What podcasts say about Harry Mateer
Every statement, with the speaker, the exact quote and the moment it was said.
What Harry Mateer has said on podcasts
16 statements · 12 positive · 1 negative · 1 mixed · 2 neutral
Electrification will persist as a structural theme for decades.
“Electrification, broadly, which is a structural theme, and we think will persist for a number of decades.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 31:13
Global demand for all forms of energy continues to accelerate.
“demand has continued to accelerate for energy in all forms.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 32:31
Oil, gas, and coal demand each reached records last year.
“record year for demand for oil, record year for gas, record year for coal”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 32:37
The energy transition is becoming energy addition rather than replacement.
“it's become more a story about energy addition instead of just a neat transition”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 32:51
Energy demand growth will exceed trend at 1.9% annually for about 25 years.
“energy are above trend now for the next 25 years or so, 1.9% a year”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 33:10
Renewables will grow more than 3% annually and remain the fastest-growing energy segment.
“the renewables piece of that is over 3%. So still the fastest growing piece.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 33:19
The global energy system will become more fragmented.
“It's going to become more fragmented, we think.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 34:05
Nuclear power will become a major investment theme.
“nuclear is having a resurgence as well. So we think that's going to be a major investment theme too.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 36:16
Australia could be an attractive energy investment opportunity in coming years.
“Places like Australia, we think could be a very interesting investment opportunity in coming years as well.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 36:36
US investment in Venezuela and Argentina energy production will emerge over time.
“I think you will see that emerge over time.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 37:44
China reduced oil imports by building inventories over several years.
“China's ability to throttle back their import needs because they had spent the past couple of years building up their inventories significantly.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 39:16
China’s lower imports helped prevent a larger oil-price spike.
“because China did that, because they took their imports down, you haven't seen oil prices spike as much this year.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 39:40
Power is becoming the main bottleneck for AI development.
“power is increasingly going to be viewed as the bottleneck.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 42:56
Investors are bullish on behind-the-meter power generation in coming years.
“investors are really bullish on in the coming years”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 43:15
Behind-the-meter power build-out will undershoot expectations but grow significantly.
“the expected build-out probably won't wind up being quite what the reality is, but we still think it grows significantly from here.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 44:02
AI-related energy investment will not be excessively overbuilt.
“I don't think we're going to wind up over-investing to the extent that you might think.”
Open the episode · Can energy security and climate action work together? From Climate Week NYCListen at 45:00
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.