[Episode #270] – View from the Energy Transitions Commission

[Episode #270] – View from the Energy Transitions Commission

From The Energy Transition Show with Chris Nelder by XE Network

February 25, 2026 · 30 min · Episode 270

About this episode

The episode features a discussion with Lord Adair Turner about the global energy transition and its implications for climate change and geopolitics.

Both the IEA and BNEF now project that current policies put us on track for roughly 2.5°C of warming. Some voices, like Daniel Yergin and Bill Gates, argue we should accept that trajectory and focus only on the technologies that are already winning. But even 2.5°C is still much too high. We can and must do better. To help us take stock of the global energy transition in today's conversation, we are fortunate to be joined by Lord Adair Turner, co-chair of the Energy Transitions Commission (ETC), headquartered in London. The Commission is a global coalition of major power and industrial companies, investors, environmental NGOs, and experts working on achievable pathways to limit global warming while stimulating economic development and social progress. Lord Turner chaired the UK Climate Change Committee from 2008 to 2012, chairs insurance group Chubb Europe, and is a crossbench (non-partisan) member of the House of Lords. We discuss how the transition is reshaping geopolitics, why the ETC's forecasts for green hydrogen have been cut roughly in half, and what Europe's green industrial policy (including its carbon border adjustment mechanism) needs to get right. We explore the roles…

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