The Energy Pathways Podcast

Energy Pathways is a conversation series with the leaders shaping the future of energy. Hosted by DrivePath Principal Alix Steel, each episode is a candid discussion with a C-suite executive, policymaker, or investor on the ideas, technologies, and financing driving where energy goes next. 

Alix Steel

Principal

After 13 years at Bloomberg Media and nearly 20 as a broadcast journalist, Alix Steel joins DrivePath Advisors as Principal, bringing global business perspective and deep energy-sector expertise to the firm's clients.

From Westminster to Financing Energy Security and the Transition

THURSDAY, OCTOBER 29

Sir Danny Alexander, CEO of Infrastructure Finance and Sustainability at HSBC, joins Alix Steel to talk about where the money for energy infrastructure is going and why energy security and the transition often lead to the same place. They cover how blended finance makes risky projects bankable, whether Europe is really behind on energy security, what US LNG means for Europe, and how AI data centers are driving power demand.


Natural Gas Isn’t a Transition Fuel, It’s a Destination Fuel

THURSDAY, OCTOBER 15

Baker Hughes is still best known as an oilfield services company, but that’s no longer all it is. Alix Steel sits down with Lorenzo Simonelli, Chairman and CEO of Baker Hughes, to talk about the company’s shift into an industrial energy solutions provider. They cover why natural gas is a destination fuel, not a transition fuel; how AI data centers are driving power off the grid faster than expected; where hydrogen and geothermal fit; and what Wall Street still misunderstands about the company.


The Real Bottleneck in U.S. Energy is Permitting and the Grid

THURSDAY, OCTOBER 1

U.S. electricity demand has been flat for decades. Now it is climbing faster than the grid can keep up. Alix Steel sits down with James P. Danly, Deputy Secretary of the U.S. Department of Energy and former Chairman of FERC, to talk about what it will take to get new supply online. They cover permitting, the interconnection queue, how DOE thinks about financing, the workforce gap, and why Danly believes this time the nuclear renaissance is real.


Welcome to Energy Pathways!

THURSDAY, SEPTEMBER 24

Welcome to the Energy Pathways Podcast brought to you by DrivePath Advisors. Energy Pathways is a video conversation series with leaders shaping the future of energy. Hosted by DrivePath Principal and former Bloomberg anchor, Alix Steel, each episode is a candid discussion with a C-suite executive, policymaker, or investor exploring the ideas, policies, technologies, and financing driving where energy goes next. New episodes are available every other Thursday.


The Pathways blog

From rising demand to the imperative of carbon reduction, the industry is in a state of unprecedented transition. Managing change has become as much a core competency as drilling efficiency and demand forecasting. The energy industry — one of the most vital to society — must deliver for today while investing in the future.

There are a number of pathways to that future, all require compromise.

DrivePath believes the most effective pathways will be those that balance innovation with pragmatism and vision with experience.

Here, we’ll keep you current on those pathways, and some of the best thinking and innovations across the energy spectrum.

Because the best way to prepare for the future is to understand the why. 

Rules of the road on Pathways.

  1. Energy is everything. Without energy, nothing happens. 

  2. Energy is not either/or. Energy is a spectrum. 

  3. As human activity grows so does energy use. 

  4. Scale matters. So do time horizons. 

  5. Public incentives can catalyze the energy transition, but private capital will be the guiding force. 

  6. Progress will be driven by the interplay of pragmatism (what works now) and innovation (what will work in the future). 

  7. Human ingenuity is our greatest resource. 

Stay informed and subscribe to our Pathways blog