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The Energy Transition Show with Chris Nelder
XE Network
266 episodes
1 week ago
Longtime energy expert Chris Nelder interviews some of the smartest and most knowledgeable people in energy, exploring global infrastructure and markets during the ongoing transition away from fossil fuels and toward renewables. Designed to stimulate discussion about the difficult questions rather than reinforce preconceived answers, the Energy Transition Show covers oil, gas, coal, solar, wind, emerging renewables, nuclear, grid power, transportation systems, macroeconomics, and more, including the latest news and research, policy developments, and market events.
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All content for The Energy Transition Show with Chris Nelder is the property of XE Network and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Longtime energy expert Chris Nelder interviews some of the smartest and most knowledgeable people in energy, exploring global infrastructure and markets during the ongoing transition away from fossil fuels and toward renewables. Designed to stimulate discussion about the difficult questions rather than reinforce preconceived answers, the Energy Transition Show covers oil, gas, coal, solar, wind, emerging renewables, nuclear, grid power, transportation systems, macroeconomics, and more, including the latest news and research, policy developments, and market events.
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Episodes (20/266)
The Energy Transition Show with Chris Nelder
[Episode #256] – Electric Farming in New Zealand
In October 2024, Chris visited the world's first all-electric farm while traveling across New Zealand.

In today's episode, we speak with the farm's owner and founder, Mike Casey. In addition to operating the farm, Mike is CEO of Rewiring Aotearoa, a sister organization to Rewiring America. Rewiring Aotearoa works to advance New Zealand's energy transition by encouraging residents to deploy renewables and export excess power to the grid, and to replace their fossil-fueled machines with electric ones. Mike travels extensively across Australia, New Zealand, and major cities across the globe as an evangelist for electrification, encouraging communities to electrify and go solar. His farm serves as a real-world demonstration of these principles in action.

Because Mike's work is so inspirational and universal, we're making this episode one of our occasional lagniappe shows, available in front of the paywall for all listeners to enjoy in full. We invite you to share this episode widely! And we hope Mike's inspiring message of electrification and transition will inspire you to support the show and explore more stories like this in our members-only back catalog.
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1 week ago
1 hour 26 minutes 7 seconds

The Energy Transition Show with Chris Nelder
[Episode #255] – Dwellings in Alaska
In the summer of 2025, Chris traveled to Alaska to explore the state's unique energy transition story by interviewing some of its energy experts.

Like every place, Alaska has a unique set of challenges and opportunities in the energy transition, and can offer insights drawn from its experience to the rest of the world. Alaska's extreme conditions and remoteness make it a proving ground for a wide array of energy transition solutions, as it grapples with a melting permafrost, supply chain constraints, dependence on federal support, and declining fossil fuel production in an age of climate change and climate action.

The state's greatest energy need is for heat during its long, very cold winters that typically last eight to nine months. In this conversation, Aaron Cooke, an architect and project manager at NREL's Alaska Campus in Fairbanks, joins us to discuss the lab's research on building techniques designed to retain warmth while ensuring healthy indoor environments. Their work tests designs to construct buildings that are comfortable, healthy, durable, and affordable in harsh climates, all while contending with logistical challenges, cultural needs, and climate adaptation.
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3 weeks ago
23 minutes 38 seconds

The Energy Transition Show with Chris Nelder
[Episode #254] – Global Electricity Review 2025
This episode cuts through the noise around energy transition progress with hard data from one of the year's most important reports.

Despite claims from both "fossil gradualists" who would like to see the energy transition fail, and "net-zero puritans" who deny that the energy transition is happening at all because emissions are still rising, the transition is very much under way and gathering momentum. Countries are switching to renewables, electrifying transportation and decarbonizing heating faster than even the most seasoned energy analysts thought was possible, while the fossil fuel holdouts still white-knuckling their strategies are quickly dwindling in number.

Ember, a clean energy think tank, published a report in April titled Global Electricity Review 2025 that plainly lays out these facts. One of its lead authors, Nic Fulghum, joins us to discuss the report's findings in a conversation absolutely packed with the data you can use to win any debate with a transition denier.

Nic outlines how solar is growing faster than any energy source in human history, electrification of transport and heating are advancing quickly enough to materially slash fossil fuel demand, and power generation from fossil fuels is headed into structural decline. Global power-sector emissions may finally be close to peaking, thanks to the accelerating energy transition.
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1 month ago
27 minutes 19 seconds

The Energy Transition Show with Chris Nelder
[Episode #253] – Bioenergy Illusions
Various biofuels such as ethanol, biodiesel, sustainable aviation fuels (SAF), and wood for power plants are labeled as renewable and carbon-neutral. But are they really?

If a farmer converts food-producing land to grow corn for ethanol, does that acre actually reduce carbon emissions? When trees are cut down to fire power plants, can we have confidence they'll be replanted quickly enough to deserve the "renewable" label?

Our guest in today's conversation has spent the past six years traveling around the world to research these questions, and he finds that the answer is nearly always 'no.'

Mike Grunwald, a veteran reporter and author who was our guest on this show in Episode #1, nearly ten years ago, has published a new book sharing the results of his extensive research into the many approaches that have been tried to produce bioenergy, reduce agricultural carbon emissions, increase crop yields, and modify consumer diets. Titled We Are Eating the Earth: The Race to Fix Our Food System and Save Our Climate, it includes a comprehensive study of the bioenergy solutions that have been attempted and their unintended consequences.

This is a 'must-listen' episode for policymakers, investors, and anyone interested in bioenergy's true role in climate solutions.
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1 month ago
21 minutes 23 seconds

The Energy Transition Show with Chris Nelder
[Episode #252] – Steelmaking in the Mid-Transition
On April 12, the British government took control of British Steel under an emergency authorization in order to prevent its last blast furnace from shutting down. Blast furnaces produce primary steel from iron ore and account for about 93% of global primary iron production, but they also generate large amounts of CO2. Alternative, low-carbon technologies are expected to replace them as the energy transition proceeds.

But retiring a technology—especially one as critical to national security as steelmaking—and replacing it with another is a process that should be conducted carefully and deliberately…not on an emergency basis.

This kind of "mid-transition" problem is one our guests have studied in depth. Emily Grubert is an Associate Professor of Civil and Environmental Engineering and Earth Sciences at the University of Notre Dame who previously joined us in Episode #185 to discuss the mid-transition. Joshua Lappen is a historian and engineer working as a postdoctoral research associate with Emily at Notre Dame.

In this conversation, we review the facts of the British Steel takeover, including why letting the blast furnace shut down was deemed to be an unacceptable risk. We examine the options for decarbonizing steelmaking that will eventually displace blast furnace technology. And we consider what impact Trump's global tariff war may have on the transitioning of steelmaking, and what some of the geopolitical implications of that may be for the steel industry in Britain, and the world.
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2 months ago
23 minutes 25 seconds

The Energy Transition Show with Chris Nelder
[Episode #251] – South Australia on Point
This episode is the final part in our miniseries about Australia's energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with a wide range of experts who are intimately involved in the energy transition there. We featured some of them in the earlier episodes of this miniseries, namely, Episodes #234, #235, #246, #247, and #249.

In this episode, we take a close look at South Australia, where rooftop solar alone already powers the entire state grid at times. By 2027, South Australia plans to operate with 100% variable renewable energy, making it the first gigawatt-scale grid in the world to achieve this milestone.

The challenge? SA Power Networks, the distribution grid operator, doesn't control generation, transmission, or metering, and doesn't buy or sell electricity. This means South Australia must figure out how to maintain a stable, reliable grid consisting largely of customer-owned energy resources.

In this conversation, James Brown, Head of Network Strategy at SA Power Networks, explains how his team of engineers and stakeholders are finding innovative solutions to meet this challenge. Their approaches will offer valuable lessons for grids worldwide as they, too, transition to electricity systems almost entirely powered by variable renewables.
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2 months ago
16 minutes 10 seconds

The Energy Transition Show with Chris Nelder
[Episode #250] – Russia Revisited
Three years after Russia's invasion of Ukraine and the resulting Western sanctions, the country remains an oil and gas powerhouse. Despite falling from the world's second-largest to third-largest global oil producer and seeing its export rankings decline, Russia continues to delay the global energy transition as a major fossil fuel supplier and geopolitical force.

Western observers often struggle to understand Russia's future role in energy geopolitics and the intentions of President Vladimir Putin. To shed light on these questions, we welcome back Thane Gustafson, Professor of Government at Georgetown University and a leading authority on Russian political economy. He is the author of many books, notably Klimat: Russia in the Age of Climate Change, which we covered at length in Episodes #162 and #163.

In this nearly two-hour conversation, we explore his newest book, Perfect Storm—Russia's Failed Economic Opening, the Hurricane of War and Sanctions, and the Uncertain Future. Gustafson carefully explains how Russia's post-Soviet reopening to the West failed, how the Crimea occupation precipitated that failure, and where Western sanctions have succeeded or failed in containing Putin's ambitions. We examine Russia's oil and gas resources, infrastructure, business capacity, and the evolving relationships between Russian oligarchs and Western governments. The discussion reveals how Russia has evaded energy export sanctions, unpacks Putin's motivations, and assesses Russia's fading fortunes as global energy transition efforts accelerate.
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3 months ago
21 minutes 9 seconds

The Energy Transition Show with Chris Nelder
[Episode #249] – Solar Innovation in Australia
This episode continues our miniseries on Australia’s energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with a wide range of experts who are intimately involved in the energy transition there. Previous episodes in this miniseries are Episode #234, Episode #235, Episode #246, and Episode #247.

In this episode, we feature three researchers and entrepreneurs in Australia who are advancing solar technology research and development:


* Martin Green, Professor at University of New South Wales, Sydney and Director of the Australian Centre for Advanced Photovoltaics.
* Craig Wood, CEO of Vast Energy, a concentrated solar thermal power (CSP) company.
* Richard Payne, CEO of RayGen, a concentrated solar PV and solar thermal company.


In the next and final episode in this miniseries, we’ll take a close look at how one Australian state is solving the challenges of knitting together customer-owned systems into a reliable power grid.
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3 months ago
16 minutes 16 seconds

The Energy Transition Show with Chris Nelder
[Episode #248] – The Future of Geothermal
Although geothermal power plants have operated commercially in various parts of the world for decades, the sector hasn't attracted the investment needed to reduce costs and enable global deployment. But with further development, new methods of harnessing geothermal energy to produce heat and electricity could deliver as much as 800 GW of geothermal power capacity worldwide by 2050. That’s equivalent to the electricity demand of the United States and India combined.

In December 2024, the International Energy Agency (IEA) published "The Future of Geothermal Energy," a report exploring opportunities in this sector.

Our guest today is a lead author of that report. In this conversation, Heymi Bahar, Senior Renewable Energy Analyst with the IEA, discusses geothermal energy’s full technological potential and strategies for unlocking investment in this promising resource.
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3 months ago
16 minutes 48 seconds

The Energy Transition Show with Chris Nelder
[Episode #247] – Energy Innovations in Australia
This episode is part of a miniseries about Australia's energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with experts closely involved in its energy transition. The first of those interviews was featured in Episode #234, and the second in Episode #235. In Episode #246, we explored how the Australian government is working with the grid power sector to plan its transition to renewables while maintaining system reliability.

In this episode, we explore innovative approaches Australia is using to manage the evolution of its energy system.

To tell this part of the story, we weave together the perspectives of several guests:


* Darren Miller, CEO of ARENA, explains their investment focus on early-stage technologies.
* Gabrielle Kuiper, energy and climate change professional, shares insights on DER integration across Australia.
* Stephanie Unwin, CEO of Horizon Power, discusses the unique challenges of managing a remote utility in Western Australia.
* Professor John Boland describes how he and his wife used low-tech solutions to transform an uncomfortable old house into a comfortable urban oasis.


In the next miniseries episodes, we'll explore more innovations in solar power and take a close look at how one Australian state is solving the challenges of knitting together customer-owned systems into a reliable power grid.
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4 months ago
14 minutes 33 seconds

The Energy Transition Show with Chris Nelder
[Episode #246] – Meeting Australia’s 2030 Target
This episode is part of a miniseries about Australia’s energy transition.

In late 2024, Chris traveled to Australia and recorded interviews with a wide range of experts who are closely involved in its energy transition. The first of those interviews was featured in Episode #234, and the second in Episode #235.

In this episode, we'll see how the Australian government is working with the grid power sector to plan and execute its transition to renewables—despite a political opposition committed to fossil fuels and nuclear. We'll also explore what's being done to ensure adequate capacity and maintain system reliability during this transformation.

To tell this story, we weave together the perspectives of several guests:


* Chris Bowen, Minister for Climate Change and Energy for the Australian Labor Party, explains Australia's decarbonization targets and the government's framework to achieve them.
* Matt Kean, Chair of Australia's Climate Change Authority, shares his team’s findings about the best pathways to meet those targets.
* Alex Wonhas of AMPYR shares insights from helping grid operator AEMO develop Integrated System Plans that describe how to evolve the system toward those targets while maintaining reliability.
* Tristan Edis of Green Energy Markets discusses the technical considerations of orchestrating new grid power resources.


In the subsequent episodes in this miniseries, we’ll be exploring how Australia is using innovation to meet the challenges of the transition. We’ll also take a closer look at how they use DER integration to support the system while helping customers gain more control over their energy bills and even save money.
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4 months ago
16 minutes 12 seconds

The Energy Transition Show with Chris Nelder
[Episode #245] – Evolving the UK Energy System Part 3
In the first part, Episode #240, we reviewed the UK's unique strategies for procuring energy transition solutions. In the second part, Episode #241, we covered how the nation’s energy regulator is driving investment to support the transition.

To conclude this miniseries, we welcome back Julian Leslie, who first joined us in Episode #174. Julian is now Director of Strategic Energy Planning and Chief Engineer at Britain’s National Energy System Operator (NESO), a recently-created agency tasked with preparing Great Britain's electricity network for net zero operation by 2030. He also coordinates regional and national plans for Britain’s energy system—including gas and emerging heat networks—to meet decarbonization targets.

In this conversation, we review the progress of the innovative Pathfinder programs we discussed back in 2022, which invited the market to provide solutions that could help Britain integrate more wind and solar into its grid. We walk through the extensive process that NESO is undertaking to plan and coordinate the development of a fully decarbonized power grid by 2030. And we discuss in detail how Britain is working to massively expand its capacity in offshore and onshore wind, solar, transmission, and battery storage to meet that goal.

By setting clear decarbonization targets, then collaborating with industry and stakeholders to carry out plans to meet them, the UK is showing the world how to execute a successful energy transition. We hope this miniseries inspires other nations to follow their example.
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5 months ago
24 minutes 9 seconds

The Energy Transition Show with Chris Nelder
[Episode #244] – Rethinking Industrial Strategy
What makes for effective and enduring green industrial policy? How can public and private investment mobilize to achieve the Paris Agreement’s 1.5°C goal? Can Trump undermine climate science and the global energy transition, or will the rest of the world carry on without the US? Which policy designs can drive equitable green growth, ensuring the energy transition benefits economically disadvantaged and indigenous communities?

Today’s guest, Mariana Mazzucato, is a Professor in the Economics of Innovation and Public Value at University College London and the Founding Director of the UCL Institute for Innovation & Public Purpose. An author of four influential books on shaping capitalism, growth, and economic policy for the public good, she advises governments worldwide on innovation-led inclusive and sustainable growth. She chairs several governmental and inter-governmental organizations and produces reports designed to shape economic policies, particularly in the developing world.

In these challenging times of economic upheaval, Mariana’s ideas offer valuable guidance for policymakers as they craft industrial strategies to advance the energy transition.
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5 months ago
19 minutes 12 seconds

The Energy Transition Show with Chris Nelder
[Episode #243] – Decarbonizing Heating
Heat pumps work almost like magic—delivering several times more heat energy than the electricity they require to run. Modern heat pumps are so efficient, they can even extract warmth from freezing temperatures, keeping buildings comfortable despite the cold outdoors.

With many policymakers seriously exploring ways they can accelerate heat pump adoption, we thought now is the perfect time to offer some specific and useful guidance on designing effective approaches for realizing this goal. Our guest today is Dr. Richard Lowes, a specialist in heating technology and policy with the Regulatory Assistance Project in Europe. He also co-chairs the Clean Heat Forum international policy network. Richard has advocated for heating policy since earning his doctorate in the subject from the University of Exeter a decade ago, advising the Scottish government’s heat decarbonization programme board, various UK parliamentary select committees, and serving in multiple roles within the UK government.

In this episode, we discuss why the energy transition requires us to fix leaky buildings, tradeoffs between energy efficiency upgrades and simply swapping out old boilers for heat pumps, the best policies to encourage heat pump adoption, and the measures available in Europe to support all these efforts.
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6 months ago
17 minutes 40 seconds

The Energy Transition Show with Chris Nelder
[Episode #242] – IEA Outlook 2025
What important trends are shaping the energy transition today? And what is the outlook for oil and gas demand?

In this conversation, Tim Gould of the International Energy Agency (IEA) returns to discuss key insights from the agency’s flagship annual report, the World Energy Outlook 2024. We consider the enormous implications of IEA’s view that global demand for all fossil fuels will peak and begin a slow decline within the next five years. To explore this, we take a closer look at the state of the oil and gas industry, comparing its expectations to what climate science and energy system modeling tell us about the future of fossil fuels. We also consider how the energy transition could reduce overall demand for fossil fuels, creating excess supply imbalances that reshape global markets and trade geopolitics.

Our discussion also touches on the IEA’s forecast that low-emission electricity sources like solar, wind, and nuclear will account for more than half of global power generation before 2030. Further, we explore the rising energy demand from data centers, shifting expectations for hydrogen, and the investments needed to keep clean energy growing at a pace that meets our climate targets.
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6 months ago
20 minutes 40 seconds

The Energy Transition Show with Chris Nelder
[Episode #241] – Evolving the UK Energy System Part 2
This episode is the second in a miniseries about how the UK is transforming its energy system. If you missed Part One, featuring Adam Berman discussing the UK’s decarbonization progress, you can find it here.

In this conversation, Luke Ames Blackaby from Ofgem, the UK’s electricity and gas regulator, joins us to discuss how the agency is supporting technology development to meet the UK’s 2030 clean power and 2050 full decarbonization targets.

We explore a wide range of critical topics, including flexible electricity tariffs, cost-effective expansion of the transmission system for renewable energy, and adapting gas networks for hydrogen. Additionally, we cover integrating heat networks, leveraging electrified rail as a flexible demand asset, and using storage to manage variable renewable generation. Finally, we examine how regulations can evolve to accommodate emerging technologies like demand flexibility and optimize existing infrastructure.
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7 months ago
18 minutes 35 seconds

The Energy Transition Show with Chris Nelder
[Episode #240] – Evolving the UK Energy System Part 1
This episode kicks off a new miniseries exploring how the UK is evolving its energy system through world-leading efforts to meet its decarbonization goals. In 2024, it closed its last coal-fired power plant and conducted its most successful Contract for Difference (CfD) auction yet, which attracted a diverse range of renewable energy projects—including more than enough offshore wind bids to make up for the lack of such projects in the 2023 auction.

The UK also launched an astonishingly ambitious effort to develop an economy-wide energy planning process for the entire country, conducted by the newly-established National Energy System Operator (or NESO). NESO produced its first report, providing essential guidance to all participants in the country’s energy system. Additionally, Great British Energy was created, which will make the British government a direct investor in renewable energy projects.

In this episode, we speak with Adam Berman, the Director of Policy and Advocacy at Energy UK, the nation’s energy industry trade group. He advocates for ways to speed up the UK’s journey to net-zero through enabling low-carbon investment in clean power generation. We review all of 2024’s developments in detail, and outline the path forward for the UK’s energy transition.
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7 months ago
22 minutes 19 seconds

The Energy Transition Show with Chris Nelder
[Episode #239] – Making Sense of Chaos
Why do most economic models consistently underestimate the speed of energy transition?

Our guest today, Doyne Farmer, believes he knows why.

Doyne is the director of the Complexity Economics program at the Oxford Martin School at Oxford University, the Chief Scientist at Macrocosm, a modeling shop specializing in complexity economics, and the author of the recent book Making Sense of Chaos—A Better Economics for a Better World.

In this conversation, Doyne argues that traditional equilibrium economics falls short at capturing the realities of a rapidly changing world. He explains how a new approach called complexity economics, using agent-based modeling, provides a more accurate picture of how economic actors actually behave that can give policymakers and investors better guidance for navigating an evolving economy. It also indicates that the energy transition and climate action are likely to develop much more quickly than current forecasts suggest.
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8 months ago
16 minutes 27 seconds

The Energy Transition Show with Chris Nelder
[Episode #238] – Transition in Europe 2024
The outlook for energy transition in the US may feel bleak at the moment, but Europe continues to make significant progress. So if you’re ready for a little good news and thoughtful conversation about the energy transition in Europe, this one’s for you!

Our guest in this episode is Jan Rosenow, a veteran European energy observer, analyst, and policy advisor with extensive experience in energy regulation and market design. As Vice President of the Regulatory Assistance Project (RAP), he supports their European team with a focus on power market design, energy regulation, electrification, the gas transition and energy efficiency. Jan’s resumé includes roles at the World Economic Forum, the International Energy Agency, the European Commission, the European Parliament, the UK’s Office of Gas and Electricity Markets, and the British House of Commons, among many others. He is also an accomplished academic who has contributed extensively to hundreds of peer-reviewed articles, technical reports and opinion pieces on energy and sustainability.

In this episode, we explore where Europe’s energy policies are delivering results and where it is still falling short. We discuss the enormous need to improve building energy efficiency across the continent and how electrifying heating systems can help. Jan also explains why balancing electricity and gas prices is key to supporting the energy transition. And Chris offers a few thoughts on how the re-election of Donald Trump might impact energy transition in the years ahead.
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8 months ago
24 minutes 43 seconds

The Energy Transition Show with Chris Nelder
[Episode #237] – Why Nuclear?
Nuclear power is “having a moment.” Frequently in the news, it is hailed by proponents as a critical part of decarbonizing our economy and meeting rising power demand. But does nuclear truly have a role to play in the energy transition?

The fact is that nuclear power plants are only built when they have significant government backing. Around the world, the private sector avoids these projects unless governments take all the risk, and offer extensive financial support—below-market loans, grants, and subsidies—as well as unlimited technical expertise, personnel, research, and supply chain support.

This raises the question: Why do governments insist on pursuing nuclear power when it has continually proven to be the most expensive, risky, and slowest way to generate power?

Our guest this episode, M.V. Ramana, has conducted extensive research to uncover the reasons behind the enduring support for nuclear power. A professor at the University of British Columbia, Ramana brings a wealth of expertise from his career in nuclear physics, nuclear weapons, nuclear power plants (including SMRs), and public policy on international security and energy supply.

His recent book, Nuclear is not the Solution: The Folly of Atomic Power in the Age of Climate Change, delivers a comprehensive and unflinching critique of nuclear energy as a meaningful climate solution. In this conversation, we discuss the roles of government, industry, and politics in perpetuating nuclear power, and whether its future is compatible with the energy transition.
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9 months ago
22 minutes 47 seconds

The Energy Transition Show with Chris Nelder
Longtime energy expert Chris Nelder interviews some of the smartest and most knowledgeable people in energy, exploring global infrastructure and markets during the ongoing transition away from fossil fuels and toward renewables. Designed to stimulate discussion about the difficult questions rather than reinforce preconceived answers, the Energy Transition Show covers oil, gas, coal, solar, wind, emerging renewables, nuclear, grid power, transportation systems, macroeconomics, and more, including the latest news and research, policy developments, and market events.