energy

7 statements across 7 episodes · 1 bullish · 3 bearish · 7 people on the record · first statement Sep 22, 2022 by Dr. Daniel Yergin · across every show →

Everything said about energy, oldest first

Sep 22, 2022 neutral
Assertion Supported
Yergin: Russia is earning more from energy in 2022 than in 2021
“One is the fact that Russia is making more money out of energy this year than it did last year.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 35:26 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Dec 8, 2022 bullish
Assertion Not checkable as stated
O'Donnell: Intermittent electricity is the cheapest energy in human history
“The reason why these Resistance heated electric thermal storage things are only emerging now is that it's only in the last few years where intermittent electricity has become the cheapest form of energy that humans have ever known in civilization's history, ri…”
John O'Donnell Dec 8, 2022 ▶ 18:16 Solving the conundrum of industrial heat
Mar 2, 2023 negative
Assertion Supported
Bullard: Only 1.2% of Fortune 100 board members have energy expertise
“Like you find 1.2% of the Fortune 100 board knows anything about energy.”
Nat Bullard Mar 2, 2023 ▶ 46:12 More 2023 trends: EVs, onshoring, and the three ages of decarbonization
Jun 15, 2023 bearish
Opinion
Kann is skeptical LLMs will fundamentally change climate tech and energy
“I have generally been a bit more skeptical than most, I think, that it would change, fundamentally change at least, the things that I spend my professional time on, which is to say climate tech and energy.”
Shayle Kann Jun 15, 2023 ▶ 2:43 AI for climate: a real world test
Sep 8, 2023 bearish
Prediction Not checkable as stated
Webber: Climate change will increase energy needed for agriculture and storage
“It looks like we'll spend more energy to overcome the consequences of climate change, to make up for the lost productivity, or to store the food and the crops.”
Dr. Michael Webber Sep 8, 2023 ▶ 29:59 The food-energy nexus
Jan 11, 2024 neutral
Assertion Partly supported
Zou: Transportation gets 30% of climate VC despite causing 15% of emissions
“We've tracked transportation accounting for 15% of total emissions. As per the IPCC 2019 report, but receiving 30% of venture and growth investment since 2020. Whereas on the other hand, you know, energy deals, or energy investment made up 22% of overall fundi…”
Kim Zou Jan 11, 2024 ▶ 31:43 2023 climate tech venture investment trends
Sep 10, 2026
Assertion Supported
Lubershain: Energy accounts for 5% to 10% of data center operational costs
“Energy is a pretty small share of the total cost of goods sold for that That data center, right? It's something like five to 10% of the total cost.”
Andy Lubershane Sep 10, 2026 ▶ 31:15 Do data centers actually increase electricity prices? No...and yes
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