Climate Money - Susan Su | My Podcast Data

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https://www.nature.com/articles/s43247-023-01173-x
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https://www.nature.com/articles/s41558-023-01910-2
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Climate change and the cost of food

Episode 10

Thursday, March 28, 2024 • Duration 27:10

On today’s episode, we talk about climate change and the cost of food.

New work from researchers at the Potsdam Institute for Climate Impact Research and the European Central Bank is projecting that climate change will drive up food prices around the world by up to 3.2% per year by 2035.

Food will grow to take up a greater proportion of total household income because these price increases will outstrip overall climate-driven inflation. The impact will be disproportionately borne by people in sub-Saharan Africa, where many communities are already living with moderate to severe food insecurity.

Today’s episode looks at exactly what these numbers mean for communities around the world, how it relates to markets, and how the actions of some larger players to mitigate food waste could contribute to a solution.

https://www.bloomberg.com/news/articles/2024-03-14/google-is-trying-to-reduce-its-food-waste-without-irritating-employees

https://www.weforum.org/agenda/2021/03/global-food-waste-solutions/

https://www.bloomberg.com/news/articles/2024-02-29/rising-cocoa-prices-drive-mars-hersey-to-use-less-chocolate

https://www.ers.usda.gov/data-products/ag-and-food-statistics-charting-the-essentials/food-prices-and-spending/?topicId=1afac93a-444e-4e05-99f3-53217721a8be#:~:text=Average%20annual%20food%2Dat%2Dhome,is%202.5%20percent%20per%20year

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Climate Money Ep. 9: The True Cost of Direct Air Capture

Episode 9

Tuesday, March 12, 2024 • Duration 24:59

Welcome to the Episode 9 of the Climate Money Podcast.

In this episode, we look at:

New research that shoes Direct Air Capture won’t be able to hit the magical $100/ton cost benchmark, and why this flies in the face of everything we’ve been told
How a billion-dollar CO2 pipeline project is a secret force opposing EV adoption
The blossoming frenemy-ship between Big Oil and Big Ag
And how all this underscores the wicked, systems problem of climate change

As always I welcome your feedback and reflections.

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Climate Money Ep. 8: The EU vs Fast Fashion

Episode 8

Wednesday, February 28, 2024 • Duration 25:21

Welcome to the Episode 8 of the Climate Money Podcast.

In this episode, we look at:

The EU’s newly revised Extended Producer Responsibility proposal, and how it’s taking on food waste and fast fashion.
Why linear capitalism’s days could be numbered
The real numbers behind the climate wealth gap and what it means for builders and investors

As always I welcome your feedback and reflections.

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Climate Money Ep. 7: Big Wind Faces a Big Setback. The Reasons Might Surprise You.

Episode 7

Wednesday, February 21, 2024 • Duration 24:51

Welcome to the Episode 7 of the Climate Money Podcast.

In this episode, we look at:

Enel Energy’s $500M+ wind farm loss, and what it teaches us about energy history, tribal sovereignty, and knowing your audience
Why culture, not money, is the tide that floats all boats — or sinks them, as we’ll see

This is a particularly thorny issue so we’ve dedicated the entire episode to this topic. As always I welcome your feedback and reflections.

Links and resources related to this week’s episode:

Large Wind Turbine Facility in Oklahoma Ordered to be Dismantled https://www.instituteforenergyresearch.org/renewable/large-wind-turbine-facility-in-oklahoma-ordered-to-be-dismantled/
Enel faces huge bill to dismantle 84-turbine wind farm as US judge backs tribal nation https://www.rechargenews.com/wind/enel-faces-huge-bill-to-dismantle-84-turbine-wind-farm-as-us-judge-backs-tribal-nation/2-1-1577066
Federal Judge Sides With Osage Nation, Orders Removal Of 84 Wind Turbines https://robertbryce.substack.com/p/federal-judge-sides-with-osage-tribe (Warning: Robert Bryce’s work is controversial for its anti clean energy bias and funding from conservative think tanks, but this post presents details not available elsewhere.)
Osage Nation back in court in latest bid to rid mineral estate of wind farm

Climate Money Ep. 6: The EU’s Big Hairy Climate Goal

Episode 6

Tuesday, February 13, 2024 • Duration 24:29

Welcome to the Episode 6 of the Climate Money Podcast.

In this episode, we look at:

The European Commission’s new recommendation to cut emissions by 90% by 2040, and what Chinese labor has to do with it
The EU’s upcoming Parliamentary elections and how they could effect European Climate Money
A revised look at Kenya’s carbon credits fee and how regulation can help markets, even if they impose costs

Links and resources related to this week’s episode:

European Commission calls for 90% cut in EU emissions by 2040

https://www.carbonbrief.org/qa-european-commission-calls-for-90-cut-in-eu-emissions-by-2040/

EU rebuffs European solar industry’s plea for emergency help to fight cheap China imports https://www.scmp.com/news/china/article/3251047/eu-rebuffs-european-solar-industrys-plea-emergency-help-fight-cheap-china-imports

A sharp right turn: A forecast for the 2024 European Parliament elections https://ecfr.eu/publication/a-sharp-right-turn-a-forecast-for-the-2024-european-parliament-elections/

Climate Money Ep. 5: On Climate Deniers & Climate Money

Episode 5

Tuesday, February 6, 2024 • Duration 22:36

Welcome to the Episode 5 of the Climate Money Podcast.

In this episode, we look at:

New research that sheds light on climate deniers, the mental models that do — and don’t — fuel their skepticism, and what it has to do with climate money, especially as more climate companies and jobs are flooding otherwise climate unfriendly red states in the US
Two important food labeling updates and what they mean for our transition to a cleaner, lower carbon, and lower cruelty food system.

Links and graphics referenced in this episode:

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Climate Money Ep. 4: AI’s climate footprint, nuclear's renaissance and the new climate subsidy wars

Episode 4

Tuesday, January 30, 2024 • Duration 18:15

Welcome to the Episode 4 of the Climate Money Podcast.

In this episode, we look at:

Five big takeaways from the IEA’s newly released 170-pg Electricity 2024 report, including the structural success of renewables, where the biggest emissions reductions are happening, and nuclear’s big moment
AI’s climate footprint and who’s poised to profit. Private equity firm and landlord of the nation Blackstone just shared Q4 earnings, buoyed by the stellar performance of its data center holdings where value has grown 250% in just two years. But what’s the climate cost of all this new compute power, what role do renewables play, and how else might technology help?
The new climate subsidy wars, and what Europe getting in the game means for the global climate technology ‘space race’

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Climate Money Ep. 3: The narrative miss on $200B in climate losses + deep dive on Tesla’s Hertz problem with mobility expert Olaf Sakkers

Episode 3

Tuesday, January 23, 2024 • Duration 25:20

Welcome to the Episode 3 of the Climate Money Podcast. Follow the climate headlines — and the climate money — with me, Susan Su.

In this episode, we look at:

$200B in climate losses and the climate narrative problem. New data out from global reinsurer Munich RE shows that 2023 was the biggest year on record for climate-related losses. So why are we still talking about the “weather?”

Tesla’s Hertz problem, Ford’s Lightning layoffs, and why China is exporting millions of combustion vehicles even as it becomes the biggest market in the world for EVs. We’re joined by special guest and mobility expert Olaf Sakkers, of RedBlue Capital, to learn more about what’s really behind all the bad news for EVs, and why there’s still reason to be bullish on an electric future

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Climate Money Ep.2: Kenya's Carbon Cash Cow, Solyndra 2.0 and Yikes, JBS

Tuesday, January 16, 2024 • Duration 25:35

Welcome to the Episode 2 of the Climate Money Podcast. Follow the climate headlines — and the climate money — with me, Susan Su.

In this episode, we look at:

Kenya’s carbon cash cow, a plan to charge a new 15%-25% take rate on all carbon credits minted in the country, and whether this is good, bad or meh for Kenya’s climate ambitions and for global carbon markets

Solyndra 2.0, a fraud-hunt that’s animating Republicans and threatening the $400B DOE Loan Program Office that is or will be key to many climate companies’ deployment success

Yikes, JBS. The world’s largest meat processor and Amazon deforester extraordinaire might get blocked from the NYSE, on climate grounds; why it matters

Italy and France are set to ban cell based agriculture — and why this is a warning for every climate company that regulatory capture might be worse than climate denial

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Climate Money Ep.1: A new $30B climate fund on the block, India’s solar and wind story and more

Tuesday, January 9, 2024 • Duration 21:29

Welcome to the Episode 1 of the Climate Money Podcast. Follow the climate headlines — and the climate money — with me, Susan Su. One of the central ideas behind my work as a climate investor, and that of many others like me, is that solving climate change is the value creation opportunity of a lifetime. In this episode, we look at: - The UAE's new $30B climate fund and what it means for climate investing - A big development for carbon sequestration in... Louisiana? - India's solar and wind story, the good the bad and the tricky - First Solar's $700M revenue bump from tax credits courtesy of the IRA

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Climate Money – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Climate Money – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other19

Bloomberg2

Nature2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other19

Bloomberg2

Nature2

Apple Podcasts

Spotify