When the guys (and Mindy Taylor) come out to work, A LOT gets done! Thank you to Duke Energy Corporation employees for all the work out at the ARC helping us get ready for our next big enterprise! You are the BEST!
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Thanks a lot Jason Bordoff, Your points are as usual fair, astute and balanced. I too see a lot more agreement than disagreement. And I appreciate the thoughtful and largely civil commentary our discussion has generated among our fellow travelers. I agree COVID and other factors threw a big monkey wrench into comparisons of recent demand forecasts. Looking forward, hopefully we’ll enjoy a few years of solid, black-swan-free economic growth to test the consensus expectation, fostered in no small part by IEA’s recent choices on which demand scenarios to omit and which to continue publishing, that oil demand is decoupling sharply enough from economic activity due to automobile fuel efficiency regulations and EV penetration that it will peak roughly six years from now. We agree that IEA forecasts matter, and big farms are being bet on that one. I also agree that your approach to comparing IEA CPS and STEPS scenarios more precisely illustrates the magnitude of the differences between them as they evolved in recent years. My chart is intended to illustrate the abrupt, portentous and less-than-magnificently-justified-and-communicated message shift that non-energy experts heard from the influential IEA starting in 2020 about the timing of peak oil and gas demand and the implied appropriateness for continued investment. Finally, like you, I’m traveling and will join many of our professional colleagues at IEF - International Energy Forum tomorrow in Riyadh where demand outlooks will feature (pop over if you’re still in the neighborhood?) Otherwise, let’s iron out the few remaining wrinkles and set the world straight on April 16 in NY when we, our Columbia Center on Global Energy Policy colleagues (comprising many veteran and accomplished former International Energy Agency (IEA) officials as you noted) and diverse, distinguished guests will gather for the Columbia Global Energy Summit. Best regards, Bob
Thank you to my friend and colleague Bob McNally for his thoughtful response to my reflections on his recent Wall Street Journal Op-Ed. I am encouraged by the evolving and constructive discourse I've seen around our conversation here, and in closing have offered a few final thoughts on the topic. Despite our differences of opinion, I’m pleased to see we also agree on a lot, including the talent and dedication of the International Energy Agency (IEA) staff. We can all express gratitude to them on their 50th Anniversary for all of the hard work, data, and analysis that has informed policy discussions throughout the energy industry.
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A lifelong learner learning about life and riding the second curve | Brains in my head and feet in my shoes | 🟦
Next week I'll be moderating a Data Analytics panel at the inaugural Energy Executive Summit in Cary...the first East Coast event in the 70 year history of the University of Idaho's Energy Executive Course. Muhammad (Mo) Al-Ahmar of Southern California Edison (SCE), John Pressley of Duke Energy Corporation, and Lee Ragsdale of North Carolina's Electric Cooperatives are great examples of "do leaders" and it will be an honor and a privilege to lead a discussion with them. If you agree with Stuart Ravens and Mackinnon Lawrence in their landmark 2017 paper "Defining the Digital Future of Utilities" that data is the operational currency of the 2030 energy market, then these three exceptional leaders and their teams are in the money printing business. Slots are still available but hurry - registration closes on Friday 10/27. See the link below... https://lnkd.in/gjGHc6x5 And to these fellow East Coast members of the 2012 Utility Executive Course - Donna Cooper, Robert Eckenrod, Scott Heffentrager, CPP, Eric Hsia, and Donna Mann - wouldn't it be great to reacquaint yourself with the Energy Executive program without spending all day travelling to Idaho? Yvonne Sertich Dishonna Arnett #utilityanalytics #leadershipdevelopment #energy #doleadership #analytics
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Edinburgh office managing partner and head of energy, infrastructure and sustainability at Johnston Carmichael
Many thanks to all who attended for making this a very lively debate. The conversation also got round to other topics including: attracting and retaining talent, ESG and net-zero strategies post COP26, offshore wind, and the investment conundrum. #netzero #esgreporting #esginvesting #energytransition #people
Last night, we hosted an exclusive Energy Industry Leaders Dinner at our Aberdeen office. Our Energy, Infrastructure & Sustainability team gathered with leading industry experts to reflect on Offshore Europe 2023. Key themes being discussed included the pace of energy transition, and political uncertainty. It was an inspiring exchange of ideas and insights, paving the way for a brighter and more sustainable energy future. A huge thank you to all the attendees for making this event a huge success! Mark Stewart David Wilson Graham Alexander Raemond Jappy Stefano Vincini
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Microgrids have been around almost as long as the lightbulb! Since Edison's Pearl Street introduced these networks of electricity, microgrids have been developed by universities and beyond. Microgrids keep the power on when the central grid fails and distribute power more efficiently through the grid without overloading it. Learn more about the history of the microgrid and how it has played a pivotal role in renewable energy. #microgrid #edison #renewableenergy https://lnkd.in/gVxEmabx
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🌟 Big Wins for the Midwest! 💰 Illinois, Indiana, and Michigan just secured a whopping $1 billion from the U.S. Department of Energy for a Midwest Hydrogen Hub. This game-changer aims to cut 3.9 million metric tons of carbon emissions yearly, creating 13,600 jobs and investing $15 million in training. 🔍 Plus, two Illinois programs snagged spots in the Regional Technology and Innovation Hubs, receiving a share of $10 billion over five years. Learn more 🔗 https://bit.ly/3u97jxE
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Keep up with your fellow Section of Environment, Energy, and Resources (SEER) members’ recent moves and noteworthy accomplishments. Read the latest People on the Move here: https://ow.ly/KMmY50PH2by
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This is awesome, congrats to Ashley Zumwalt-Forbes in her new role. Great to see the US proactively positioning, planning and investing. Critical minerals and metals will play more into the energy transition discussion this year than ever before, and will create new superpowers – companies and businesses. Who will embrace the opportunity, adapt or be disrupted? We are already seeing some interesting moves being made with ExxonMobil investing in a lithium mine in the US and Chile nationalizing its lithium industry, just in the last month or so. Competition for these resources will reshape trade, markets, politics and even borders, and will play a role in global elections – of which 70 countries have elections in 2024! We are committed to supporting the #miningindustry to power their facilities with reliable, affordable and clean energy for more profitable and sustainable outcomes. By doing this we will create a thriving energy future. VECKTA
In my opinion, the most overlooked area of the energy transition is the critical material supply chain - how we get the materials, where they come from, how and where they are processed, what materials are required for different technologies. Not only are these questions often glossed over, but they are extremely complex, in many cases need a decade + of lead time, and are true sources of national security exposure. I’m very excited to announce that next week I will be sworn in as Deputy Director for Batteries and Critical Materials at the U.S. Department of Energy (DOE), Office of Manufacturing and Energy Supply Chains, U.S. Department of Energy to do my part in righting the ship. My team and I have a mandate to deploy billions of dollars to strengthen and secure these critical supply chains through domestic investments and international agreements. I’m looking forward to leveraging my experience in scaling ventures across the critical material and investment space to ensure the impact pays dividends to Americans for decades to come. My biggest goal in this role is to ensure industry knows how to interact with my team and my team knows how to interact with industry - we should be symbiotic and helping one another succeed. As always, my “door” is always open. For more information on current funding opportunities, please visit: https://lnkd.in/dyZ-KpF7.
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Teamwork makes the dream work, especially when you’re Quad. Learn how the Quad Sussex team leveraged knowledge transfer across Quad’s 50001 Ready recognized sites to fast track building consistent energy management systems and practices: https://ow.ly/ST8h50Q8b3X
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As boardroom executives focus on their organization's #EnergyTransition, it is essential that their #PrivateNetwork is part of the strategy. 📶✔ Why? Find out with Black & Veatch's perspective. 👇
Utility Boardroom Benefits of Advanced Wireless Networks | Black & Veatch
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Chief Development Officer at Signature Wealth Strategies
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