Tim Gould

Tim Gould, Co-head of the World Energy Outlook at the International Energy Agency (IEA), discusses vital trends influencing the energy transition. He reveals that global fossil fuel demand is expected to peak within five years, reshaping markets and geopolitics. The conversation explores the surge in low-emission electricity sources, particularly wind and solar, projected to dominate power generation by 2030. Additionally, they delve into rising energy demands from data centers, evolving expectations for hydrogen, and the urgent investments required to meet climate targets.

Tim Gould, Chief Economist at the International Energy Agency, dives into the complexities of global energy markets. He discusses the impact of rising geopolitical tensions on energy security and the crucial role of electrification and renewables in shaping future scenarios. Tim outlines how electric mobility in regions like China is swinging oil demand in different directions and highlights the urgent need for policies that balance energy security with climate goals. He also explores the implications of a surge in LNG supply and the necessity of grid flexibility in the renewable transition.

Tim Gould, the chief energy economist at the International Energy Agency, sheds light on the hidden costs of the clean energy transition. As demand for critical minerals like lithium, cobalt, and copper surges, he discusses the potential environmental and social impacts, particularly in developing countries. The conversation dives into the role of U.S. policy in mitigating mining damage and explores how to balance resource extraction with sustainability. Gould emphasizes the urgent need for innovative approaches to secure a cleaner energy future.

Laura Cozzi and Tim Gould from the IEA delve into the World Energy Outlook 2025, revealing complex energy security risks tied to geopolitical tensions and market concentration in critical minerals. They highlight shifting demand driven by growth in India and Southeast Asia, emphasizing the rapid rise of renewable energy, particularly solar. The duo also discusses the pervasive impact of electric vehicles on oil demand and the urgent need for grid investments to keep pace with skyrocketing electricity needs, advocating for a coordinated policy response akin to 1973.

Tim Gould, IEA chief energy economist known for data-driven analysis of energy trends. Leila Benali, Morocco’s energy minister focused on resilient renewables and infrastructure. Tan See Leng, Singaporean minister overseeing energy and tech, championing grid resilience. They discuss import diversification, protecting grids from physical and cyber threats, climate-driven risks, critical minerals, and regional cooperation.