Podcasts about cleantech

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Latest podcast episodes about cleantech

The Energy Gang
A power producer's view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?

The Energy Gang

Play Episode Listen Later Mar 17, 2026 70:50


Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, natural gas was cheap, and the system was largely stable. That era is over. A surge in data center construction, accelerating electrification, and the legacy of years of underinvestment in energy infrastructure have collided to create a system under strain.Nowhere is that more visible than in PJM, the largest wholesale power market in the US, stretching from Illinois to North Carolina, and home to some of the world's most active hot spots for data center development. Host Ed Crooks is joined by Paul Segal, CEO of LS Power, and Melissa Lott, Partner for Energy Technologies at Microsoft, to assess how the system can meet the new challenges it faces.LS Power is a leading developer and operator of electricity generation and transmission, so Paul is right at the heart of these questions. He is making multi-billion dollar decisions that shape the ways that America's electricity gets supplied.He makes the case that competitive markets, given the right rules and durable signals, can deliver the solutions the grid needs. LS Power is pursuing demand response, battery storage, renewable projects, and gas generation simultaneously. And he warns that political interventions, such as price caps, risk weakening the signals that drive investment. The question of who pays is at the heart of the debate. A bipartisan group of state governors got together with the Trump administration to call for emergency procurement of new generation capacity in PJM, with data centers expected to bear the cost. Paul argues this is inevitable. For hyperscalers to maintain a social license to keep building, he says, households cannot be left to pick up the bill for load growth created by data centers. Melissa brings the consumer perspective, noting that US household electricity prices rose 26% between 2019 and 2024, outpacing income growth and falling hardest on the most energy-vulnerable families. The episode also looks at longer-term structural solutions, including the case for more competition in transmission planning and the lessons from Texas's wildly successful CREZ program to build out grid infrastructure.It closes with a discussion of another issue that is high on Paul's agenda: mentorship and training. He believes industry leaders have a responsibility to create opportunities for the next generation, despite the threat to entry-level roles created by AI. There is a huge task in front of us to build the grid of the future, and we need skilled and experienced people to do it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
This Week in Cleantech (03/13/2026) - Can this new coalition help bring down energy costs?

Factor This!

Play Episode Listen Later Mar 13, 2026 18:21


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Chuck McCutcheon from Axios, who wrote about a new coalition of companies, including tech giants like Google and Tesla, which is aiming to make better use of underutilized capacity on the U.S. power gridThis week's "Cleantecher of the Week" is Samir Pendse, CEO at Coral. New York–based Coral provides instant rebates for energy and HVAC upgrades and recently raised $7.5 million in pre-seed and seed funding. The company is working to expand access to affordable financing for sustainable home upgrades at a time when energy bills are rising. Congratulations, Samir!This Week in Cleantech — March 13, 2026 Jefferies Makes the Case to Double Down on Clean Tech Investments — BloombergDemand for AI Data Centers Sends Prospectors Hunting for Land and Power – The New York TimesSolar group takes revenge on Chip Roy over tax credits — E&E NewsThe Electric: Its Sales Sliding, BYD Fights Back With a New Battery — The InformationExclusive: Google, Tesla unite to fight energy costs — AxiosWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?

The Energy Gang

Play Episode Listen Later Mar 10, 2026 71:12


Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and Chris Aversano, Director of Maritime Partnerships at Wood Mackenzie, to assess what the disruption means for energy markets, supply chains, and the people at the centre of it all.Oil prices briefly spiked to around $119 a barrel before falling back. European natural gas prices have nearly doubled. But those numbers only tell part of the story. In normal times, between 150 and 175 ships would pass through the Strait of Hormuz every day. Since the war began, that has fallen to perhaps 10 to 12 a day. The Strait is a vital artery for the world's energy and fertilizer supplies. If it is blocked for long, the results could be catastrophic.Amy puts the market's reaction in context. She has been studying the Strait of Hormuz since the 1990s, and says that although the geography is still the same, the technology is different. The threat from drones, drone boats, and other weapons of asymmetric warfare may be harder to neutralise than the weapons that shaped earlier thinking. As she puts it, modern threats to shipping are “not your father's Oldsmobile”.Chris highlights the human dimension of the conflict. An estimated 20,000 seafarers are currently trapped inside the war zone, alongside a further 15,000 people on cruise ships and ferries. Seven merchant mariners have been killed so far, in 13 confirmed or suspected attacks. These are civilians, Chris reminds us: workers sending money home to countries such as the Philippines, Bangladesh and India, or in Eastern Europe, who never expected to find themselves victims of an armed conflict.The discussion also gets into the practicalities of what it would take to restore flows through the Strait. The US government has announced a $20 billion insurance facility to cover hull, machinery and cargo for ships in the Gulf. As Chris explains, that still leaves indemnity insurance, covering liability for spills and other damage, entirely unaddressed. A fully-laden VLCC (Very Large Crude Carrier) tanker and its cargo is worth upwards of $300 million. Cleaning up a spill of its cargo of 2 million barrels of oil could cost multiples of that.Routes to bypass the Strait of Hormuz are already being activated. Saudi Arabia's East-West pipeline to Yanbu, on the Red Sea coast, has seen throughput surge from around 730,000 barrels a day to as much as 2.5 million b/d. The UAE pipeline to Fujairah offers additional relief. But as Amy makes clear, these routes cannot come close to replacing the Strait of Hormuz in full. They do not help Iraq or Kuwait. They carry no LNG. And for refined products, there is no pipeline alternative at all.The episode closes with a broader look at what this crisis means for the future of energy. Amy argues that it reinforces the case for clean technology: when an oil price shock arrives, investment in renewables, EVs, and energy storage tends to follow. Ed points to Europe, now seeing its gas prices spike for the second time in four years, as a place where the arguments for renewables, nuclear, transmission, and demand response are becoming even harder to ignore. Green hydrogen could also benefit, thanks to potential for replacing natural gas in fertilizer supply chains. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

The Interchange

Play Episode Listen Later Mar 10, 2026 64:40


What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains, permitting pipelines, engineering workforce and regulatory processes were all calibrated for a different world. Bridget van Dorsten is joined by Tom Falcone, President of the Large Public Power Council, representing the 30 largest publicly owned utilities in the United States, collectively owning around 85% of public power assets and currently serving roughly 18% of all US data centre load. Tom explains what makes public power structurally different from investor-owned utilities: locally governed, not-for-profit, and built to minimise cost rather than earn a return on equity. That governance model turns out to matter a great deal when trillion-dollar hyperscalers come looking for power. Public power utilities have no financial incentive to favour their own assets over a customer's, and their local accountability makes deal-making faster and more direct. Bridget and Tom also work through the mechanics of how the industry is actually responding. Large-load tariffs are reshaping the interconnection queue, forcing hyperscalers to make long-term financial commitments rather than reserving capacity for free. About two thirds of speculative requests disappear once real commitments are required, which tells you something about the gap between announced demand and real demand. LPPC members are nonetheless planning to add around 60GW of new generation over the next ten years to meet load that is forecast to grow from 4GW to 18GW of data centres in their territories alone, in just five years. The episode also tackles private use rules, a Treasury regulation from 25 years ago that nobody expected to become a bottleneck for the AI era, the capacity factor realities that make peak-day power so much harder to deliver than annual energy, the nuclear question and why federal involvement is probably unavoidable if the US wants to build at scale, and where CCS can and cannot realistically be deployed.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
From reactive to predictive: Reimagining wildfire mitigation efforts for utilities

Factor This!

Play Episode Listen Later Mar 9, 2026 36:09


Tell us what you think of the show! The energy landscape has entered a volatile era of climate disruption. Regions once considered safe now face the devastating reality of escalating wildfires and extreme weather. In this episode, we sit down with Don McPhail, VP of Market Development at eSmart Systems, to discuss why traditional, asset-focused mitigation is no longer enough for utilities across the United States.We explore the critical shift to community-first resilience models, where protecting life-sustaining infrastructure takes priority over mere compliance. How exactly are digitization and AI-powered digital twins transforming grid safety? What does it mean to use high-resolution imagery to identify minute defects like upside-down cotter pins in a way that creates quantifiable value? Don provides a roadmap for utility leaders ready to trade siloed data practices for predictive insights that save time, money, and lives.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (03/06/2026) - Is the MAGA movement warming up to solar?

Factor This!

Play Episode Listen Later Mar 6, 2026 20:20


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Evan Halper from the Washington Post, who wrote about some MAGA figures who are warming to solar despite Donald Trump's longstanding criticism of it.This week's "Cleantecher of the Week" is David Jankowsky, CEO of Francis Energy. Francis Energy provides ultra-fast charging stations for EVs, and focuses on expanding charging access to underserved and rural communities to ensure no community is left behind in the transition to electric vehicles. Congratulations, David!This Week in Cleantech — March 06, 2026 Don't Look Now, but the Green Transition Is Still Happening — The New York TimesWhat Trump's war on Iran means for the US energy crunch — The VergeWhat AES' $33.4 billion take-private says about energy and AI — Latitude MediaEurope Is Learning An Uncomfortable Truth About Local Battery Production — InsideEVsWhy Katie Miller and other MAGA influencers suddenly love solar power — The Washington PostWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans

The Energy Gang

Play Episode Listen Later Mar 3, 2026 57:58


VPPs – virtual power plants – continue to spark heated debate. Are they genuinely a fast, affordable way to add capacity to the grid? Or are they an overhyped concept that falls apart when electricity systems are under stress? To find out, host Ed Crooks welcomes Colby Hastings, the senior director for residential energy at Tesla, to unpack what VPPs can and can't do for the grid.Colby explains how storage-based VPPs can behave very differently from the classic demand response that relies on consumers changing their behaviour. She sets out Tesla's thinking on VPPs, including its strategies for customer participation, reliability, and pay-for-performance. Tesla's model includes opt-outs, backup reserve settings, and transparency via an app. Customer choice is an important principle.Regular guest Amy Myers Jaffy also joins the show, and she debates what's holding VPPs back from scaling everywhere. Electricity market design can be critical for determining how fast VPPs are adopted. Other issues, including concerns about “double compensation” under net metering systems, are also important. Some regions are moving faster than others.Finally, Colby tells us what's coming next from Tesla and in the industry. Tesla's vehicle-to-grid plans are starting to take shape. A pilot, starting with the Cybertruck, was launched last month. And she explains why Puerto Rico is one of the clearest case studies for demonstrating the value of VPPs as critical infrastructure.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fluent Fiction - Dutch
Pitch Perfect: Navigating the Pressure of Startup Success

Fluent Fiction - Dutch

Play Episode Listen Later Mar 3, 2026 16:37 Transcription Available


Fluent Fiction - Dutch: Pitch Perfect: Navigating the Pressure of Startup Success Find the full episode transcript, vocabulary words, and more:fluentfiction.com/nl/episode/2026-03-03-23-34-02-nl Story Transcript:Nl: De winterzon scheen door de grote ramen van het Startup Incubator in Amsterdam.En: The winter sun shone through the large windows of the Startup Incubator in Amsterdam.Nl: Het was een levendige plaats vol jonge ondernemers.En: It was a lively place full of young entrepreneurs.Nl: De geur van verse koffie hing in de lucht.En: The smell of fresh coffee lingered in the air.Nl: Aan een tafel met uitzicht op de gracht zaten Lars, Femke en Jasper.En: At a table with a view of the canal sat Lars, Femke, and Jasper.Nl: Ze werkten aan hun pitch voor een nieuwe technologie-app.En: They were working on their pitch for a new technology app.Nl: Lars, energiek en ambitieus, bladerde door zijn notities.En: Lars, energetic and ambitious, flipped through his notes.Nl: "We moeten indruk maken," zei hij vol zelfvertrouwen.En: "We need to make an impression," he said confidently.Nl: "Investeren in schone technologie is de toekomst!"En: "Investing in clean technology is the future!"Nl: Femke zuchtte en keek naar de lijst met details die nog niet helemaal klopten.En: Femke sighed and looked at the list of details that weren't quite right yet.Nl: "Lars, ik ben het met je eens.En: "Lars, I agree with you.Nl: Maar we moeten voorbereid zijn op vragen.En: But we need to be prepared for questions.Nl: We kunnen ons geen fouten veroorloven."En: We can't afford any mistakes."Nl: Haar stem klonk vastberaden.En: Her voice sounded determined.Nl: Ze wilde dat de presentatie perfect zou zijn.En: She wanted the presentation to be perfect.Nl: Jasper zat met zijn laptop aan de tafel en luisterde stilletjes.En: Jasper sat with his laptop at the table, listening quietly.Nl: Hij voelde de druk van de naderende deadline.En: He felt the pressure of the approaching deadline.Nl: Zijn gedachten dwaalden naar de code die hij nog moest afronden.En: His thoughts wandered to the code he still needed to finish.Nl: "Femke, we hebben geen tijd meer om alles te perfectioneren," antwoordde Lars haastig.En: "Femke, we don't have time to perfect everything," Lars replied hastily.Nl: "De presentatie moet indruk maken, zelfs als het niet helemaal af is."En: "The presentation needs to make an impression, even if it's not completely finished."Nl: Femke fronste, maar knikte uiteindelijk.En: Femke frowned but eventually nodded.Nl: Ze wist dat Lars zijn zinnen had gezet op grootse plannen.En: She knew Lars had set his sights on grand plans.Nl: "Oké, maar we moeten wel klaar zijn voor vragen die lastig zijn."En: "Okay, but we need to be ready for tough questions."Nl: Op de dag van de pitch was de ruimte vol met potentiële investeerders.En: On the day of the pitch, the room was full of potential investors.Nl: Lars begon met zijn presentatie.En: Lars began his presentation.Nl: Zijn woorden waren inspirerend, maar toen kwamen de technische vragen waar Femke bang voor was.En: His words were inspiring, but then came the technical questions Femke had feared.Nl: Even leek het mis te gaan.En: For a moment, things seemed to go wrong.Nl: Toen stapte Jasper naar voren.En: Then Jasper stepped forward.Nl: Hij legde de complexe details eenvoudig uit.En: He explained the complex details simply.Nl: Zijn rustige stem en heldere uitleg hielpen de investeerders om de app te begrijpen.En: His calm voice and clear explanation helped the investors understand the app.Nl: De presentatie kreeg een nieuwe energie.En: The presentation gained new energy.Nl: Na afloop kregen ze positieve feedback.En: Afterwards, they received positive feedback.Nl: Een van de investeerders zei: "Jullie hebben iets met potentieel.En: One of the investors said, "You have something with potential.Nl: Laat ons zien hoe dit verder wordt ontwikkeld."En: Show us how this will be further developed."Nl: Terug in het incubator hieven ze mokken met koffie op nog een goed stuk werk.En: Back in the incubator, they raised mugs of coffee to another piece of good work.Nl: Lars glimlachte naar Femke.En: Lars smiled at Femke.Nl: "Je had gelijk.En: "You were right.Nl: Detail is belangrijk."En: Detail is important."Nl: Femke lachte terug.En: Femke laughed back.Nl: "En ambitie helpt om verder te komen.En: "And ambition helps to move forward.Nl: We vormen een goed team."En: We make a good team."Nl: Jasper voelde zich ineens zelfverzekerd.En: Jasper suddenly felt confident.Nl: "En ik denk dat ik wel een goede uitleg kan geven in het vervolg."En: "And I think I can give a good explanation in the future."Nl: De winterdag eindigde met een belofte voor een tweede meeting.En: The winter day ended with a promise for a second meeting.Nl: Hun samenwerking had zijn vruchten afgeworpen.En: Their collaboration had paid off.Nl: Ze waren klaar voor de volgende stap.En: They were ready for the next step.Nl: De koude Amsterdamse lucht voelde ineens minder koud.En: The cold Amsterdam air suddenly felt less cold.Nl: Samen keken ze uit over de gracht, klaar om verder te bouwen aan hun droom.En: Together they looked out over the canal, ready to continue building their dream. Vocabulary Words:incubator: incubatorentrepreneurs: ondernemerslinger: hingenambitious: ambitieusimpression: indrukinvesting: investerenclean technology: schone technologiedetails: detailsprepared: voorbereidmistakes: foutendetermined: vastberadendeadline: deadlineperfect: perfectionerengrand plans: grootse plannenpotential investors: potentiële investeerdersinspiring: inspirerendcomplex: complexecalm: rustigefeedback: feedbackpotential: potentieeldeveloped: ontwikkeldmugs: mokkenpromise: beloftecollaboration: samenwerkingpaid off: vruchten afgeworpencanal: grachtbuilding: bouwendream: droomenergetic: energiekexplanation: uitleg

Investorideas -Trading & News
Garrett Goggin Shares Best Stocks for Portfolio wins in Gold Stocks & Commodity Boom

Investorideas -Trading & News

Play Episode Listen Later Mar 3, 2026 33:24 Transcription Available


Welcome to the latest episode of Exploring Mining. Host Cali Van Zant talks to Garrett Goggin, CFA and Founder of the Golden Portfolio about what's going on with Gold, Silver, and why royalties can be your best portfolio win, and top Gold and Silver Stocks to watchAbout Garrett GogginI've traveled the world in search of gold and silver. I've visited many mines and talked with the people that run them. I worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst. I've keynoted many of the world's preeminent Gold Conferences including the Prospectors Developers Annual Convention (“PDAC”) in Toronto, the Denver Gold Show Europe in Zurich, and Deutsche Goldmesse in Frankfurt, Germany. I'm sought after by many leading gold & silver developers because they respect my research and seek my coverage. I'm a Chartered Financial Analyst (CFA) Charterholder. The CFA charter is the gold standard in the investment business. With over four years of study, and an overall completion rate of about 10%, there are less than 200K total charterholders worldwide. I also hold the designation of Certified Market Technician (CMT). I hold MS and MBA business degrees from Babson College, ranked #2 College in the US by the WSJ.Sign up for Garrett's free "Secrets of a Mining Analyst Master class" here: https://goldenportfolio.com/subscribe/?utm_source=CVZLinkedIn https://www.linkedin.com/in/garrett-goggin-cfa-77693a5/X: https://x.com/GarrettGogginAbout Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Our original branded content includes podcasts such as Exploring Mining, Cleantech, Crypto Corner, Cannabis News, and the AI Eye. We also create free investor stock directories for sectors including mining, crypto, renewable energy, gaming, biotech, tech, sports and more. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors. Paid content is always disclosed.Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Follow us on X @investorideas @Exploringmining Follow us on Facebook https://www.facebook.com/Investorideas Follow us on YouTube https://www.youtube.com/c/Investorideas

Proactive - Interviews for investors
First Phosphate hails phosphate added to Canada's critical minerals essential for clean tech list

Proactive - Interviews for investors

Play Episode Listen Later Mar 3, 2026 4:52


First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to welcome the amendment to the 2025 Canadian federal budget that adds phosphate to the country's official list of critical minerals essential for clean technology. With phosphate now formally recognized as a critical mineral, exploration and downstream processing projects will qualify for key federal incentive programs, including the Critical Mineral Exploration Tax Credit (CMETC) and the Clean Technology Manufacturing Investment Tax Credit (CTM). Passalacqua explained that the CMETC will support the company's capital-raising efforts aimed at advancing exploration and development of its mineral properties in the Saguenay–Lac-Saint-Jean region of Quebec. The funding is expected to further delineate and develop what the company describes as a district-scale phosphate zone. The Clean Technology Manufacturing Investment Tax Credit is expected to assist in building infrastructure tied to mining operations as well as downstream processing initiatives. These include the company's planned phosphoric acid plant and its proposed lithium iron phosphate (LFP) cathode active material facility. First Phosphate recently produced commercial-grade LFP 18650 battery cells using North American-sourced critical minerals. The high-purity phosphoric acid used in the cells was derived from rare igneous anorthosite rock extracted from the company's Bégin-Lamarche property, underscoring its vertically integrated strategy. Management believes the federal recognition of phosphate as a critical mineral strengthens the company's position within Canada's clean technology supply chain and supports its long-term vision of establishing a fully integrated North American LFP battery materials platform. #proactiveinvestors #firstphosphatecorp #cse #phos #otcqx #frspf #frspf #phosphate #CriticalMinerals #CanadaBudget2025 #CleanTechnology #CMETC #InvestmentTaxCredit #SaguenayLacSaintJean #QuebecMining #LFP #LithiumIronPhosphate #BatteryMaterials #EnergyTransition #NorthAmericanSupplyChain #PhosphoricAcid #Anorthosite #VerticalIntegration #CleanEnergyManufacturing #EVSupplyChain #MineralDevelopment

Exploring Mining
$5300 Gold; The Best set up for Gold & Silver Stocks Coming, and how to Win

Exploring Mining

Play Episode Listen Later Mar 2, 2026 33:24


Welcome to the latest episode of Exploring Mining. Host Cali Van Zant talks to Garrett Goggin, CFA and Founder of the Golden Portfolio about what's going on with Gold, Silver, and why royalties can be your best portfolio win, and top Gold and Silver Stocks to watchAbout Garrett GogginI've traveled the world in search of gold and silver. I've visited many mines and talked with the people that run them. I worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst. I've keynoted many of the world's preeminent Gold Conferences including the Prospectors Developers Annual Convention (“PDAC”) in Toronto, the Denver Gold Show Europe in Zurich, and Deutsche Goldmesse in Frankfurt, Germany. I'm sought after by many leading gold & silver developers because they respect my research and seek my coverage. I'm a Chartered Financial Analyst (CFA) Charterholder. The CFA charter is the gold standard in the investment business. With over four years of study, and an overall completion rate of about 10%, there are less than 200K total charterholders worldwide. I also hold the designation of Certified Market Technician (CMT). I hold MS and MBA business degrees from Babson College, ranked #2 College in the US by the WSJ. Sign up for Garrett's free "Secrets of a Mining Analyst Master class" here: https://goldenportfolio.com/subscribe/?utm_source=CVZ LinkedIn https://www.linkedin.com/in/garrett-goggin-cfa-77693a5/X: https://x.com/GarrettGoggin About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Our original branded content includes podcasts such as Exploring Mining, Cleantech, Crypto Corner, Cannabis News, and the AI Eye. We also create free investor stock directories for sectors including mining, crypto, renewable energy, gaming, biotech, tech, sports and more. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors. Paid content is always disclosed. Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Follow us on X @investorideas @Exploringmining Follow us on Facebook https://www.facebook.com/Investorideas Follow us on YouTube https://www.youtube.com/c/Investorideas #gold #goldstocks #cryptocurrency #podcast #stockmarket #bitcoin #juniormining #exploration #silver

The Energy Gang
Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum

The Energy Gang

Play Episode Listen Later Feb 27, 2026 52:09


New analysis from Wood Mackenzie shows that 220 gigawatts of additional power demand from data centers is in the pipeline in the US, and 183 GW of that is already backed by firm commercial commitments. That is a huge amount to add in just a few years: it's equal to about 22% of US peak demand in 2025. The big question is whether the US electricity industry going to be able to meet that additional demand. And if so, how?On the second day of ACORE's 2026 Policy Forum in Washington, host Ed Crooks talks to industry leaders and experts about the answers to those questions. First he talks to Wood Mackenzie's Anna Shpitsberg, who is global head of power and renewables research. She breaks down the numbers on electricity demand from new data centers, and discusses some of the implications for the industry.Next up is someone whose role is right at the heart of the data center boom. Arthur Haubenstock is senior counsel at Equinix, which is one of the world's largest developers, owners and operators. He talks about what data centers actually need in terms of electricity supply, and gives his perspective on some of the controversies currently raging around the industry.A key issue for him is how data center developers can benefit local communities by cutting their electricity bills and strengthening the stability of the grid. He talks about the reality behind popular ideas such as BYOP (bring your own power) and BYONCE (bring your own new clean energy). And he explains why data centers often cannot be flexible loads on the grid, the constraints on backup generation, and why power grids matter.Ray Long, President and CEO of ACORE, then joins the show to talk about his key takeaways from the event. He says the AI-driven data center boom is creating great opportunities for all kinds of energy, including renewables and other low-carbon technologies. But progress is being slowed by three critical challenges: permitting delays, trade policy uncertainty, and regulatory bottlenecks.With electricity demand surging, he says, tackling those policy barriers is essential. Governments and the power industry need to find ways to stop electricity bills soaring and the grid becoming unstable, while enabling the infrastructure buildout required for AI. Finally, Ed talks to three entrepreneurs who are leading startup companies that aim to build the energy industry of the future. Kimberly Johnston of NextGen Energy, Saxon Metzger of Polaris Ecosystems, and Ebony Seymour of Ellement Group, explain the problems in energy that they are taking on, and talk about what they need to accelerate their growth.This episode is brought to you by ACORE, the nonpartisan nonprofit organization uniquely operating at the intersection of energy affordability, reliability, and clean energy deployment. ACORE is focused on strengthening the electric grid and driving clean energy investment that delivers for the American people. ACORE's membership includes industry leaders across the clean energy economy. Nearly 80% of the booming utility-scale domestic clean energy growth was financed, developed, owned, equipped, or contracted by ACORE members.  Visit www.acore.org to learn more about ACORE's work and upcoming events, like the ACORE Finance Forum on May 12-13 in New York City. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
This Week in Cleantech (02/27/2026) - Clean energy bans 'skyrocket'

Factor This!

Play Episode Listen Later Feb 27, 2026 23:43


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Elizabeth Weise from USA Today, who wrote about how clean energy bans are "skyrocketing" under the second Trump administration.This week's "Cleantecher of the Week" is Gonzalo Castro de la Mata, Executive Director at Earthna, who recently published an op-ed about how the climate conversation is now shifting from goals to implementation, focused on energy security, finance, and scalable solutions, especially as surpassing 1.5°C appears more likely. He pushes for us to move faster from climate agreements to execution.This Week in Cleantech — February 27, 2026 Data centers done right? Xcel and Form Energy team up to power Google operation in Minnesota — Factor ThisUS particle accelerators turn nuclear waste into electricity, cut radioactive life by 99.7% — Interesting EngineeringClean Energy Manufacturers Set to Muddle Through Fresh Tariff Turmoil — The Wall Street JournalData Center Outlook: Half of 2026 Pipeline May Not Materialize — Sightline ClimateClean energy bans skyrocket under Trump, USA TODAY analysis finds — USA TodayWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington

The Energy Gang

Play Episode Listen Later Feb 26, 2026 48:48


ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It's an event where industry leaders and experts discuss how the changing landscape of US energy policy is shaping infrastructure investment, the growth of electricity supply, and the affordability of power. Host Ed Crooks is recording two special episodes from the forum. This first show is focused on the US government's attempts to build up a domestic supply chain for renewables and other energy equipment. Ed speaks with Dr Sarah Kapnick, who is the global head of Climate Advisory at JP Morgan, and Peter Toomey, the Chief Development Officer at Cypress Creek Renewables, which is one of the country's leading energy developers. They discuss how supply chains and infrastructure for renewable energy are evolving. Demand for electricity is booming, but supply chains are under pressure. Volatile government support creates uncertainty for developers and suppliers. The “one big beautiful bill” (OB3) last year, which scrapped tax credits for wind and solar power, created “cliffs” in support for projects as the deadlines for eligibility are passed. That creates challenges for equipment manufacturers thinking about investing in new production capacity in the US. The Trump administration, like the Biden administration before it, faces a tension between its objectives of building up US manufacturing, accelerating US electricity supply growth, and making consumers' power bills more affordable. The ultimate question is whether the US can build resilient, competitive, domestic energy supply chains while balancing affordability, energy security, and surging demand from AI. Plus, Ed talks to Alice Lin, a senior tax advisor at the Natural Resource Defense council who worked on the Biden administration's move to increase tax credits for low-carbon energy with the Inflation Reduction Act. They debate the realities of clean energy tax incentives, and in particular the latest changes to the FEOC (Foreign Entities of Concern) rules. The aim is to stop companies from China, Russia, North Korea and Iran from benefiting from US tax credits. But even though the US Treasury recently published guidance on how it will apply the rules from the legislation last year, it is still not entirely clear what effect they will have. Developers, manufacturers and investors are still cautiously feeling their way. Follow the show wherever you're listening to it so you don't miss an episode: there's more from the Policy Forum coming tomorrowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wonk
Julie Dabrusin on Canada's new climate plan

Wonk

Play Episode Listen Later Feb 26, 2026 26:34


Canada has changed tack on its climate efforts from a price on carbon and a philosophical view that fossil fuels might be phased out to a more pragmatic policy that embraces energy development while still aiming to meet climate targets. It's a tricky line to walk at any time, but especially while the economy faces a generational upheaval. Host Amanda Lang talks to Minister of Environment and Climate Change Julie Dabrusin about industrial carbon pricing, pushing EVs and building out national urban parks.

The Interchange
Is hyperscaler demand finally giving CCS its moment?

The Interchange

Play Episode Listen Later Feb 24, 2026 47:28


Carbon capture and storage has long been framed as a clean technology that's forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI data-centre demand is reshaping the market for decarbonised gas – and how viable a solution it really is.Tim argues we've entered a buyer-led era for carbon capture, driven by hyperscalers like Amazon, Google and Microsoft who need 24/7 power fast - but are still committed to climate and decarbonization goals. That creates a new question for the energy transition: can natural gas + CCS deliver competitive renewable energy-level carbon intensity, while supporting grid resilience and scaling quickly enough for near-term energy projects?A big part of the conversation is about measurement and credibility. Tim explains how “carbon intensity” has to be assessed across the full value chain - from wellhead to electrons - including methane leakage. The rise of methane monitoring (ground, aircraft and satellite) and verification systems are helping utilities and buyers prove emissions performance, which is increasingly essential for energy finance, green finance, and corporate reporting. How does it work? Plus, Tim and Bridget debate the economics. Hyperscalers don't buy “dollars per ton of CO₂ captured” - they buy power. Tim breaks down what CCS can add on a $/MWh basis, how incentives like the US 45Q tax credit can influence the cost, and why execution (getting projects financed and to final investment decision) is now the real bottleneck. Along the way, Bridget and Tim place CCS in the broader clean firm competition set, including nuclear, hydrogen, geothermal, and solar energy plus batteries, and what this means for future energy predictions and energy policy.The big question: is CCS at last moving from concept to commercial scale - not because the chemistry suddenly changed, but because demand, verification, and project finance finally might be aligning? About Interchange RechargedInterchange Recharged is the Wood Mackenzie podcast exploring the technologies, markets and energy policy decisions shaping the future of energy - from clean tech and clean technology to infrastructure, grid resilience, and the financing models behind the next wave of decarbonisation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
This Week in Cleantech (02/20/2026) - Putting retired EV batteries back to work

Factor This!

Play Episode Listen Later Feb 23, 2026 19:24


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest  Arcelia Martin from Inside Climate News, who wrote about how Texas is using hundreds of retired, repurposed EV batteries as grid-connected energy storage.This week's "Cleantecher of the Week" is David Kirkpatrick, Managing Director at SJF Ventures. David recently published a piece titled, “Climate Tech is Not Endangered” on LinkedIn. The piece argues that even with the Trump Administration rolling back federal climate policy, market and global momentum toward electrification and decarbonization will continue. Congratulations, David!This Week in Cleantech — February 20, 2026 Why Living in China Is Like ‘Living in the Future' — The New York TimesFord turns to F1 and bounties to build a $30,000 electric truck — TechCrunchData Centers and Your Power Bill — The New York TimesSupreme Court strikes down Trump's sweeping tariffs, upending central plank of economic agenda — AP NewsRetired EV Batteries Scored a New Gig: Bolstering Texas' Grid — Inside Climate NewsWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
How utilities are transitioning from short-term battery applications to long-term BESS planning

Factor This!

Play Episode Listen Later Feb 23, 2026 26:36


Tell us what you think of the show! With global energy demand at an all-time high, battery storage is evolving from a flexible filler into a critical grid resource. Success in this new era depends less on the hardware itself and more on the digital intelligence used to run it. By leveraging a digital layer to optimize the economics of battery assets, utilities are now rethinking BESS as a high-value, GW-scale engine for reliability and market participation.To understand what this means on a practical level, we sat down with Brian Fellon, the Senior Vice President of Power Solutions at Xpansiv. He explains why battery energy storage systems are no longer an optional add-on but a critical backbone for grid operators. We also explore how utilities are moving from small-scale pilots to gigawatt-scale operations, the role of batteries in managing volatile demand from data centers, how real-time market participation demonstrates measurable value to regulators and ratepayers and much more. Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
A solution to the problem of paying for data centre power? Unpacking AWS's recent 3 gigawatt deal with NIPSCO

The Energy Gang

Play Episode Listen Later Feb 17, 2026 41:11


Data centres have become one of the most contentious issue in US power markets. The question of who will pay for the new generation and grid upgrades needed to keep them running has been soaring up the political agenda, and attracting attention in the White House.Host Ed Crooks is joined on this episode by Brandon Oyer, Head of Americas Power & Water at Amazon Web Services (AWS), and Vince Parisi, President & COO at NIPSCO, the Northern Indiana Public Service Company, to discuss a solution.Together, they unpack their new agreement to develop power capacity in northern Indiana, which they say will enable AWS to add 2.4 gigawatts of data centre capacity without sticking everyone else with the bill. Data centres are not just for AI: they are the “invisible digital backbone” behind everything from banking to healthcare to emergency services, Brandon says. But he also acknowledges that local communities around data centre developments are right to ask hard questions about costs. NIPSCO and other utilities agree. Vince says they welcome the economic activity and tax revenues that new data centres bring, but the goal for the electricity system is to ensure customers “aren't paying for it.” AWS and NIPSCO say their agreement, which they announced last November, will achieve that goal. In fact, they expect to save customers money, unlocking $1 billion in customer savings over 15 years.So what actually makes this deal different, and is it a template others can copy? Brandon and Vince walk through the ring-fenced structure (a separate GenCo that funds and builds generation), the performance incentives, and why both sides landed on a 15-year commitment even as data-centre hardware cycles every few years. You'll also hear why AWS doesn't see its data centres as truly flexible loads, how the GenCo model let NIPSCO lock in long-lead equipment early, and what plugging this capacity into the MISO power market means for the reliability of electricity supplies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Awarepreneurs
391 | Raising Smarter: How Cleantech Startups are Adapting with Paul Zelizer

Awarepreneurs

Play Episode Listen Later Feb 17, 2026 13:43


Bio:  Paul Zelizer has been a business coach and consultant for social entrepreneurs and cleantech companies for the past 18 years, the host of the Awarepreneurs podcast and co-founder of NM Tech Talks and NMClimate.  A growing portion of his work is as a fractional VP of Business Development and Strategic Partnerships for cleantech startups and mission driven companies. This episode is sponsored by the coaching company of the host, Paul Zelizer. Consider a Strategy Session if you can use support growing your impact business. Resources mentioned in this episode include: Paul's services Pitch an Awarepreneurs episode

Factor This!
This Week in Cleantech (02/13/2026) - Trump removes legal basis under Clean Air Act

Factor This!

Play Episode Listen Later Feb 13, 2026 14:49


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Matthew Daly from The Associated Press, who wrote about how the EPA has rescinded the 2009 “endangerment finding,” the scientific and legal basis under the Clean Air Act that allowed the federal government to regulate greenhouse gas emissions to address climate change.This week's "Cleantecher of the Week" is Brian Hurley, executive director of Friends of Deckers Creek. He and his team are turning toxic, rust-orange acid coal mine drainage into clean water again with low-tech pond systems that bring back fish, salamanders, and frogs. And the cleanup is now helping recover rare earth minerals too, turning pollution into a resource that can fund even more restoration. Congratulations, Brian!This Week in Cleantech — February 13, 2026 Are faked public comments about to tank an Ohio solar farm? — Canary MediaTrump Administration Is Delaying Hundreds of Wind and Solar Projects — The New York TimesWind and solar beat fossil fuels in EU power mix in 2025, energy think tank says — ReutersGeothermal could replace almost half of the EU's fossil fuel power — GristTrump's EPA revokes scientific finding that underpinned US fight against climate change — The Associated PressWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Explore Podcast | Startups Founders and Investors
Sarah Sclarsic (Voyager): Electrification is the New Default

Explore Podcast | Startups Founders and Investors

Play Episode Listen Later Feb 12, 2026 39:03


Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****Listen now:Apple // Spotify // YouTube

The Energy Gang
Energy storage steps up: the growing role of batteries on the grid, and the challenge from winter storms

The Energy Gang

Play Episode Listen Later Feb 10, 2026 61:08


It's the hottest sector in the global energy industry right now, driven by rising power demand, the need to back up variable renewable generation, and escalating threats to grid resilience. It is of course, battery storage. Host Ed Crooks and regular guest Amy Myers Jaffe speak with Julian Nebreda, CEO of energy storage systems company Fluence, about why batteries are becoming essential grid infrastructure. At peak hours during the bitterly cold weather that has covered much of North America in recent weeks, batteries accounted for about 1% of US power supply. But even a relatively small share of battery capacity can play an outsized role in preventing outages, Julian says. He argues that batteries are best understood not as replacements for fossil fuels, but as system optimizers: delivering fast-response capacity, stabilizing grids, and allowing generation assets to run more efficiently. With Amy and Ed, he addresses some of the common myths around batteries' cold-weather performance, multi-peak demand days and reliability compared with traditional generation.The gang explores the next wave of demand growth for batteries, particularly from new data centres for AI. Julian points to “speed to power” as a major new driver for storage deployment, as the hyperscalers and other tech companie try to bring new data centre capacity online as quickly as they can. There discussion also covers the geopolitical significance of storage, the attempt to build a battery supply chain in the US, the strngths of distributed versus centralised system designs, and examples of operations from Texas to Ukraine. As Amy notes, the industry is still catching up to the full potential of storage, but the potential is enormous.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
Building the plane while it's flying: data centers, utilities, and the new rules of power

The Interchange

Play Episode Listen Later Feb 10, 2026 44:06


After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Interchange Recharged Bridget van Dorsten is joined by Chris Seiple, Vice Chairman of Power & Renewables at Wood Mackenzie, to unpack one of the defining challenges facing the modern energy system: how utilities, developers, and policymakers are responding to an unprecedented surge in electricity demand driven by data centres, AI, and reshoring manufacturing. Bridget and Chris explore what makes this moment different, why planning cycles are colliding with short technology investment horizons, and how this mismatch is forcing a fundamental rethink of how the power business works, from energy policy to energy finance. The main point is that the difference between regulated and deregulated markets is widening, as vertically integrated utilities strengthen their advantage in managing large loads.New mechanisms like large-load tariffs are reshaping rate design, investment risk, and affordability - Chris explains how. Plus, deregulated markets may be approaching a tipping point, as traditional price signals struggle to accommodate demand arriving at this scale and speed. What does it all mean for energy?Crucially, the episode looks beyond the immediate crunch to the longer-term implications for the energy transition. From renewable energy and solar energy pipelines to grid resilience, transmission innovation, and behind-the-meter solutions, this demand boom could become a powerful catalyst for clean tech, clean technology, and energy innovation, even as subsidy regimes change and capital costs rise.The discussion also touches on the role of hydrogen, nuclear, and emerging grid technologies in supporting future energy projects, and why this period of rapid load growth may ultimately accelerate decarbonisation rather than slow it. If you're tracking climate policy, climate change, green finance, and long-term energy predictions, this episode is for you; hear why today's data centre boom could shape the next several decades of the power system.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
Prioritizing affordability while modernizing the grid, with Exelon EVP and COO Mike Innocenzo

Factor This!

Play Episode Listen Later Feb 9, 2026 32:27


Tell us what you think of the show! As energy demand reaches historic levels, the utility industry needs to build a 21st-century grid while also keeping monthly bills affordable for the average family. What does it mean to do so on a practical level?To find out, we connected with Exelon EVP and COO Mike Innocenzo. Drawing on a career that began as a field engineer, he explains why affordability has become the starting point for every conversation at Exelon. He shares how the company navigates the massive costs of data center integration and EV adoption while overseeing a $38 billion capital plan. We also explore the reality of hardening the grid, the regulatory innovations needed to streamline costs, how Exelon uses AI to protect their customer's bottom line and much more.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (02/06/2026) - Can this safer nuclear fuel make a comeback?

Factor This!

Play Episode Listen Later Feb 6, 2026 13:56


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's "Cleantecher of the Week" is Monika Gerhart, executive director at Gulf States Renewable Energy Industries Association, who is championing clean energy benefits and opportunities in a region well known for its fossil fuel legacy. Monika orchestrated an event last week where various businesses and trade associations held panels on several topics, one of which being how to handle energy demand for huge data centers. Erin Greeson made this nomination, and she noted to never underestimate Louisianians. Congratulations Monika! This Week in Cleantech — February 6, 2026 China's Solar Power Capacity on Course to Surpass Coal This Year — BloombergGoogle Is Spending Big to Build a Lead in the AI Energy Race – WSJTexas' Grid Holds Up During Winter Weather — Inside Climate NewsSurge in public charging infrastructure defies EV slowdown — AxiosThe Super Safe, Super Expensive Nuclear Fuel That's Making a Comeback — Heatmap NewsWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

ARC ENERGY IDEAS
Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025

ARC ENERGY IDEAS

Play Episode Listen Later Feb 4, 2026 25:53


This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”. They begin by discussing Bloomberg New Energy Finance's latest “Energy Transition Investment Trends (2026)”, which finds that global investment in the energy transition reached a record $2.3 trillion in 2025, up 8 % from 2024. Next, they review a set of charts from a 200-slide deck released by Nat Bullard, an annual presentation on the state of decarbonization. Nat describes himself as a “climate-focused keynote speaker, board-level strategist, consultant, and advisor.”  His side deck provides a comprehensive overview of the latest data across a wide range of energy types. Finally, the hosts discuss a couple of new papers by Peter Tertzakian: one titled “Venezuela's Fiscal Competitiveness” and another called “Oil, Mercantilism, and the Return of Gunboat Economics”. In this segment, they debate the impact of Venezuela's high government take, which has contributed to declining production, and consider recent reforms to the country's oil and gas sector aimed at attracting foreign investment.Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Studio Energie
Victor van Hoorn (Cleantech for Europe) over Europa's cleantech-kansen, en hoe die te pakken

Studio Energie

Play Episode Listen Later Feb 3, 2026 59:02


Schone technologie – oftewel cleantech – biedt Europa grote kansen. Dat zeggen bedrijven, dat zegt de EU én dat zegt Mario Draghi in zijn inmiddels beroemde rapport. Maar dát er kansen zijn, wil niet zeggen dat ze daarom dús ook worden gepakt. Hoe kan Europa z'n cleantech-kennis omzetten in business? En hoe houden we ons tegelijkertijd de Chinezen van het lijf? Ik vraag het Victor van Hoorn, directeur van Cleantech for Europe.

Factor This!
This Week in Cleantech (01/30/2026) - How much can New England really depend on Canadian hydro?

Factor This!

Play Episode Listen Later Jan 30, 2026 23:48


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Jon Chesto from The Boston Globe, who wrote about new questions about how dependable Canadian hydropower will be during severe winter storms.This week's "Cleantecher of the Week" is Andrew Beebe, Managing Director at Obvious Ventures. This week, the company announced Fund 5, which closed at $360,360,360. Congratulations, Andrew!This Week in Cleantech — January 30, 2026 EVs just outsold gas cars in Europe for the first time — Fast CompanyPower Outages Could Rise as Freezing Temperatures Persist After Winter Storm — The New York TimesMichigan attorney general sues oil industry over allegations of collusion against electric vehicles and renewable energy — POLITICOUS Exits Paris Agreement: What Trump's Withdrawal Means for Climate Change — BloombergNew power line provided little juice to New England during Sunday's storm, frigid temperatures — The Boston GlobeWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
How a Texas electric co-op rebuilt for reliability | Sponsored content from Rayburn Electric

The Energy Gang

Play Episode Listen Later Jan 27, 2026 45:26


As Texas battles another bout of bitterly cold weather, Energy Gang looks at the lessons that one generation and transmission electric co-operative learned from Winter Storm Uri in 2021. The freeze and subsequent shock to energy prices showed providers how dangerous it can be to rely on the market alone.For Rayburn Electric, a not-for-profit, member-owned cooperative, incurring years of power costs in just days was a catalyst for a fundamental reset of its approach to risk and resilience.Host Ed Crooks is joined by Rayburn's President & CEO David Naylor, and General Counsel Chris Anderson, to hear the story of how they rethought how the co-op could best serve its members, and implemented its new strategy. The crucial steps included a first-of-its-kind securitization for a co-op, to spread costs over decades, and a strategic pivot toward owning generation as a natural hedge for its electricity sales. The co-op bought a power plant, now called the Rayburn Energy Station, and has RES 2 in the works, to meet reliability needs amid rapid load growth. David and Chris share what changedinside the organization too, driven by the principle that ‘status quo is not company policy.' Operating exclusively within ERCOT, Rayburn provides power to approximately 625,000 Texans across sixteen counties, working collaboratively with four local distribution co-ops. Its infrastructure includes more than 265 miles of transmission lines and more than 1,000 MW of owned generation capacity, including the Rayburn Energy Station, a combined-cycle natural gas plant added to strengthen reliability after Winter Storm Uri.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
Fuel cells are powering AI data center demand: they've moved from interesting clean tech to major player. How are utilities using them?

The Interchange

Play Episode Listen Later Jan 27, 2026 43:34


US data centre announcements are averaging 435MW a month, and there's around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to meet their energy demands. It's one of the biggest infrastructure challenges in energy right now: how to deliver reliable, fast power without derailing climate and decarbonisation goals. Joining interim host Bridget van Dorsten is Akhil Batheja, Director of Technology Strategy at Bloom Energy, to unpack why fuel cells have moved from “interesting clean technology” to the epicentre of the data-centre power conversation - and what that shift means for utilities, energy projects, and energy policy.Together they discuss how solid oxide fuel cells differ from turbines, engines and batteries - from efficiency and permitting advantages to “Lego block” scalability - and why “time to power” is becoming the defining metric for data center owners. Bridget and Akhil explore grid resilience and the realities of operating off-grid campuses, how fuel cells can handle spiky AI workloads using supercapacitors, and why a future high-voltage DC architecture could reshape data-centre efficiency. Finally, they look at pathways to cleaner fuels, including hydrogen, renewable energy-linked fuels like biogas/RNG, and carbon capture, plus the role of energy finance and green finance in accelerating climate change solutions across the energy transition.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
PG&E defines a new utility model for data centers, onsite gas, and community connection

Factor This!

Play Episode Listen Later Jan 26, 2026 39:42


Tell us what you think of the show! The scale of energy demand in Northern California has reached a historic inflection point. With a 10 GW pipeline of data center demand—enough load to power more than 7.5 million homes—utility planners at Pacific Gas and Electric (PG&E) are navigating a high-stakes race against time, infrastructure limits, and the laws of physics.To better understand how PG&E is turning these challenges into opportunities, we connected with two people who are doing exactly that for the company every single day. Austin Hastings is Vice President, Gas Engineering at PG&E while Mike Medeiros is Vice President, Strategic Commercial Solutions at PG&E.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (01/23/2026) - What's a life worth to the EPA?

Factor This!

Play Episode Listen Later Jan 23, 2026 20:37


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Maxine Joselow from the New York Times, who wrote about the EPA's decision to stop assigning a dollar value to lives saved in cost-benefit analyses for major air pollution rules.This week's "Cleantecher of the Week" is funeral director Eric Chamberlain, who helped bring wind power to Rock Port, Missouri, making it one of the first US towns to generate more wind electricity than it used. Nearly two decades later, the wind project is still delivering lasting local benefits through jobs, landowner payments and major county tax revenue. Congratulations, Eric!This Week in Cleantech — January 23, 2026 Supreme Court will not hear Duke Energy's appeal in anti-monopoly case — The Carolina JournalSoaring Electricity Costs Are Now a Hot Political Issue — The Wall Street JournalTrump Is Obsessed With Oil, but Chinese Batteries Will Soon Run the World — The New York TimesSolar Projects Face Turmoil Under Trump, but Big Business Is Still Banking on Them — The Wall Street JournalWhat's a Human Life Worth? The E.P.A. Says Zero Dollars. — The New York TimesWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

C.O.B. Tuesday
"We're In a Yes-And Environment" Featuring Neil Mehta, Carly Davenport, and Brian Singer, Goldman Sachs

C.O.B. Tuesday

Play Episode Listen Later Jan 19, 2026 65:17


Over the years, we have really enjoyed hosting the Goldman Sachs Research Team, and today we are thrilled to share this Special Edition featuring Neil Mehta (Managing Director and Head of North American Natural Resources Equity Research), Carly Davenport (Vice President, Equity Research), and Brian Singer (Managing Director and Global Head, GS SUSTAIN for Global Investment Research). Neil joined Goldman in 2008 and oversees research coverage across oil and gas, utilities, midstream, metals and mining, and clean technology, while also leading coverage for large-cap energy equities. Carly joined Goldman in 2016 and covers U.S. utilities. She previously covered SMID-cap refiners and was a member of the integrated oils & refiners team. Brian joined the firm as an analyst in 1998 and has covered energy companies based in Argentina, Brazil, Canada, Russia, South Africa, and the U.S. As many of you likely know, Goldman recently hosted its annual Energy, CleanTech & Utilities Conference. Jeff Tillery, Arjun Murti, and Maynard were thrilled to welcome the team back to discuss key takeaways and the broader energy landscape. As you will hear, it was a wide-ranging and substantive discussion, thanks to Neil, Carly, and Brian, whose coverage and breadth of knowledge made for a fascinating conversation. In our discussion, Neil walks us through how Goldman's Energy, CleanTech & Utilities Conference has broadened its coverage over time and how the Maduro/Venezuela developments shaped conversations, especially the market's tendency to trade geopolitical headlines to extremes before recalibrating. Brian explains how sustainability in 2026 is increasingly about risk mitigation and reliability (power, water, supply chains), and why the power buildout is a “yes-and” environment rather than an either/or fuel debate. Carly discusses how the market is shifting from “own-the-theme” to a more stock-picker setup as 2025 plans translate into concrete PPA announcements and load-growth rationalization, with an all-of-the-above sourcing outlook across coal, gas, renewables, and longer-dated nuclear. We cover oil and gas risk-taking, M&A, and why consolidation may be necessary, but not sufficient, especially for U.S.-focused shale players. We explore lessons from shale on cost position and diversification, investor “permission” for expansion via Brian's CARE checklist, how to “get outside your lane” without losing credibility, and the guardrails utilities face in avoiding volatility and merchant exposure. Brian outlines investor behavior in a demand-driven upcycle, scale as a differentiator in power, and his energy policy STARS lens: Supply Transition, Affordability, Reliability, and Security, along with supply-chain depth and labor as a binding constraint. Carly also shares underappreciated themes including grid maintenance and resilience investment needs and potential ROE and affordability pressure. Neil highlights economic re-acceleration as a potentially underappreciated upside driver for energy equities and contrasts strategic priorities for refiners versus midstream. We close by asking what's next for the team as they look ahead to next year's conference. We greatly appreciate Neil, Carly, and Brian for sharing their time and perspectives. We hope you find today's discussion as insightful and interesting as we did. Our best to you all and Happy MLK Day!

Stocks To Watch
Episode 754: How CleanTech Vanadium ($CTV) Is Positioned to Support U.S. #Fluorspar & #Uranium Supply Chains

Stocks To Watch

Play Episode Listen Later Jan 16, 2026 14:20


The U.S. must strengthen its domestic supply of critical minerals, particularly #Fluorspar, which plays a vital role in uranium enrichment, energy storage, and advanced manufacturing.In this interview, CleanTech Vanadium Mining (TSX-V: CTV | OTCQB: CTVFF) CEO & Executive Chairman John Lee, CFA explains the growing supply imbalance for fluorspar and vanadium, why fluorspar is essential to the uranium fuel cycle, what makes the company's assets unique, and how the company is positioned amid rising U.S. demand for critical minerals.CleanTech CTV Company Website: https://cleantechctv.comCleanTech CTV X: https://twitter.com/cleantechctvCleanTech CTV YouTube: https://www.youtube.com/@CleanTechCTVCleanTech CTV LinkedIn: https://www.linkedin.com/company/cleantechctvCleanTech CTV Facebook: https://www.facebook.com/cleantechctvCleanTech CTV Instagram: https://www.instagram.com/cleantechctv/Watch the full YouTube interview here: https://youtu.be/fvr7_6oS0CcAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Factor This!
This Week in Cleantech (01/16/2026) - Can American batteries keep up the pace?

Factor This!

Play Episode Listen Later Jan 16, 2026 17:36


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Nico Rivero from the Washington Post, who wrote about how the rapid growth of grid-scale batteries in the U.S. is likely to pause in 2026.This week's "Cleantecher of the Week" is Darian Nagle-Gamm, Iowa City's transportation director, who is also the program owner for the city's fare-free bus system. Ridership eventually grew to 118% of prepandemic levels. Carbon pollution dropped by about 778 metric tons of carbon dioxide a year, roughly the equivalent of taking 167 vehicles off the roads. Congratulations, Darian!This Week in Cleantech — January 16, 2026 Scoop: Local Pushback, Canceled Data Centers Surged in 2025 — Heatmap NewsUS judge lets Denmark's Orsted resume Rhode Island offshore wind project that Trump halted — ReutersNew York Tells Data Centers They Must Pay More for Power — BloombergBig Tech is poaching energy talent to fuel its AI ambitions — CNBCThe American battery boom is on shaky ground — The Washington PostWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

C.O.B. Tuesday
"Our Founding Fathers Didn't Think Politics Would Be A Profession" Featuring Governor Kevin Stitt, OK

C.O.B. Tuesday

Play Episode Listen Later Jan 14, 2026 40:51


Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics, he was a successful entrepreneur. His company, Gateway, grew into a nationwide mortgage company and, through a merger, became Gateway First Bank, now one of Oklahoma's ten largest banks. In 2018, he received more votes than any gubernatorial candidate in Oklahoma history in his first bid for elected office. As Governor, he has prioritized delivering more value for taxpayers, and his fiscally conservative approach has helped Oklahoma build its largest savings balance in state history. Governor Stitt also serves as Chair of the National Governors Association, which was founded in 1908 to advance bipartisan dialogue, policy innovation, and information-sharing among the nation's governors. It was an honor to host the Governor for an insightful conversation on permitting reform, power affordability, and the policy bottlenecks shaping the U.S. energy and infrastructure buildout. In our conversation, we explore why states, through the bipartisan work of the National Governors Association, are central to unlocking U.S. competitiveness and fixing bottlenecks that Washington has struggled to address. Governor Stitt lays out a practical, pro-business, free-market philosophy to build more of everything, remove obstacles, and let innovation and capital do the work, shaped by his background as a business leader turned governor. We discuss Oklahoma's behind-the-meter power policy that allows large users to self-supply, the broader affordability and power price debate, and the need to better educate the public on where electricity comes from. We dig into what's broken in today's policy framework, including the lack of a single accountable federal regulator, and how short-term politics and pendulum swings can stall long-term, common-sense reforms. We also touch on the added complexity of tribal sovereignty and federal involvement in energy infrastructure development. As mentioned, the National Governors Association's permitting proposal, “NGA Letter on Energy Permitting Priorities” (published in October 2025) is linked here. We greatly enjoyed the discussion and appreciate Governor Stitt for his time. Mike Bradley noted the 10-year bond yield (~4.18%) has traded sideways to start the year. December CPI printed in line with expectations, with PPI due tomorrow. If economic reports continue to print in line, bond yields will likely remain rangebound until the January 28 FOMC meeting. On the oil market front, WTI is up ~$3.50/bbl (~$61/bbl) this year despite 2026 surplus concerns. Oil markets have quickly shifted from 1H26 oversupply and Venezuelan oil production increases to rising Iran-related risk, with the potential for a sharper spike if tensions escalate, especially given that institutional investors are currently bearish (Goldman Sachs Oil Sentiment survey) and very short oil contract “financial” length. In equities, the S&P 500 is up ~2% YTD with the biggest sector winners being cyclicals (Energy, Industrials, and Materials). Materials is the best performing S&P sector this year (up ~7%) due to growing optimism that global GDP growth will be headed higher in 2026. The Russell 2000 is up ~6%, which is far outpacing the S&P 500 & Big AI/Tech stocks, and could be an early sign that market breadth is widening. Energy is up ~5% this year with Oil Services up ~12%, Refiners up ~8% and U.S. Oil Majors up ~6% on hopes that they'll all be beneficiaries of future Venezuelan infrastructure investment and a quick redirection of heavy oil barrels to Gulf Coast refiners. He closed with takeaways from the Goldman Sachs Energy, Clean Tech & Utilities Conference last week including a real sense of optimism despite investors still being most

The Interchange
AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?

The Interchange

Play Episode Listen Later Jan 13, 2026 29:37


AI is changing the energy system faster than almost anything we've seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-chair of the Americas at Wood Mackenzie, for a wide-ranging conversation about what's really driving energy decisions in 2026. From data centres and “speed to power” to energy affordability and US energy dominance, they unpack why reliability, cost and scale are now front of mind for governments, utilities and technology companies.Bridget and Ed discuss which technologies could step up to meet the demand, from long-duration storage and advanced nuclear to geothermal and grid-enhancing technologies, and whether AI itself could help accelerate innovation across the energy system. Then they debate the costs; how much does AI really cost us in emissions and capital that could arguably be better spent elsewhere. Are data centres out-competing the energy transition for capital and grid access? And what happens if today's AI investment boom starts to cool, or the bubble bursts?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Factor This!
Meghan Dewey helps define a human-centric utility at Duke Energy

Factor This!

Play Episode Listen Later Jan 12, 2026 39:55


Tell us what you think of the show! As the Senior Vice President of Products & Services and Pricing Solutions at Duke Energy, Meghan Dewey oversees a portfolio that generates over $1.5 billion in annual revenue. But for her, the true metric of success isn't about spreadsheets or numbers but is instead about empowering the people on both sides of a utility bill.Meghan sits at the intersection of massive corporate scale and human-centric innovation. From the Emerging Technology Office and customer prototype labs to large-scale transportation electrification, her team is essentially designing a blueprint for how utilities can operate in the short and long term. She's the engine behind how Duke Energy scales high-value solutions while also prioritizing customer experience in a way that resonates.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Factor This!
This Week in Cleantech (01/09/2026) - Time for a nuclear renaissance?

Factor This!

Play Episode Listen Later Jan 9, 2026 23:20


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Ivan Penn from The New York Times, who wrote about surging optimism for nuclear power in the U.S.This week's "Cleantecher of the Week" is Mariangela Hungria, a Brazilian agronomist and microbiologist who won the 2025 World Food Prize for her work on microbes that feed plants nitrogen, allowing farmers to cut fertilizer costs and pollution. This Week in Cleantech — January 9, 2026 Trump administration halts offshore wind projects from Virginia to New England, in major blow to clean power — POLITICOThe 4 Things Standing Between the U.S. and Venezuela's Oil — Heatmap NewsThe Positive Climate News You May Have Missed This Year — BloombergChina's BYD overtakes Tesla as world's top EV seller for first time — CNBCOptimism About Nuclear Energy Is Rising Again. Will It Last? — New York TimesWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

The Energy Gang
Venezuela and what to expect from energy in 2026

The Energy Gang

Play Episode Listen Later Jan 8, 2026 51:37


The new year has only just begun, and already we have seen an event with massive significance for the world of energy. The US operation to remove Venezuelan President Nicolás Maduro opens a new era for a country that holds – according to some definitions – the world's largest oil reserves.So far there has been little impact on oil markets. But what are the implications going to be for energy in the months and years to come? To discuss how this volatile situation might evolve, host Ed Crooks is joined by regular guest Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and an expert on oil earlier in her career. History never repeats itself, the saying goes, but sometimes it rhymes. Amy draws a parallel between Venezuela today, and Iraq after the US-led invasion and the overthrow of Saddam Hussein in 2003. There are some similarities in the position of the two oil-rich countries, which were both dragged down by mismanagement and sanctions. But Amy argues that Venezuela's oil system is in far worse shape, with looted equipment, chronic power and fuel shortages, and damage that may not be reversible.Melissa Lott, another Energy Gang regular, also joins the show, and raises the question of what regime change in Venezuela might mean for the energy transition. Melissa is a partner at Microsoft, but appearing on the show in her usual role as an independent commentator and energy expert. Then it's on to the other places, people and technologies that are likely to make a big impact on energy this year. Ed is watching the Gulf Coast buildout of new liquefied natural gas (LNG) plants. It is a boom so big that Wood Mackenzie expects US LNG exports to roughly double from 2023 levels by around 2030, with more growth beyond.The gang assesses the likely consequences of surging LNG supplies: downward pressure on global gas prices, and potential financial strain for exporters. There is also the possibility that a peace deal in Ukraine could make the oversupply even worse, by allowing more Russian gas to flow west into European markets. Next up, it's people to watch in 2026. Melissa names the US energy secretary Chris Wright, and Ed picks new FERC chairman Laura Swett. As the US power grid, and its energy system more generally, face mounting challenges because of the growth in data centers needed for AI, effective policy and regulation will be critical. Amy chooses China's President Xi Jinping: the country's next five-year plan could reshape the global competition for energy dominance.On technologies to watch, battery storage is a hot topic. Melissa and Ed discuss the supply chains needed to meet growing demand, and innovative products such as Form Energy's iron-air batteries, which are being deployed in a first-ever commercial project that will be fully operational this year. Amy's choice is humanoid robots. They're expensive and still imperfect, but are they going to rule the future? They are already being trialled for repetitive factory tasks. Amy says her Roomba can't cope with a spilt bowl of cereal. But will new flexible AI-guided robots be able to do the job properly?Follow the show so you don't miss an episode this year – it's going to be a busy one.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

C.O.B. Tuesday
"What If We're In A World Where Oil Demand Keeps Growing?" Featuring Rob West, Thunder Said Energy

C.O.B. Tuesday

Play Episode Listen Later Jan 7, 2026 68:07


Today we had the pleasure of welcoming back Rob West, Founder and Lead Analyst at Thunder Said Energy, continuing our tradition of kicking off the year with his perspectives. Rob has joined us on COBT six times in our history and has earned the honor of holding the lead-off spot in 2022, 2024, 2025, and now 2026. He is a long-time energy analyst and provides unique, thought-provoking, and economic-driven insights into energy research and technologies. Rob launched Thunder Said in 2019 and previously served at Sanford C. Bernstein and Partners Capital. Based in Estonia, he brings a valuable global lens to the energy landscape. One of Veriten's highlights from 2025 was having Rob join the firm as a Senior Advisor. We were delighted to visit with Rob to reflect on 2025 and explore what the future might hold for energy in 2026. In our conversation, Rob reflects on the shift in the dominant energy-market narrative from net zero and the energy transition (2021 – 2023), to geopolitical security post Russia-Ukraine, and now overwhelmingly toward AI and power demand. We discuss the outlook for sharply higher global defense spending by 2030 and its potential benefits to infrastructure, industry, AI, smart grids, and competitiveness. Rob outlines a broader recalibration of energy “truths” entering 2026 including solar growth potentially flattening, EV growth slowing or declining, the LNG glut narrative being questioned, and oil demand continuing to grow at roughly ~+1 MMbbl/d per year. Rob shares his outlook on global LNG, highlighting a wave of new supply that is frequently delayed, Russian LNG logistics constraints, Australia's domestic market interventions, and how policy changes in the U.S. and China are contributing to slower EV sales. We explore whether rising marginal coal mining costs in China could translate into higher Chinese power prices, China's energy strategy and diversification, and the copper outlook, including potential demand headwinds if solar and EV growth slows in 2026, alongside the importance of “primary analysis.” Rob highlights why flexible grids and better utilization are the biggest levers to reducing power system costs and explains his rationale for a more cautious U.S. shale outlook, remarking that oil markets are now influenced less by OPEC policy and more by U.S. foreign policy pressure. We closed by asking Rob for his biggest wildcard for 2026, which he identified as a collapse/fracturing of Russia as a state, with major implications for resource markets and control of assets. It was an insightful discussion and we can't thank Rob enough for sharing his time and thoughts with us. Mike Bradley and Arjun Murti both joined from the Goldman Sachs Energy, CleanTech & Utilities Conference in Miami. Mike opened by emphasizing that two of the major market themes in 2025 were AI/data center and electricity demand growth. He noted that most investors still believe these two themes will continue to resonate in 2026, and will probably need to, especially at current valuations. On the energy commodity front, WTI oil price is up ~2% so far this year, while U.S. natural gas price is down ~8% on a warmer weather outlook. Across broader equities, the S&P 500 is up ~1% this year while the DJIA is up ~2%. The best performing sectors so far this year have been energy, financial, industrial, and materials, while the underperformers have been technology and telecom. On the energy equity front, he noted that last weekend's events in Venezuela have lifted (materially in some cases) shares of U.S. oil majors, large-cap international oil services and Gulf Coast refiners, while E&Ps have been the underperformers. The wide divergence in energy equity performance this week is mostly due to optimism of an infrastructure/oil services/oil production revival in Venezuela which may be premature. He added that hedge funds could be a culprit for these outsized moves mostly because they weren't positi

The Energy Gang
Electric vehicles create problems for the grid. Could they also help solve them? The plan to turn EVs into reliable grid infrastructure

The Energy Gang

Play Episode Listen Later Jan 6, 2026 54:29


As we head into 2026, electricity grids aren't just under strain; they are facing transformational change because of the shifts in the ways that we work, entertain ourselves, and get around. EVs are one of the fastest-growing new loads on the grid in many parts of the world, but are also one of the least well-understood. They can exhibit flexibility that's mostly going unused today. Millions of EVs are already connected to the grid, and they're being treated as a problem instead of a solution. So how could they be used to ease that strain on electricity grids? What would it look like if we could turn EVs into really useful distributed energy resources (DERs)? Host Ed Crooks welcomes Apoorv Bhargava to the show for the first time. Apoorv is the CEO and co-founder of WeaveGrid, a company aiming to make EVs and other DERs function like dependable infrastructure for distribution grids. It wants provide utilities with trusted, repeatable, edge-level control of assets, rather than occasional, system-level demand response. Apoorv explains how it all works.Apoorv is a former student of regular guest Amy Myers Jaffe, who now teaches at New York University. She joins the show to argue that there is still a great deal of uncertainty around claims of using flexibility to reinforce. It isn't a black-and-white question, she says: flexibility only works when it's engineered, trusted and planned for at the distribution level, not improvised through emergency demand response. Together Ed, Apoorv and Amy debate how EVs and grids might be able to work together in the future, instead of against each other. They discuss consumer behaviour, politics and concerns over rising power bills as factors that will matter just as much as the evolution of the technology. The biggest grid upgrade opportunity may not be new wires, transformers or even power plants: it could be the Tesla, VW or BYD in your driveway.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On the Way to New Work - Der Podcast über neue Arbeit
#527 Jonathan Roberz | Co-Founder MicroHarvest | CleanTech | Mountain & Ocean Lover

On the Way to New Work - Der Podcast über neue Arbeit

Play Episode Listen Later Jan 5, 2026 54:49 Transcription Available


Unser heutiger Gast hat Maschinenbau und Produktionstechnik an der RWTH Aachen studiert, mit Stationen in Kalifornien und Graz. Früh kombinierte er technische Neugier mit unternehmerischem Mut: Bereits 2012 gründete er sein erstes eigenes Unternehmen, ein Hightech-Start-up im Bereich industrielle Bildverarbeitung. Nach dem erfolgreichen Exit blieb er der Rolle des Gründers treu und wandte sich einem Thema zu, das für die Zukunft unseres Planeten kaum wichtiger sein könnte: der Ernährung. Heute leitet er als Mitgründer und Geschäftsführer ein BioTech-Unternehmen, das mithilfe von Mikroorganismen eine völlig neue Kategorie von Proteinen entwickelt: nachhaltig, skalierbar, nährstoffreich. Innerhalb von nur 24 Stunden entstehen dort proteinreiche Zutaten, die 60 % Eiweiß enthalten, dabei keine Allergene aufweisen und 95 % weniger CO₂ verursachen als Fleisch. Ob Tierfutter, Aquakultur oder menschliche Ernährung. Sein Ziel ist klar: Die Proteinversorgung der Zukunft braucht neue Wege. Und MicroHarvest, so der Name seiner Company, will diese Wege erschließen.. Seit über acht Jahren beschäftigen wir uns in diesem Podcast mit der Frage, wie Arbeit den Menschen stärkt, statt ihn zu schwächen. In über 500 Podcastfolgen haben wir mit fast 700 Persönlichkeiten darüber gesprochen, was sich verändert hat und was sich noch verändern muss. Wie gelingt es, mit technologischer Innovation echte planetare Herausforderungen zu lösen – ohne in Greenwashing oder Vision-Overload zu verfallen? Wie baut man ein Unternehmen, das wissenschaftliche Exzellenz mit Skalierung, Investorenlogik und Sinn verbindet? Und wie bleibt man als Gründer selbst wirksam, wenn das Tempo hoch, die Technologie komplex und der gesellschaftliche Druck groß ist? Fest steht: Für die Lösung unserer aktuellen Herausforderungen brauchen wir neue Impulse. Daher suchen wir weiter nach Methoden, Vorbildern, Erfahrungen, Tools und Ideen, die uns dem Kern von New Work näherbringen. Darüber hinaus beschäftigt uns von Anfang an die Frage, ob wirklich alle Menschen das finden und leben können, was sie im Innersten wirklich, wirklich wollen. Ihr seid bei „On the Way to New Work“ – heute mit Jonathan Roberz. [Hier](https://linktr.ee/onthewaytonewwork) findet ihr alle Links zum Podcast und unseren aktuellen Werbepartnern

Good Garbage with Ved Krishna
Soil, Soul, and Systems Change: A Conversation with Sammy Davies

Good Garbage with Ved Krishna

Play Episode Listen Later Dec 27, 2025 79:50


Sammy Davies, Director of Sustainability & Brand at EcoSafe Zero Waste, is a regenerative leader who bridges the gap between high-level brand strategy and deep ecological advocacy. With over a decade of experience in cleantech, she brings a "systems change" mindset to the heart of the circular economy.What if the secret to fixing our broken industrial systems isn't found in a boardroom, but in the ancient wisdom of the earth? We explore how a background in herbalism and ancestral medicine can fundamentally reshape our approach to environmental leadership and personal connection.Modern waste management is full of promises, but how much of it is actually working? We take a closer look at the innovative tools driving real diversion and the specific household items that are quietly revolutionizing how we handle our daily footprint.The journey toward zero waste is rarely a straight line. We dive into the uncomfortable truths regarding the "green" products we rely on and why true transformation requires us to fall in love with the very systems we often overlook.Join host Ved Krishna as he learns from inspiring guests and experts in the industry of sustainable packaging about ways to leave the planet cleaner and answer what is #GoodGarbage? Check out the Good Garbage podcast on YouTube, Spotify, Apple Podcasts and wherever you listen to podcasts about making the planet cleaner! Check out more on our journey! Get involved at pakka.com#composting #sustainability #packaging #environment #compostableProducer: Sargam KrishnaSubscribe to Good Garbage Podcast on Apple PodcastsSubscribe to Good Garbage Podcast on YouTube: @goodgarbageFollow us on Instagram: @goodgarbagepodcastGood Garbage Podcast, Ved Krishna, Samantha Davies, EcoSafe Zero Waste, Sustainability, Circular Economy, Composting, Compostable Packaging, Regenerative Agriculture, Systems Change, India Sustainability, India's Future, Family Business, Innovation, Technology, Modernization, Legacy, Future Vision, Waste Diversion, Zero Waste, Environmental Advocacy, Cleantech, Climate Action, Sustainable Branding, Green Innovation, Soil Regeneration, Nature Connection, Ayurvedic Medicine, Herbalism, Waste Management, Growth Strategy, Global Sustainability

The Energy Gang
Energy Gang's year in review: the highs, the lows, the people and the technologies of 2025

The Energy Gang

Play Episode Listen Later Dec 18, 2025 61:09


It's the final Energy Gang of the year, and host Ed Crooks is joined by regulars Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, Shanu Mathew, a portfolio investor and manager, and Melissa Lott, a systems engineer and energy analyst, to take stock of an exciting year for energy.The buzzword of 2025 was undoubtedly AI. Data centres transformed the outlook for power demand, and rising electricity prices put pressure on a new US administration that is determined to focus on affordability. As the shockwaves from advances in AI spread out across the industry, everyone started talking about “bring your own power” and flexible loads on the grid. Meanwhile battery deployment soared, as businesses looked for solutions to the challenges raised by variable renewable generation and rising demand.The crew discuss permitting reform in the US, congestion pricing for cars in New York – one of the more positive stories of the year – and exciting times for nuclear power. The reality of new nuclear technologies was the subject of intense debate in 2025. Does the future of nuclear power really lie in small modular reactors, or do more established proven designs actually have a better chance to accelerate deployment? Join us for the hot topics that shaped energy in 2025, and will keep on making headlines in 2026.The article on air pollution reduction referenced by Ed and Melissa you can find here: https://news.cornell.edu/stories/2025/12/congestion-pricing-improved-air-quality-nyc-and-suburbsBooks mentioned on the show include: Breakneck: China's quest to engineer the future by Dan WangHouse of Huawei: The secret history of China's most powerful companyby Eva DouConsumed: How big brands got us hooked on plastic by Saabira ChaudhuriWe hope you have a great holiday season and a very happy New Year. The gang will be back on January 6th. Follow the show wherever you listen to podcasts. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
California's grid under pressure: affordability, AI, and the future of electricity markets

The Energy Gang

Play Episode Listen Later Dec 9, 2025 44:16


California is often described as the state where you can see the future of the US, and of the world. That has certainly been true in terms of some of the problems faced by the electricity grid. California has been grappling with the impact of wildfires and a big shift to renewable generation, and now faces the prospect of rising power demand from electrification and data centers.In this episode, host Ed Crooks and regular guest Amy Myers Jaffe of NYU talk to Elliot Mainzer, President and CEO of the California Independent System Operator (CAISO), to dig into how the state is tackling those challenges.California's electricity prices have nearly doubled in eight years, rising to about 32 cents per kilowatt hour for residential customers. Affordability has become a political flashpoint, as it has in many other parts of the US, and other countries around the world. Elliot explains how CAISO is using reforms of transmission planning and interconnection queues to help “bend the cost curve” downwards.The discussion also covers an important shift that is now under way in western power markets. Governor Gavin Newsom of California recently signed AB 825, advancing an independent regional governance structure for the emerging extended day-ahead market. Elliot outlines how implementing the new law could change reliability, capacity planning, and resource adequacy across 11 states.Another pressure point is AI, and the data centers needed to support it. While large load growth in California is more modest than in some other states such as Texas or Virginia, the state still expects 2.3 gigawatts of new data center demand by 2030. Ed and Amy question how much flexibility these data centers can provide, whether price pressure is pushing hyperscalers elsewhere in the US, and how CAISO will manage the all-important issues around siting and grid integration.The episode also dives into one of California's most contentious debates: the role for distributed energy resources and virtual power plants. Elliot discusses what CAISO can see, what it can't, and what needs to change for DERs to support affordability and reliability—while highlighting the remarkable performance of the state's battery fleet in avoiding Flex Alerts for the past three summers.Finally, the conversation looks ahead to California's longer-term energy future. The state has set an ambitious energy goals, including sourcing all its electricity from zero-ccarbon generation by 2045. To achieve that, many gigawatts of new renewables are still required, and wide-area coordination across the western US will have to live up to its full potential. As Elliot puts it, managing this grid is challenging, but “the challenge is energizing.”Stay tuned to The Energy Gang as we continue tracking the forces that are reshaping the power industry, from technology and finance to policy and climate.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Interchange
How are key renewable energies faring at the end of 2025? Guest host and energy analyst Bridget Van Dorsten talks through developments in geothermal, hydrogen and wind.

The Interchange

Play Episode Listen Later Dec 2, 2025 37:11


At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then came July 2025 and the Trump administration's One Big Beautiful Bill, which tore up tax credits and removed incentives for those renewable technologies. As we approach the end of the year, has anything changed for the better? How are hydrogen, wind and geothermal looking as we prepare for 2026?Regular host Sylvia Leyva Martinez is on maternity leave until the middle of next year, so her fellow energy analyst Bridget Van Dorsten is stepping up to keep the mic warm. Bridget is an analyst researching hydrogen, but she has an engineer's understanding of technologies across the energy spectrum. She doesn't just cover that ‘frustrating, inefficient, expensive-to-move-around molecule' (as she calls it); she knows what's real in the energy world and what's just hype. To kick off her tenure as host she's picked out a few highlights from the year relating to those important renewables – geothermal, hydrogen and wind. Looking back on those conversations Sylvia had with experts on those fields, Bridget then gives the energy analyst's view on how things are progressing in the current policy environment. Expect in-depth analysis on what's changed, and the key stats and forecasts you need to know as 2026 approaches. Plus, Bridget looks back on the conversation Sylvia had with energy investors back in July, when we saw the oil and gas majors like Shell and Equinor announce they were scaling back their climate ambitions under pressure from investors. Bridget explores why the energy transition is unfolding slower than expected, how shareholder pressure is reshaping low-carbon strategies, and why companies like TotalEnergies and Shell have retreated from their plans to phase down fossil fuels. Bridget will be hosting until mid-next-year, and she wants to know what topics you want explored.Connect with the show and let us know what you want to hear, on LinkedIn, X or Bluesky at @interchangeshow, and follow the podcast so you don't miss the episodes coming in the new year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
What happened at COP30? The key points on cutting emissions, adapting to a warming world, and raising the finance to pay for it

The Energy Gang

Play Episode Listen Later Nov 25, 2025 56:45


The COP30 climate talks in Belem wrapped up over the weekend, and reactions to the outcome were sharply divided. Simon Stiell, Executive Secretary of the UNFCCC, said “climate cooperation is still alive…we're undeniably still in it and we are fighting back.” Others said the COP had been another failure, with a final statement that amounted to “a form of climate denial”.To make sense of what really happened at COP30, and where the talks leave the global effort on climate change, host Ed Crooks is joined by three regular Energy Gang contributors who have been following the negotiations closely. Amy Harder is the national energy correspondent at the news service Axios, Lisa Jacobson is the president of the Business Council for Sustainable Energy, and Simon Evans is deputy editor of the website Carbon Brief. Together they discuss the arguments over COP30's statement on fossil fuels, the rise of climate adaptation as a key priority, and hopes for increasing flows of capital to lower-income countries.A pledge to triple adaptation finance for developing countries by 2035 is attracting a lot of scrutiny. Lower-income countries are pushing for clear plans for delivery, not just vague aspirations. What could those plans look like? Another key issue is China's complicated role in the energy transition. It is leading the way in manufacturing and deploying low-carbon energy technologies. But it is still adding coal-fired generation capacity at a rapid pace. Does it make sense to see China as a climate leader?It is a complex picture. The world is still off track for the Paris Agreement's climate goals, even after the latest round of country pledges on emissions, known as Nationally Determined Contributions. But solar, wind and storage are still on declining cost trends, and are making significant progress in many countries.Finally, Ed speaks with Gianpiero Nacci, who's Managing Director for Climate Strategy and Delivery at the European Bank for Reconstruction and Development, for a focused discussion on climate finance. Gianpiero explains why multilateral development banks such as the EBRD are being asked to do more, what makes adaptation harder to fund than mitigation, and what the new COP30 to COP31 roadmap means for climate finance, as focus shifts to next year's meeting, which will be held in Turkey a year from now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
What happened in COP30's first week? Support for energy efficiency and a status report on methane show which climate initiatives are still making progress

The Energy Gang

Play Episode Listen Later Nov 19, 2025 52:49


Negotiations in the COP 30 climate talks are continuing in Belem, Brazil. The headlines are focusing on the divisions between countries that are shaping this year's climate talks. But despite the doom and gloom, there are some practical steps being taken to support the transition towards lower-carbon energy. There may be a notable lack of significant new pledges. But making a pledge is the easy part. Implementation is always harder, and that is the focus for COP30.At COP28 in Dubai two years ago, a goal was set to double the pace of global energy efficiency gains, from 2% a year to over 4% a year. Can we hit that goal, and what will it mean if we do?To debate those questions, Ed Crooks and regular guest Amy Myers Jaffe are joined by Bob Hinkle, whose company Metrus Energy develops and finances efficiency and building energy upgrades across the US. Bob is there at the talks in Belem, and gives his perspective on the mood at the meeting. The presence of American businesses at the conference this year is definitely reduced compared to other recent COPs. But Bob still thinks it was well worth him going. He explains what he gets out of attending the COP, why energy efficiency has a vital role to play in cutting emissions, and why he is still optimistic about climate action.Another initiative that came out of COP28 was the Oil and Gas Decarbonization Charter (ODGC): a group of more than 50 of the world's largest oil and gas companies, which aim to reach near-zero methane emissions and end routine flaring by 2030. Bjorn Otto Sverdrup is head of the secretariat for the OGDC, and he joins us having just returned from Belem.Bjorn Otto tells Amy and Ed that there has been some real progress in the industry. The 12 leading international companies that are members of the Oil and Gas Climate Initiative have reported some positive numbers: their methane emissions are down 62%, routine flaring is down 72%, and there's been a 24% reduction in total greenhouse gas emissions.There is still huge potential for cutting in total greenhouse gas emissions by curbing methane leakage and routine flaring worldwide. How can we make more progress? Bjorn explains the scale of the opportunity, the real-world constraints, and the growing role of new technology including satellites and AI in detecting leaks. Keep following the Energy Gang for more news and insight as COP30 wraps. Next week we'll talk about what happed, what was promised, what didn't happen, and what to expect on climate action in 2026.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.