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Today on the Clean Power Hour, Tim Montague speaks with Gregor Macdonald, author of Oil Fall (ebook) and The Gregor Letter, a weekly publication about the global energy transition. Gregor provides a big-picture perspective on how wind, solar, batteries, and electric vehicles are disrupting the fossil fuel industry.
Gregor Macdonald became interested in energy and the energy transition after moving to London and seeing oil prices hit historic lows in the late 1990s. This led him to start researching and trading oil, natural gas, and related commodities. After writing about energy markets for years, he launched the popular energy transition newsletter The Gregor Letter, which provides a big picture, global perspective on the shifts from fossil fuels to clean energy informed by economic history and a macro view.
The Gregor Letter covers topics like the growth curves of renewables, geopolitics around oil and gas, energy transitions in transportation, and the interplay between energy, economics, and climate change.
We discuss the economics driving EV adoption, how legacy automakers have struggled to compete with Tesla, and why the US is lagging behind Europe and China. Gregor explains his view that global oil demand growth has likely peaked, but true declines in emissions will take a concerted effort across electricity, transportation, and industry.
He highlights India's failure to build enough renewables and America's lack of policy on transportation emissions as key problems. We also cover the tremendous economic opportunity of the energy transition, how to ensure a just transition for workers, and the potential role of green hydrogen.
Don't miss this conversation with Gregor Macdonald, an esteemed energy journalist and author renowned for his global perspective on the transition from fossil fuels to clean energy. Together, we explore the intricate interplay between energy, economics, and the imperative challenge of addressing climate change. Tune in to discover the path to a greener, more sustainable future!
Key Takeaways
1. What are the differences in how Europe and the US are tackling transportation emissions?
2. What needs to happen for hydrogen production to take off in the future?
3. How did Gregor Macdonald first get interested in energy and the energy transition?
4. What are the challenges for legacy automakers in transitioning to EVs versus Tesla?
5. How can the energy transition be an economic opportunity and wealth creation event?
https://substack.com/@gregormacdonaldThe
https://gregor.substack.com/
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