EP229: NYC Climate Week Takeaways: Glass Half Full

Murti argues reshoring US/European manufacturing using cheap natural gas—not Net Zero or ESG mandates—is the real path to lower global emissions.

• Optimism on new energy: Arjun Murti says in 34 years covering energy, the outlook for new energy technologies has never been brighter, driven by economics and geopolitics rather than climate policy mandates.
• Climate Action 1.0 declared a failure: Net Zero by 2050, the Glasgow Financial Alliance for Net Zero, extreme ESG, and the IRA are called failed policies that shouldn't be repeated.

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