Shows
The Asia Climate Finance PodcastEp70 Why Energy Tech Will Change Everything, ft Kingsmill Bond, EmberComments, guest ideas: theasiaclimatecapitalpodcast@gmail.comWe talk to Kingsmill Bond, energy strategist at Ember, sharing insights from his latest report, "The Electrotech Revolution". Discover how new energy technologies are transforming economies and geopolitics, with a special focus on Asia's rapid clean energy advancements. Tune in to explore the future of power systems, investment shifts, and what it means for a sustainable world.REF: The Electrotech Revolution; Electricity Data Explorer; Ember.ABOUT Kingsmill: Kingsmill Bond, CFA is an energy strategist for Ember. He has worked as a financial market analyst and...
2025-10-0234 min
The Energy Transition Show with Chris Nelder10th Anniversary: New Marching Orders [abridged]For our 10th anniversary, we reflect on our work so far, and consider what the next ten years might require. Whereas we spent the past decade focusing on techno-economic subjects, like explaining climate science and climate policy, and showing that energy transition technologies are practical and affordable, the next decade is likely to be far more political. We no longer need to justify the concept of the energy transition. Our job now is scaling up solutions and overcoming the resistance to them.
To help us explore this pivot, we welcome back Kingsmill Bond from Episode #152, along with...
2025-09-2429 min
Posts | The Energy Transition Show[Episode #259] – 10th Anniversary: New Marching OrdersFor our 10th anniversary, we reflect on our work so far, and consider what the next ten years might require. Whereas we spent the past decade focusing on techno-economic subjects, like explaining climate science and climate policy, and showing that energy transition technologies are practical and affordable, the next decade is likely to be far more political. We no longer need to justify the concept of the energy transition. Our job now is scaling up solutions and overcoming the resistance to them.
To help us explore this pivot, we welcome back Kingsmill Bond from Episode #152, along with...
2025-09-2400 min
Shift Key with Robinson Meyer and Jesse JenkinsNobody in the West Knows How to Respond to the ‘Electrotech Revolution’A new stack of electricity technologies — including solar panels, batteries, electric vehicles, and power electronics — seem to be displacing fossil fuels across China and the developing world. Are we watching an irresistible technological revolution happen? Or is something weirder going on — something that has far more to do with China’s singular scale and policy goals than physics and economics? Kingsmill Bond argues that a global electrotech revolution has already begun — and that it will soon sweep Europe and the United States, too. Bond is an energy strategist at Ember, a London-based electricity data think tank. He previous...
2025-09-241h 12Shift Key with Robinson Meyer and Jesse JenkinsNobody in the West Knows How to Respond to the ‘Electrotech Revolution’A new stack of electricity technologies — including solar panels, batteries, electric vehicles, and power electronics — seem to be displacing fossil fuels across China and the developing world. Are we watching an irresistible technological revolution happen? Or is something weirder going on — something that has far more to do with China’s singular scale and policy goals than physics and economics? Kingsmill Bond argues that a global electrotech revolution has already begun — and that it will soon sweep Europe and the United States, too. Bond is an energy strategist at Ember, a London-based electricity data think tank. He previous...
2025-09-241h 12
Energy Intelligence and Foresight電気自動車が変える世界：EV普及のS字カーブ成長とガソリン車時代の終焉EVの普及が加速し、世界の自動車産業とエネルギー需要が大きく変化しています。今回のエピソードでは、RMIが発表した「X-Change: 自動車」レポートをもとに、蓄電池コストの低下、EVのS字カーブ的成長、中国のリーダーシップ、ガソリン車時代の終焉、石油需要の減少など、最新のトレンドを解説します。また、EV普及にともなう課題とその解決策、予測モデルのバイアスについても触れ、これからの10年で都市や地域がどう変わるのか考察します。自動車とエネルギーの未来を読み解くヒントが詰まったエピソードです。▼ レポート原文Kingsmill Bond, Sam Butler-Sloss, Daan Walter, Harry Benham, EJ Klock-McCook, Dave Mullaney, Yuki Numata, Laurens Speelman, Clay Stranger, and Nigel Topping (2023), X-Change: Cars, RMI.▼ レポート翻訳キングスミル・ボンド、サム・バトラー・スロース、ダーン・ウォルター、EJ・クロック・マコック、デイブ・マラニー、ユキ・ヌマタ、ローレンス・スピール・マン、クレイ・ストレンジャー、ナイジェル・トッピング（2024）「X-Change 自動車：内燃機関時代の終わり」RMI.（翻訳：古屋将太）ポッドキャストの書き起こしサービス「LISTEN」はこちらhttps://listen.style/p/energyinfo寄付での応援はこちらhttps://square.link/u/8FQ47ugs-Production: Shota FURUYAIntro: I've Forgotten the Words (Remastered) Outro: Bringing the game back (Remastered)キーワード電気自動車, EV, ガソリン車, 自動車産業, エネルギー転換, 蓄電池, 中国リーダーシップ, 石油需要, 再生可能エネルギー, S字カーブ, 自動運転, 持続可能性, 充電インフラ, バッテリーコスト, 脱炭素, RMI, 未来予測, 自動車市場, 都市開発, エネルギー政策
2025-08-2414 min
Energy Intelligence and ForesightS字カーブで読み解く電力の未来：X-Changeレポートから考える再生可能エネルギーの急成長と転換点このエピソードでは、RMIが2023年7月に発表した「X-Change: Electricity: On track for net zero」レポートをもとに、再生可能エネルギーの急成長と電力システムの転換点について解説します。キーワードとなる「S字カーブ」の考え方を中心に、太陽光や風力発電がどのように普及し、どんなメカニズムでコストが下がり、成長が加速していくのかを紹介しています。また、従来の直線的な予測がなぜ現実と乖離したのかや、再生可能エネルギー拡大を阻むとされる課題がどのように乗り越えられてきたのかにも触れます。2030年に向けた電力システムの未来像や、今後の成長シナリオについてもわかりやすく解説します。▼ レポート原文Kingsmill Bond, Sam Butler-Sloss, Amory Lovins, Laurens Speelman, Nigel Topping (2023), X-Change: Electricity, RMI.▼ レポート翻訳キングスミル・ボンド、サム・バトラー・スロース、エイモリー・ロビンス、ローレンス・スピールマン、ナイジェル・トッピング（2024）「X-Change 電力：ネットゼロへの道筋」RMI.（翻訳：古屋将太）▼ ポッドキャストの書き起こしサービス「LISTEN」はこちらhttps://listen.style/p/energyinfoProduction: Shota FURUYAIntro: I've Forgotten the Words (Remastered) Outro: Bringing the game back (Remastered)
2025-07-2711 min
Renewable RidesEp 91: Middle East Tensions and Energy Supply Chain Shocks - What Companies Need to ConsiderGlobal energy volatility is no longer just a geopolitical concern; it's a direct risk to your bottom line. Let's discuss how tensions around the Strait of Hormuz impact fuel and electricity prices worldwide, and why now is the critical moment to rethink your energy strategy for profitability and resilience.Listen in as we cover the economic ripple effects triggered by disruptions in oil and LNG shipping lanes, the surprising correlations between oil and natural gas prices during global crises, and how businesses can shield themselves through onsite renewable solutions and electrification. Because in today’s energy landscape, ad...
2025-07-0121 minRenewable RidesEp 89: A New Suite of Solutions for the New World: Our Talk with Ember’s Kingsmill Bond on Electrotech and Energy SecurityThe global energy transition is moving fast—are you ready for what comes next? Today's guest is Kingsmill Bond, energy strategist at Ember, who joins the show to unpack the seismic shift underway in how we power our world—and why clinging to outdated solutions could spell economic stagnation. He introduces “electrotech,” the production of electricity from solar and wind, smart usage via EVs and heat pumps, and connected technologies like batteries and grids. These innovations benefit from steep learning curves and exponential growth, making them cheaper and faster to scale than fossil fuels.Listen in as Kingsmil...
2025-06-0347 min
Wicked Problems - Climate Tech ConversationsMichael Barnard: Climate solutions can be full of sh*tFull show notes and bonus content at wickedproblems.earth.In this episode we talk about climate tech in the age of AI, state failure, and the occasional aircraft powered by poop. In this episode, Canadian climate futurist and returning champion Michael Barnard joins us for a globe-spanning conversation about why he’s still cautiously optimistic — and why, if you’re only paying attention to the U.S. or Europe, you’re probably looking the wrong way.In Conversation· Pakistan's rooftop solar revolution: how a glut of Chinese panels and uncoordinated net metering...
2025-06-031h 00
Outrage + Optimism: The Climate PodcastThe Spanish Grid Goes Down: Are renewables really to blame?On April 28th, millions of people across Spain, Portugal and beyond were plunged into darkness in one of Europe’s most severe blackouts in decades. Was it a cyberattack? A renewables failure? Or might things be a little more complex?This week, Tom Rivett-Carnac, Christiana Figueres, and Paul Dickinson dig into what we know, what we don’t, and ask what this blackout really tells us about the transition to renewables. They speak with energy strategist Kingsmill Bond of Ember and hear an on-the-ground account from José Manuel Entrecanales, CEO of global renewables leader Acciona, to build...
2025-05-1544 min
Cleaning Up: Leadership in an Age of Climate ChangeCleaning Up Redux: The Einstein of Energy Efficiency - Amory LovinsHello, I’m Michael Liebreich, and this is Cleaning Up.I hope you are having a good break over the holiday season, and getting to spend some quality time with your family. I’m in Switzerland, where it has just snowed about a meter in 24 hours.In case you’re missing your regular dose of climate content, we’re starting something new, which we’re calling Cleaning Up Redux. During the break between seasons, we’ll be republishing some gems from our back catalogue, which now covers nearly 200 episodes.To kick us off, today we’ll...
2024-12-251h 05
Solving for ClimateKingsmill Bond: How is the energy transition going?‘It’s obvious that oil is on the decline’, says energy strategist Kingsmill Bond. He joins Hannah and Rob to talk about the energy transition and he’s got an optimistic take: he says that we reached peak fossil fuel demand 10 years ago, and give it another five and oil will be a thing of the past. Kingsmill tells Hannah and Rob how we can move past a narrative that’s been peddled by the fossil fuel bosses telling us that renewables are too expensive, and why learning from the tech shifts of the past will be key to predicting...
2024-11-0733 min
Climate NowSeason Finale: Live from Climate WeekOur Season One finale brings you a debate about the pace of the energy transition that was recorded live at NYC Climate Week three weeks ago. How fast is the transition progressing, really? And why might there be divergent opinions on the subject? The debate was co-moderated by James Lawler and Dina Cappiello (RMI), and features RMI’s Kingsmill Bond and Bain’s Aaron Denman. We look forward to your thoughts and questions, as always, and we look forward to being in touch with all of you again in 2025.Follow us on Twitter, LinkedIn, Facebook, and Ins...
2024-10-151h 04
The Work AgendaNeurodiversity in the workplace: Thinking differently about thinking differentlyAnna Bond and Jen Kingsmill, along with guests Professor Amanda Kirby and Mel Francis from Do-IT Solutions, delve into the topic of neurodiversity in the workplace. With neuroinclusivity a priority for many employers, our speakers start by defining neurodiversity and explaining its significance. They also consider the legal framework under the Equality Act and explore practical strategies to foster a neuro-inclusive workplace. Click here to find out more about Do It Solutions.
2024-10-0822 min
The AgendaNeurodiversity in the workplace: thinking differently about thinking differentlyAnna Bond and Jen Kingsmill, along with guests Professor Amanda Kirby and Mel Francis from Do-IT Solutions, delve into the topic of neurodiversity in the workplace. With neuroinclusivity a priority for many employers, our speakers start by defining neurodiversity and explaining its significance. They also consider the legal framework under the Equality Act and explore practical strategies to foster a neuro-inclusive workplace. Click here to find out more about Do It Solutions.
2024-10-0822 min
Redefining Energy151. Peak Fossil Fuels - Sep24ExxonMobil forecasts 2050 Oil demand be the same as today. We believe that they are just “talking their books.”To discuss the future of the Energy system as well as the fight against Climate Change, we bring in a very respected expert and friend of the show: Kingsmill Bond, Energy Strategist at RMI. Kingsmill has been digging deep into the data and has realized that the fossil fuel cohort simply cannot fathom the speed of the Energy Transition.Gerard and Laurent have a lengthy debate about the trends, the adoption of clean energy, not only in the OECD...
2024-09-2325 min
The HC Commodities PodcastThe Unstoppable, Exponential Energy Transition with Kingsmill BondIn this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ will be very different than the ‘age of carbon’ and the same forecasting assumptions do not apply. The energy transition is being driven by technology, economics, geo-strategy and, of-course, necessity. And the data proves it. Our guest is Kingsmill Bond, Senior Principal at the Rocky Mountain Institute (RMI). Kingsmill’s latest analysis is available in the link in the show notes. https://rmi.org/wp-content/u...
2024-06-1247 min
Energi TalksEnergi Talks Live! Kingsmill Bond on clean energy race to the top!Kingsmill Bond of the Rocky Mountain Institute joins Markham and Energy Circle members to talk about his recent report, "The Race to the Top: Cleantech competition between China, Europe, and the United States.
2024-04-2558 minOutrage + Optimism: The Climate Podcast231. Our Story of Nature: From Rupture to Reconnection - Part Two - Living WITH NatureThis week, Christiana Figueres and her guest co-host Isabel Cavelier Adarve introduce the second episode in their mini-series, Our Story of Nature: From Rupture to Reconnection. In this episode, Living With Nature, the hosts share a series of conversations with experts from the worlds of food, the economy, energy and design to illuminate how our man-made systems are rooted in a separation from the natural world. You’ll hear insight and fresh ideas from author Kate Raworth, Founder and Executive Chair, EAT Gunhild Stordalen, energy strategist at Rocky Mountain Institute Kingsmill Bond, author of the Earth Transformed: An...
2024-02-131h 03Energi TalksThe Great Reallocation of capital from fossil fuels to clean energyMarkham interviews Kingsmill Bond, Rocky Mountain Institute, about his new report, The Great Reallocation.
2024-01-1237 minEnergi TalksIEA's net-zero roadmap update shows major energy transition step changeMarkham interviews Kingsmill Bond is a senior principal in the Strategic Analysis & Engagement Group of the Rocky Mountain Institute.
2023-09-3047 minEnergi TalksExponential growth key to understanding clean energy revolutionMarkham interviews Kingsmill Bond is a senior principal in the Strategic Analysis & Engagement Group of the Rocky Mountain Institute, about his post, The energy transition in five charts.
2023-06-0148 minClimate NowThe evidence for peak fossil electricityIn 1909, headlines declared the U.S. would run out of petroleum by 1940. In 1945, the estimate was that the U.S. had 13 more years of petroleum reserves left. In 1966, we only had 10 more years before the “figurative dipstick in the United States’ oil supplies” came out dry. In the 1970’s United States, alarmist projections about exponential growth of energy demands expected that we would run out of fossil fuels by the year 2000, and yet - since 2000, our consumption of energy from fossil fuels has nearly doubled.We have a pretty consistent track record of underestimating our available fuel reserves...
2023-05-2239 min
Financial ClimateEp. 9: Energy analyst and strategist Kingsmill Bond on what the energy transition means for financial marketsToday’s guest is Kingsmill Bond, a longtime equity analyst and strategist, who has provided insights on the energy industry on behalf of some of the largest banks and asset managers in the world. After recognizing the implications of the energy transition for financial markets, he went to work for the pioneering London-based nonprofit financial think tank Carbon Tracker Initiative. Still in London, he’s now a Senior Principal on the strategy team at the U.S.-based nonprofit RMI. Mentioned in/relevant to this episode: The Innovator’s Dilemma, by Clayton M. ChristensenHow Big Thin...
2023-04-0637 minEnergi TalksRapid fossil fuels peak, plateau, and decline already underwayMarkham interviews Kingsmill Bond, a senior principal in the Strategic Analysis & Engagement Group of the Rocky Mountain Institute, about his team's nascent theory explaining how and why fossil fuels consumption will decline much more rapidly than many think.
2022-12-2358 min
Reasons RevisitedIt’s cheaper to save the planet than destroy itHello! Ed's just come back from COP27 where he was roving with his mic. He spoke to some experts on how we shift to zero carbon power and break our dependency on fossil fuels. We talk to Kingsmill Bond about why the transition to renewables makes economic sense. Tzeporah Berman tells us about the potential of the Fossil Fuel Non-Proliferation Treaty to constrain supply. And Mohamed Adow tells us why the continent of Africa could lead the way in becoming a renewable energy superpower, and what that means for its development.GuestsKingsmill Bond, En...
2022-11-2147 minOutrage + Optimism: The Climate Podcast152. Putin, Producer Logic and Peak Demand with Kingsmill BondDoes Putin’s invasion mark the end of the Fossil Fuel Era? In this week’s episode we look at how the Russian invasion in Ukraine and subsequent energy crises are impacting energy deals between developed and developing countries ahead of COP27. We also subject our guest, Kingsmill Bond of RMI, to a round of Paul’s new painfully-condescending evil oil baron persona as we put his optimistic assertions on the green energy transition to the test. And be sure to stay tuned until after the interview for a brand new song with main-c...
2022-05-051h 11
Cleaning Up: Leadership in an Age of Climate ChangeThe Einstein of Energy Efficiency - Ep68: Amory LovinsAmory Lovins is Cofounder and Chairman Emeritus of the Rocky Mountain Institute. Apart from co-founding the Institute in 1982 he served as its Chief Scientist between 2007 and 2019. Amory is a an author of 31 books and more than 700 papers, he has advised major firms and governments on energy in over 70 countries for more than 45 years.He has taught at ten universities, most recently the Naval Postgraduate School (Professor of Practice 2011–17) and Stanford University, where he’s currently Adjunct Professor of Civil and Environmental Engineering and a Scholar of the Precourt Institute for Energy—but only teaching topics he’s ne...
2021-12-151h 03
The Nightcrawler PodcastMark Campanale and Kingsmill Bond of Carbon Tracker: Institutional Investors Are Not Prepared for Global Disruption Across the Energy Industry"The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and geopolitics." This line is from a recent research report from Mark Campanale's organization, Carbon Tracker.
For this episode of the Nightcrawler, I have the pleasure of speaking with both Mark and Kingsmill Bond, the organization's lead energy strategist. Carbon Tracker is a global think tank that is studying the impact of the energy transition on capital markets and the broader financial industry. Not only does the organization study the accelerating rate of renewables, from electric vehicles to wind and solar depl...
2021-12-0338 min
VoltsVolts podcast: the good news about clean energy, with Kingsmill BondIn this episode, longtime carbon market analyst and strategist Kingsmill Bond explains why he is so optimistic about the future of renewable energy. Though it remains a small portion of total global energy, its rate of growth and declining costs indicate that it is on the precipice of enormous, rapid expansion. Markets and geopolitics will be transformed by it. (There is also an abridged version of our conversation available on Canary.) Full transcript of Volts podcast featuring Kingsmill Bond, October 11, 2021(PDF version)David Roberts:It seems like good news is difficult...
2021-10-111h 03Energi Talks7 "feedback loops" speeding up the energy transitionMarkham interviews Kingsmill Bond of Carbon Tracker about a new report, "Spiralling Disruption," which describes seven feedback loops that are driving disruption in the energy system.
2021-09-0825 min
Energy Insiders - a RenewEconomy PodcastSolar and wind driving fastest ever energy transitionCarbonTracker’s Kingsmill Bond on his new report showing why wind and solar are already driving the most rapid energy transition the world has seen. Plus: Biden’s stunning climate pledge, Morrison digs in, and the AGL break-up.
2021-04-2636 min
The FS Club PodcastThe Time Is Now – The Financial Impact Of The Energy TransitionFind out more on our website: https://bit.ly/32ugdIh
Technology and policy changes are driving peak demand for fossil fuels and massive growth of renewables. There is an enormous fossil fuel system at risk from the peak and fortunes to be made in building out the new renewable system. Many investors remain in denial, clinging to old beliefs and defunct models. This creates excellent investment opportunities on the long and the short side.
Speakers:
Mark is the Founder of the Carbon Tracker Initiative and conceived the ‘unburnable carbon’ capital markets thesis. He comm...
2021-03-2948 min
DrilledBig Oil's Bad Bet on PlasticA new report from Carbon Tracker finds that the fossil fuel industry is pinning its hopes on a plastic boom—and try as it might to spur that demand, it's just not materializing. Report author Kingsmill Bond joins us to discuss.Read the full report here: https://carbontracker.org/reports/the-futures-not-in-plastics/ Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-11-0720 minEnergi Talks"Global consensus on peak oil shifting rapidly" - Kingsmill BondMarkham interviews Kingsmill Bond, London-based energy strategist for Carbon Tracker, about the recent release of the International Energy Agency's World Energy Outlook 2020. Bottom line: peak oil demand is either here or arriving shortly.
2020-10-1623 min
InevitableEp 91: Kingsmill Bond, Energy Strategist at Carbon TrackerIn today’s episode, we cover:What is Carbon Tracker and what’s it role in the financial markets?How fossil fuels and carbon emissions play into the valuation of stocks, etc.How Carbon Tracker influence investors and their strategiesThe investment risk associated with not factoring in climate changeThe meaning and examples of a “stranded asset”How the energy transition to cleaner technologies can disrupt incumbent industries to the detriment of investorsHow inertia continues to drive the construction of fossil fuel infrastructureAsset reallocation as the primary lever in Carbon Tracker’s strategiesKingsmill’s prognosis of the fossil fuel industryAllo...
2020-03-1941 min
Beyond TodayCan we be green and rich?In Paris in 2015 world leaders agreed on a binding commitment on climate change. They committed to keeping the increase in global temperatures to just 1.5 degrees Celsius above pre-industrial levels.Heathrow airport has been planning to expand by building a third runway. But last week environmentalists successfully challenged the third runway on the basis that it couldn’t demonstrate how the expansion of the airport was consistent with the UK government’s commitments on climate change. It’s the first major demonstration of the impact of the Paris climate accord on the UK’s CO2 emissions, and it has huge...
2020-03-0220 min