OIES Podcast – Electricity, Green Hydrogen, and the Energy Transition
Podcasts - Oxford Institute for Energy Studies
Release Date: 12/16/2024
Podcasts - Oxford Institute for Energy Studies
In this latest OIES podcast, from the Gas Programme, James Henderson talks to Graeme Bethune about his latest paper on the Australian gas market and the policy failures that have led to concerns over whether there is sufficient supply for domestic customers, especially on the East Coast. After a brief introduction on the structure of the market, Graeme outlines the key state and federal policies which have led to mismatches of supply and demand in NSW and Victoria, where the regulatory burden has meant that upstream investment has been significantly delayed. Queensland has provided a source of...
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In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Patrick Heather about the latest in his decade long series of reports on the European traded gas hubs. After reviewing the key metrics that he uses in his analysis Patrick looks at the liquidity of the key gas hubs in Europe and highlights the dominant position which TTF has now established, as it essentially dwarfs the rest of Europe in terms of volumes traded. This does not make the rest of the hubs irrelevant, he points out but does mean that they are highly correlated with price movements on the TTF,...
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In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou engages in a discussion with Charlie Wilson, Professor of Energy and Climate Change at the Environmental Change Institute, University of Oxford, and Dr. Yee Van Fan, Senior Research Associate at the same institute about their latest paper titled “AI’s Indirect Impacts On Climate Outweigh Concerns Over Its Direct Energy Footprint” which was part of the recent Oxford Energy Forum on Artificial Intelligence (AI) and Its Implications For Electricity Systems. Charlie opens the discussion by presenting a...
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In this podcast, Hasan Muslemani speaks to Paulo Carvalho about key takeaways from their forthcoming OIES research paper on green steel standards and definitions. The podcast provides an overview of different terminology and examples used to describe low-carbon emission steel in the market today and evaluates reasons why complexity and divergence exist between different standards and regions. The authors also discuss results of interviews held with key industry experts including steel buyers over perception and demand for the green product, before concluding with recommendations for industry...
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In this latest podcast Michal Meidan talks to Anders Hove about some of the latest developments in China’s power sector. They discuss impressions from Anders’ recent trip to Beijing, insights on electricity demand and the latest (rather confusing) moves in power sector reforms. Michal and Anders also talk about the outlook for renewable deployment in China as well as the implications of electrification on oil demand.
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In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Senior Research Fellow David Robinson and Independent Researcher Plutarco Naranjo about the Oxford Energy Forum (OEF) issue titled “Artificial Intelligence (AI) and Its Implications for Electricity Systems”. In this podcast, we provide an overview the OEF and discuss David’s and Plutarco’s paper titled: “The AI arms race and electricity needs”. The conversation begins with a summary of what AI is and how Large Language Models (LLMs) contribute to an increase in data centre energy needs with...
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In this latest OIES podcast James Henderson talks to Jonathan Stern and Maria Olczak about their latest research on methane emissions in the energy sector. Firstly, Jonathan outlines his thoughts on what progress has, or has not, been made since methane emissions became a focus of industry attention five years ago. He summarises his thoughts by outlining his four “A”s – awareness of the issue has improved, agreements have been signed underlining its importance, aims to improve the situation have seen targets created but achievements have been somewhat more limited and disappointing....
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In this podcast, Hasan Muslemani speaks to Nnaziri ihejirika about carbon capture and utilisation (CCU) as a carbon management tool and its role in the energy transition. The podcast discusses different definitions of CCU and of emerging carbon utilisation pathways, including biochar production, manufacture of concrete and aggregate materials, and production of e-fuels and e-chemicals. The podcast also highlights issues around storage permanence and interactions with CCS and carbon removal developments.
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In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price and Jack Sharples about their latest research on the future of Russian gas flows. Bill first provides some context for the discussion in terms of the search for a ceasefire in Ukraine and the development of US-Russia relations, highlighting the possibility of sanctions being removed on Russian LNG. He discusses the potential impact of the arrival of LNG from the Arctic LNG 2 project, which has been hardest hot by sanctions to date, and considers the various incentives and price outcomes. Jack then...
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In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price, Jack Sharples and Anouk Honore about the latest Gas Quarterly and their thoughts on the current state of the global gas market. Bill opens the podcast with a review of the current market drivers and the main catalysts of the recent decline, with a focus on the impact of US tariffs as well as more fundamental gas supply and demand. Anouk picks up the story with a review of Europe gas demand over the winter of 2024/25, highlighting the increasing volatility of gas demand in the power sector, the...
info_outlineIn this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Senior Research Fellow David Robinson and energy consultant Mike Tennican (prior Senior Vice President and Director at National Economic Research Associates and a Professor at Harvard Business School) about their latest paper titled “Electricity, Green Hydrogen, and the Energy Transition”. In this podcast we discuss the forecast roles for both green hydrogen and electricity in the energy transition their complementary as well as their competing relationship. We then discuss the challenges associated with the demand for green hydrogen and the most likely demand to be replacing grey hydrogen. Last, we discuss lessons learned for green hydrogen from the electric power sector about the potential for increasing demand through cost reduction; successful business models; as well as appropriate support policies through regulation and markets.