Fighting Words: The Energy Transition in 2026

Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste heat, the true cost of small modular reactors, Germany’s decision to shut down nuclear, China’s dominance of renewable supply chains, solid oxide fuel cells as turbine alternatives, the materiality of demand response, staffing cuts at the EIA, the hype around geothermal and geologic hydrogen, the misplaced fascination with small country energy transitions, satellite vs factor-based oil & gas basin methane emissions, the mostly profitless EV industry, xAI mobile gas plant permits, negligible progress on carbon capture and renewable fuels, and the unfavorable economics of charging my Jeep Wrangler hybrid. Watch the video

You can listen to Fighting Words: The Energy Transition in 2026 online on Radio and Podcast. Open the player on this page to stream the available audio.

Fighting Words: The Energy Transition in 2026 is an episode from J.P. Morgan Eye on the Market by Michael Cembalest.

This episode is 39:43 long.

This episode was published on Mar 3, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from J.P. Morgan Eye on the Market when more episodes are available from the podcast feed.