Environment Seminar Series: Repowering the Global Economy with Kirsty Gogan
About the Seminar
The Energy Security Imperative: Repowering the Global Economy
Every major oil shock has defined the energy system that followed it. France reached 75% nuclear electricity within a decade of the 1973 embargo; Japan cut the oil intensity of its GDP by 30% after 1979; Europe cut Russian gas imports by 80% in the three years after 2022. The 2026 shock — the effective closure of the Strait of Hormuz and the destruction of two-thirds of Ukraine’s generating capacity — is of the same rank, and it arrives as demand for reliable, clean power is climbing steeply.
This talk examines what energy system the present shock should build. It makes three arguments. First, energy security and decarbonisation have converged into a single delivery problem, whose binding constraints are speed, cost, land, and regulatory throughput. Second, energy density governs the land constraint: replacing the UK’s current oil consumption with hydrogen would require roughly 136,000 km² of offshore wind or 26,000 km² of solar photovoltaics, against about 55 km² of advanced nuclear heat sources. Third, nuclear energy can be delivered at the required scale only by moving from site-specific megaprojects to factory-manufactured, product-licensed systems — the transition aviation made — supported by AI-assisted siting and licensing tools that compress regulatory schedules by more than 90%. The talk draws on Terra Praxis’s REPOWER programme for repowering the world’s ~2,000 GW coal fleet, refinery-scale hydrogen and synthetic-fuel production, and deployment tools validated under crisis conditions in Ukraine.
About the Speaker
Internationally recognized leader in global energy markets and the commercialization of advanced nuclear energy. More than a decade advising the world’s largest energy users, governments, international institutions, and reactor vendors, on market development strategies, organizing demand for nuclear energy at global scale before the market existed, developing commercial partnerships, and regulatory regimes governing deployment across Europe, North America, Middle East, and Asia-Pacific. Co-founder and Managing Partner of LucidCatalyst, the international consultancy behind several of the sector’s definitive market and cost studies, and co-founder of Terra Praxis, the nonprofit that signed a strategic framework agreement with Microsoft President Brad Smith to accelerate global coal-to-nuclear repowering. Former senior UK Government official (10 Downing Street; Department of Energy & Climate Change). Deep, practitioner-level command of power market dynamics, energy procurement by hyperscalers and heavy industry, techno-economics, infrastructure finance pathways, and licensing frameworks in the US, UK, EU.
