Europe, every mention
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tap a year for its mentions
every year anyone Shayle Kann 231Anne-Sophie Corbeau 39Dr. Daniel Yergin 22Jesse Jenkins 20Nat Bullard 18Sam Jaffe 14Julio Friedmann 12Rafi Garabedian 11Kim Zou 10James Frith 9
Verbatim, from the transcripts: the passages where Europe comes up
The rise of metal fuels
- ▶ 38:41 Richard Wang In other countries, we'd actually be far cheaper than diesel, where aluminum's cheaper and diesel's more expensive, like in Europe or in Asia, for example.
Inside the most sophisticated plan for solar geoengineering
- ▶ 11:09 Shayle Kann Resulted in Mary Shelley writing Bride of Frankenstein the following year on a summer vacation that was gloomy in Europe.
- ▶ 30:19 Yanai Yedvab So I would say, again, we're speaking to policymakers in the US, in Europe, in, in,
How China is reshaping the global auto market
- ▶ 0:52 Shayle Kann But everywhere else, Chinese automakers are reshaping markets across Europe, Southeast Asia, Latin America, essentially the entire world.
- ▶ 8:11 Michael Dunne So Mexico, Europe, South Africa, Thailand, Middle East, Africa, they're going everywhere all at once.
- ▶ 14:29 Michael Dunne In terms of comparison to Europe and the United States, they're 30 to 40% less expensive. 4 times in the scene
Surprising trends in global electricity generation
- ▶ 21:50 Nick Fulgham It's quite different from how we talk about it in a European or maybe a North American, Latin American context. 2 times in the scene
- ▶ 40:24 Nick Fulgham So on a, on a more structural level, rather than the year on year fluctuations that battery operators, both in the US, but also in Europe, really experience a lot.
- ▶ 43:09 Nick Fulgham Uh, which is, which is where Europe or Japan or Korea need to get their gas from. 4 times in the scene
A blueprint for scalable fusion power
- ▶ 10:52 Carrie Von Munch Or Proxima in Europe is building a Stellarate or others, but, but steady state is sort of one big bucket.
Inside the global fertilizer crunch
- ▶ 1:40 Shayle Kann Europe is still running nitrogen at around 75% of capacity because of gas costs that have been high tracing back to twenty-twenty-two and the Russian invasion of Ukraine.
- ▶ 4:38 Josh Linville The problem is, if you go back to January one, nitrogen markets and phosphate markets were already dealing with supply tightness because of European production rates, because of a lack of Chinese exports, because the ongoing…
- ▶ 12:11 Shayle Kann Then there's Europe and the Ukraine-Russia situation. 7 times in the scene
- ▶ 16:42 Josh Linville I mean, to give you a scale of it, Europe, we're talking about, you know, their 75% production rate, that's three and a half million tons missing. 2 times in the scene
- ▶ 28:54 Shayle Kann Is there, I presume, so, you know, when Russia invaded Ukraine and gas became tight in Europe, then, of course, there's been a big conversation in Europe about, uh, self-sufficiency from an energy perspective, and that has resulted in lots…
Inside Google’s massive AI capex (live)
- ▶ 8:58 Amin Vahdat Each individual token that is generated by the model takes a reasonable amount of latency, so much so that actually you might not be able to tell the difference here, let's say in San Francisco, if you're accessing content on the East…
Building a domestic nuclear fuel supply chain
- ▶ 5:13 Scott Nolan And then you've got, uh, the Europeans who also do conversion. 2 times in the scene
- ▶ 12:51 Shayle Kann We convert it, again, maybe in the U.S. through one facility, but more likely again in Canada or in Europe. 4 times in the scene
- ▶ 23:41 Scott Nolan And so, um, you have Europe saying that they're going to bring capability online in Europe, um, in the early 20 thirties. 2 times in the scene
Battery booms and the rise of flexibility [partner content]
- ▶ 6:12 Sean McAvoy I mean, because we've been, like, in Europe for quite some time, like, 15 years, we've already seen, um, saturation in, uh, say for example, like, the UK market,
Scaling America's domestic solar supply chain
- ▶ 6:13 Shayle Kann Now there's this interesting question of, at least in the U.S., I think more so than in Europe, um, are we going to build up a fully domestic, mostly resilient supply chain?
- ▶ 30:07 Scott Moskowitz Energy type situation, which we saw after Russia had invaded Ukraine several years ago, in which electricity prices went up around the world as a result of gas, you know, changes in supply to natural gas, and in Europe, specifically, that… 2 times in the scene
The rise of grid power electronics with Drew Baglino
- ▶ 10:51 Drew Baglino And there's, I mean, there's other DC links like between Europe and, uh, the UK or North Island and South Island and New Zealand.
More 2026 trends: Solar costs, oil oversupply, and the startup slump
- ▶ 20:08 Nat Bullard Like EVs are the ones that we think about in the US and Europe, because that's what you're likely to see.
- ▶ 22:22 Nat Bullard Like, there's a lot of room to go here, and to your point, this narrative is a little off the boil for many different reasons here in the U.S. and possibly in parts of Europe, but not so in China. 2 times in the scene
A ‘rain delay’ for the energy transition [partner content]
- ▶ 14:57 Stephen Lacey They might, you know, have partnerships in China, they might move to Europe, Australia, the U.K. 2 times in the scene
2026 trends: Gas turbines, Texas’ load queue and China electrifies
- ▶ 7:25 Nat Bullard And it's also moving at a much more rapid pace than either North America or Europe.
Who benefits from the AI power bottleneck?
- ▶ 29:35 Shanu Matthew And then the basic arbitrage in US LNG is you buy cheap domestic gas, and then you sell it to other markets like Asia or Europe, um, to be able to, you know, sell into premium markets.
Driving down the cost of green hydrogen
- ▶ 8:45 Rafi Garabedian We had, kind of, Europe, the US, Asia, everybody had a hydro, every country had a hydrogen strategy. 2 times in the scene
- ▶ 24:24 Rafi Garabedian So, we're, we're pricing in the European market today with a total installed cost just north of a thousand dollars a kilowatt. 4 times in the scene
- ▶ 28:12 Rafi Garabedian Yeah, the current market is still policy supported, primarily in Europe. 4 times in the scene
- ▶ 39:29 Rafi Garabedian So I think the next five years looks like very, very tactical, um, kind of one-off projects that are policy-driven in places like Europe.
Five big questions about the future of energy
- ▶ 22:28 Andy Lubershane I think the short story is there already is a nuclear renaissance happening globally, hasn't quite caught on yet here in, in North America or in most of Europe, at least Western Europe.
Calibrating hype with Akshat Rathi
- ▶ 3:03 Shayle Kann He's based in the UK himself, but he's also looking at, um, global dynamics in a way that I'm admittedly, and I've said this before, always a little bit too US centric or US and Europe centric and things that I tend to see and talk about.
- ▶ 4:07 Shayle Kann Uh, is that true for, I mean, Bloomberg is obviously based in the US, but, so I'm curious how you see it from the Bloomberg perspective, high level, but also in the UK and in Europe.
- ▶ 13:59 Akshat Rathi Um, here at Xero, we've done a series called Bottlenecks, because we are seeing these bottlenecks to build the grid, especially in Europe and North America, show up in so many places, there's so many bottlenecks, that it's not just about…
- ▶ 16:20 Akshat Rathi Like, give, let me give you a European example, which is that the Netherlands has 12,000 businesses waiting for an electricity connection. 4 times in the scene
- ▶ 31:28 Shayle Kann I believe that, and I also think probably I'm colored by the fact that I'm in the U.S. where, you know, our relationship to Paris has been fraught and back and forth over the years, as opposed to, like, Europe where it's been consistent,…
- ▶ 36:49 Akshat Rathi Yeah, it's got the similar vibe as advanced geothermal in that, you know, in principle, wouldn't it be nice if we could build a small modular nuclear reactors, because then we could make many of them and try and then lower the price of… 2 times in the scene
AMA: Geoengineering, nuclear, power prices, and more
- ▶ 26:31 Shayle Kann Because I do think it is pretty markedly different in the U.S. versus in Europe, for example, other parts of the world.
Five big questions emerging from the OBBB
- ▶ 6:54 Andy Lubershane There's plenty of, you know, wind turbine component manufacturing in America and Europe, et cetera.
The story of steam
- ▶ 9:55 Addison Stark In Europe, that's driven by LNG, but in China, in other developing markets, you still see utilization of coal, uh,
- ▶ 23:00 Addison Stark Say you're a global cosmetics manufacturer, and you have 20 manufacturing facilities around the world, your facility in Europe might not look like the one in South America, actually has slightly different temperatures of waste heat,…
- ▶ 27:36 Shayle Kann What do you think it takes to get truly economic industrial heat pumps in North America versus in Europe, where I know the equation is very different? 7 times in the scene
The gas turbine crunch
- ▶ 6:42 Tony Brough Everybody was just basically learning, okay, how do we, how do we make money now that there's regulated, deregulated, and semi-regulated markets to deal with across the country, and even to a degree in areas outside the country, in Europe…
How geothermal gets built
- ▶ 24:50 Carl Hoyland In Europe, they're looking to repower many district heating systems by just bringing in hot water from underground.
Terrawatt Infrastructure’s billion-dollar strategy
- ▶ 17:17 Neha Palmer Again, um, it's a very global supply base, and so you might have depth in Europe, but you may not have many, many techs, um, that know that equipment here in the US.
The geopolitics of rare earth elements
- ▶ 15:29 Ahmad Ghahreman Companies that they really relied on those Chinese technologies, and now they are having challenges with bringing those equipment into the U.S. and Europe.
- ▶ 21:17 Ahmad Ghahreman And now those magnets shipment to other countries in Europe, in, in, in the U.S. are significantly delayed, and that's what causes a lot of stress out there in the market today.
- ▶ 26:43 Ahmad Ghahreman For instance, uh, magnet manufacturing companies are building up capacity in the U.S. and within Europe. 2 times in the scene
What’s next for the battery storage boom? [partner content]
- ▶ 12:17 Jeff Waters We do a lot in Europe and increasingly Southeast Asia.
Serving data center load with carbon capture
- ▶ 27:11 Julio Friedmann So Europe is not going to be doing a lot of this, right?
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 8:07 Shayle Kann That excess energy to the point where we continue to just dump, ah, more and more power literally into the ground, at least in California, and we see negative prices at an alarming frequency in Europe. 4 times in the scene
2025 trends: aerosols, oil demand, and carbon removal
- ▶ 12:23 Nat Bullard And so there is this element that you're like, oh, you might notice the improvement from marine shipping if you're in the United States or in Europe, uh, if you're, but, but you would not necessarily notice China's impact on, on emissions,…
- ▶ 23:45 Nat Bullard Uh, and in particular, there's a lot of investors in Europe who still have an, an, a sort of an undimmed appetite for this kind of investing.
What went wrong at Northvolt?
- ▶ 2:30 Shayle Kann If you're in Europe, you probably know how big a deal it is. 3 times in the scene
- ▶ 5:10 Sam Jaffe And, um, he, uh, he left Tesla and was trying to figure out what to do next, and one of those options was to build a battery company in Europe. 2 times in the scene
- ▶ 22:25 Sam Jaffe I don't want to call it a, a, a lowering of, of demand for EVs, but there's certainly been a slowdown in the, in the demand for EVs in Europe, um, which, which led to this.
- ▶ 30:17 Sam Jaffe Enormous factories being built in Europe also.
- ▶ 32:28 Sam Jaffe You can't build batteries in Europe, or in outside of China, or anywhere except for China, and that is definitely not true. 3 times in the scene
How cyber attacks could threaten the energy transition [partner content]
- ▶ 16:50 Bilal Khashid They operate, uh, I think, 22 or 23 gigawatts of power generation capacity across Europe, so they're, they're one of the world's largest power producers.
Fixing the refrigerant problem
- ▶ 25:52 Ian McGavis Um, in Europe, for example, uh, they have, um, they are moving back towards, I shouldn't say back towards, they are moving towards natural refrigerants, so, you know, propane and CO₂, because they are restricting the use of these ultra-low…
The complex path to market for low-carbon cement
- ▶ 6:57 Leah Ellis Um, I guess I'll start in Europe, where, you know, they have this cap and treat system, the ETS, so there's carbon pricing being implemented, and there's free allocations of credits that are disappearing over the coming years. 4 times in the scene
Unpacking China’s cheap battery costs
- ▶ 2:47 Shayle Kann So you combine that with recent announcements from companies like Northvolt in Europe struggling mightily and some delays or cancellations of new battery manufacturing capacity that was announced for the United States.
- ▶ 7:18 James Frith That's not a price that's necessarily going to be reflected if you're a stationary storage developer in, in Europe or the US.
- ▶ 20:55 Shayle Kann In Europe, we had players like Northvolt that were starting to scale in 2 times in the scene
- ▶ 31:46 James Frith And certainly, you know, in the US and in Europe, where a lot of companies are actually using Chinese equipment, you can't get those engineers there that quickly. 3 times in the scene
- ▶ 43:01 James Frith And you've got a load of startups in Europe and the U.S. who 5 times in the scene
The better mousetrap fallacy
- ▶ 27:55 Andy Lubershane You know, rebuild the supply chain, um, in North America and in Europe.
Pathways to decarbonizing steel
- ▶ 38:37 Rebecca Dell Um, the largest private steel company is a company called ArcelorMittal, which is a European headquartered company and, uh, has steel facilities all over the world.
The EV market’s awkward teenage years
- ▶ 26:43 Shayle Kann So, what's your sense of, like, what the, what is, what's the geopolitical landscape in battery world as it stands today, and what prospects do you see for Western, let's call it, like, North American or, or European suppliers to maintain… 2 times in the scene
Decarbonizing the high seas
- ▶ 13:28 Shayle Kann Powering the ship, but rather being transported from the US to Europe, for example.
- ▶ 34:50 Dr. Lynn Loo And of course, you know, if the ships apply to, uh, to Europe, there's already the EU ETS that one needs to consider.
Demystifying the Chinese EV market
- ▶ 14:04 Shayle Kann Obviously there are some really unique small ones who make small series production, but you know, we have the big three in Tesla basically here in the U S and, uh, and a few others in Europe, but it's, it's a, you can count them on two…
- ▶ 20:44 Shayle Kann This is another issue we've had, I think, both in, in North America and in Europe around like, well, Tesla had the closed end infrastructure and you couldn't, you know, now it's becoming interoperable faster or slower, depending on what…
- ▶ 24:20 Shayle Kann I'm not sure if you know this offhand, but I am curious, um, how the cost of electricity and the cost of petrol in China compares to that ratio here or in, in Europe. 2 times in the scene
- ▶ 28:59 TP Huang (TP Wang) America and Europe a little differently. 4 times in the scene
Drew Baglino on Tesla’s Master Plan
- ▶ 11:37 Drew Baglino Three days, four days, which means you can be very thoughtful about when you charge, assuming charging infrastructure is ubiquitous, which is another thing that I think needs to happen for EVs to be successful and is happening pretty…
- ▶ 14:29 Shayle Kann And then you look at Europe, and it's much easier, but in the United States, it's a huge
- ▶ 52:48 Drew Baglino And, and, and that is, that is, that is very unique in the U.S. that, and, and, and areas of Europe that are not, is not true in China and other places.
Understanding SAF buyers
- ▶ 19:42 Amelia DeLuca That being said, I think there's an interesting case study of who's going to pay for it as SAF starts to scale with the European mandates that will start within the region in twenty-twenty-five, and so we're watching the European mandates… 2 times in the scene
- ▶ 20:24 Amelia DeLuca It doesn't sit on the airline, but obviously through the relationships that we have with our producers, um, you know, our fuel producers there in Europe, we will certainly contribute to these mandates. 4 times in the scene
The news quiz episode!
- ▶ 23:53 Stephen Lacey Excess renewables, uh, and Google's carbon aware computing, specifically for demand response, which they have dispatched in Europe and in the Midwest.
CO2 utilization
- ▶ 11:59 Julio Friedmann These, these are well-regulated, uh, undertakings in developed countries, in the OECD, in North America, in Europe, and there's an extensive permitting process and rubric you go through. 2 times in the scene
- ▶ 21:27 unnamed speaker 0.7% of the fuels in Europe in 2030 are gonna be e-fuels for jets by law.
- ▶ 45:07 Julio Friedmann We're seeing that happening right now in Europe, where basically, instead of doing pipelines, they're doing barges.
Building a supply chain for rare earth elements
- ▶ 23:11 Ahmad Ghahreman At the same time, to counterbalance that, we have IRA and other, other vehicles in North America, Europe, and other jurisdictions to, to help industries to, to grow in those countries.
- ▶ 29:05 Ahmad Ghahreman I think mining and processing is the area that we have spent a lot of money in North America and Europe, of course, on it as well, and eventually will come very handy.
How an obscure, 100-year old law is disrupting U.S. energy
- ▶ 11:35 Colin Grabow Well, the data suggests, actually, that workers in South Korea and Japan and Europe, they make more than Americans, and yet the ships are still significantly cheaper, so that's interesting.
- ▶ 16:32 Colin Grabow So we have this bizarre situation where, um, the Gulf Coast is exporting their oil to, say, Latin America, uh, and the refined products, um, uh, internationally, and instead of other parts of the United States, and then those other parts…
- ▶ 23:51 Colin Grabow That basically, uh, what a, a process that normally would have taken a matter of weeks over, say, in Europe, took, uh, the better part of a year
The Big Switch: Are Batteries the New Oil?
- ▶ 27:12 Tom Moerenhout It wouldn't matter if it was Australia or Canada or even Europe.
- ▶ 29:09 Dr. Melissa Lott I'm talking about domestic incentives that angered even America's close European allies. 2 times in the scene
- ▶ 36:57 Jason Bordoff We want to be concerned about the dominance of any one country, particularly one that is not always playing by free and fair rules of global trade, or that the U.S. has significant, and Europe has significant tensions with, like China.
The electricity gauntlet has arrived
- ▶ 4:27 Andy Lubershane And you can kind of very roughly, uh, roughly speaking, you can think of the, the spearmen on one side of the gauntlet, um, being this rapid growth in electricity demand that we're finally starting to see after about 20 years of more or…
Digging into the SEC climate disclosure rules
- ▶ 30:17 Mallory Thomas Um, I, well, I mean, outside of the SEC, I think the SEC, what, what we see to date is, is probably pretty clear of how things are going to go, um, in the United States from an SEC perspective, but I think in Europe with CSRD, I mean, many…
Climate tech’s tough year in the public markets
- ▶ 5:05 Shanu Matthew Uh, and then, you know, the, like a bulk of that is largely in European capital markets, like 80% of that.
- ▶ 9:29 Shanu Matthew You're seeing a lot of folks also talk about, you know, potential uncertainty with subsidies going forward, whether it's in Europe and the removal of certain subsidies, or in the US with the election uncertainty associated with a change in… 2 times in the scene
- ▶ 32:34 Shanu Matthew In Europe, you saw, you know, a really rapid rise in overall residential solar adoption from the Russian major Ukraine, really spurring up energy prices. 2 times in the scene
The electric transformer shortage
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