Alberto Gandolfi
Showing 1–3 of 3 transcripts.
- Goldman Sachs29 min
Power surge: AI, renewable energy, and the future of electricity
Carly Davenport, Alberto Gandolfi, Brian Singer, Allison Nathan
Global power demand is surging due to generative AI and data center expansion, with US growth forecast to accelerate to a 2.5% CAGR by 2030 while Europe faces similar pressure from electrification plans. Goldman Sachs predicts an "all-of-the-above" generation strategy dominated by natural gas and renewables to support an estimated $50 billion in new US infrastructure investment, even as nuclear adoption shifts toward direct power purchase agreements and small modular reactors. This transition faces significant bottlenecks including multi-year permitting delays, equipment shortages, and grid modernization needs, positioning the sector for a generational investment boom over the next decade.
- Goldman Sachs25 min
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
Samantha Dart, Alberto Gandolfi, Michele Della Vigna, Alison Nathan
Amidst acute supply vulnerabilities where Russia provides 40% of Europe's natural gas and oil, European markets face soaring prices that are forcing industrial curtailment while Western divestment sustains price volatility. In response, the EU is accelerating the "Repower EU" strategy to cut Russian gas imports by two-thirds this year and compress renewable project approvals, simultaneously delaying coal retirements and expanding LNG infrastructure to ensure energy security. These structural shifts, supported by a 60% forecasted rise in global energy investment, aim to rebalance ESG frameworks toward immediate affordability while transitioning to green hydrogen and renewables by 2030.
- Goldman Sachs9 min
Paving the Way for the European Green Deal
The European Union's Green Deal outlines an ambitious, €7 trillion investment strategy to achieve net-zero emissions by 2050, targeting decarbonization across power, transport, manufacturing, and heating sectors. Funded through a hybrid model of private capital and public subsidies, the initiative leverages existing recovery funds to transform energy infrastructure while aiming for a five-to-one economic return multiplier. With strong backing from 19 member states and accelerated legislative timelines, the plan seeks to establish global climate leadership, though its success hinges on resolving potential bottlenecks between centralized mandates and local permitting processes.