March 8, 2023

“Energiewende” Featuring Dr. Lars Schernikau, Author of “The Unpopular Truth”

It’s CERAWeek in Houston and we are excited to share another interesting global perspective on energy. Today we had the opportunity to visit with Dr. Lars Schernikau, economist, entrepreneur, commodity trader, and Author of “The Unpopular Truth about Electricity and the Future of Energy.” He is also the author of "Economics of the International Coal Trade." Lars joined from Geneva and has twenty years of experience in commodities, particularly both basic energy and energy transition commodities / raw materials / minerals / etc. As you will hear, he’s incredibly passionate about energy, energy economies, and energy and environmental policy. We covered a fascinating and broad range of topics.

Our discussion spanned Lars’ vantage point from his experience as a commodities trader and exposure to the entire energy supply chain, coal markets and their importance to electricity, coal market development over the next five to ten years, and the inevitability of its appeal in Asia as affordable and reliable energy. Lars also shares fascinating data on global wind and solar irradiance, capacity issues that technology cannot fix, recent acknowledgement of looming Germany power capacity issues, challenges with long-range forecasting, the pressure on banking systems, and a few concepts Lars covers in The Unpopular Truth including full cost of electricity. We wrap with Lars’ perspective on nuclear and what Lars thinks the energy world will look like in ten years. Lars was a fantastic guest and we greatly enjoyed our conversation.

To kick off the show, Mike Bradley covered a market update from the past week, including a closer look at what’s happened in the last five days, and compared key themes from this year’s CERA conference to 2022. Jeff Tillery continued the CERA discussion with his highlights.

Thanks to you all. We hope you enjoy!

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February 23, 2022

“Energy Security Is Back On The Table” Featuring Dr. Angela Stent & Dr. Dan Yergin

On this special "Twosday," we had the fortune of welcoming back two special guests for a discussion centered on Russia and the Ukraine and all the potential reverberations from the current conflict. Our first guest is Dr. Angela Stent, Senior Fellow at Brookings and one of the world's leading specialists on the Former Soviet Union, Russia, and Russia's relations with the West. In our discussion, we reference her most recent book, "Putin's World: Russia Against the West and With the Rest." Our second guest is our longtime friend, Dr. Dan Yergin, Vice Chairman at IHS Markit and Chairman of CERAWeek. Dan is the author of a number of seminal books on energy and in our discussion we also touch on Dan's latest book, "The New Map."

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Featured guest on this show include: