Petrostates, electrostates, and the energy transition. Gerard Reid of the Redefining Energy podcast visits the Energy Gang

<p>Is the global transition to low-carbon energy accelerating or slowing down? One answer is that it depends where you look. In the US, energy policy has shifted away from support for low-carbon technologies, but China is continuing with record installations of solar, wind, and batteries, and record sales of EVs. With AI emerging as the central arena for great power completion, which model will work best at providing the power the new technologies need?</p><p>The AI revolution will be the most transformative change in human history. That’s according to Gerard Reid, this week’s guest, a veteran energy commentator and co-founder of the advisory firm Alexa Capital. Gerard, who also co-hosts the podcast&nbsp;<em>Redefining Energy</em>,&nbsp;says he thinks AI will reinvent the world’s energy system. There is a widening gulf between ‘petrostates’ such as the US, which are rich in oil and gas and favor fossil fuels,&nbsp;and the ‘electrostates’, led by China, which is dominates global manufac...