Orsted is in crisis. Stock prices are down 86% since their 2021 high, and problems pile up as Trump has halted the construction of their latest Revolution Wind Farm off the Northeast Coast.

Our host Sulaiman Ilyas-Jarrett, former UK government advisor and Cambridge Policy Fellow, unpacks the mistakes that Orsted made in its approach to the USA market and its poltical blindspots.

He also covers what this means for renewables as a whole, and what Orsted's debacle tells us about politics, global markets, and the energy transition at large in the new economic world order.

This solo podcast is a new format, so let us know what you think in the comments!