226. Energy trends and shocks: from “range anxiety” to “pump anxiety” - Apr26
Ember released its 2026 Global Electricity Review (GER26) last week—an extraordinary report showing that 100% of new global electricity generation has been met by renewables. At the same time, the decade’s “twin energy shocks” (Russia in 2022 and Hormuz in 2026) are accelerating existing trends. ...
The Electro-Tech Revolution: Why the Energy Transition Is Happening Faster Than You Think
Hear from Kingsmill Bond, Senior Energy Strategist at Ember, as we explore why renewables and electrification are reshaping the global energy system faster than many realise.
We talk a great deal on this podcast about the risks and the policy challenges of the climate transition. But if that tr...
Power Summit 2026: AI, security and the road to European electrification
Last week, European power industry leaders and policymakers gathered in Helsinki for Eurelectric's Power Summit 2026 to discuss the sector's most pressing challenges.
Energy systems are facing unprecedented threats. We’re seeing a massive spike in power demand, driven largely by data centers and ...
The ElectroTech Revolution: Why this is an economic shift
Is the energy transition simply about replacing one fuel source with another, or are we witnessing a deeper restructuring of the global economy?
In Episode 3 of Capital in Transition, Harry Benham and Mark Campanale are joined by Kingsmill Bond of Ember to explore what he calls the “ElectroTech ...
Who Builds the Future? China and the new energy system
If energy is becoming a manufactured system, then who builds that system matters. In Episode 4 of Capital in Transition, Harry Benham and Mark Campanale are joined again by Kingsmill Bond of Ember to examine where the ElectroTech build-out is happening and how this is shaping capital flows, indus...
NN#5: The Rise of the Asian Century
The American Century is over and the Asian Century is rising rapidly. But much of the Western policy establishment still hasn’t noticed.
Show notes
Episode 238 – Transition in Europe 2024, Energy Transition Show, December 4, 2024.
Daan Walter, Sam Butler-Sloss, Antoine Issac, Kingsmill Bon...
S1.E1: Why the Energy Transition May Already Be Unstoppable
Why the energy transition might already be unstoppable.
The energy transition isn't coming — it's already here. In our first episode, Wayne and Sally unpack why the shift to renewables has passed the point of no return, who's leading the charge globally, and what a truly fair transition looks lik...
[Episode #284] – Faster Than Forecast
![[Episode #284] – Faster Than Forecast](https://cdn-images-3.listennotes.com/podcasts/the-energy-transition-show-with-chris-asm98YR5KCV-qFT89bAJ5PZ.300x300.jpg)
When we first created the Energy Transition Show in 2015, solar generated about 250 terawatt hours worldwide. That was roughly as much electricity as California used the same year. A decade later, as the energy transition moved ahead, solar generates more than ten times as much, matching the Euro...
The New Power Revolution, with Kingsmill Bond (Ember)
The energy transition and the digital revolution are often treated as separate stories. But what if they are increasingly driving each other?
In this episode, our host Sulaiman is joined by Kingsmill Bond from Ember, the global energy think tank tracking the shift to clean electricity. to discuss...
[Episode #285] – Covering Demand Growth
Over the summer, the IEA projected that carbon emissions from the world’s power sector are on track for a new record in 2026. Electricity demand is expected to grow 20% faster than it did a year ago, and this year’s gas shock has pushed some countries to use more coal.
But we’re fresh off a new ...
