Podcasts about ccus

Cemvision: Building Climate Solutions Without Subsidy Dependence Host: Alex Cameron, Founder & CEO Decarb ConnectGuest: Oscar Hållén, CEO of CemVision Oscar Hållén talks with Alex about how his Cemvision is disrupting one of the world's highest-emitting industries without relying on green premiums or subsidies. Cemvision reuses alternative chemical processes plus existing production infrastructure and circular feedstocks from steel and iron production to create a one-to-one replacement for Portland cement. This eliminates the calcination process, the primary cost and emissions driver in traditional cement production, while maintaining cost parity with incumbents from day one.Hållén argues that effective decarb requires industrial solutions that can survive policy shifts and stand on their own economic merits. He traces Cemvision's commercial partnerships with Vattenfall and Storex, explaining how trust-building, technical iteration and alignment on long-term vision enabled these collaborations. The conversation examines the current market moment, where industrial commitments to transition often outpace the politics, and explores the mental model of "creative destruction" as a forcing function for climate action rather than perpetual subsidisation of incumbent carbon-intensive processes.Key Takeaways:Design for cost parity from day one – find out how CemVision achieves price competitiveness immediately eliminating dependence on green premiums or policy supportBuild partnerships through technical iteration – explore how years of testing, trials and responsive iteration with partners like Vattenfall built the trust required to sell into a complex value chainCompeting with incumbents– listen to how the team position themselves to compete with traditional producers creating a competitive market positionCreate momentum independent of policy fluctuations  - how to find the right partners and investors in the private sector Match partnership timescales to scaling requirements - finding partners with visibility into future projects and willingness to invest early vs. those seeking immediate deploymentEpisode links: Find out about Cemvision's work and its teamConnect with Oscar Hallen, CEO, CemvisionDownload info on Cemvision's project with StorexConnect with Alex Cameron, Founder & CEO of Decarb ConnectLearn more about Decarb Connect: Our global membership platform, events and facilitated introductions support leaders driving industrial and energy innovation.  Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors.  We have webinars monthly and in-person summits coming up in Houston, London, Hamburg, Boston and Toronto and the opportunity to find the biggest brains in energy and carbon management - your future collaborators.  For year-round introductions and meaningful insights, get in touch about your membership of the Decarbonization Leaders Network – so many benefits, hundreds of people equally focused on creating a resilient and profitable future for industry – find out more and talk with Jack Figg, Community Director.   

Har Sveinung noengang blitt kalt "sjøpung"? Ikke foreløpig, men han har fått mange andre klengenavn slengt etter seg. Men sirkulærøkonomien må omfatte sjøpung og alle mulige andre ressursstrømmer som også må sirkuleres. Det er grunnlaget for en samtale med Camilla Brox, som har jobbet med sirkulære forretningsmodeller og økosystemer i mange år. Vi kan også slenge rundt oss med klengenavn, så vi utsmykker Camilla med en "tante reisende Macy" før vi knapt er i gang. For Camilla reiser gladelig rundt og oppdager sirkulære eventyr, og står på reisefot igjen for å møte sirkulære innovatører langs land og strand. Camilla forteller om industrielle symbioser på Øra, vi graver oss ned i karbonfangst (både CCS, CCU og CCUS) og Lars Jacob ber om et lite krasjkurs. Vi snakker grader av ambisjoner i ressursutnyttelsen, hilser til vår gamle venn plasthvalen, utdyper sjøpunghistorien og snakker dermed også lasagne og mengder av biomasse i verdenshavene. Lars Jacob syter litt over at hans fuglehotell-historie har blitt overgått, men er samtidig glad og optimistisk på sirkulærøkonomiens vegne. Vi ber Camilla komme med et ønske til sin navnevenninne Camilla Gramstad, som har grepet rattet for samfunnsoppdraget i sirkulærøkonomi. Sveinung er glad for industriell prat og vi ser frem til Den store sirkulærkonferansen i Asker 6. og 7. mai. Hosted on Acast. See acast.com/privacy for more information.

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

This week on Energy Transition Today, we examine Germany's decision to pause its offshore wind tenders following the country's first failed auction, and what the move signals for developer appetite across Europe's offshore sector.We also cover Ørsted's long-awaited divestment of its European onshore portfolio, TenneT Germany's partial sale to KfW to unlock critical grid investment, and fresh hydrogen offtake developments linking Germany to Saudi Arabia's green ammonia projects. Elsewhere, we unpack Poland's latest gas and solar financing activity and Denmark's faltering CCUS tender.  We close the episode with the UK's evolving approach to small modular reactors, as the government sets out a formal pipeline intended to support privately funded SMR deployment while raising big questions around risk and regulation.Hosts: Maya Chavvakula, Dan Burge, Mathilde DorbessanEdit: Mathilde DorbessanReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

What to Watch in Carbon Markets and CCUS in 2026Host: Alex Cameron, Founder & CEO, Decarb ConnectGuests: - Peter Albin, Senior Research Analyst, Carbon Markets – Wood Mackenzie- Stephanie Chiang, Senior Research Analyst, CCUS – Wood MackenzieAfter a turbulent year for climate policy, carbon markets and CCUS, what actually changed and what matters going into 2026?In this episode, Alex Cameron is joined by Wood Mackenzie experts Peter Albin and Stephanie Chiang to unpack the real state of carbon markets and carbon capture after a year dominated by political shifts, policy delays and mixed signals. Moving beyond headlines, the discussion focuses on where momentum is holding, where it is stalling, and how companies should think about business models, pricing, and investment risk across regions.From compliance carbon pricing and offsets to CCUS hubs, cross-border projects and removals, this conversation is about separating signal from noise and understanding what is commercially viable now, not just theoretically possible.Key takeaways: ·       Why 2025 looked like backsliding, but still delivered structural progress·       Where compliance carbon pricing is expanding and where political limits are showing·       How CCUS business models are evolving, and why hubs matter more than ever·       The growing role of cross-border carbon transport and storage·       What is changing in carbon offset markets as quality and governance tighten·       Why removals will matter, but not yet at scale without further support·       How corporates are shifting from transition narratives to balance-sheet reality Show links: Read Woodmac's what to look for in 2026 pieces across carbon policy, carbon markets and CCUSExplore Woodmac's data and analysis platform, Lens CarbonView Stephanie and Peter's professional profiles and researchConnect with Alex Cameron, Founder & CEO of Decarb Connect and learn more about our network, podcast and events Learn more about Decarb ConnectOur global membership platform, events and facilitated introductions suppo...

Today, we're taking a deep dive into green technology with Graham Bain, the Principal Analyst for Energy Transition Research at Enverus. Graham has a background as a geologist and now runs a team covering CCUS, geothermal, and direct lithium extraction technologies.One constant in investing is that technology is a profoundly deflationary force that creates many more opportunities than it destroys despite the luddites out there that may disagree. Graham walks us through the tech landscape here and the potential impacts these technologies can have on society.This pod turned out to be a great tutorial on these technologies as we haven't covered them in depth before.If you are a fan of green technologies and enjoyed this discussion, please share it far and wide and don't forget to like and subscribe to the podcast wherever you listen.

Europa steht im Cleantech-Bereich an einem kritischen Wendepunkt: Das disruptive Potenzial von GenAI, Agentic AI und neuen grünen Technologien ist enorm – doch die Lücke zwischen Ambition und Umsetzung wächst. Während weltweit bis 2035 jährlich bis zu 5 Billionen Euro in Cleantech fließen könnten, muss Europa um seinen Anteil kämpfen. In der aktuellen Podcastfolge sprechen wir mit unserer Partnerin Anja Huber und unserem Senior Partner Daniel Rexhausen darüber, warum Nachhaltigkeit trotz geopolitischer Unsicherheiten aktueller denn je ist, denn viele Klimatechnologien erreichen gerade jetzt wirtschaftliche Wettbewerbsfähigkeit. Gleichzeitig verlagert sich die Wertschöpfung rasant: Bei Solar und Wind hat Europa bereits Marktanteile verloren, und dieselbe Gefahr droht bei Batterien, Wasserstoff und CCUS. Was es genau braucht es jetzt? Inwiefern sind CEOs gefragt und was genau müssen sie tun?See www.mckinsey.com/privacy-policy for privacy information

On this episode of the Energy Security Cubed Podcast, Joe and Kelly talk with Jack Mintz about the competitiveness implications of the Canada-Alberta MoU for oil CCUS and export, in relation to his recent article for the Financial Post: https://financialpost.com/opinion/jack-mintz-alberta-getting-pipeline-or-sold-pipe-dream // For the intro segment, Kelly and Joe discuss the impacts of American and Ukrainian moves to curtail Russian oil export. // Guest Bio: - Jack Mintz is an accomplished Canadian economist with affiliations with the University of Calgary, the CD Howe Institute, and the MacDonald Laurier Institute // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading Recommendations: - "Hitler's People: The Faces of the Third Reich", by Richard Evans: https://www.amazon.ca/Hitlers-People-Faces-Third-Reich/dp/0593296427 // Interview recording Date: December 3, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

China will deepen multilateral cooperation on green technologies, support its new energy vehicle, battery and photovoltaic enterprises in expanding globally, and accelerate the low-carbon transition of its sprawling manufacturing sector, said the nation's top industry regulator.中国工业主管部门负责人表示，中国将深化绿色技术的多边合作，支持新能源汽车、电池和光伏企业“走出去”，并加快庞大制造业体系的低碳转型。Li Lecheng, minister of industry and information technology, said in an exclusive signed article written for China Daily that when global climate governance encounters setbacks and some nations are backsliding on their commitments, China's determination to pursue a green transition in manufacturing underlines its drive to foster new quality productive forces and pursue high-quality development.工业和信息化部部长李乐成在为《中国日报》撰写的署名文章中表示，当全球气候治理遭遇挫折、部分国家在承诺上出现倒退时，中国坚持推动制造业绿色转型，凸显了其培育新质生产力、推动高质量发展的决心。China will "encourage competitive Chinese enterprises in photovoltaics, wind power, lithium batteries and new energy vehicles to expand globally and to invest in and develop green energy projects in countries and regions involved in the Belt and Road Initiative and beyond", Li said.李乐成表示，中国将“鼓励具有竞争力的光伏、风电、锂电和新能源汽车企业加快全球布局，在共建“一带一路”国家和其他地区投资并开发绿色能源项目”。President Xi Jinping announced China's new Nationally Determined Contributions in his video speech in September to the United Nations Climate Summit 2025. Xi said that China will, by 2035, expand the installed capacity of wind and solar power to over six times the 2020 levels, striving to bring the total to 3,600 gigawatts, and make new energy vehicles the mainstream in the sales of new vehicles.习近平主席在今年9月的联合国2025气候峰会视频讲话中宣布了中国新的国家自主贡献目标。他指出，到2035年，中国风电和光伏装机容量将扩大到2020年的六倍以上，总装机规模力争达到3600吉瓦，同时让新能源汽车成为新车销售的主流。"The deep impetus for the green transition of China's sprawling manufacturing sector stems from President Xi's ecological civilization concept," Li said, adding that China's new NDC targets demonstrate a pragmatic and actionable ambition for emission reductions.李乐成称，“中国庞大制造业推进绿色转型的根本动力源自习近平生态文明思想”，新的国家自主贡献目标体现了务实且可操作的减排雄心。Highlighting that "China has built the world's largest new energy industry chain", Li said the country's renewable energy products are exported to over 200 countries and regions. Such products meet more than 80 percent of the global demand for photovoltaic modules and 70 percent of the global demand for wind power equipment. Meanwhile, over half of the world's electric vehicles run on Chinese roads.李乐成强调，“中国已建成全球规模最大的新能源产业链”，其可再生能源产品出口至200多个国家和地区，供应全球80%以上的光伏组件需求和70%的风电装备需求。同时，全球超过一半的电动汽车在中国道路上运行。"China has also collaborated with more than 100 countries and regions on green energy projects. ... These initiatives demonstrate the tangible impact of Chinese solutions in helping other developing nations address climate change while fostering economic growth," Li added.他补充说，“中国已与100多个国家和地区开展绿色能源合作项目……这些举措展示了中国方案在帮助广大发展中国家应对气候变化、促进经济增长方面的实质性成效”。According to Li, from 2021 to 2024, China produced about 15.6 trillion kilowatts of photovoltaic modules, which has helped the world generate about 3.2 trillion kilowatt-hours of green electricity and reduce carbon dioxide emissions by roughly 2.54 billion metric tons.据李乐成介绍，2021至2024年，中国生产光伏组件约15.6万亿千瓦，可帮助全球产生约3.2万亿千瓦时绿色电力，减少约25.4亿吨二氧化碳排放。China will also promote international cooperation in green infrastructure and transportation solutions, and actively participate in shaping international green and low-carbon regulations, he said.他表示，中国还将推动绿色基础设施和绿色交通方案的国际合作，并积极参与制定全球绿色低碳规则。Li outlined a systematic approach to reinforcing the green development of China's manufacturing economy, focusing on modernizing the industrial system, building green supply chains and deepening international cooperation.李乐成指出，中国将通过系统化路径推动制造业绿色发展，重点包括现代化产业体系建设、绿色供应链构建及深化国际合作。"China will strategically plan and deploy future-oriented energy and manufacturing industries, including hydrogen energy, energy storage, bio-manufacturing and carbon capture, utilization and storage," he said.他说，“中国将前瞻性布局氢能、储能、生物制造以及碳捕集、利用与封存（CCUS）等未来能源与制造业方向”。The senior official also emphasized technological innovation as the core driver for sustainable development. Nearly half of Chinese enterprises engaged in or planned green tech innovation in 2024, according to data from the China National Intellectual Property Administration.这位高层官员同时强调，技术创新是可持续发展的核心动力。国家知识产权局数据显示，2024年近一半中国企业已开展或计划开展绿色技术创新。"Over the past decade, China has contributed to a cumulative reduction of over 60 percent and 80 percent, respectively, in the global average levelized cost of electricity for wind power and solar photovoltaic technologies," Li said.李乐成表示，“过去十年，中国促使全球风电与光伏发电的平准化成本分别下降超过60%和80%”。"An ancient Chinese proverb reads: 'Those who persevere in action will achieve their goals.' ... No matter how the international landscape shifts, (China's manufacturing industry) remains committed to honoring its pledge of building a community with a shared future for mankind through tangible green initiatives," he added.他引用古语：“行而不辍，未来可期。”并补充称，无论国际形势如何变化，中国制造业都将继续以实际绿色行动践行构建人类命运共同体的承诺。He Kebin, an academician of the Chinese Academy of Engineering, said: "After decades of efforts, China has taken the lead in research and development, and in the large-scale engineering application of new energy technologies. Its mature and cost-competitive technical solutions are becoming increasingly sought-after in the global market.中国工程院院士何科斌表示：“经过数十年的努力，中国已在新能源技术研发以及大规模工程化应用方面走在世界前列，其成熟且具成本优势的技术方案正在全球市场中备受青睐。”"In the 15th Five-Year Plan (2026-30) period, China's unique expertise will provide crucial support for other countries that are rich in wind and solar resources but have weak grid foundations," the academician said.他指出，“在‘十五五'时期（2026—2030年），中国的独特技术能力将为那些风光资源丰富、但电网基础薄弱的国家提供重要支持”。He Xiaopeng, CEO of Chinese auto company Xpeng Motors, said that China "possesses distinct advantages in industrial chain and artificial intelligence, complemented by strengths in efficiency, cost, quality and scale", adding that "these factors can empower the global expansion of China's new energy vehicles".中国汽车企业小鹏汽车的首席执行官何小鹏表示，中国“在产业链和人工智能方面具有独特优势，并在效率、成本、质量和规模上占据显著长处”，这些因素将推动中国新能源汽车加快全球化布局。low-carbon transition 低碳转型Nationally Determined Contributions (NDCs)国家自主贡献installed capacity装机容量photovoltaic modules光伏组件carbon capture, utilization and storage (CCUS)碳捕集、利用与封存

The term "carbon capture" is getting tossed around a lot by Canadian politicians these days. What's actually being talked about is carbon capture, utilization and storage or CCUS. The technology is promoted as a way to help Canada reach its climate goals, even as the country keeps exporting oil. So what exactly is it? How does it work? And does it actually help reduce fossil fuel emissions?

New Era Energy & Digital CEO Will Gray joined Steve Darling from Proactive to announce a major expansion milestone for the company's flagship digital infrastructure development. Texas Critical Data Centers (TCDC)—the company's 50/50 joint venture with Sharon AI, Inc.—has finalized a definitive purchase and sale agreement to acquire an additional 203 contiguous acres near Odessa, Texas. This brings the total development footprint to 438 acres, significantly boosting the site's capacity to support a multi-phase, multi-gigawatt AI and high-performance computing (HPC) campus designed to scale well beyond 1 gigawatt. Gray explained that this enlarged footprint provides the long-term scalability required as global demand for AI compute accelerates and enterprises pursue increasingly GPU-intensive workloads. He added that the company is already in active commercial discussions with several prospective tenants seeking large-scale, power-dense environments with future-proof expansion capabilities—criteria that the expanded TCDC site is uniquely positioned to meet. The site also offers multiple strategic advantages that strengthen project economics and reduce development friction. Its proximity to high-capacity fiber routes, major intrastate natural-gas transmission lines, and existing CO₂ pipeline corridors provides opportunities for efficient power integration, advanced cooling solutions, and optionality for future carbon capture, utilization, and storage (CCUS) systems. These infrastructure synergies are expected to lower interconnection complexity, shorten development timelines, and enable TCDC to deploy sustainable, high-performance digital infrastructure at scale. Gray also detailed the company's ongoing geotechnical and engineering work, including drilling and civil studies essential for large-scale data center construction. He emphasized that New Era is shifting from a powered land model toward a powered shell development strategy—prioritizing long-term recurring revenue streams rather than short-term land sales. This strategic pivot reflects the company's broader vision to operate as a vertically integrated digital infrastructure developer. As part of that effort, TCDC is currently in exclusive discussions on a potential triple net lease with a major anchor tenant. While Gray noted that a formal announcement is unlikely in the fourth quarter, he said the company anticipates finalizing the agreement in early Q1. Operational milestones remain on schedule for 2026, including Phase 1 construction and initial tenant occupancy. To support execution, Gray said the company plans to make several C-suite hires and expand its development and engineering teams as planning progresses. #proactiveinvestors #neweraheliuminc #nasdaq #nuai #oil #gas #perimianbasin #HeliumProduction #NaturalGas #DataCenters #AIInfrastructure #PecosSlope #VerticalIntegration #EnergyMarkets #PermianBasin #Semiconductors #PowerGeneration #ProactiveInvestors

Winnipeg is getting ready for the Grey Cup, but the real game this week is between Mark Carney and Danielle Smith. We break down Carney's $116 billion “national interest” project list, why it's full of LNG, mines, and transmission lines, but still no new pipeline to the West Coast, and what that actually means for Alberta's leverage. Is this bold economic strategy or risk-free choreography from Ottawa? We unpack the so-called grand bargain on industrial carbon pricing, emissions caps, and CCUS, and ask whether Alberta and Saskatchewan are doing the hard work they say they want from the feds. Then we shift to the home front: where the NDP is attempting to capitalize on the UCP's brutal few weeks with a slick new ad. Plus, the UCP faces a recall campaign against its own MLAs. Cheryl explains why the NDP spot is exactly the kind of contrast piece their base has been waiting for, while Erika tears into the government's recall communications strategy and asks why anyone thought this law was a good idea in the first place. 

Japan is emerging as a potential leader in carbon capture, utilization and storage (CCUS) — and is developing another next-generation decarbonization technology: CO2-absorbing concrete. In this episode of the ESG Currents podcast, Bloomberg Intelligence analyst Yasutake Homma speaks with Junichiro Miura, deputy director at Japan’s Ministry of Economy, Trade and Industry, about the current status of CCUS and CO2-absorbing concrete, as well as their future prospects. Why are these technologies critical for achieving a decarbonized society yet still not widely adopted? What are Japan’s plans for international expansion, and what implications could these developments have for industry? This episode was recorded on Oct. 15. See omnystudio.com/listener for privacy information.

This special wrap-up episode of Interchange Recharged takes listeners on a fast tour of the entire carbon capture value chain, from industrial emitters and LNG developers to UK transport and storage pioneers. Host Sylvia Leyva Martinez, Research Director at Wood Mackenzie, brings together three leaders shaping how CCUS moves from theory to reality.First, James Lopez, Subsurface CO₂ Storage Advisor at CEMEX, explains why cement's process emissions make it one of the hardest sectors to decarbonise and why storage certainty is now the key enabler for investment. He shares how CEMEX is identifying and evaluating CO₂ storage hubs across global sites, and why capture without a permitted storage solution is a business risk few emitters can take. “CCUS doesn't work if you only have the C,” he says, “you need the full chain.”Next, Glenn Wilson, Chief Financial Officer at Coastal Bend LNG, discusses how LNG economics and carbon capture can work hand in hand. Designed from day one as a low-carbon project, Coastal Bend LNG is integrating capture across both pre-treatment and post-combustion stages, aiming for near-zero emissions. Glenn explains how 45Q tax credits and the sale of verified environmental attributes create a dual-revenue model, and why tokenising the carbon intensity of each LNG cargo could redefine transparency in global energy trade. “We're not just reducing emissions,” he says, “we're creating a new market for verified carbon value.”Finally, Nick Terrell, Executive Director at Carbon Catalyst, joins from the UK to reveal how depleted gas fields are being repurposed into next-generation carbon storage sites. Following the country's first offshore CO₂ injection test, he shares how reusing North Sea infrastructure is cutting costs, driving bankability, and opening the door to cross-border storage for European emitters. As policy alignment grows between the UK and EU, Terrell argues that liberalisation and private capital will be the next accelerators. “Once we have more FIDs,” he says, “finance, technology, and data will do the rest.”From the cement kiln to the seabed, this episode captures the energy and optimism emerging across the CCUS ecosystem - a clear sign that carbon capture is moving from cautious planning to confident execution.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Recorded live on day two of Wood Mackenzie's CCUS Conference in Houston, this episode of Interchange Recharged explores how carbon capture is advancing from state-level regulation to real-world innovation and global market trends.Host Sylvia Leyva Martinez begins with Lily Barkau, Groundwater Section Manager at the Wyoming Department of Environmental Quality, who explains how Wyoming became one of the first states to secure Class VI primacy and why local leadership is key to building trust, speeding up permitting, and ensuring long-term stewardship of CO₂ storage.Next, Katherine Hough of GEVO connects policy with practice, describing how her team links biogenic CO₂, carbon sequestration, and sustainable aviation fuel to create a truly circular carbon economy. Her insights show how business models, not just technology, are making carbon management commercially viable.Finally, Sylvia sits down with Ed Crooks, Vice Chair, Americas at Wood Mackenzie and host of Energy Gang, for a wide-angle look at how policy clarity, AI-driven demand, and global energy dynamics are shaping the next phase of CCUS.From permitting to project finance to public perception, this on-the-ground episode captures the collaborative energy driving carbon capture forward—and marks a rare crossover between Wood Mackenzie's two flagship podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Listen in as Alex Cameron joins Bart de Groot, Sustainability Lead at Siemens Industry Software, to explore how process industries are navigating the complex landscape of decarbonization in 2025. Against a backdrop of volatile energy prices, shifting regulations, and supply chain disruptions, Bart reveals highly practical strategies companies are using to reduce emissions while maintaining profitability.From cement manufacturers exploring carbon capture to chemical companies revolutionizing how they calculate and share product carbon footprints, this conversation offers a clear-eyed view of what's actually working in industrial low carbon strategy. Bart breaks down his three-tier framework for decarb - from operational efficiency wins that pay for themselves in months, to established complementary technologies, to breakthrough process innovations that could reshape entire industries. Whether you're leading sustainability initiatives or simply curious about how heavy industry is tackling climate change, this episode delivers actionable insights and real-world examples that cut through the hype.Key Benefits for Listeners• Dig into the three-tier framework for prioritizing decarbonization investments, from quick wins to long-term transformation• Discover real examples of companies achieving 5% additional energy savings even at already-optimized facilities, with projects paying for themselves in months• Understand how AI and digital tools are enabling demand-side management and short-term energy price forecasting to reduce both costs and emissions• Gain insight into emerging collaboration models like Together for Sustainability, where 50+ major chemical companies are creating standardized approaches to Scope 3 emissions• Explore cutting-edge innovations in cement production, direct air capture, and bio-based feedstocks that could reshape carbon-intensive industries• Get practical perspective on navigating uncertainty in 2025, including how to build business cases when market conditions are volatile• Hear why combining fundamental process knowledge with modern digital tools outperforms purely data-driven approaches for continuous operationsUseful LinksConnect with Bart De Groot hereWatch our recent webinar with Siemens; ‘Optimizing Carbon Capture at Scale with Siemens gPROMS and Immaterial's Monolithic MOFs'·       Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect·       Follow Decarb Connect on LinkedIn to stay up to date with news and events·       Interested in accessing more insights? We also run a webinar series produced in collaboration with leaders in industry - Watch past and upcoming webinars here·       Join Alex and 150+ industrial leaders, innovators, investors, and policymakers in Toronto for Decarb Connect Canada (October 28-29 2025) Want to learn more about Decarb Connect? We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors.  If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.  (01:06) - - The Long-Term View: Why Siemens Is Betting on Climate Action (04:35) - - The Reality Check: What Changed in 2025 (07:16) - - Tier One: Operational Efficiency with Digital Precision (12:03) - - Tier Two: Proven Technologies Meet Real-World Challenges (16:06) - - Tier Three: Breakthrough Innovations in Cement and Beyond (19:49) - - The Digital Carbon Footprint Revolution (23:39) - - Why Data-Driven Models Aren't Enough (32:28) - - Harnessing the Next Generation

"Physics-based approaches are like solving a puzzle with a set of rules. Data-driven geophysics is more like giving the puzzle to a computer that can learn the rules itself." Amine Ourabah shares how data-driven geophysics is transforming our understanding of the subsurface by combining physics with the power of machine learning. He explains how new tools, such as nimble nodes and distributed acoustic sensing, are making seismic imaging faster, cheaper, and more accessible across various industries, including oil and gas, geothermal, and carbon storage. Amine also highlights the importance of curiosity, adaptability, and simplicity in shaping the next generation of geophysicists and technologies. Read the September issue of The Leading Edge that features a special section about data-driven geophysics at https://library.seg.org/toc/leedff/44/9. KEY TAKEAWAYS > Data-driven methods reduce uncertainty, speed up workflows, and make seismic imaging more affordable for industries with limited budgets. > Advances in sensing technology and open data sharing are fueling breakthroughs in AI-driven geophysics. > Curiosity, adaptability, and strong fundamentals in physics and data science are essential skills for future geophysicists. GUEST BIO Amine Ourabah serves as Chief Geophysicist at STRYDE's London office, where he leads a world-class team of imaging experts and drives the company's data analytics strategy. He focuses on evolving STRYDE's technology to deliver faster, leaner, and more accurate subsurface insights, particularly in support of the rapidly expanding renewables sector. THIS EPISODE SPONSORED BY KATALYST DATA MANAGEMENT Katalyst Data Management provides the only integrated, end-to-end subsurface data management solution for the oil and gas industry. Its employees operate in North America, Europe, Asia-Pacific, and South America and are dedicated to optimizing the value of subsurface data, including seismic and well data. Katalyst enables clients' digital transformation of E&P data with digitizing services and digital transformation consulting. Learn more at https://katalystdm.com. THIS EPISODE SPONSORED BY STRYDE STRYDE is the world's premier provider of ultra-lightweight seismic nodes, revolutionizing high-density subsurface imaging by making it faster, more cost-effective, and environmentally sustainable. Serving industries from oil and gas, geothermal, mining, and CCUS to academic research, STRYDE combines advanced technology, innovative exploration solutions, and expert data processing services to deliver actionable subsurface intelligence like never before. Discover STRYDE at https://stryde.io.

เทคโนโลยี CCUS (Carbon Capture, Utilization, and Storage: CCUS) คือกุญแจสำคัญสู่เป้าหมายความเป็นกลางทางคาร์บอนของประเทศไทย แต่จะทำอย่างไรให้การ ดักจับ ใช้ประโยชน์ และกักเก็บคาร์บอน จากภาคอุตสาหกรรมหนักในไทยเป็นจริงได้? ร่วมไขคำตอบและทำความรู้จักกับ ภาคีเครือข่ายพันธมิตร ด้านการ ดักจับ ใช้ประโยชน์ และกักเก็บคาร์บอนของไทย (Thailand CCUS Alliance: TCCA)  TCCA คือเวทีแห่งความร่วมมือครั้งสำคัญที่รวมพลังจากภาครัฐ ภาคอุตสาหกรรม ภาคการศึกษาวิจัย และภาคประชาชน เพื่อร่วมกันขับเคลื่อนนวัตกรรมและสร้างความยั่งยืนให้กับประเทศ! ติดตามได้ใน Podcast รายการ Sci เข้าหู EP92: Thailand CCUS Alliance (TCCA): ร่วมสร้างอนาคตคาร์บอนต่ำขับเคลื่อนไทยสู่ความยั่งยืน พบกับ 3 ผู้เชี่ยวชาญพิเศษ ดร.ขจรศักดิ์ เฟื่องนวกิจ ดร.สัญชัย คูบูรณ์ และดร.ปองกานต์ จักรธรานนท์ จาก ศูนย์นาโนเทคโนโลยีแห่งชาติ (นาโนเทค) สวทช. ที่จะมาเจาะลึกทุกประเด็น! ติดตามรับฟัง Podcast รายการ Sci เข้าหู ย้อนหลังได้ที่ https://www.nstda.or.th/sci2pub/podcast-sci-in-ear/  https://youtu.be/0nswMVKYn-o

This special episode of Interchange Recharged brings together finance, law, and technology leaders shaping the path to commercial carbon capture. Host Sylvia Leyva Martinez explores how capital, regulation, and innovation are converging to turn early-stage CCUS projects into bankable reality.The conversation opens with Omer Farooq, Head of Sustainable Asset Finance at Bank of America, on how one of the world's largest banks is approaching carbon capture — from financing first-of-a-kind projects to assessing new business models and risk structures. Omer explains why point-source capture is already investable, why direct air capture still has hurdles to clear, and why incentives like 45Q remain the backbone of the economics. “Policy drives energy,” he says, “and transport and permitting are the next frontiers.”Next, Liz McGinley, Partner at Bracewell LLP, joins to unpack the evolving U.S. regulatory landscape. She discusses the expanded 45Q tax credit, the lingering uncertainty around the Greenhouse Gas Reporting Program, and why the slow pace of pipeline permitting has become a bottleneck for deployment. Yet, she says, investor confidence is growing fast — driven by clarity on incentives and insurance mechanisms to manage geological risk.Finally, Shahul Hameed, Vice President of Global Oil & Gas Measurement Instrumentation at Emerson, explains how technology is catching up with policy. He shares how decades of oil and gas expertise are being repurposed for CO₂ transport and storage, and how automation, measurement accuracy, and data integrity are helping to de-risk projects. From AI-driven analytics to mass-based metering, Shahul outlines how precision is becoming the new currency of CCUS.From finance and legal frameworks to field-level innovation, this episode captures the mood on the ground in Houston — one of optimism, collaboration, and rapid evolution. As Sylvia concludes, “Finance follows certainty. The incentives are there, the technology is advancing, and the industry is learning fast.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Simon Smith from Frazer-Nash Consultancy joins the Podbite series to discuss the realities of industrial decarbonization. The conversation explores the role of small modular reactors (SMRs), the opportunities and limits of existing carbon technologies, and the commercial hurdles facing heavy industry as it moves toward net zero.Simon shares both technical insights and industry perspectives from their roundtable discussion held at Decarb Connect UK in Manchester.Why Tune InHear how Frazer-Nash supports heavy industry with decarbonization assessments, emissions evaluations and technology integration strategies.Get the latest on carbon technologies: CCUS is gaining traction, hydrogen adoption faces price concerns, and direct air capture is starting to scale in the US.Explore the potential of Small Modular Reactors (SMRs) to integrate into industrial sites, supported by government planning reforms.Understand the commercial viability challenges: economics and lead times are the real barriers to deploying new technologies.Learn what industry leaders are saying: insights from Frazer-Nash's roundtable on practical challenges and real-world progress.Recorded live at Decarb Connect UK Summit, March 2025.Show links: -          Connect with Simon Smith and the team at Frazer-Nash Consultancy-          Follow Melissa Chew on LinkedIn and find how to get involved with the membership and work of Decarb ConnectWant to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.     (00:00) - Introduction and background (00:43) - - How Frazer-Nash supports clients with decarbonization (01:13) - - Technology trends: carbon capture, hydrogen, and direct air capture (02:21) - - SMR roundtable discussion and government planning reforms (03:19) - - Industry interest and main concerns about SMR adoption (03:44) - - Business case challenges and carbon pricing (04:33) - - Key takeaways from Decarb Connect UK 2025 (05:05) - - Wrap up

Audio Siar Keluar Sekejap Episod 170 bersama tetamu khas Ts Syed Saggaf Syed Ahmad, Presiden Malaysian Oil, Gas & Energy Services Council (MOGSC) membincangkan dengan terperinci mengenai peranan sektor O&G terhadap hasil negara, langkah right-sizing Petronas, ekosistem vendor OGSE, serta cabaran transisi tenaga bersih di bawah NETR dan teknologi baharu seperti CCUS menuju sasaran 2050.Episod ini turut membincangkan isu Projek Pembangunan Kampung Sungai Baru yang mencetuskan polemik pampasan, hak pemilik tanah, dan kuasa kerajaan dalam dasar urbanisasi.Di peringkat antarabangsa, episod ini mengulas signifikan China Victory Day Parade ke-80 sebagai simbol kebangkitan kuasa besar, ketegangan di Asia Barat termasuk serangan Israel ke atas Qatar, serta krisis politik di Nepal yang menguji ketahanan demokrasi negara tersebut.Ingin jenama anda dikenali oleh ribuan pendengar?Taja episod Keluar Sekejap 2025!Hubungi +6011-1919 1783 atau emel commercial@ksmedia.my

Recorded live at the Decarb Connect UK Summit in March, this episode features guest host Tom Angus, Senior Conference Producer at Decarb Connect in conversation with Eoin Bailey, Innovation and Circular Economy Manager at 7 Steel UK. Eoin shares his journey from automotive design engineer to steel industry innovator, and unpacks how 7 Steel is embedding circular economy principles to deliver more sustainable steel solutions for the UK construction sector.*Please note: At the time of recording, 7 Steel UK was operating as Celsa Steel. Throughout the episode, you'll hear it referred to by its former name.Highlights from the conversation:Career evolution: How Bailey's experience analysing product lifecycles sparked his focus on applying circular economy thinking in steel production.Circular steel in action: Celsa's use of electric arc furnaces to recycle scrap steel into new construction materials, creating a closed-loop system that links demolition directly to procurement.Overcoming systemic barriers: The challenges of moving from linear “take-make-waste” models toward circular systems that extend material value and cut environmental impact.Green premiums and market positioning: Bailey's perspective that low-carbon steel shouldn't command premium pricing when it's produced as standard practice, emphasising the importance of transparent environmental product declarationsCollaboration & policy shifts: The crucial role of industry collaboration and public sector policies in ensuring local, low-carbon steel competes with cheaper imports.Please note: this podcast was recorded at Decarb Connect UK in March 2025Show links: -          Connect with Eoin Bailey and the team at 7 Steel UK (formerly Celsa Steel) -          Follow Tom Angus on LinkedIn and find how to get involved with the membership and work of Decarb Connect-          Join the Decarb Connect Team and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.   (00:05) - Introduction and Background (00:00) - Chapter 2 (01:23) - Career Journey (00:00) - Chapter 4 (01:56) - The Full Circle Moment (00:00) - Chapter 6 (03:47) - Understanding Celsa Steel's Operations (00:00) - Chapter 8 (05:36) - Linear vs. Circular Economy Models (00:00) - Chapter 10 (07:26) - Overcoming Implementation Barriers (00:00) - Chapter 12 (08:45) - Market-Driven Decarbonization and Green Premiums (00:00) - Chapter 14 (10:41) - Supply Chain Education and Collaboration (00:00) - Chapter 16 (12:11) - Summit Insights and Industry Collaboration (00:00) - Chapter 18 (13:44) - Wrap up

Welcome to Podbites - short, sharp episodes designed to give you digestible insights on industrial decarbonisation. In this episode, Tim Atkinson (Director, Sales & Trading at CFP Energy) joins guest host Melissa Chew (VP, Product at Decarb Connect) to explore why UK industrials must act now to build a resilient carbon strategy. Recorded live at Decarb Connect UK in Manchester in March, the conversation unpacks the changes underway in carbon markets and why the firefighting of the 2022 energy crisis has shifted into an era of forward-looking strategy. What You'll HearThe paradigm shift: With the power sector slashing emissions by 74% in just a decade, industry is now in the spotlight to deliver the next wave of reductions.The rising cost of delay: Waiting until 2030 could see carbon allowance costs double - or even triple.The opportunity window: Crisis mode is over. Companies finally have space to develop long-term carbon and energy plans - but only if they move before the next market shock.The need to plan ahead: Forward hedging carbon costs when prices are favorable is becoming essential.The technology gap: Solutions like hydrogen and carbon capture are still developing, raising questions about whether carbon prices will rise high enough to justify investment. Please note: this podcast was recorded at Decarb Connect UK in March 2025* Show links: -          Connect with Tim Atkinson and the team at CFP Energy-          Follow Melissa Chew on LinkedIn and find how to get involved with the membership and work of Decarb Connect-          Join Mel and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect? We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors.  If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.   (00:00) - - Introduction & Guest Background (00:00) - Chapter 2 (01:16) - - Market Uncertainty & Global Challenges (00:00) - Chapter 4 (02:44) - - The 2022 Energy Crisis Impact (00:00) - Chapter 6 (04:40) - - The Paradigm Shift - Why Now? (00:00) - Chapter 8 (06:43) - - Technology Challenges & Rising Costs (00:00) - Chapter 10 (08:09) - - Immediate Actions for Industrials (00:00) - Chapter 12 (10:33) - Wrap-up

In this episode of the Decarb Connect podcast, Alex Cameron speaks with ClimeCo's Emily Damon (Chief Growth Officer) and David Prieto (VP of Sustainability Advisory) to explore the rise of insetting as a tool for accelerating corporate decarbonization—especially across complex value chains. Unlike carbon offsets, which involve emission reductions outside a company's operations, insetting delivers reductions within a company's value chain, enabling both Scope 1 and Scope 3 progress.You'll hear how insetting fits into existing GHG accounting frameworks, why market-based accounting is gaining traction, and how buyers and sellers are structuring deals today—from bundled agreements to complex multilateral transactions. With rising consumer willingness to pay and emerging buyer alliances, insetting is positioned to become a core pillar of corporate climate strategies—if companies can navigate risk, tracking, and stakeholder scrutiny effectively. Top 5 Takeaways from the EpisodeInsetting = Value Chain DecarbonizationFind out how insetting directs investment to emissions reductions within a company's own supply chain. Create aligned incentives and quantifiable Scope 3 benefits (unlike offsets).Accounting and Claims Require RigorGHG Protocol allows for double counting by design (e.g. supplier Scope 1 = buyer Scope 3), but firms must avoid double claiming. Listen in to ensure that emissions reductions are traceable, additional, and not sold twice!Markets Are Emerging but Still ImmatureMost current insetting deals are bespoke or bilateral. Find out how buyer alliances (e.g., SABA for aviation fuel, Clean Energy Buyers Alliance for electricity, and others forming for steel, cement, plastics) are lowering transaction costs and setting informal norms.Registries and Standards Are Still Catching UpFind out what needs to happen next – from standardizing insetting certificates to infrastructure. A call to action to share lessons learned and scale pilot transactions to full-fledged programs.Consumer and Corporate Demand Are Creating TailwindsStudies show growing consumer willingness to pay a premium for sustainable goods (especially among Gen Z and millennials). Find out how corporate Scope 3 targets and supply chain emissions visibility are creating growing demand for low-carbon inputs.Useful LinksLearn more about the ClimeCo team hereRead more in their blog post on Insetting hereConnect with Emily DamonConnect with David PrietoFollow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb ConnectJoin Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect?We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors.  If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫火电，谁是盈利最强企业？来自兰板套利。火电行业：高温与煤价下的新机遇今年夏天，全国多地迎来了极端高温天气，在用电需求激增的情况下，电力供应的压力也陡然增大。尽管我国近年来大力发展风电、光伏等可再生能源，但新能源发电受天气影响较大，存在波动性和不稳定性。而水电方面，受降水偏少等因素影响，江河储水量下滑，水电输出也受到了制约。在此背景下，火电作为电力供应的 “压舱石”，其重要性愈发凸显。5 月规上工业火电发电量由降转增，同比增长 1.2%，6 月上旬、中旬火电发电量增速分别达到 2.59% 和 2.07%，7 月 4 日，全国最大电力负荷更是达到了 14.65 亿千瓦，比 6 月底上升约 2 亿千瓦，比去年同期增长接近 1.5 亿千瓦，火电需求的增长态势十分明显。除了用电需求的增长，煤炭价格的走势也深刻影响着火电企业的盈利情况。动力煤价格自今年以来呈现出持续走低的态势，中国数实融合 50 人论坛副秘书长、中钢经济研究院首席研究员胡麒牧指出，钢铁行业限产压力加大，市场对焦煤焦炭的需求偏弱，部分洗煤厂提高动力煤的入洗率，增加了动力煤的供应；同时，我国从澳大利亚进口煤炭量不断上升，加大了动力煤累库存压力，这两方面因素共同对动力煤价格形成了压制。煤炭价格的下降，直接降低了火电企业的燃料成本。火电成本中燃料成本占比接近 70%，煤价下跌对火电厂利润改善效果较为直观。火电产业链全解析火电产业链是以煤炭、天然气等燃料燃烧发电为核心的产业体系，涵盖从燃料供应到电力消费的全链条环节，对保障能源供应和经济发展起着关键作用。产业链上游主要包括燃料供应和设备制造。燃料供应方面，煤炭占据火电燃料的主要部分，像中国神华、中煤能源等煤矿开采企业，通过铁路、水路等运输方式将煤炭输送至电厂。煤炭的质量和供应稳定性直接影响着火电企业的发电成本和效率。例如，优质动力煤的发热量高，能提高发电效率，减少煤炭消耗；而煤炭供应的不稳定，可能导致电厂库存不足，影响正常发电。天然气则用于燃气发电，由中石油、中石化等石油天然气公司供应，通过管道或 液化天然气运输。其他燃料如生物质能、工业废料等，虽然占比相对较低，但随着环保要求的提高和能源多元化的发展，其应用也在逐渐受到关注。在设备制造领域，发电设备的核心设备，如锅炉、汽轮机、发电机等，由东方电气、上海电气等企业生产。这些设备的技术水平和质量，决定了火电生产的效率和可靠性。辅助设备，如脱硫脱硝装置、除尘设备等环保设备，由专业的环保设备企业提供，它们对于减少火电生产过程中的污染物排放，实现绿色发电至关重要。中游的火力发电生产环节，是将燃料的化学能转化为电能的核心过程。国有大型发电集团，如国家能源集团、华能集团、大唐集团等在这个领域占据主导地位，负责电厂的建设与运营。以煤炭发电为例，燃料煤炭在锅炉中燃烧，加热水生成高温高压的蒸汽，蒸汽推动汽轮机转动，进而带动发电机发电。在这个过程中，发电企业需要不断优化生产流程，提高能源转换效率。同时，为了满足日益严格的环保排放标准，企业还需配套建设脱硫、脱硝、除尘设施，进行超低排放改造。部分先进企业甚至开始采用碳捕集技术，将二氧化碳从排放物中分离、捕获并储存起来，以减少碳排放，为应对全球气候变化做出贡献。下游是电力输送与消费环节。电力输送主要由国家电网、南方电网等电网企业负责，它们构建了庞大的输电网络，将电厂发出的电力通过高压输电线输送至各地变电站，再经配电网分配至用户。电网的建设和运营水平，直接影响着电力的输送效率和稳定性。例如，特高压输电技术的应用，能够实现远距离、大容量的电力输送，减少输电损耗。在终端消费方面，工业用电是电力消耗的主要部分，制造业、化工、冶金等行业对电力的需求量巨大，电力供应的稳定性和价格，对这些行业的生产成本和生产效率有着重要影响。居民及商业用电则涵盖了家庭、写字楼、服务业等日常用电需求，随着生活水平的提高和经济的发展，这部分用电需求也在不断增长，对供电的可靠性和服务质量提出了更高的要求。十大火电企业盈利能力大比拼在火电行业这片充满机遇与挑战的市场中，不同企业凭借各自的优势和策略，展现出了独特的盈利能力。我们深入剖析了浙能电力、华电国际、国电电力、申能股份、建投能源、甘肃能源、内蒙华电、京能电力、皖能电力、陕西能源这十家火电企业的盈利情况，探寻它们在行业中的竞争优势与发展潜力。通过对上述十家火电企业的净资产收益率、毛利率、净利率等核心盈利指标的综合对比分析，我们发现，陕西能源在众多企业中脱颖而出，成为盈利最强的企业。2024 年，陕西能源的净资产收益率达到 12.57%，毛利率更是高达 34.97%，净利率为 20.13%，这些数据在十家企业中均处于领先地位，彰显出其强大的盈利能力。陕西能源的高盈利水平并非偶然，而是得益于其多方面的独特优势。在资源获取方面，公司地处煤炭资源丰富的陕西省，拥有得天独厚的资源优势。公司下属的清水川能源、赵石畔煤电等企业，能够依托当地丰富的煤炭资源，实现煤炭的就近采购，大大降低了运输成本，保障了燃料成本的相对稳定。这种资源优势使得陕西能源在面对煤炭价格波动时，具有更强的抗风险能力，为盈利提供了坚实的基础。在成本控制上，陕西能源也表现出色。公司通过优化发电业务流程，采用先进的生产技术和设备，提高了能源转换效率，降低了单位发电成本。例如，公司在火电机组中应用高效节能技术，降低了供电煤耗，提高了发电效率，从而降低了运营成本，提升了盈利空间。从市场份额来看，陕西能源在陕西省内电力市场占据重要地位，参与陕西省内电力市场的在役电力装机规模 586 万千瓦，在陕西省属企业中位列第一。稳定的市场份额为公司提供了稳定的电力销售渠道和收入来源，使其能够充分受益于当地经济发展带来的电力需求增长。此外，陕西能源在业务模式上也具有一定优势。公司专注于电力业务，能够集中资源和精力进行业务深耕，不断提升自身的核心竞争力。同时，公司积极响应国家能源政策，在火电业务的基础上，逐步布局新能源项目，推动能源结构的多元化发展，为未来的盈利增长开辟了新的路径。火电行业未来展望展望未来，火电行业在复杂多变的能源格局中既面临着诸多挑战，也迎来了难得的发展机遇。随着全球对气候变化问题的关注度不断提高，“双碳” 目标成为了能源行业发展的重要指引。在这一背景下，新能源发电，如风电、光伏等，凭借其清洁、可再生的优势，迎来了快速发展的黄金时期。新能源装机规模的持续扩张，无疑会对火电的市场份额形成一定程度的挤压。从政策导向来看，国家对火电行业的管控日益严格，一方面严控煤电建设规模，抑制火电产能的无序扩张；另一方面，大力促进新能源并网，推动能源结构的优化调整。例如，在 “十五五” 规划中，明确提出新增火电项目需满足供电煤耗≤270 克 / 千瓦时的严格标准，重点布局西部煤炭基地，以实现火电行业的高效、清洁发展。同时，积极推进存量机组的灵活性改造，计划在 2025 年前完成 2 亿千瓦机组的改造任务，提高火电的调峰能力，以更好地适应新能源大规模接入后电力系统的波动性和不稳定性。此外，容量电价的全面推行，使得火电企业 30% 的收入将来自容量电费，这为火电企业的盈利提供了一定的保障，也推动了火电行业向更加稳定、可持续的方向发展。在技术进步方面，火电行业正朝着清洁化、高效化的方向大步迈进。超超临界机组的普及，使得供电煤耗大幅降低，2023 年百万千瓦级机组占比已提升至 17.37%，供电煤耗降至 285 克 / 千瓦时。碳捕集与封存技术的试点加速推进，预计 2025 年煤电 CCUS 减排量将达 600 万吨 / 年，国家能源集团等企业已实现 90% 碳排放捕获，为火电行业的低碳发展开辟了新路径。生物质耦合发电技术也在不断发展，华能德州电厂等示范项目通过掺烧生物质，有效降低了碳排放强度 30% 以上。熔盐储能调峰、氢能耦合等新兴技术的应用，进一步提升了火电的灵活性和能源利用效率。在这样的行业趋势下，火电企业的盈利前景和发展方向也将发生深刻变化。从盈利前景来看，虽然火电市场份额可能会有所下降，但随着技术进步带来的成本降低、效率提升，以及容量电价、辅助服务市场等政策支持，火电企业仍有望保持一定的盈利水平。例如，通过参与电力辅助服务市场，火电企业可以利用自身灵活调节的优势，获取调峰、调频等辅助服务收益，拓宽盈利渠道。同时，煤炭价格的走势仍将是影响火电企业盈利的关键因素，若煤价能保持在相对低位，将为火电企业的盈利改善提供有力支撑。在发展方向上，火电企业将积极顺应能源转型的大势，加快自身的转型升级步伐。一方面，加大对新能源项目的投资与开发，实现 “火电 + 新能源” 的协同发展，构建多元化的能源供应体系，降低对传统火电业务的依赖。另一方面，持续推进技术创新和环保改造，提高火电生产的清洁化、高效化水平，增强市场竞争力。例如，陕西能源等企业，在巩固火电业务优势的同时，积极布局新能源项目，推动能源结构的优化调整，为企业的可持续发展奠定了坚实基础。火电行业在未来的发展中，虽然面临着新能源崛起、政策严格管控等诸多挑战，但也迎来了技术创新、政策支持等发展机遇。火电企业只有积极适应行业变化，加快转型升级，才能在激烈的市场竞争中立于不败之地，实现可持续发展。

In this episode of the Decarb Connect Podcast, Alexandra Cameron is joined by Garrett Boudinot, climate scientist and CEO of VyCarb, a Brooklyn-based startup pioneering a novel approach to carbon dioxide removal (CDR). VyCarb's technology harnesses the natural carbon cycle of water to convert CO₂ into stable bicarbonate, offering a verifiable and permanent storage pathway that bypasses the geographic and infrastructure limitations of conventional geologic storage.Garrett shares how his background in ocean carbon chemistry led to the development of a modular, sensor-integrated system that operates at low CO₂ concentrations and near industrial emitters. The conversation explores how VyCarb's solution is being piloted with major industrial players like Rio Tinto and BlueScope Steel, and how the technology could support both voluntary carbon markets and direct decarbonization across sectors.What You'll Learn in This Episode:·       How VyCarb mimics ocean chemistry to convert CO₂ into stably stored bicarbonate·       Why low-purity CO₂ streams—common across industry—are a key focus for deployment·       The limitations of geologic CO₂ storage and how VyCarb overcomes them·       How integrated sensing enables real-time verification and control of the carbon conversion process·       Practical implications for cement, steel, aluminum, and oil & gas emitters·       How existing wastewater discharge permitting can support project rollout·       Insights into VyCarb's current pilot in Brooklyn and its industrial integration roadmap·       What scale-up looks like and why the economics could reach below $100/tonShow links: -          Connect with Garrett Boudinot and the team at VyCarb-          Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect-          Join Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect? We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors.  If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind.        (01:31) - – Welcome and introduction to Garrett (00:00) - Chapter 2 (02:41) - – The Origin of Vycarb (00:00) - Chapter 4 (05:54) - – How the Technology Works (00:00) - Chapter 6 (09:11) - - Where Vycarb is at in its funding journey (00:00) - Chapter 8 (12:41) - - Why Industrial Giants Are Backing Vycarb (00:00) - Chapter 10 (22:10) - - How the Vycarb System Works (00:00) - Chapter 12 (27:58) - – Turning Industrial Wastewater Into a Carbon Removal Opportunity (00:00) - Chapter 14 (29:52) - – Vycarb's Pilot Facility in Brooklyn (00:00) - Chapter 16 (33:17) - – Addressing Safety & Environmental Concerns (00:00) - Chapter 18 (36:57) - - Funding, Partnerships & Scaling (00:00) - Chapter 20 (39:20) - – Looking Ahead: The Path to Commercialisation (00:00) - Chapter 22 (40:31) - – Final Thoughts & Reflections

In this episode of the Energy News Beat Daily Standup, Stuart Turley breaks down how Trump's $1.2 trillion “Big Beautiful Bill” guts clean energy incentives, slashing EV tax credits and accelerating wind and solar phaseouts. Meanwhile, AI-driven data centers are fueling a $212 billion utility investment boom, but equipment shortages loom. Big Oil eyes a $1.2 trillion CCUS surge, though boards may resist as Trump moves to reclassify CO2. Spain's grid blackout sparks record spending, yet stability concerns remain. Finally, Equinor's Arctic oil discovery signals new geopolitical energy plays amid shifting global trade alliances.Highlights of the Podcast 00:00 - Intro01:08 - Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax Bill04:19 - Unprecedented Utility Investment Opportunity Driven by AI and Data Centers06:41 - Is Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May Disagree09:15 - Spain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental Blackout11:58 - Norway's Equinor Makes a Massive Oil Discovery in the Arctic14:14 - OutroPlease see the links below or articles that we discuss in the podcast.Clean Energy Gutted in Last-Minute Rewrite of Trump's $1.2T Senate Tax BillUnprecedented Utility Investment Opportunity Driven by AI and Data CentersIs Big Oil Ready to Invest $1.2 Trillion? WoodMac Predicts CCUS Surge, but Investors and Boards May DisagreeSpain Grid Operator Commits to Record Investments to Stabilize Grid After Monumental BlackoutNorway's Equinor Makes a Massive Oil Discovery in the ArcticFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas InvestingNeed Power For Your Data Center, Hospital, or Business?– Get in Contact With The Show –

En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cede terreno ante tensiones geopolíticas: Futuros a la baja: $SPX -0.3%, $US100 -0.3%, $INDU -0.2%. El posible ataque de EE.UU. a Irán en las próximas semanas mantiene la incertidumbre elevada. El 10Y se mantiene en 4.39% y el 2Y en 3.95%. La Fed dejó tasas sin cambios esta semana y Powell reafirmó su enfoque prudente. Hoy se publican el índice manufacturero de la Fed de Filadelfia (-1.7 esperado) y el Leading Index de mayo (-0.1%). • Tesla lanza megaproyecto de baterías en Shanghái: $TSLA firmó un acuerdo de $556.8M con el gobierno de Shanghái y Kangfu Leasing para su primer desarrollo Megapack a escala de red en China. La instalación fortalecerá su presencia en almacenamiento energético global. La acción sube +1.3% premarket. • La IEA exige mejoras ambientales al sector GNL: Según un nuevo informe, las emisiones del GNL podrían reducirse hasta 60% con electrificación, captura de metano y tecnologías CCUS. El GNL emite 25% menos que el carbón, pero sigue representando 350 Mt CO₂eq al año. La IEA urge acción de actores como $SHEL, $XOM, $TTE y $CVX. • Circle sube tras aprobación del GENIUS Act: $CRCL avanza +12% y acumula +34% desde el miércoles. El Senado aprobó la ley que regula los stablecoins respaldados en dólares y Treasuries, con auditorías y protecciones al consumidor. El proyecto pasa ahora a la Cámara. El senador Hagerty destacó su impacto para fortalecer el dólar y controlar la innovación cripto desde EE.UU. Una jornada con foco en geopolítica, energía limpia y el avance del marco legal para activos digitales. ¡No te lo pierdas!

In this episode of the VJHemOnc podcast, we explore clonal hematopoiesis of indeterminate potential (CHIP) and clonal cytopenia of unknown... The post CHIP & CCUS: advances in understanding and should we treat these precursor conditions? appeared first on VJHemOnc.

In this episode, we dive into the vital role of Measurement, Monitoring, Reporting, and Verification (MMRV) in the success of Carbon Capture, Utilization, and Storage (CCUS) projects. Joined by experts Pramit Basu and Sergey Kotov from Baker Hughes, we explore why MMRV is more than just a regulatory checkbox—it's a foundational pillar for long-term storage security, risk mitigation, and market credibility in the evolving carbon economy.

Battery storage is booming — but how does it really work, and why does it matter? In this episode of the Fully Charged Show Podcast, Imogen sits down with Ed Porter from ⁨@modoenergy⁩ one of the UK's leading experts on battery energy storage systems (BESS), to demystify the critical role batteries are already playing in balancing the grid — and what's still to come. From frequency regulation and price arbitrage to blackouts and the path to clean power by 2030, we explore how grid-scale batteries are transforming our energy system faster than you think. Ed shares his insights on: Why batteries are replacing gas in grid services — and slashing costs. What dynamic frequency response actually means How the UK went from 0 to 5.3 GW of battery storage — and where we go from here Why the “1.5-hour” battery duration isn't a limitation, but a smart design choice How we plan to survive “Dunkelflaute” and keep the lights on in winter. Enjoy! ⁨@fullychargedshow⁩ ⁨@EverythingElectricShow⁩ Find out more about the Modo Energy Terminal: https://modoenergy.com/ 00:00 Introduction  01:01 Ad Break  01:16 Modo Energy  04:09 Why do we need Grid Scale Batteries?  06:07 Batteries and frequency in the system  09:07 80% Cost reduction vs gas!  12:17 Are we deploying batteries fast enough?  16:09 1.5 hour battery duration?!  19:02 What about “Dunkelflaute”?! and a note on CCUS...  26:00 Decoupling the cost of electricity from gas?!  29:13 A whole new system?  37:15 Should energy be free?!  40:53 Negative pricing  43:26 What the UK can learn from Texas  46:00 Please like and subscribe!     This episode is sponsored by Duracell Energy! Enter the Free Prize Draw to WIN your own Duracell Energy bunny here: https://www.duracellenergy.com/givaway/    Get a free quote for solar and battery from Duracell Energy here: https://bit.ly/4i9ERid    Free Prize Draw Terms & Conditions can be found here: https://www.duracellenergy.com/wp-content/uploads/2025/01/Prize-Draw-2025-Puredrive-Energy-Ltd.pdf   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel: https://www.youtube.com/@fullychargedshow Why are our episodes now sponsored? https://fullycharged.show/blog/dan-caesar-on-x-insta-youtube-and-why-we-made-a-contro[…]s-on-fully-charged-everything-electric-electric-vehicles-uk/ Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become a Fully Charged SHOW Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Fully Charged newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/fullychargedshow To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric CANADA - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric SOUTH (UK) - Farnborough International - 10th, 11th & 12th October 2025 Everything Electric AUSTRALIA VIC - 14th, 15th & 16th November 2025

“The goal is to keep injected CO₂ safely in place - that's why understanding fault networks is so critical.” In this episode, host Andrew Geary welcomes David Lubo-Robles, lead author of The Leading Edge paper on detecting small-offset faults for carbon capture and storage (CCUS). David explains how advanced seismic attributes, without relying on machine learning, can help geoscientists better map faults that influence the movement of CO₂ underground. His insights demonstrate the importance of applied geophysics in enabling safer and smarter reservoir management in the era of climate solutions. KEY TAKEAWAYS > Advanced Seismic Attributes Matter: Multispectral coherence and volumetric aberrancy help visualize subtle faults often missed by traditional methods. > Fault Mapping Is Critical for CCUS: Understanding both large and small faults reduces geological risk and improves CO₂ storage safety. > Applied Geophysics Is Essential: From modeling to monitoring, geophysicists play a vital role in every stage of a successful CCUS project. CALL TO ACTION Want to dig deeper into how seismic attributes enhance fault detection for carbon storage? Read David's paper in The Leading Edge, “Detection of small-offset faults in seismic data: An application for carbon capture and storage.” Whether you're in CCUS, oil and gas, or geothermal, this workflow offers tools you can apply today. Read at https://doi.org/10.1190/tle44040276.1. GUEST BIO David Lubo-Robles is a Research Scientist and Algorithm and Computing Lead for the Attribute Assisted Seismic Processing & Interpretation (AASPI) Consortium at the University of Oklahoma. David received a B.S. in geophysical engineering from Simon Bolivar University, Venezuela, and an M.S. and Ph.D. in geophysics from the University of Oklahoma. His research interests include the development and application of innovative tools using artificial intelligence, quantitative interpretation, and seismic attribute analysis to delineate geologic features suitable for energy and climate solutions. LINKS * Visit https://seg.org/podcasts/episode-260-small-faults-big-impact-improving-ccus-with-seismic-attributes for all the links mentioned in this episode.

The EAH team caught up with George Richardson of Norman Broadbent, the first UK headquartered search firm. Given his deep experience in hydrogen and broader purview including renewables, energy, utilities, and power, he was able to provide perspective on hiring patterns in these markets. About Norman Broadbent:Established in 1979, Norman Broadbent is a premiere executive search firm with over 3000 clients, from start-ups to FTSE 100 and international corporations.The team has placed directors, executives and leaders in 79 countries around the world. They have a proven track record supporting SMEs, major brands, household names and established global businesses across a range of sectors.Norman Broadbent has a commitment to ED&I, CSR and ESG, both internally and across every engagement with their clients and candidates. They are partners of Chapter Zero, building a community of non-executive directors and equipping them to lead crucial UK boardroom discussions on the impacts of climate change and helping ensure their companies are fit for the future. They are partners of Lean In Equity & Sustainability, an independent gender diversity and inclusion initiative, and a member-centric, diverse, international circle of women and allies supporting and empowering women to achieve their ambitions. Their mission is to empower women in male-dominated sectors to build a sustainable future. They are also supporters of Empowering People of Colour (EPoC), a peer-to-peer network that links high-potential executives of colour, providing support and opportunities for Board-level appointments and changing the makeup of leadership at the top of all UK institutions.About George Richardson:George is a Director within the international Energy, Utilities and Natural Resources practice at Norman Broadbent. He has a robust six-year background in the energy sector focusing intensively on the energy transition landscape, which includes significant expertise in hydrogen, battery energy storage systems (BESS), ammonia, and ET consulting.George excels in assisting technology-based business, developers, asset owners, and service providers with their executive recruitment needs at C-suite, SVP, and Director levels. He is passionate about renewable energy, previously leading several podcasts and integrating with governing bodies to ensure continued change across the sector.Prior to joining Norman Broadbent, George honed his skills at BOSS, a boutique energy firm, where he supported clients across EMEA, the Americas, and Asia Pacific. His experience spans various sub-sectors, including major utilities and developers, hydrogen, clean fuels, carbon capture utilisation and storage (CCUS), waste to energy, energy storage, and industrial engineering.--Links:Norman Broadbent - https://www.normanbroadbent.com/

As India eyes its net zero targets, Carbon Capture, Utilization, and Storage (CCUS) is becoming central to decarbonizing core industries like steel, cement, and petrochemicals. While the technology holds immense promise, its adoption in India remains limited—hindered by cost concerns and lack of policy clarity.To understand the road ahead, we spoke with Mr. Atanu Mukherjee, CEO of Dastur Energy. From shaping early internet technologies to leading CCUS innovation in India, Mr. Atanu Mukherjee shares a compelling perspective on the need for supportive policies, financing models, and industry-wide collaboration to scale CCUS in India's energy transition.Full transcript of the episode is available in EnglishPresented by 101ReportersAtanu Mukherjee is on TwitterFollow TIEH podcast on Twitter, Linkedin & YouTubeOur hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin

Wyzwaniem dla krajów Bałtyku jest ograniczanie trudno redukowalnych emisji z rozproszonych zakładów przemysłowych. Rozwiązaniem o dużym potencjale może być budowa specjalnych magazynów i składowanie dwutlenku węgla na dnie Bałtyku. W te założenia wpisuje się też nowa strategia Grupy ORLEN, która zakłada zbudowanie zdolności w zakresie usług wychwytu, transportu i magazynowania o potencjale 4 mln ton CO2. Na ile jest to rozwiązanie bezpieczne i sprawdzone? Zapytaliśmy dr inż. Pawła Gładysza z Wydział Energetyki i Paliw Akademii Górniczo-Hutniczej w Krakowie, przedstawiciela stowarzyszenia CCUS Poland.

#3 The case for CCUS in EU industrial decarbonisation with Christopher Jones by Florence School of Regulation

First-of-a-Kind (FOAK) projects are critical to scaling breakthrough decarbonization technologies, yet they don't fit neatly into traditional funding models. Investors, developers, and strategic partners need to navigate a complex ecosystem to make these projects bankable and viable. In this episode, I talk with David Yeh, a veteran climate tech investor and one of the key voices from our TechInvest event last autumn. He's been at the forefront of FOAK investing and is here to share what he's learned over the past year about getting these projects off the ground.David was previously featured on the Catalyst podcast discussing the challenges of funding and scaling FOAK projects. This episode builds on that conversation, covering the rapid changes in the sector and how investors and innovators can ensure their projects get the financing, partners, and expertise they need to succeed.Key Takeaways•                    FOAK's Core Goal: Developing bankable projects from pilot to scale, ensuring they attract investors, customers, and suppliers.•                    Bankability Defined: Investors need stable returns, customers need reliability, and suppliers need to be paid on time. Strong teams and risk mitigation are non-negotiable.•                    How to Build Bankable FOAK Projects: Expertise is more critical than capital•                    The Role of EPCs & Strategic Partners: Success depends on having the right engineering, procurement, and construction (EPC) teams and industry partners—not just big brands, but the right people.•                    Coachable Founders Matter: FOAK success isn't just about having great tech; founders must understand commercialization, risk, and capital strategy.•                    Proven Models for FOAK Success: Companies like Fervo, Infinium, and Heirloom are demonstrating that FOAK projects can attract significant investment—if structured correctly.•                    Why Now is the Time to Build: Economic downturns can be an opportunity for resilient companies to thrive, as seen in past recessions with companies like Uber and Airbnb.Top 3 Reasons to Listen to This Episode·       Get Inside the Mind of a FOAK Investor: David Yeh shares firsthand insights into what makes a FOAK project investable, based on real-world deals.·       Learn What's Working Now in Climate Tech: Discover how companies are securing billion-dollar funding rounds and making first-of-a-kind projects viable.·       Understand the Key to Bankability: Whether you're a startup, investor, or policymaker, this episode breaks down how to de-risk projects and bring them to market successfully. Show links: -          Connect with David Yeh, Founder, Precursor-          Connect with Alex Cameron, Decarb Connect (and maybe even suggest a podcast discussion theme)-          If this conversation resonated, join us at Decarb TechInvest in London in June 2025 – find out more here. -          If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why hundreds of members from the energy-intensive sectors have joined to find their peers, identify the right solutions and to create high value collaborations that will deliver co2 reductions in our most critical industries. It's the fastest growing network of its kind, so come and find out why Learn about our Sponsor: Janno MediaMany thanks to our production partner and sponsor Janno Media for their support in delivering this podcast. They continue to facilitate great conversations that connect us with our audience, and their skills and expertise mean we can concentrate exclusively on generating great content to engage, inform and inspire. Learn more about Decarb ConnectOur global membership platform, events and facilitated introductions support the acceleration of industrial decarbonization around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. We have events coming up in London, Amsterdam, Boston, Toronto and Dallas and the opportunity to find the biggest brains in carbon management and your future collaborators. For year-round introductions and meanginful insights, get in touch about your membership of the Decarbonization Leaders Network – so many benefits, hundreds of people equally focused on decarbonization – find out more and talk with Jack Figg, Community Director. (00:40) - – Welcome and Introduction to David Yeh and the FOAK journey (00:00) - Chapter 2 (04:40) - - Defining FOAK and “Bankability” (00:00) - Chapter 4 (07:03) - – FOAK 2.0: Lessons Learned & Market Shifts (00:00) - Chapter 6 (11:40) - - Experience and expertise: The missing middle in FOAK (00:00) - Chapter 8 (18:45) - - The Precursor Team: The Avengers of FOAK (00:00) - Chapter 10 (22:29) - - What Makes a Great Founder: Green Flags & Red Flags (00:00) - Chapter 12 (25:15) - – Learning on Black Diamonds: Why Founders Can't Wing FOAK (00:00) - Chapter 14 (26:05) - - What Should Founders Come to the Table With for Investment? (00:00) - Chapter 16 (28:11) - - Don't Outsource Your Baby: Why Project Development Must Be In-House (00:00) - Chapter 18 (00:31) - – Success Stories in a Tough Market (00:00) - Chapter 20 (33:35) - – Policy, Market Shifts & Global Opportunity (00:00) - Chapter 22 (37:42) - – Precursor's Vision: Creating the Tesla effect (00:00) - Chapter 24 (41:27) - - Who's on the Tesla Track? Promising Players to Watch in the Industrial Decarbonisation Space (00:00) - Chapter 26 (42:37) - - Outro and closing comments   

“If you don't think in 15 years that we're going to value decarbonisation, or if you're worried about the 45Q, it's pretty tough to write that multi-billion dollar cheque,” says Peter Findlay, Director of CCUS Economics at Wood Mackenzie. In this week's Interchange Recharged, Peter sits down again with host Sylvia Leyva Martinez to look at the challenges for new CCUS projects. It's tough, as Peter says, because of the regulatory frameworks, financial mechanisms and incentives that currently exist in the US. To look at these and go deep on the legal barriers for CCUS deployment, Peter and Sylvia are also joined by Liz McGinley, partner at Bracewell Law Firm. Liz leads the firm's tax practice and the energy transition team, and is renowned for her expertise in carbon capture and IRA tax credits. Liz discusses the intricate details of tax credits and regulatory updates while Peter reflects on the financial challenges of decarbonisation projects. In this episode:What will future legislative shifts mean for the industry's growth? How might regulatory shifts under the Trump administration impact clean energy and CCUS projects, including potential changes to clean hydrogen, fuels, and power regulations?How do the costs and complexities of pre-combustion and post-combustion CCUS projects differ, and how are financial incentives structured for each?For more detailed analyis, check out the Lens reports from Wood Mac. Lens is a data analytics platform with sector-specific insights to help you power your Business Intelligence tools. Find it at woodmac.com/lensSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Who will pay for industrial products with low or no carbon footprint? Received wisdom is that people won't pay a green premium, and yet consumers and many manufacturers further down value chains are keen to have access to products that don't carry high co2 intensity and see value in the environmental benefits of those products. So where these markets exist, albeit nascent, what levers exist that can help it take shape and come to scale?  Join Alex Cameron, CEO of Decarb Connect and Jakob Krummenacher, Vice President of Clean Energy at LSB, for a discussion about how LSB is working both directly with existing clients and through extended value chains to create certified products that have a value and a client base willing to pay it.  Here's just some of the discussion highlights;  What is driving LSB to create low carbon ammonia and downstream products?How do projects like the EL Dorado CCS project and Houston Ship Channel blue ammonia project play into this workCarbon intensity certification – the goal and process for securing independent certificationWhat does it mean to work through the end-to-end value chain to identify partners and future buyers?How to price the reduction in carbon intensity and the different routes and scenarios delivering low and lower carbon intensity products Jakob Krummenacher brings many years of experience in chem and fertilizer markets and in this video podcast we think you'll also see the trader's brain that he developed in his early career as an oil trader.  If you're looking for inspiration and insights into how we get past the mental block of marketing a green premium, especially in industrial products, then this is the conversation for you.  Show links: -          Connect with Jakob Krummenacher, LSB-          Connect with Alex Cameron, Decarb Connect (and maybe even suggest a podcast discussion theme)-          If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why hundreds of members from the energy-intensive sectors have joined to find their peers, identify the right solutions and to create high value collaborations that will deliver co2 reductions in our most critical industries. It's the fastest growing network of its kind, so come and find out why Learn about our Sponsor: Janno MediaMany thanks to our production partner and sponsor Janno Media for their support in delivering this podcast. They continue to facilitate great conversations that connect us with our audience, and their skills and expertise mean we can concentrate exclusively on generating great content to engage, inform and inspire. Learn more about Decarb ConnectOur global membership platform, events and facilitated introductions support the acceleration of industrial decarbonization around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. We events coming up in Houston, London, Amsterdam, Boston, Manchester and the opportunity to find the biggest brains in carbon management and your future collaborators. 

Episode ke-2 Kena Soal menjawab soalan-soalan yang dilontarkan oleh pendengar dan penonton Keluar Sekejap antaranya berhubung isu kuil Hindu, had tempoh Perdana Menteri, Akta Pemerangkapan, Penggunaan dan Penyimpanan Karbon (CCUS) 2025 dan Pusat Data di Malaysia.

Support us on Patreon... Team LMSU are calling all Summerupperers to come join the expanded LMSU universe and support our Patreon! This year we are upping the ante and every fortnight the day after a regular episode drops, there will be a delicious, subscriber only BoCo episode. Because THERE IS TOO MUCH! Head on over to https://www.patreon.com/LetMeSumUp.—Your intrepid hosts construct another corner in the LMSU cafe and contemplate how the current geopolitics of it all have impacted the latest talks of the Intergovernmental Panel on Climate Change, which met to decide the timeline and content outlines of their next (7th) assessment report cycle. That's right folks, it's IPCCC time! There was a cornucopia of climate contretemps at this cluster in Hangzhou and while plenty of that includes the US, it wasn't because of their contributions - they ghosted the talks altogether! Will they align AR7 to the next Global Stocktake in 2028? Undecided! Will there be a chapter on CDR and CCUS in the mitigation report? You betcha. And those are but a tantalising taste of the buffet on intrigues the IPCC folks served up.And now it's time to slip into some stretchy clothes and get comfy Summerupperers because the LMSU barbecue is firing up!Our main paperWhen a report titled “How The Sausage Is Made: Assessing Australian Policymaking Practices in the Energy Sector” from the McKell Institute and the Blueprint Institute appears on the a la carte menu, what's a hungry LMSU crew to do?This double-think-tank bonanza popped some banger energy policies into the meat grinder with some of the wurst to give us a recipe for how to make a better sausage. Sated? Barely! Room for more? Some gristle to clear out!Stick a fork in this one, we're done!One more thingsFrankie's One More Thing is: to tantalise our Summerupperers with the promise that we'll be covering the Federal Budget in our regular public episode for main course, and serving up some exclusive extra sizzle in our BoCo episode for dessert! Make sure you don't miss any of the juicy details and subscribe to our Patreon for the full Budget buffet!Tennant's One More Thing is: US mini-freakout over gas turbine cost/availability - does it mean anything for Australia? (Yes!)Luke's One More Thing is: Canada's impending election is getting wild! Riding a wave of anti-Trump sentiment, Mark Carney, former head of the Bank Of Canada and climate change advocate has won leadership of the Canadian liberal party and will take over as PM from Trudeau, despite not having a seat in Parliament! And that's all from us Summerupperers! Send your hot tips and suggestions for papers to us at mailbag@letmesumup.net and check out our back catalogue at letmesumup.net.

This week, we're joined by Todd Bush, an expert in carbon capture, utilization, and storage (CCUS), with decades of experience supporting oil and gas companies in their decarbonization efforts. Todd has founded and sold multiple companies and is now leading decarbonfuse, a daily newsletter tracking deal activity in carbon capture and industrial decarbonization.This conversation covers the current state of carbon capture, where the momentum is strongest, the biggest barriers to scaling CCUS, and how policy and investment shifts are shaping the industry. If you're curious about where the carbon capture market is headed and how it intersects with industries like ethanol, hydrogen, and steel production, this is an episode you don't want to miss!

Best Low-Carbon ETFs and Stocks includes reviews of two articles by financial analysts at the highly respected Carbon Credits organization. By Ron Robins, MBA Transcript & Links, Episode 146, January 24, 2025 Hello, Ron Robins here, welcome to my podcast episode 146 published January 24, 2025, titled “Best Low-Carbon ETFs and Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now I'm having to record this podcast two days earlier than usual. But it is still filled with great, up-to-the-minute, informative articles! Also, remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (1) Today, I'm starting with two articles on low-carbon ETFs and stocks from analysts at carboncredits.com. The first article is titled Top 5 Carbon ETFs for Sustainable Investing in 2025. It's by Saptakee S. Here are the picks and brief quotes from the article. “1. iShares Global Clean Energy ETF (ICLN) is a part of BlackRock and a top-performing ETF… Essentially, this fund tracks an index of stocks in the global clean energy sector. One important attribute of this ETF is its strict sustainability rules. It excludes companies involved in weapons, tobacco, coal, oil sands, and Arctic drilling. (It) currently manages assets worth $5-6 billion. 2. Invesco Solar ETF (TAN) known as TAN, manages assets valued between $3–4 billion… This fund focuses on solar energy companies, such as manufacturers, installers, and technology providers… TAN is based on the MAC Global Solar Energy Index. It invests 90% of its assets in securities, American depositary receipts (ADRs), and global depositary receipts (GDRs) listed in the index… 3. First Trust Global Wind Energy ETF (FAN) known as FAN, currently manages assets worth $2–3 billion… It's prospective for those managing wind farms, producing wind power, or making wind energy equipment. However, companies must have a market cap of at least $100 million, a daily trading volume of $500,000, and a free float of 25% to join the index. 4. SPDR S&P Kensho Clean Power ETF (CNRG) currently has assets worth $1–2 billion… It is managed by State Street's Investment Solutions Group and is built for long-term growth. With its focus on innovation and the clean energy sector, this ETF is a great option for those wanting to invest in the future of renewable energy. 5. Global X Lithium & Battery Tech ETF (LIT) gives investors access to the booming electrification, lithium, and battery technology sector. Their assets have a $4–5 billion valuation… The ongoing global demand for lithium and supply constraints make this ETF a promising investment in this sector.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (2) Now this is the second article on Low-Carbon investments titled Top 5 Carbon Stocks to Watch in 2025. It's by Jennifer L. and also found on carboncredits.com. “1. Brookfield Renewable Partners (BEP) is one of the world's largest publicly traded renewable energy companies. With a clear focus on clean, renewable energy, Brookfield Renewable Partners distinguishes itself from many of its competitors by operating as a pure-play renewable energy company. This means that its portfolio consists exclusively of renewable sources of power generation, unlike other companies that often combine renewable energy with fossil fuel assets. As of 2024, Brookfield Renewable Partners diversified portfolio encompasses over 35,000 megawatts of operating capacity across various renewable energy sources. This extensive array of assets spans multiple regions, including North America, South America, Europe, and Asia, underscoring Brookfield Renewable Partners commitment to global renewable energy development. For investors seeking exposure to the renewable energy sector with a preference for established companies demonstrating stable growth and reliable returns, Brookfield Renewable Partners represents a compelling option. 2. Aker Carbon Capture ASA (AKCCF) is a Norwegian company specializing in carbon capture technology. Leveraging its expertise from the Aker Group, a global leader in offshore engineering, Aker Carbon Capture has developed modular carbon capture systems that are both cost-effective and scalable… With a solid financial foundation and strategic partnerships, Aker Carbon Capture is well-positioned to expand its carbon capture solutions globally. The aim is to contribute significantly to the reduction of industrial CO₂ emissions and support the transition to a low-carbon economy. 3. LanzaTech Global, Inc. (LNZA) is a pioneering carbon recycling company that transforms waste carbon emissions into sustainable fuels and chemicals through innovative biotechnology using gas fermentation. Through this process, industrial emissions—rich in carbon monoxide and carbon dioxide—are converted into ethanol and other chemicals… The ethanol produced can serve as a building block for various products, including jet fuel, plastics, and synthetic fibers. With a solid financial foundation bolstered by recent capital raises and strategic partnerships, LanzaTech is well-positioned to expand its carbon recycling solutions globally, creating sustainable products from waste carbon. 4. Occidental Petroleum Corporation (OXY) is a major player in the oil and gas industry. However, in recent years, the company has been transforming itself into a leader in carbon management solutions.  Occidental has embraced Direct Air Capture (DAC) technology, which removes CO₂ directly from the atmosphere. In partnership with Carbon Engineering, Occidental is constructing the world's largest DAC facility in Texas, a groundbreaking project that will play a significant role in achieving global emission reduction targets… Occidental's approach is an example of how traditional energy companies are evolving to embrace sustainability. By combining its existing expertise in oil extraction with innovative carbon capture methods, Occidental is paving the way for a future where fossil fuel extraction can coexist with carbon reduction technologies. 5. Equinor ASA (EQNR) formerly known as Statoil, is a Norwegian energy giant that has diversified its portfolio to include renewable energy sources like wind power. It has also been at the forefront of carbon capture, utilization, and storage (CCUS) technologies for over 25 years… Equinor is a key player in the Northern Lights project, a pioneering initiative in Norway aimed at developing a large-scale carbon capture and storage infrastructure… Equinor has decades of experience in offshore oil and gas exploration. Its deep-rooted knowledge of energy infrastructure is key to its success in developing large-scale carbon capture and storage solutions. With the potential to store the equivalent of 1,000 years of Norwegian CO₂ emissions beneath the seabed, Equinor's initiatives are pivotal in supporting global climate goals.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (3) Still, on the theme of energy-related investments is this article titled 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades. It's by James Brumley and found on fool.com. Here is some of what Mr. Brumley says about his picks. “1. Cameco (NYSE: CCJ) one of the planet's top suppliers of uranium, with access to plenty of high-grade reserves. Its two chief mining operations in Saskatchewan, Canada, are currently jointly capable of producing a total of 43 million pounds of high-grade uranium per year, but both could support more output at only marginally more cost… Do prepare for continued volatility from Cameco stock that reflects the continued volatility of uranium prices -- although maybe not quite as much as you might expect. Confidence in nuclear power as a clean source of electricity is slowly but surely improving, leveling out these swings. 2. Brookfield Renewable (BEPC -2.65%) (BEP -1.29%). (Yes, a second recommendation in this podcast.) If you feel confident that renewable energy as an industry is investment-worthy but you don't know where to start, consider a stake in Brookfield Renewable Corp. With it, you'll own a little of everything the business encompasses… There is one detail worth pointing out there. That is, this is not Brookfield Asset Management (BAM.TO), Brookfield Corporation (BN), or Brookfield Wealth Solutions (BNT). Although all of these companies are related, Brookfield Renewable is the only one with direct exposure to the alternative energy market. The others are simply involved in the management and marketing of Brookfield Renewable. 3. First Solar (NASDAQ: FSLR) First Solar stock is down nearly 40% from its June peak largely on concerns that President-elect Donald Trump isn't as supportive of solar power as his predecessor was. And maybe he isn't. The solar tax credits that boosted the business under President Joe Biden's watch are anything but guaranteed to last through Trump's tenure… The irony is that the analyst community is still calling for strong growth from First Solar regardless of who's occupying the White House. Last year's projected top-line growth of 29% is expected to be followed by 32% growth this year, followed by 21% revenue growth next year. Even producing half of that anticipated growth should shake this stock out of its current funk and rekindle a long-term advance.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (4) And, yes, another analyst article on the renewable energy theme — but with a very different angle. It's titled 2 Renewable Energy Stocks to Buy in 2025 and Hold for Decades by Leo Sun on aol.com. It was originally published on fool.com. “1. NuScale Power (NYSE: SMR) produces the only small modular reactors (SMRs) that have been certified with a Standard Design Approval (SDA) from the U.S. Nuclear Regulatory Commission (NRC). Its SMRs can be installed in vessels that are just 9 feet (2.7m) wide and 65 feet (20m) tall -- which makes them much easier to deploy than larger nuclear reactors. NuScale's modular designs are prefabricated, delivered, and assembled on-site. That approach reduces the costs and construction time of a working nuclear reactor. Its current reactor clusters are certified for up to 55 megawatts of electricity… NuScale's stock has already surged nearly 650% over the past 12 months in anticipation of that approval, but it still trades more than 20% below its all-time high from last November. Analysts only expect its revenue to rise 4% to $24 million in 2024. 2. CleanSpark (NASDAQ: CLSK) develops modular microgrids for wind, solar, and other renewable energy sources. These microgrids can be deployed as stand-alone systems or plugged into existing energy grids, and they're used to funnel energy into storage systems, backup generators, and load management solutions. CleanSpark initially developed these green energy systems for other companies, but it evolved into a Bitcoin miner upon acquiring ATL Data Centers in May 2021. It upgraded ATL's mining facilities with its technology to boost their efficiency and demonstrate that it was possible to mine Bitcoins with low-carbon energy… From fiscal 2024 to fiscal 2027, analysts expect its revenue and adjusted EBITDA to grow at a CAGR of 36% and 22%... That makes it a great long-term play if you expect Bitcoin's price to keep climbing and the renewable energy market to keep expanding.” End quotes. ------------------------------------------------------------- Additional article not covered due to time constraints 1. Title: Start-up Bountiful Financial Launches Stock Indices Based on Religious Teachings & Believers' Real-World Experiences. Media release. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Best Low-Carbon ETFs and Stocks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next February 7th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

The future of carbon captureWith global emissions on the rise, the pressure to decarbonise is driving interest in CCUS (carbon capture, utilisations and storage) … but is CCUS a viable path to net zero, a temporary solution or a high-cost gamble that may simply just perpetuate the use of fossil fuels? Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down to talk with fellow Wood Mackenzie team members, Mhairidh Evans, VP, head of CCUS research and co-head of carbon management and Peter Findlay, director of CCUS economics, about the complex nuances of CCUS. The trio discusses policy support differences between North America and Europe, the impact of government incentives like the U.S. 45Q tax credit, and the need for community buy-in for infrastructure projects. They also explore potential pathways for CCUS growth, address obstacles and opportunities for technology advancement and speculate on whether a consistent global carbon price could be a game-changer. With insights into real-world CCUS projects and the market conditions influencing investment, the conversation highlights the factors that could determine CCUS's role in the energy transition. ——————————————————— Subscribe to the Interchange Recharged so you don't miss an episode on Apple Podcasts or Spotify. Find us on X – we're @interchangeshow. The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza's revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmacSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

An "impressive" 500 million tons/year of capacity for carbon capture utilization and sequestration (CCUS) projects in the United States are on the drawing board, designed to trap emissions from natural gas and oil projects. Those ambitions, though, have been tempered by uncertainties that include permitting challenges and public opposition. NGI's Carolyn Davis, managing editor of news, discussed the status of the domestic CCUS sector with Enverus Intelligence Research's CCUS expert Graham Bain, who leads the subsurface group for the energy transition team. The supermajors – including ExxonMobil, Chevron Corp., Equinor SA and TotalEnergies SE – are bankrolling several big projects, mostly in Louisiana and Texas. As Bain explained, if all the U.S. projects now in the queue were to be sanctioned, it would require an overall investment of $73 billion, with nearly one-half poured into carbon technologies and nearly one-third into carbon dioxide pipelines. The challenges are big, but the opportunities are too, he explains.

"Geophysics can be used as a science tool to inform and engage the community and to give them the autonomy to make educated decisions." Dr. Julia Correa discusses August's The Leading Edge, which focuses on geophysics and sustainability. In this episode, we talk about: > How applied geophysics and seismic methods are a natural fit for ensuring safe and compliant carbon capture, utilization, and storage (CCUS) projects. > The importance of clear and effective science communication between geophysicists and stakeholders, including the public, regarding topics like CCUS. > How innovative technologies, like fiber optics, drones (UAVs), and machine learning, are being integrated into geophysical research and data acquisition to create more robust monitoring solutions for various applications, including sustainable energy. > How geophysics enables a carbon-neutral future, specifically in areas like geothermal energy, hydrogen storage, and lithium extraction. > The need for geophysicists to expand their understanding of sustainability beyond resource extraction to focus on how their work can positively impact the planet and inform the public. Julia concludes with a call to action, urging geophysicists to think beyond short-term solutions and embrace innovative geophysics applications for a sustainable future. She challenges the community to push the boundaries of the field and actively engage with the public to ensure a healthy planet for generations to come. THIS EPISODE SPONSORED BY KATALYST DATA MANAGEMENT Katalyst Data Management® provides the only integrated, end-to-end subsurface data management solution for the oil and gas industry. Its employees operate in North America, Europe, Asia-Pacific, and South America and are dedicated to optimizing the value of subsurface data, including seismic and well data. Katalyst enables clients' digital transformation of E&P data with digitizing services and digital transformation consulting. Learn more at www.katalystdm.com. GUEST BIO Dr. Julia Correa is a Research Scientist in the Energy Geoscience Division. Her research is focused on developing an intelligent seismic monitoring array for subsurface surveillance in energy-related projects (Carbon Capture and Storage, Enhanced Geothermal, Oil & Gas). She uses fiber-optic sensing and permanent surface orbital vibrators (SOV) to develop an alternative, cost-effective monitoring system. Julia is involved in the optimization of acquisition and processing flows, as well as in the development of new fiber-optic cable designs. LINKS * Visit https://seg.org/podcasts/episode-235-advancing-sustainability-through-applied-geophysics/ for the complete show notes and the links for August's The Leading Edge. SHOW CREDITS Andrew Geary at TreasureMint hosted, edited, and produced this episode. The SEG podcast team comprises Jennifer Cobb, Kathy Gamble, and Ally McGinnis. If you have episode ideas or feedback for the show or want to sponsor a future episode, email the show at podcast@seg.org.

Send me a messageHi everyone, Tom Raftery here, and welcome to episode 188 of the Climate Confident podcast. In this episode, I had a fascinating conversation with Michael Barnard, a climate futurist who's spent the last 15 years delving deep into the challenges and solutions around climate change.Michael and I discussed the often controversial topic of carbon capture, utilisation, and storage (CCUS). We explored why mechanical carbon capture technologies, particularly those promoted by the fossil fuel industry, may not be the panacea they're often touted to be. Michael shed light on the stark differences in climate policies between countries with and without fossil fuel industries, highlighting how nations without such industries focus more on nature-based solutions like reforestation and wetland restoration.We delved into the limitations of direct air capture technologies, examining why they struggle to scale effectively and why they may not be the most efficient use of resources. Michael also discussed the challenges associated with oceanic carbon capture methods and how they can inadvertently harm marine ecosystems.One of the key takeaways from our discussion is the importance of prioritising emission reductions at the source. Michael emphasised the potential of sustainable construction practices, such as using cross-laminated timber, to both sequester carbon and reduce reliance on high-emission materials like cement.We also touched on the risks associated with transporting captured CO2, citing real-world examples that underscore the safety concerns.This episode is a deep dive into the complexities of CCUS and offers valuable insights into why focusing on emission reduction and investing in renewable energy solutions might be more effective paths forward.I hope you find this discussion as enlightening as I did. Don't forget to click follow on this podcast in your app of choice to ensure you don't miss any future episodes. Thanks for tuning in!Support the showPodcast supportersI'd like to sincerely thank this podcast's amazing supporters: Lorcan Sheehan Jerry Sweeney Andreas Werner Devaang Bhatt Stephen Carroll Roger Arnold And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one.ContactIf you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show. CreditsMusic credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

In this week's episode, host Daniel Raimi talks with Andrew Waxman, an assistant professor at the University of Texas at Austin, about carbon capture, utilization, and storage (CCUS), a technology that involves the capture and storage or reuse of carbon dioxide. Waxman discusses the application of CCUS technology for reducing greenhouse gas emissions from power plants and industrial facilities; the importance of the technology for achieving emissions-reduction goals; and the potential effects of the technology on local air pollution, particularly in communities along the US Gulf Coast. References and recommendations: “What are the likely air pollution impacts of carbon capture and storage?” by Andrew Waxman, HR Huber-Rodriquez, and Sheila M. Olmstead; https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590320 “Special Report on Carbon Capture Utilisation and Storage: CCUS in Clean Energy Transitions” from the International Energy Agency; https://www.iea.org/reports/ccus-in-clean-energy-transitions “City Limits: Infrastructure, Inequality, and the Future of America's Highways” by Megan Kimble; https://www.penguinrandomhouse.com/books/711708/city-limits-by-megan-kimble/

This week, we kick off a new series focusing on myelodysplastic syndrome (MDS) and acute myeloid leukemia (AML). In this first episode, we discuss the alphabet soup of premalignant hematologic conditions including CHIP, CCUS, and ICUS, before moving onto MDS and AML in future episodes.Episode contents: - What is CHIP vs. CCUS vs. ICUS?- What is the mechanism of hematopoiesis? - What is clonality? - What is a variant allele frequency? ****Have some time and want to make some extra money? Get paid to participate in market research surveys: https://affiliatepanel.members-only.online/FOC_24?utm_campaign=FOC&utm_source=email&utm_medium=email** Want to review the show notes for this episode and others? Check out our website: https://www.thefellowoncall.com/our-episodesLove what you hear? Tell a friend and leave a review on our podcast streaming platforms!Twitter: @TheFellowOnCallInstagram: @TheFellowOnCallListen in on: Apple Podcast, Spotify, and Google Podcast

Marlene joins Gresh and Fauria to discuss her battle with Myelodysplastic syndromes (MDS). Merlene is joined by daughter Jen and Dr. Lachelle Weeks. Dr. Weeks is an Instructor in Medicine at Harvard Medical School and a physician-scientist in the adult leukemia program at Dana-Farber Cancer institute.  Dr. Weeks' clinic focuses on the care of patients with precursors of myeloid malignancies including clonal hematopoiesis of indeterminate potential (CHIP) and clonal cytopenia of undetermined significance (CCUS). Her research focuses on understanding features of CHIP and CCUS that impact the progression to overt myeloid diseases such as myelodysplastic syndrome (MDS) and acute leukemia.