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Greg Dalton

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  1. Milken Institute1h 1m

    Closing the Clean Energy Investment Gap

    Greg Dalton, Andrew Chung, Lynn Jurich, Andy Karsner, John Woolard

    A diverse panel of industry leaders and policymakers converges to address a projected $30 to $44 trillion global investment gap in energy infrastructure while debating the optimal balance between distributed solar, centralized grids, and nuclear power. Key figures including John Woolard, Lynn Jurich, and Andrew Chung identify inconsistent regulatory frameworks and the "bait-and-switch" tactics of Public Utility Commissions as primary deterrents to private capital, urging the adoption of standardized green bond definitions and new financial vehicles to mobilize sovereign wealth funds. The discussion concludes with a consensus that scaling existing technologies through hybrid grid models and leveraging international capital markets is more immediately critical than relying solely on early-stage "moonshot" research to achieve decarbonization targets.

  2. Milken Institute1h 0m

    Peak Oil and Green Energy: Both Fossils?

    Greg Dalton, Scott Jacobs, Ian Wright

    Energy experts including Scott Jacobs, Kathy Zoy, and Ian Wright discuss a structural decoupling where U.S. economic growth no longer drives electricity demand while oil prices cease to influence marginal power costs. The panel highlights divergent views on the resource revolution, contrasting Ian Wright's skepticism regarding battery scalability with Scott Jacobs' argument that China dominates innovation and U.S. industrial competitiveness relies on efficiency gains rather than new hardware breakthroughs. Financial strategies are shifting from traditional venture capital to project finance and strategic investment to support distributed energy assets, even as policymakers debate the efficacy of carbon pricing and the need to phase out fossil fuel subsidies.