clean energy

12 statements across 11 episodes · 7 bullish · 3 bearish · 9 people on the record · first statement Jan 7, 2022 by Stephen Lacey · across every show →

Everything said about clean energy, oldest first

Jan 7, 2022 positive
Assertion Supported
Lacey: Build Back Better commits $555B to clean energy
“It pulls together five hundred and fifty-five billion dollars in investment to get vast amounts of clean energy built fast.”
Stephen Lacey Jan 7, 2022 ▶ 6:51 Are Biden’s climate ambitions slipping away?
Feb 15, 2022 positive
Insight
Clean energy will reduce geopolitical influence by localizing power generation
“A clean energy world is, in many respects, going to reduce the geopolitical influence of energy, because it's inherently more local.”
Jason Bordoff Feb 15, 2022 ▶ 12:14 Could a ‘green upheaval’ embolden Russia?
Feb 15, 2022 neutral
Insight
Fossil and clean energy geopolitics will overlap for decades
“There's a multi-decade period where the old geopolitics of energy Are layered on top of the new geopolitics of clean energy, and we're going to have to address the risks, challenges, opportunities around both.”
Jason Bordoff Feb 15, 2022 ▶ 3:33 Could a ‘green upheaval’ embolden Russia?
Mar 8, 2023 negative
Assertion Supported
Lacey: Clean Energy Is Only 5% of Global Oil Capex
“And even with windfall profits, clean energy only accounts for five percent of oil company capital expenditures globally.”
Stephen Lacey Mar 8, 2023 ▶ 3:47 Are oil & gas majors abandoning clean energy?
Nov 7, 2023 positive
Disclosure
Microsoft pledges to remove data center diesel backup generators by 2030
“When we look out to 2030 we are committed to being carbon-free as a company, to removing diesel gensets from as a backup power source to our data centers, which by the way means we need a really, really, really reliable grid globally, like everywhere, and so w…”
Hannah Green Nov 7, 2023 ▶ 26:20 For Microsoft, AI is an ‘unlock’ for decarbonization
Nov 15, 2023 bullish
Prediction Not checkable as stated
Kimber: Energy-intensive businesses will reprioritize energy availability over decarbonization alone
“I do think a reprioritization around not just clean energy, but energy availability is coming for very, very energy intensive businesses generally.”
Sheldon Kimber Nov 15, 2023 ▶ 15:01 The future of the ‘broken’ grid [partner content]
Dec 18, 2023 negative
Prediction Not checkable as stated
LNG operators will actively undermine clean energy investment for decades
“These are projects that are going to take years to build and once they're built, they rely on streams of demand and markets for decades in order to make them profitable. And so they're going to be creating those markets. They're going to be doing everything th…”
Jeremy Symons Dec 18, 2023 ▶ 10:18 LNG exports: America’s hidden ‘climate bomb’
Feb 1, 2024 bearish
Prediction Not checkable as stated
Ramanathan: Grid may revert to polluting fuels if clean energy isn't accessible
“If the demand isn't met with clean energy, and if it isn't reasonably easy to meet it with clean energy I do worry that, you know, we'll revert to more polluting, a more polluting fuel stack just because it's easier to do”
Shalini Ramanathan Feb 1, 2024 ▶ 11:58 US power demand is set to boom. How will we meet it?
Apr 26, 2024 positive
Opinion
Domenech: Universal permitting reform benefits clean energy innovators most
“Republicans approach permitting as a, this should be across the board and fair for everyone. I say this as the person who negotiated the last permitting deal. We want to make this the most fair environment for every person who wants to build in America, which …”
Emily Domenech Apr 26, 2024 ▶ 28:24 Political Climate: Is the IRA under political threat?
Feb 19, 2025 bullish
Assertion Supported
Hamilton: Clean energy accounted for 60% of US energy job growth
“They showed that U.S. Energy sector jobs grew three percent in 2023, which outpaces normal employment growth by 50%. And of those jobs, clean energy and Deployment counts for about 60% of those jobs. So they grow at a rate in clean energy of, like, almost five…”
Katherine Hamilton Feb 19, 2025 ▶ 6:40 Open Circuit: Jigar, Katherine, and Stephen are back
May 21, 2025 bullish
Assertion Open · timeframe Dec 2026
Only one company is delivering a 100MW firm clean project in 2026
“There is one company that's building a hundred megawatt firm clean energy project that's going to be delivered in twenty-twenty-six, and that's a geothermal company.”
Sarah Jewett May 21, 2025 ▶ 38:29 Building Fervo's geothermal giant
Jun 12, 2025
Assertion Contradicted
Lacey: Clean energy attracts nearly $3 trillion in annual investment
“Clean energy now attracts nearly three trillion dollars of investment every year.”
Stephen Lacey Jun 12, 2025 ▶ 0:08 Frontier Forum: Fixing distributed energy's finance gap
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