The energy analysts' view on what’s ahead in 2025
Interchange Recharged
Wood Mackenzie
4.8 • 535 Ratings
🗓️ 14 January 2025
⏱️ 53 minutes
🧾️ Download transcript
Summary
The trends, challenges and breakthroughs.
Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year?
To find out, host Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down with fellow analysts Chris Seiple (Vice Chairman of Wood Mackenzie’s Power & Renewables group) and Jonny Sultoon (Head of Markets & Transitions, Energy Transition Practice at Wood Mac).
It’s not all doom and gloom - the good news is the continued growth of solar; it’s leading carbon-free power additions despite a global slowdown in renewables. Will this trend continue? Plus, a look at what could change with utility tariffs, and advancements in energy technology.
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Transcript
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| 0:42.3 | It's December 2025, 12 months from now. |
| 0:45.7 | A union of nervous, white-collar, electrically connected suburbanites just can't take it anymore |
| 0:50.7 | and stage a dramatic raid on the offices of Big Utility Company A and |
| 0:55.0 | regional transmission operator B. Their demands? |
| 0:59.0 | One, a halt on new data centres being built unless consumer rates for electricity stop increasing. |
| 1:05.0 | Two, that you immediately reform your demand response programs and other customer participation mechanisms. |
| 1:11.7 | Three, you allow us high quality time of use rates so that we can at least benefit |
| 1:16.4 | monetarily from the job losses that your AI-enabled data centers are taking away from us. |
| 1:21.8 | Rising rates without benefits to consumers and conflict over resources has led to a tipping point. |
| 1:27.2 | How did we get here? |
| 1:28.6 | Welcome to the Interchange Recharge. I'm Sylvia-Liva Martinez, I am a principal analyst at Wood |
| 1:33.3 | McKenzie. Welcome to a new year and a new chapter in the show. I'm so excited to be here with you. |
| 1:42.6 | That vision of the future we just heard is far-fed. |
| 1:46.0 | But is it? |
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