energy demand. Their analysis questions whether the clean energy transition is slowing down or simply recalibrating.

Neil Chatterjee, former chairman of FERC, discusses the critical impact of politics on energy reliability, warning that without political reform, the lights could go out. Amy Myers Jaffe presents a counterpoint, suggesting that AI could actually save energy rather than exacerbate crises. Cecilio Velasco emphasizes the need for stable policies to attract investment in grid infrastructure. They explore the growing electricity demand driven by AI and the electrification of daily life, debating solutions to maintain grid stability amidst these challenges.

Amy Myers-Jaffe, a policy expert at NYU’s Energy, Climate Justice, and Sustainability Lab, joins Robbie Orvis from Energy Innovation and Ray Long from the American Council on Renewable Energy. They tackle the chilling impact Congressional tax credit proposals could have on the clean energy sector. Discussion revolves around the urgency of protecting crucial tax incentives for renewables, the geopolitical ramifications of energy policies, and the future of U.S. energy supply chains amidst rising costs and international tensions.

In this discussion, Amy Myers-Jaffe, Director at NYU's Energy, Climate Justice Lab, and Dan Esty, Yale's Environmental Law and Policy Professor, dive into the intersection of global trade and the clean energy transition. Dan highlights how international trade rules can foster environmental standards, enabling a collaborative shift to decarbonization. They scrutinize China's solar and EV production dominance and its implications for global trade. Lastly, they explore the necessity of equitable sustainability strategies to mitigate competitive disadvantages in the clean energy market.

Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, discusses the focus of COP30 on practical implementation rather than new international agreements. Joining her are Amy Harder from Axios, who refers to this COP as an 'ebb', and Lisa Jacobson, President of the Business Council for Sustainable Energy, emphasizing the private sector's role. They dig into scaling sustainable fuels, tackling industrial emissions, and the importance of aligning business with climate goals for impactful outcomes.

In this engaging discussion, Amy Myers-Jaffe, Director at NYU’s Energy, Climate Justice and Sustainability Lab, and Simon Evans, Deputy Editor at Carbon Brief, dive into the lead-up to COP30. They explore the effectiveness of past climate agreements, notably discussing the ongoing rise in greenhouse gas emissions. Key topics include the complexities of international climate pledges, fossil fuel lobbying, and the urgent need for improved carbon pricing strategies. The conversation highlights the critical intersection of energy security and climate action amid geopolitical challenges.

Join climate experts Sarah Kapnick and Amy Myers-Jaffe as they unpack the realities of adapting to a warming world. Kapnick, with her background at JP Morgan and NOAA, highlights the rising uninsurability of certain regions due to climate risks. They discuss the urgent need for innovative adaptation strategies, particularly for vulnerable communities. The conversation also touches on how climate change is reshaping energy markets and influencing housing decisions. Together, they call for urgent action to address disparities in climate-related impacts.