Podcasts about Electrification

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Best podcasts about Electrification

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Latest podcast episodes about Electrification

Palisade Radio
Doug Casey: Oil Tank Bottoms Imminent, Decade-Long Bull Run in Gold & Global Crisis

Palisade Radio

Play Episode Listen Later Jun 26, 2026 54:25


Stijn Schmitz welcomes Doug Casey to the show. Doug Casey is a Bestselling Author, Speculator, Founder of Casey Research, and Voluntarist Philosopher. The conversation opens with an analysis of the disconnect between geopolitical turmoil, specifically the disruption of oil flows through the Strait of Hormuz, and equity markets trading near all-time highs. Casey argues the recent de-escalation between the U.S. and Iran is likely temporary, as the core dispute between Israel and Iran remains unresolved. Despite this volatility, he remains bullish on oil, favoring oil and gas stocks due to their low representation in the market and high dividend yields, a sentiment he backs with his own investment strategy. Casey introduces his thesis of a “Greater Depression,” a period of declining real standards of living masked by a debt-fueled financial economy. He contrasts the struggling real economy, burdened by consumer and government debt, with the booming stock market, suggesting the current stability is unsustainable. Looking at long-term trends, he posits that all commodities historically trend toward zero in real terms as technology advances. However, he notes that commodities are currently the cheapest asset class compared to grossly overvalued stocks, bonds, and real estate, making them especially attractive. The discussion shifts to gold and silver, which Casey treats primarily as savings vehicles, noting the 55-year bull market is still intact. While he believes gold is no longer a great speculation at current prices, he finds mining stocks to be exceptionally undervalued, driven by industry-wide unpopularity and neglect from institutional investors. He extends this bullishness to agricultural commodities and fertilizers, deeming corn ultra-cheap and noting natural gas, a key input for urea, is also priced at a bargain in North America. For speculation, he expresses a strong preference for private placements and warrants in smaller, entrepreneur-led companies. The conversation concludes with a grim outlook for U.S. fiscal health, predicting rising interest rates driven by unsustainable deficits and a bond market that will eventually slip the Federal Reserve's control. Timestamps: 00:00:00 – Introduction00:01:02 – Oil Market Geopolitics and Prices00:06:57 – Oil Inventories and Demand Outlook00:09:06 – Debt Economy and Greater Depression00:11:03 – Electrification and Nuclear Future00:14:27 – Long-term Commodity Price Trends00:16:21 – Agricultural Commodities Discussion00:21:34 – Fertilizers and Natural Gas00:25:30 – Potash, Phosphate, & Sulphur00:28:21 – Gold and Silver as Savings00:33:20 – Mining Stocks and Value00:40:00 – Mining Sector Companies00:44:00 – Investment Strategies and Placements00:47:26 – Other Commodities Opportunities00:49:48 – Guest Projects and Resources Guest Links: YouTube: https://www.youtube.com/channel/UCEJR3OAeHBNz7aGtFRZXArQ Doug Casey’s Take: https://internationalman.com Amazon Novels: https://tinyurl.com/an3uxhc Book ‘The Preparation’: https://tinyurl.com/theprepa Best-selling author, world-renowned speculator, and libertarian philosopher Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug’s most recent book, “Assassin,” can be found on Amazon. He has been a featured guest on hundreds of radio and TV shows, including David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News, and CNN; has been the topic of numerous features in periodicals such as Time, Forbes, People, and the Washington Post. Doug has lived in 10 countries and visited over 175. Today you’re most likely to find him at La Estancia de Cafayate (Casey’s Gulch), an oasis tucked away in the high red mountains outside Salta, Argentina.

No Payne No Gain Financial Podcast
From $86M in Debt to a $1.5B empire- This Mining CEO Says NOW Is the Time to Buy Silver.

No Payne No Gain Financial Podcast

Play Episode Listen Later Jun 25, 2026 30:18


When we sat down with Paul Andre Huet, CEO of America's Gold and Silver, for our latest Payne Points of Wealth episode, one theme became clear: The demand story for silver is evolving and expanding. Let's break it down in simple terms. 1. Electrification of the Economy Silver is one of the best electrical conductors in the world. That makes it critical for: electric vehicles charging infrastructure transmission systems As more of the global economy moves from fossil fuels to electricity, the need for efficient conductive materials rises, and silver plays a central role. 2. Electronics & Connectivity Virtually every modern electronic device contains silver: smartphones laptops semiconductors circuit boards As the world becomes more connected, the baseline demand here isn't shrinking, it's steadily expanding. 3. Solar Energy Solar panels use silver in their photovoltaic cells. Every installation: from residential rooftops to utility-scale solar farms requires it. As countries continue: reducing carbon emissions investing in renewable energy building out grid capacity Silver demand increases alongside that transition. 4. Automotive (Beyond EVs) Even traditional vehicles rely on silver in: electronics safety systems sensors Modern cars, especially higher-end models are increasingly electronic systems on wheels. The Supply Reality While use cases are expanding, supply isn't as flexible. Many silver mines don't produce silver as their primary output Production is often tied to other metals like copper or lead Opening new mines takes years, often a decade or more This creates a dynamic where: demand can rise quickly supply responds slowly That imbalance tends to matter over time. Where Investors Often Get It Wrong Investors tend to focus on what's obvious. Today, that means: The Magnificent Seven: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta and Tesla Widely discussed semiconductor stocks Big IPOs like SpaceX, OpenAI & Anthropic But in markets, leadership rotates. Yesterday's winners aren't usually tomorrow's leaders. Most of the best opportunities don't come from chasing what's already worked, but where the underlying drivers are changing. Silver may be one of those areas. Not because of a single headline. But because of a broad, overlapping set of use cases that continue to grow. A Financial Planning Perspective Now, this is where discipline becomes important. A compelling story does not automatically mean it should be in a portfolio. When we think about building a portfolio, we're NOT asking: “Is this interesting?” We're asking: Do I have all my bases covered when building a diversified allocation? If commodities like silver rise, does my portfolio benefit? How can owning different asset classes in my portfolio reduce volatility? Does my portfolio align with my long-term financial goals? Because a stand-alone commodity like silver can: be cyclical experience sharp price swings move on sentiment as much as fundamentals Instead, owing a diversified basket of commodities that includes silver, can potentially lower overall portfolio risk, not increase it The Bigger Takeaway One of the most valuable insights from our conversation wasn't about predicting silver prices. It was about something more fundamental: where demand is quietly growing in the real economy. We're seeing: more electrification more energy transformation more connectivity more industrial complexity And silver sits at the intersection of all of it. Final Thought Over the long term, markets rarely reward investors for buying what's hot today, they reward allocating capital to sectors and asset classes before they become widely popular among investors. Right now, silver is becoming more embedded in how the world operates: how we produce energy how we move how we communicate how we build That doesn't mean it's definitely going higher. And it doesn't replace the need for a diversified, disciplined plan. But it does mean it's worth paying attention to. If you haven't yet, we encourage you to listen to Episode 245 of Payne Points of Wealth, it's a great discussion on how evolving real-world demand, operational execution, and long-term investing intersect.

Raising Your Antenna
The Backbone of Electrification

Raising Your Antenna

Play Episode Listen Later Jun 23, 2026 19:43


What if the biggest barrier to the energy transition isn't generation or demand — but the invisible infrastructure layer connecting them? Lisa Magnuson has spent two decades at the intersection of utilities and technology, focused on one core challenge: how to turn complex infrastructure into real-world adoption. From her early years as the first marketing hire at Silver Spring Networks — helping large utilities adopt smart grid networking through a successful IPO — to a front-row seat at PG&E, she has watched the industry evolve from within. Now at Landis+Gyr, she is focused on the next phase of the transition: enabling a more intelligent, responsive grid through real-time data, connectivity, and grid-edge innovation. While most conversations about the energy transition focus on generation and demand, Lisa argues the real story is the invisible layer underneath: metering, data, and real-time connectivity. As electricity demand grows twice as fast as total energy demand — driven by EVs, data centers, and electrification everywhere — that backbone becomes non-negotiable. "When you put intelligence into the grid, it now can respond," she says. Extreme weather has raised public awareness of utility challenges in a way that little else has, creating what Lisa sees as the right conditions for real, scalable solutions to finally take hold.Lisa Magnuson is a marketing and communications leader with deep expertise in energy infrastructure and utility technology. She began her career at Apple and NeXT before joining Silver Spring Networks as the company's first marketing hire, rising over 14-15 years to VP of Marketing and staying through a successful IPO. She then moved to PG&E — one of Silver Spring's largest customers — where she experienced firsthand the operational and communications challenges utilities face. She subsequently held roles at Bozilla and Bloom Energy before partnering with Landis+Gyr on a rebranding initiative, where she now focuses on the company's transformation as a global leader in grid-edge intelligence. In This Episode:  (00:00) Lisa Magnuson and the energy transition backdrop (04:07) From Apple and NeXT to Silver Spring Networks (07:54) Lessons from PG&E: ratepayers, customers, and communications challenges (09:29) Grid intelligence and Landis+Gyr's essential role in electrification (12:17) Lisa's Age of Adoption story: building the energy internet (13:47) Communicating grid complexity and what excites and worries Lisa Share with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions! About the show:  The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age.  This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com. Resources: Lisa Magnuson: https://www.linkedin.com/in/lisamag/  Antenna Group Keith Zakheim LinkedIn

Redefining Energy
234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

Redefining Energy

Play Episode Listen Later Jun 22, 2026 27:27 Transcription Available


At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the key issues shaping Europe's energy future.  We began with the themes at the heart of Eurelectric's agenda this year: security of supply, affordability, competitiveness, and the challenges and opportunities created by the rapid growth of data centres.  One of the most striking insights from our conversation was that Europe does not have an electrification technology problem — it has an electrification coordination problem. This was also the central conclusion of the report Power Couples: Enhancing Industrial Competitiveness through Electrification, launched by Eurelectric and Accenture at Power Summit 2026. The report finds that electrification projects rarely fail because technology is unavailable. Instead, they stall when power economics, grid access, infrastructure delivery, financing structures, and industrial investment timelines are not aligned.The proposed solution is a new delivery model: “Power Couples”, bringing together industrial players, utilities, technology providers and capital partners to accelerate deployment at scale.  We also reflected on ENGIE's remarkable transformation under Catherine's leadership over the past five and a half years. The company's strategy has been defined by two parallel moves: more than €15 billion of divestments from fossil and legacy assets, alongside concentrated investments in renewables, networks, batteries, and regulated infrastructure — all while maintaining strong financial discipline, with net debt-to-EBITDA around 3.  The results have been impressive. Since 2021, ENGIE has delivered the strongest risk-adjusted equity performance among major European utilities, combining substantial dividend distributions with significant share-price appreciation. With an annualised IRR of roughly 20.5% since January 2021, ENGIE has outperformed the net returns of many leading global infrastructure investors, effectively delivering private-equity-style returns with public-market liquidity.  Our discussion also covered ENGIE's leadership in power purchase agreements (PPAs), its support for 24/7 Scope 2 accounting, the recent acquisition of UK Power Networks, progress in EV charging infrastructure, and its fully integrated strategy for data centre development.  Finally, we explored ENGIE's investment plans for the years ahead and the broader structural shift underway across the energy system: the continued transition from molecules to electrons.    Eurelectric Report: Power Couples https://www.eurelectric.org/publications/industrial-electrification-power-couples/

No Payne No Gain Financial Podcast
The Nuclear Comeback with James Walker, CEO, Nano Nuclear Energy

No Payne No Gain Financial Podcast

Play Episode Listen Later Jun 19, 2026 18:00


Everyone is talking about artificial intelligence right now. But almost no one is asking the most important question: Where is all the power going to come from? AI data centers are incredibly energy-intensive. The infrastructure being built to support this technology is going to require massive, reliable, and uninterrupted electricity. And that brings us to a surprising conclusion… Nuclear energy is quietly becoming one of the most important investment themes of the next decade. Over the last few weeks, we had the chance to sit down with James Walker, CEO of Nano Nuclear Energy (NASDAQ: NNE), and one thing became very clear: The nuclear story isn't just about AI. It's much bigger than that. In fact, the original opportunity had nothing to do with AI at all. It started with a simple observation: Money was flowing out of wind and solar, but global demand for power kept rising. Before AI, before data centers, before the hype—there was already a massive gap forming between energy supply and real-world demand. And nuclear sits in a unique position. It produces enormous amounts of power, runs for years without interruption, and, despite popular belief, has one of the best safety records of any energy source on a “deaths per unit of energy” basis. That's not an opinion, that's just math. But here's where it gets interesting from an investment standpoint. Most people think about nuclear as these massive, one-off power plants that take a decade to build. That's the old model. The new model looks very different. Instead of one giant reactor, companies like Nano Nuclear are focused on small, modular reactors, essentially portable power plants that can be deployed almost anywhere. And that changes everything. Because now the opportunity isn't just powering large cities or feeding into traditional power grids. It's about going places where energy has never been reliable or cost-effective before. Think: Remote communities in Canada or Africa running on expensive diesel Island economies in Southeast Asia importing fuel daily Industrial sites without access to consistent power Data centers that can't afford downtime These are markets measured in gigawatts of unmet demand. And the economics are compelling. Diesel is not only expensive, it's unreliable. Fuel has to be shipped in constantly, and disruptions are common. A small nuclear system, on the other hand, can run for years once installed. This doesn't just lower costs—it creates something far more valuable: Energy independence. From a financial planning perspective, this is where the story connects directly to your portfolio. We are entering a period where global infrastructure is being rebuilt in real time. Electrification is accelerating AI is increasing demand exponentially Emerging markets are still underpowered That combination creates long-duration investment opportunities. But it also creates risk. Because these types of businesses don't follow traditional timelines. They require: Large upfront capital Long development cycles Regulatory approvals before revenue scales Which means the path won't be linear. This is why we always come back to the same principle: You don't bet the farm on a single idea (aka a single stock), but you don't ignore transformational trends either. Nuclear falls squarely into that category. It's not a short-term trade. It's a potential secular tailwind that could play out over decades. Another key insight that came out of our conversation: The biggest opportunity may not even be AI. It may be emerging markets. There are hundreds of millions of people globally who still lack access to reliable energy. Without power, there is no productivity. Without productivity, there is no economic growth. Nuclear—specifically smaller, scalable systems—has the potential to unlock that trapped economic capacity. And when that happens, entire regions move up the economic ladder. So what does this mean for investors today? It means you should start thinking differently about where future growth will come from. The next decade won't just be about semiconductors and compute. It will also be about the hard assets that make the AI revolution possible: Energy Commodities Infrastructure Emerging Markets These are all themes we hold in our current investment models. The bottom line is simple. We are at the early stages of an energy transformation that most investors are underestimating. Nuclear is no longer just a legacy power source. It's becoming a solution to some of the biggest constraints in the global economy. And whether it's AI, industrial demand, or emerging markets… All of it comes back to one thing: power.

Institutional Real Estate, Inc. Podcast
Episode 1389: The electrification of industrial outdoor storage

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Jun 18, 2026 34:08


Dan Haroun and Max Heiden are co-founders and co-partners at Catalyst Investment Partners, an organization focused on industrial outdoor storage and — maybe more significantly — electrified industrial outdoor storage. What exactly is EIOS and what makes it significant? Let's find out. (06/2026)

Institutional Real Estate, Inc. Podcast
Episode 1389: The electrification of industrial outdoor storage

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Jun 18, 2026 34:08


Dan Haroun and Max Heiden are co-founders and co-partners at Catalyst Investment Partners, an organization focused on industrial outdoor storage and — maybe more significantly — electrified industrial outdoor storage. What exactly is EIOS and what makes it significant? Let's find out. (06/2026)

Institutional Real Estate, Inc. Podcast
Episode 1390: The electrification of industrial outdoor storage

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Jun 18, 2026 34:08


Dan Haroun and Max Heiden are co-founders and co-partners at Catalyst Investment Partners, an organization focused on industrial outdoor storage and — maybe more significantly — electrified industrial outdoor storage. What exactly is EIOS and what makes it significant? Let's find out. (06/2026)

Let Me Sum Up
Don't Cry For Gas, DCCEEW Dreamers, Exporters Will Never Leave You

Let Me Sum Up

Play Episode Listen Later Jun 18, 2026 59:23


Subscribe to LMSU's Patreon for Bonus Bonn bons! This week our Bonus episode has Frankie interrogating Luke and Tennant for some reportage of all the goings on at the Bonn intersessional talks. Overnight cross country German roadtrips! Electrification! Action agenda! Trade talk snafus! Run, don't walk, over to www.letmesumup.net and subscribe to our Patreon for this especially sweet Boo! — In what will most-definitely-absolutely-hunge-percent be the last episode of Global Energy Crisis Corner because: We Have A Deal! Or do we? At the time of recording a ceremonial signing was in the works for Zurich on Friday so YOU Summerupperers know better than us whether Trump is leaning in on the art in this deal. Will the Strait of Hormuz be open by the time this episode drops? No tolls - just fees! Our main course Your intrepid hosts take a closer look at the Australian Government's Domestic Gas Reservation Scheme: draft Design Framework, currently out for consultation. We track back over how exactly we got here, key design elements of the scheme and what remains to fleshed out and we reckon all this means for gas users, gas producers and that little thing called the energy transition. One more things Tennant's One More Thing is: a recommendation almost certainly made in the delirium of not enough sleep: anyone who hasn't yet seen John Woo's Hard Boiled should know T rates this a hard recommend.* Frankie's One More Thing is: a reconstitution of Muskovic's Methane Musings (complete with jingle) to telegraph our very own Climate Change Authority has released a consultation paper on abatement opportunities for fossil methane! Hop on it folks. Luke's One More Thing is: some free BoCo from Michael Liebreich's recent visit to Australia, including a keynote at the Energy Efficiency Council's recent National Conference. Here's the keynote, fireside Q&A and appearance at the National Press Club. And in light or recent announcements out of Bonn, LMSU also gives a massive shout out to Australia's Team Electrification, led by the inimitable Anna Freeman, who's been herding cats on the global electrification pledge launched by Turkiye in Bonn! And that's it for now, Summerupperers. There is now a one-stop-shop for all your LMSU needs: head to letmesumup.net to support us on Patreon, procure merch, find back episodes, and leave us a voicemail! *sort of.

What's Next with Aki Anastasiou
Robert Gwerengwe on electrification and the future of mobility finance

What's Next with Aki Anastasiou

Play Episode Listen Later Jun 17, 2026 35:10


In this episode of What's Next, Aki Anastasiou speaks to Robert Gwerengwe – CEO of WesBank about the forces reshaping South Africa's vehicle finance and mobility landscape. Gwerengwe reflects on the leadership experiences that shaped him, from building new operations abroad to gaining broad banking exposure, and outlines his vision for a more inclusive, future-focused WesBank. The conversation explores electrification, the rise of Chinese vehicle brands, flexible mobility models and the growing role of data in structuring smarter finance solutions. Gwerengwe also shares how shifting consumer behavior, rising fuel costs and changing ownership preferences are redefining what mobility looks like in South Africa — and how financial institutions must evolve alongside it.

The EVA podcast
Airside International Summer 2026 -Powerd by AI

The EVA podcast

Play Episode Listen Later Jun 16, 2026 21:32


As I write this note, a heatwave is beating down on the UK, signalling the arrival of the busy summer travel season. With air traffic reaching record highs globally, airports and airlines are under increasing pressure to maintain efficient GSE operations, ensure smooth turnarounds, and uphold high safety standards for both passengers and ground handling teams. In this issue, we bring you the latest developments in the GSE space, focusing on ground power units (GPUs), water and lavatory vehicles, and equipment leasing and rental. Electrification continues to be at the forefront of the minds of aviation stakeholders. To learn more, I visited ITW GSE's factory in Odense, Denmark, as well as Rushlift GSE's operation at Gatwick Airport, to find out about the companies' approaches to electrification and to discover how new technologies are transforming GSE design and operations. Moreover, I caught up with Aviator Airport Alliance at IGHC Cairo to gather insights on how the Nordic ground handler is approaching eGSE transition. I also spoke with Mathieu Blondel, co-author of a report on the topic, about the opportunities and challenges associated with decarbonising ground operations. While sustainability is evidently a key focus for the industry, safety on the apron remains a pressing issue. March saw a tragic incident at New York's LaGuardia Airport, in which an Air Canada plane collided with an Oshkosh Striker 1500 airfield rescue and firefighting (ARFF) vehicle. Megan Ramsay explores the circumstances that led to the accident, as well as wider advancements in ARFF technology and design. An additional challenge in flight safety is also emerging: bird strikes, which can result in serious damage to aircraft and, in rare cases, have caused engine failure. Tony Harrington investigates whether enough is being done to tackle the issue. We also welcome back a guest writer, Mark Finch, who pens an insightful article on GSE pooling.

Redefining Energy
233. To predict the future, “In BNEF we Trust” - Jun26

Redefining Energy

Play Episode Listen Later Jun 15, 2026 28:34 Transcription Available


The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by policy priorities. When trillions of dollars in investment decisions are at stake, investors and operators increasingly turn to Bloomberg New Energy Finance (BNEF) and its team of more than 400 specialists.  Why does BNEF command such trust? BNEF combines Bloomberg's unparalleled market data capabilities with deep expertise in batteries, solar, electric vehicles, and electrification. Unlike many international agencies, BNEF operates without a political mandate or advocacy agenda. Its bottom-up analysis provides investors with a more practical view of market realities than traditional top-down forecasts.  In this episode, Gerard and Laurent welcome Albert Cheung, CEO of BNEF, to discuss the findings of the New Energy Outlook 2026.   The discussion begins with a review of NEO 2020. BNEF was notably accurate in forecasting the "electrons" side of the transition—solar, batteries, and EVs—while overestimating the pace of hydrogen and carbon capture deployment. Even so, its forecasting record remains among the strongest in the industry.  Looking ahead, NEO 2026 projects a rapidly electrifying global energy system. Solar power, batteries, EVs, and heat pumps are reshaping demand while reducing exposure to fossil-fuel price shocks. Oil demand is expected to decline as EV adoption accelerates. Gas demand may continue growing in the near term to support rising electricity consumption, but both oil and gas fall sharply under stronger net-zero pathways.  By 2032, solar is projected to become the world's largest source of electricity. Battery storage will scale rapidly, enabling more flexible and resilient power systems.  The report also makes clear that, despite substantial progress—especially in China—current technologies and policies are still insufficient to fully achieve global net-zero goals. However, the gap between ambition and reality is narrowing thanks to energy security concerns, declining costs, and continued technological progress.  Overall, it was a thoughtful, insightful, and hopeful conversation. The energy transition is advancing. We are getting there.  Resources New Energy Outlook 2026: https://about.bnef.com/insights/clean-energy/new-energy-outlook/  BNEF Electric Vehicle Outlook is currently slated for publication on June 16: https://about.bnef.com/insights/clean-transport/electric-vehicle-outlook/      

The Core Report
#900 Why Cheap Power Is Key To India's Manufacturing Future | Govindraj Ethiraj | The Core Report

The Core Report

Play Episode Listen Later Jun 12, 2026 46:21


Why Cheap Power Is Key To India's Manufacturing Future is one of the biggest questions facing India's economy. Can India become a global manufacturing hub if factories are paying too much for electricity?In this episode of The Core Report Weekend Edition, Financial Journalist Govindraj Ethiraj speaks with Vivek Bhatia, MD and CEO, TKIL Industries Pvt. Ltd (formerly ThyssenKrupp Industries India) about India's manufacturing future, cheap power, industrial growth, energy costs, mining, steel, cement, ethanol, green hydrogen and the technologies shaping India's next phase of growth.Vivek Bhatia explains why affordable and reliable power could decide whether India's industrial boom turns into a true manufacturing revolution or remains a missed opportunity.The conversation explores what he calls the decade of industrials, how TKIL is building equipment for power, mining, cement and sugar plants, and why sectors like coal handling, thermal power, ethanol, CBG, sustainable aviation fuel and green hydrogen may become central to India's economic growth story.They also discuss why India needs globally competitive power costs, better quality standards, stronger capital goods manufacturing, more efficient mining, and a sharper export mindset if it wants to become the manufacturing factory for the world.CHAPTERS:(01:17) Why Vivek Bhatia Calls This The Decade Of Industrials (02:33) The Evolution Of One Of India's Oldest Engineering Companies(05:55) Where India's Capital Expenditure Wave Is Headed(08:06) How Sugar Mills Are Evolving Into Biochemical Hubs(08:42) Coal Handling, Balance Of Plant And The Thermal Power Boom(17:15) Electrification, Automation And The Future Of Mining(21:15) Fixing Productivity Gaps Across The Sugar Value Chain(22:17) Beyond Ethanol: The Future Of Biofuels (27:15) The Next Phase Of India's Biofuel Transition(29:28) Building A Diverse Energy System For The Future(31:28) What's Holding Back India's Hydrogen Economy? (34:09) The Case Against Battery Dependence(37:00) Why India Needs Global Manufacturing Standards(41:08) Why Domestic Demand Alone Isn't Enough(45:13) Rebuilding India's Engineering Talent PipelineFrom India's power problem to the future of manufacturing, from ethanol and hydrogen to AI, robotics and autonomous mining, this conversation looks at what could unlock India's next big economic leap.Why is cheap power key to India's manufacturing future? Govindraj Ethiraj speaks with Vivek Bhatia of TKIL Industries on India's economy, manufacturing growth, industrial power costs, energy costs, mining, steel, cement, ethanol, green hydrogen, thermal power, exports, AI, robotics and the technologies shaping India's next phase of growth. Watch The Core Report for sharp business news on India's industrial future.#IndiaManufacturing #IndianEconomy #BusinessNews #CheapPower #TheCoreReport #TheCore

Along Those Lines
The Legacy of the Rural Electrification Act

Along Those Lines

Play Episode Listen Later Jun 10, 2026 20:31


When the Rural Electrification Act was signed in 1936, only 10% of U.S. farms and rural homes had power. But the REA helped achieve near universal electrification in rural America and is still vital to ensuring that co-ops can deliver affordable, reliable power, including through the RUS electric loan program. To mark the REA's 90th anniversary, we'll talk to NRECA CEO Jim Matheson and RUS Administrator Karl Elmshaeuser on the law's legacy and how co-ops continue to carry out its mission. 

The Best of the Money Show
Why technology-neutral mobility matters for South Africa and Africa's automotive future

The Best of the Money Show

Play Episode Listen Later Jun 10, 2026 8:32 Transcription Available


Motheo Khoaripe speaks to Pregan Naidoo, Head of Purchasing and Foreign Trade at MAHLE South Africa about why Africa’s mobility future may look very different from the rest of the world. As global markets accelerate towards electric vehicles, MAHLE argues that a technology-neutral approach, one that embraces internal combustion engines, hybrids, battery-electric vehicles and hydrogen technologies is better suited to Africa’s unique realities. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Mexico Business Now
'Urban Mobility: Decarbonizing Public Transit With Electromobility' by Yolanda Villegas, President, Mexican Association for Energy Storage, Electrification, and Mobility (AMAEM)

Mexico Business Now

Play Episode Listen Later Jun 10, 2026 10:53


The following article of the Infrastructure industry is: 'Urban Mobility: Decarbonizing Public Transit With Electromobility' by Yolanda Villegas, President, Mexican Association for Energy Storage, Electrification, and Mobility (AMAEM).

The Optimistic Outlook
Fleet Electrification at Scale: What the EV Slowdown Debate Gets Wrong

The Optimistic Outlook

Play Episode Listen Later Jun 8, 2026 33:09


Fleet electrification is scaling right now. Here is what fleet leaders and infrastructure experts are seeing on the ground. Headlines suggest fleet electrification is stalling, but the people building and operating EV fleets tell a different story. Siemens' Head of U.S. Fleet, Adam Orth, joins Mike Finnern and John Heaton of WSP to unpack what is actually happening across public transit, private service fleets, and the charging infrastructure that supports them. Drawing on real projects and Siemens' own experience, they explain how fleet electrification decisions play out in practice, and why progress looks uneven from the outside. Key takeaways: Why fleet electrification follows many paths, depending on duty cycles, geography, and operations How charging infrastructure and software shape fleet electrification outcomes as much as vehicles do What slows fleet electrification most often, including adoption, change management, and workforce readiness Lessons from Siemens as it passes the halfway point toward electrifying its full U.S. fleet by 2030 If you want a grounded view of fleet electrification beyond the headlines, this episode shows what scaling looks like when real fleets make the shift.

Venture Unlocked: The playbook for venture capital managers.
Deep Tech Gold Rush: Smart Boom or Future Bust?

Venture Unlocked: The playbook for venture capital managers.

Play Episode Listen Later Jun 4, 2026 53:40


Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.In this episode, I'm joined by three deep tech investors and friends of the show, Nate Williams, Sunil Nagaraj, and Guy Perelmuter, for a roundtable on the state of deep tech and the changing venture landscape. We dig into what deep tech really means today, why it's suddenly attracting so much capital, and how economics, government tailwinds, and AI as a “killer app” have pulled these once niche technologies into the mainstream. We also explore the growing concentration of capital in a handful of hyperscale winners, the tension between consensus vs. non-consensus investing, and what all of this means for emerging managers, LPs, and founders operating at the zero-to-one stage.Thanks for listening to another episode of Venture Unlocked. I hope you enjoyed this conversation with Nate, Sunil, and Guy. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or head over to Apple Podcasts or Spotify and subscribe. Thanks again for listening.Nate Williams is the Founder and Managing Partner of DeepTech seed firm UNION (Union Labs, Union Peak VC funds) and formerly served as an Entrepreneur-in-Residence (EIR) at Kleiner Perkins focusing on vertical “Physical AI” opportunities across Climate/Resilience, PropTech, and Mobility. Nate has made over 40 early-stage investments, including Urban Sky, Butlr, Antimatter (acquired by Databricks), Proxy (acquired by Oura), Ruby Robotics (acquired by Intuitive Surgical) and Klue (acquired by Medtronic). Before transitioning to full-time VC, Nate built a track record as a hands-on operator with senior leadership roles across startup, growth, and turnaround stages, culminating in successful exits for 4Home (to Motorola, 2010), Motorola Mobility (to Google, 2012), Motorola Home (to ARRIS, 2013), and August Home (to Assa Abloy, 2017). Earlier in his career, Nate was an Analyst in the Digital Home Group at Intel Corp. Nate holds an MBA from UCLA Anderson School of Management and a Bachelor's degree in Comms from the University of Connecticut.Sunil Nagaraj is the Founder and Managing Partner of Ubiquity Ventures, a seed-stage venture firm investing in “software beyond the screen,” including robotics, AI, industrial automation, and frontier technologies. Prior to founding Ubiquity, Sunil spent over a decade at Bessemer Venture Partners, where he invested in companies across cloud computing, developer tools, and emerging technologies. He is widely recognized for his early conviction in deep tech and infrastructure-driven innovation before it became mainstream in venture capital.Guy Perelmuter is the Founder and Managing Partner of GRIDS Capital, a venture firm focused on deep tech, AI, and advanced industrial technologies. With a background spanning engineering, technology, and investing, Guy has built his career around backing highly technical founders tackling complex global problems. He is known for his insights into the convergence of AI, infrastructure, and industrial transformation, as well as his emphasis on technical depth and long-term value creation in venture investing.Timestamps:Topics in this conversation include:* Definition of Deep Tech by Technical Prowess and Advanced Engineering (2:51)* Hardcore Technology, Difficulty to Build, and Hardware Misconceptions (3:51)* Drivers Of Deep Tech Tailwinds: Maturing Technologies and Government Push (6:12)* Excess Investor Interest After SpaceX and Other Breakout Successes (9:18)* Historical Analogy to Electrification and AI as New Infrastructure Layer (14:43)* Need For Specialized Deep Tech Expertise and New VC Org Structures (19:36)* Schizophrenic Risk-on Behavior and King-making of Consensus Winners (22:08)* Why Normal M and A and IPO Outcomes Still Matter For Smaller Funds (26:53)* Fund Proliferation, New Managers, and What Will Prove Transient (28:49)* Access Capital, Hollywood-ization of Venture, and Coming Bust Risks (33:34)* Consensus Growth Obsession, 10x Expectations, and Metric Distortions (38:02)* How Seed Managers Adapt and Curate Downstream Capital for Portfolios (41:01)* Founder-led Investor Selection and Power Shifting To Specialist Seed GPs (44:53)* Myths About VC Impact, Trend Surfing, and Overstated GP Influence (48:18)* Final Thoughts and Takeaways (53:11)Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

DistributED with tED magazine
DistributED: Partnerships And The Electrification Market With ABB

DistributED with tED magazine

Play Episode Listen Later Jun 4, 2026 33:44


Howard Robertson is the Vice-President of Channel Strategic Accounts and Kaylee Cymbal is the Vice-President of Operations and Programs for ABB Electrification. 

Podcast – Oxford Institute for Energy Studies
OIES Podcast – Application of Marginal Cost Pricing to Accelerate Electrification

Podcast – Oxford Institute for Energy Studies

Play Episode Listen Later Jun 1, 2026


In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou engages in a discussion with Ahmad Faruqui, an economist and one of the lead architects of California’s experiment with dynamic pricing about his latest paper titled “Some Controversies in the Application of Marginal Cost Pricing to Accelerate Electrification: A Case Study in Rate-Making in […] The post OIES Podcast – Application of Marginal Cost Pricing to Accelerate Electrification appeared first on Oxford Institute for Energy Studies.

Climate 21
Fake People, Real Projects Killed: AI Disinformation and the New Clean Energy Bottleneck

Climate 21

Play Episode Listen Later May 27, 2026 40:18 Transcription Available


Get in touch - leave me a messageFake people. Fake comments. Real clean energy projects killed.This is what climate delay looks like in the AI era.In this episode of Climate Confident, I'm joined by Leah Qusba, CEO of GoodPower, an organisation working at the intersection of climate tech, culture, policy, and decarbonisation. We explore a hard truth about the energy transition: solar, wind, batteries, and electrification may be ready, but public trust, local permission, and disinformation are now decisive barriers to getting projects built.You'll hear why Leah believes fossil fuel dependence is becoming harder to defend as “secure energy”, especially when oil and gas volatility keeps spilling into bills, food prices, business costs, and household budgets. We dig into why clean energy should be framed less as sacrifice and more as protection: protection from price shocks, geopolitical risk, climate impacts, and the charming little habit fossil fuels have of making everything more expensive.We also get into GoodPower's research on what actually changes minds. Their storytelling work has reached tens of millions of people and, in tested campaigns, shifted audiences from NIMBY to YIMBY by 11%. Leah explains why the right messenger can matter more than the perfect message, why rural voices can unlock rural support, and why creators in food, fashion, gaming, cars, comedy, and culture may be more effective climate communicators than traditional climate voices.And yes, we talk about AI-generated disinformation in permitting decisions, fake public pressure, and why pre-bunking false claims before they spread may become essential for emissions reduction, net zero delivery, and climate policy that survives contact with reality.

La Revue de Presse
La fourmi électrique, cet insecte classé comme espèce exotique envahissante préoccupante

La Revue de Presse

Play Episode Listen Later May 27, 2026 7:15


Au sommaire :Le président Emmanuel Macron a lancé un appel à la mobilisation générale pour l'électrification de la France, avec de nombreuses annonces d'investissements et d'innovations de la part des entreprises du secteur de l'énergie.La France souhaite réduire sa dépendance aux hydrocarbures importés en misant sur l'électrification, un pari soutenu par les entreprises françaises leaders dans ce domaine comme Schneider Electric, Sonepar ou Nexans.La marque Ferrari a fait sensation en lançant son premier modèle de voiture électrique, la Luce, qui soulève cependant de nombreuses critiques sur son manque d'authenticité par rapport à l'ADN de la marque.Le député européen et philosophe Raphaël Glucksmann se lance dans la course à la présidentielle, avec un délai de 3 mois pour décider de sa candidature et s'imposer comme le candidat naturel de la gauche.Les autorités françaises renforcent la sécurité autour des lieux de culte musulmans à l'approche de la fête de l'Aïd el-Kébir, dans un contexte de recrudescence des actes antimusulmans.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Les Experts
Les Experts : Électrification, la France en avance ? - 26/05

Les Experts

Play Episode Listen Later May 26, 2026 27:07


Ce mardi 26 mai, l'avancée de la filière électrique en France a été évoquée par Olivier Lluansi, professeur au CNAM, auteur de "Réindustrialiser, le défi d'une génération", Emmanuel Combe, professeur à l'Université Paris 1 Panthéon-Sorbonne et à la Skema Business School, et Jean-Marc Daniel, éditorialiste BFM Business, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

ADOM KASIEBO
Mahama Announces Electrification of 172 Communities in Savannah Region

ADOM KASIEBO

Play Episode Listen Later May 26, 2026 17:44


President John Dramani Mahama has announced that 172 communities in the Savannah Region will soon be connected to electricity under Phase One of the government's rural electrification programme.

ESG Insider: A podcast from S&P Global
How companies are balancing AI data center energy demand and sustainability

ESG Insider: A podcast from S&P Global

Play Episode Listen Later May 22, 2026 33:28


The rapid expansion of AI-driven data centers is putting unprecedented pressure on energy supply, emissions and water availability. At the start of 2026, S&P Global named AI and data center growth as a top sustainability trend to watch, and it was a dominant theme at both Climate Week Zurich and CERAWeek 2026 in Houston, where the conference title was "Convergence and Competition."  In this episode of the All Things Sustainable podcast, we explore how the tech and energy industries are converging to meet the growing power demands of AI while also protecting the planet and local communities. In three interviews from the sidelines of CERAWeek, we ask how companies can deliver reliable energy to power AI without sidelining affordability, emissions, water and community concerns.   Arshad Mansoor, President and CEO of the Electric Power Research Institute (EPRI), explains how the research organization is convening stakeholders across the energy ecosystem to meet growing energy demand.   "Without convergence, without the stakeholders coming together to solve critical policy issues, technical issues, regulatory hurdles, we will not be able to bring speed to power," Arshad says.     We talk to Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), the cloud-computing and technology services subsidiary of Amazon. She discusses why one of the world's largest hyperscalers takes a "multipronged" approach to powering AI infrastructure that balances grid reliability and sustainability.   "We have to play both sides of the coin," Alexis says. "We have customers that are reliant on our cloud services every single day, and so we have to be a reliable partner for them. At the same time, our first choice will always be carbon-free energy and making sure that we have a steady supply."   And we sit down with Lydia Krefta, Senior Director of Electrification and Decarbonization at one of the largest US utilities, Pacific Gas and Electric Company. PG&E operates in the heart of Silicon Valley, and Lydia explains how the utility is managing the build-out needed for both electrification and data centers.  Lydia also highlights a less-discussed bottleneck in the AI build-out: human capital. Even where capital and technology exist, utilities still need enough skilled workers to plan, permit and construct the infrastructure required to meet surging demand.  Further reading and listening:  Beneath the surface: Water stress in data centers | S&P Global  CSO Insights: California's biggest utility talks decarbonization, climate adaptation and AI energy demands | S&P Global    S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

SunCast
933: Why Facts Don't Sell Clean Energy | Jessica Fishman

SunCast

Play Episode Listen Later May 21, 2026 61:18


Clean energy has made tremendous progress on technology.Solar is cheaper. Batteries are scaling. Virtual power plants are becoming real grid assets. Electrification is accelerating.But many people still do not understand why these technologies matter to them personally — or whether they are actually worth the cost.So what's missing?In this conversation, Nico sits down with Jessica Fishman to explore why the next phase of the energy transition may depend less on technical innovation and more on public understanding, trust, and emotional connection.Jessica shares lessons from nearly two decades working across solar, storage, policy, and communications, including what the industry can learn from the Inflation Reduction Act, why facts alone rarely change minds, and how clean energy companies can better connect their work to the things people already care about: affordability, resilience, independence, and economic opportunity.Expect to learn:

The Mike Hosking Breakfast
Kirsten Corson: Drive Electric Chair on the State of the Nation Report, push to further electrify the transport system

The Mike Hosking Breakfast

Play Episode Listen Later May 20, 2026 6:18 Transcription Available


Electrifying the transport system will require strong bi-partisan action. The Drive Electric State of the Nation report has found globally, one in four new vehicle purchases are electric – up from one in five in 2024. Chair Kirsten Corson says strides are being made in public transport, with New Plymouth's bus fleet being 100% electric, and Auckland Transport having more than 300 electric buses. She told Mike Hosking it's not an environmental decision anymore – it's an economic one. In the past three years they've seen the percentage of new vehicle sales that are electric increasing in countries like Ethiopia, Vietnam, Thailand, and Turkey, Corson says, as from an economic perspective, they no longer want to import fossil fuels. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Studio Energie
Paul Nillesen (PwC) over The Energy Transition Paradox – Why Electrification Could Stall Without a Policy Rethink

Studio Energie

Play Episode Listen Later May 19, 2026 49:44


In het artikel The Energy Transition Paradox – Why Electrification Could Stall Without a Policy Rethink beschrijven de auteurs hoe goedkope hernieuwbare stroom niet automatisch leidt tot een lagere energierekening of meer elektrificatie. Die rekening gaat juist omhoog, elektrificatie blijft achter. Over deze paradox, maar vooral over hoe de politiek die kan doorbreken, praat ik met Paul Nillesen, een van de auteurs. Nillesen leidt de Nederlandse energie- en economiepraktijk van consultant PwC.

IEX BeleggersPodcast
"Ik koop nu liever een grondstoffen-ETF dan ASML"

IEX BeleggersPodcast

Play Episode Listen Later May 15, 2026 51:51


In het geopolitieke machtsspel draait veel, zo niet alles, om grondstoffen. Volgens specialist Peter Vermeulen bevinden grondstoffen - en met name metalen - zich door een combinatie van een wereldwijde trend naar elektrificatie, AI en jaren van onderinvestering zich in de beginfase van een nieuwe supercyclus.Pieter Kort praat in deze aflevering van de IEX Beleggerspodcast met Peter Vermeulen en IEX-analist Martin Crum, over onder meer de volgende onderwerpen:Nieuws van de week: Theon past trading update aanDe top China -VS in Bejing: draait alles om chips en zeldzame aardmetalen?Grondstoffenjacht: krijgt Europa zijn zaakjes eindelijk voor elkaar?Wat gebeurt er bij koper, nikkel, goud en zilver?Een interessant koperaandeel in DuitslandHoe beleg je eigenlijk in grondstoffen?Dilemma van de week: ASML of een grondstoffen-ETF?Aandelen in het nieuws: AMG, ABN Amro, TKH, Alfen, Applied MaterialsLuisteraarsvraag: wat te verwachten van Nvidia en Marvell?Keuzemoment: één grondstof voor de komende jaren Links uit deze podcast:Zo word je abonnee op Grondstoffen Guru van IEX ProDe trading update van TheonZilver heeft meer met AI te maken dan je wellicht zou denkenAandelenanalyse AMGABN Amro: het laaghangende fruit is nu wel gepluktTKH kan Electrification verkopen in een gretige marktAandelenanalyse AlfenMeer over het Plethora Private Equity Fund

SAfm Market Update with Moneyweb
Energy milestone: A year without load shedding and expansion of free electrification

SAfm Market Update with Moneyweb

Play Episode Listen Later May 14, 2026 12:02


Tshepo Kgadima – Independent energy analyst SAfm Market Update - Podcasts and live stream

Power Trends: New York ISO Podcast
Podcast Ep. 44: Wind and Solar Are Rising; Udayan Nair on What It Means for the Grid

Power Trends: New York ISO Podcast

Play Episode Listen Later May 13, 2026 30:17 Transcription Available


Wind and solar resources are providing more clean, low-cost electricity to the grid than ever before, but the intermittent nature of renewable generation requires careful planning. In the latest episode of the Power Trends podcast, NYISO Director of Grid Transition Udayan Nair breaks down what the latest data reveals about wind and solar performance, and what it means for reliability in New York as electricity demand continues to grow.Notably, the electric grid has seen remarkable growth in behind-the-meter solar capacity in recent years, surpassing the solar goal in the state's Climate Leadership Community Protection Act (CLCPA).“We had a goal in CLCPA to reach 6000 megawatts by 2025,” Nair said. “We were at over 6,800 megawatts of capacity last year and it's grown by about 1,000 megawatts per year since 2020. That's a remarkable success in terms of the capacity that has been added to the grid.”Front-of-the-meter solar, which refers to grid-connected solar installments that participate in the NYISO's energy markets, has also seen increased capacity in recent years. While no new wind installments were added in 2025, existing units performed better than usual due to stronger wind patterns, Nair said. Nair discussed factors that contribute to renewable performance, including seasonal weather, demand patterns, and curtailments. He explained why solar and wind must be paired with transmission, storage, and flexible resources to keep the grid reliable, particularly during summer heat waves and winter cold snaps. The latest renewables data showcases the growing contribution of renewables in the current fuel mix and underscores the need for an all-of-the-above approach to development as New York's electric system continues to evolve. More resources: View the 2025 Renewables Report.Learn MoreFollow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.comRead our blogs and watch our videos

Cleaning Up. Leadership in an age of climate change.
Why Are We Electrifying So Slowly? The Electrification Staircase | Ep256: Adrian Hiel, Silvia Madeddu, William Drake & Thomas Butler

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later May 6, 2026 55:44


Every single scenario for the future that looks at a cleaner energy system has electrification growing to 60, 70, 80% or more, and yet we don't make rapid progress. Why? One of the reasons we don't make progress lies in narratives and culture wars. We hear about heat pumps that don't work, we hear about electric vehicles that don't work, we hear that electrification can't work for high temperature heat and so on, and then we hear a narrative that there is a false solution that will work much better: hydrogen.  So how do we electrify things faster? By focussing on what we can do right now, commercially at scale, and removing the barriers that slow those sectors down.  Presenting the Electrification Staircase, a tool that breaks down the “Electrify Everything” argument into what can be achieved now, what will be in the near future, and what needs more support to come into being by the middle of the century.  This week on Cleaning Up, Michael is joined by the authors of the Electrification Staircase to explore their thinking behind it, how it can be used, and what can be done to get electrification moving even faster.  The authors are Adrian Hiel, Director of the Electrification Alliance, Silvia Madeddu, Solutions Architect at Schneider Electric, William Drake, analyst at Liebreich Associates and Thomas Butler, associate at the Regulatory Assistance Project, as well as Michael Liebreich.  Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Electrification Staircase: https://electrification-alliance.eu/articles/the-electrification-staircase-is-out/ The Electrification Staircase Appendix: https://drive.google.com/file/d/1qfn6xR7g7dXSZTlfkxcpOa8Pp0WKj7BW/view?usp=sharing The Electrification Alliance: https://electrification-alliance.eu/ Regulatory Assistance Project: https://www.raponline.org/ Sylvia Madeddu's Past appearance on Cleanig Up: https://perspectives.se.com/youtube-sustainability-business-schneider-electric/ep103-dr-silvia-madeddu-industrial-heat-is-electrifying

The Sustainability Agenda
Key takeaways from the 3rd annual CIBC Electrification Summit

The Sustainability Agenda

Play Episode Listen Later May 4, 2026 23:17


The Energy Shift hosts, James Wright and Ines Serrao, join Tom Heintzman, Vice Chair, Energy & Climate Finance, to discuss their observations and key takeaways from this year's 3rd annual CIBC Electrification Summit which focused on North America's electrification transformation amid unprecedented electricity demand. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Angry Clean Energy Guy

The Angry Clean Energy Guy on the historic turning point of 2025: the definitive end of the fossil fuel growth era. With clean power effectively meeting every single unit of new global electricity demand, the legacy energy system is actively hollowing out from within. This episode breaks down the spectacular rise of “Anytime Solar” driven by battery costs cratering 45% in just one year, and how this transition permanently dismantles the strategic chokeholds of regions like the Strait of Hormuz. Escaping the dying fossil fuel cartel for cheap, abundant renewables is no longer simply a climate goal, but the ultimate national security imperative.

The Archaeology Podcast Network Feed
Fossil Fools and The Electrification of Archaeology - CRMArch 330

The Archaeology Podcast Network Feed

Play Episode Listen Later Apr 29, 2026 60:53


While some i.e. the current administration in America, aim to be fossil fools and bury their head in the sand, to the coming transition away from fossil fuels, others are embracing the change. The crew discusses what the coming electrification of archaeology will look like and what to expect. Transcripts For rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/330 Blogs and Resources: Bill White: Succinct Research Doug Rocks-MacQueen: Doug's Archaeology Chris Webster: DIGTECH LLC Kinkella Teaches Archaeology (Youtube) Blog: Kinkella Teaches Archaeology ArchPodNet APN Website: https://www.archpodnet.com APN on Facebook: https://www.facebook.com/archpodnet APN on Twitter: https://www.twitter.com/archpodnet APN on Instagram: https://www.instagram.com/archpodnet APN Shop Affiliates Motion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CRM Archaeology Podcast
Fossil Fools and The Electrification of Archaeology - Ep 330

The CRM Archaeology Podcast

Play Episode Listen Later Apr 29, 2026 60:53


While some i.e. the current administration in America, aim to be fossil fools and bury their head in the sand, to the coming transition away from fossil fuels, others are embracing the change. The crew discusses what the coming electrification of archaeology will look like and what to expect. Transcripts For rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/330 Blogs and Resources: Bill White: Succinct Research Doug Rocks-MacQueen: Doug's Archaeology Chris Webster: DIGTECH LLC Kinkella Teaches Archaeology (Youtube) Blog: Kinkella Teaches Archaeology ArchPodNet APN Website: https://www.archpodnet.com APN on Facebook: https://www.facebook.com/archpodnet APN on Twitter: https://www.twitter.com/archpodnet APN on Instagram: https://www.instagram.com/archpodnet APN Shop Affiliates Motion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fully Charged PLUS Podcast
Why the UK Energy Market Is Broken (and How to Fix It!) | Greg Jackson & Rory Sutherland

The Fully Charged PLUS Podcast

Play Episode Listen Later Apr 27, 2026 65:15


Welcome to a special live episode of the Everything Electric podcast, recorded right in the heart of Oxford Street thanks to  @renaultgroup .   This is a rare, unfiltered conversation with three of the most influential voices in clean energy and human behaviour:  Greg Jackson (CEO, Octopus Energy)  Rory Sutherland (Behavioural Science, Ogilvy)  Robert Llewellyn (Fully Charged)  We're living through a strange moment. Clean energy is advancing faster than ever… yet the global system still clings to fossil fuels, geopolitical instability, and outdated market rules. So what's really going on?    In this episode, we explore:  Why fossil fuels are fundamentally inefficient (and losing ground)  The surprising psychology behind EV adoption (spoiler: it's not about saving the planet)  How the UK's electricity pricing system is distorting costs  The idea of an "energy pension" and how solar could deliver ~11% returns  Why countries like China are racing ahead while others hesitate  Standout moments:  "Oil and gas are like an abusive partner… it's never going to be different."  The "Château Pétrus" analogy that perfectly explains energy pricing  Why petrol stations might soon look… completely outdated  "You just plug it in like a phone. Shut up." This conversation is about technology, economics, human behaviour, and what the future will actually feel like. Enjoy!    00:00:00:00 Welcome and a little caveat!  00:01:10 Ad Break  00:01:32 Set the scene 00:05:20 Greg Jackson, Rory Sutherland & Robert Llewellyn  00:07:00 Why?  00:09:41 Robert Llewellyn on Efficiency and Internal Combustion Engines  00:11:18 Rory Sutherland on EV Hostility  00:16:14 The Energy Crisis and Fossil Fuel Industry "Audacity" - Greg Jackson  00:20:53 Oil and Gas - an "Abusive Partner"?!  00:22:56 Market Reform and the Future of BP and Shell  00:28:10 Harm Reduction vs Perfectionism  00:30:45 The Norwegian Paradox and Imported Emissions  00:33:11 Marginal Pricing: The "Pint of Beer" Analogy  00:34:31 Overcoming the Standard of Perfection in New Tech  00:37:46 Greg Jackson's Three Magic Wishes for Energy Reform  00:40:14 AI Data Centres and Localised Pricing  00:43:46 The Perception and Politics of Electric Vehicles  00:45:52 Behavioural Science: Social Copying and the Sigmoid Curve  00:48:21 The IKEA Effect: Loyalty through Sunk Effort  00:50:11 Induction Hobs and the Benefits of Electrification  00:51:03 Reframing Clean Tech as an "Energy Pension" 00:53:08 Preppers and "Freedom Cars" in Texas  00:54:39 The Success of Global EV Test Drives  00:56:53 Micro-Mobility and the Quiet Streets of China  01:00:08 Displacing Global Fossil Fuel Consumption  01:03:03 Symbolic Action vs. Meaningful Energy Change  01:04:45 Closing Remarks and Audience Farewell   Why not come and join us at our next Everything Electric expo: www.everythingelectric.show  Check out our sister channel: https://www.youtube.com/c/EverythingElectricShow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show EE NORTH (Harrogate) - 8th & 9th May 2026  EE WEST (Cheltenham) - 12th & 13th June 2026  EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026   #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electricvehiclesuk #CleanEnergy #EnergyTransition #RenewableEnergy #FutureOfEnergy #ElectricVehicles #EVs #HeatPumps #SolarEnergy #ElectricityPrices #EnergyCrisis #UKEnergy #EnergyMarket #OctopusEnergy #GregJackson #RorySutherland #RobertLlewellyn #EverythingElectric #FullyCharged #ClimateTech #NetZero #Decarbonisation #Sustainability #GreenEnergy

Energy Insiders - a RenewEconomy Podcast
Chris Bowen on renewable target, wind delays, EVs and electrification

Energy Insiders - a RenewEconomy Podcast

Play Episode Listen Later Apr 21, 2026 45:25


Federal energy and climate minister Chris Bowen discusses fuel crisis, the renewables target, the problems with wind, EV road tax, electrification, and the upcoming COP31. Plus: ABC's EV fail and first Greens energy minister retires.

The Fully Charged PLUS Podcast
Why Electrification Could Cut Global Energy Use in Half!

The Fully Charged PLUS Podcast

Play Episode Listen Later Apr 20, 2026 53:42


In this episode of the Everything Electric Podcast, Robert Llewellyn sits down with Professor Jan Rosenow, Professor of Energy and Climate Policy at Oxford University, to reveal why electricity currently only tells 20% of the global energy story. They delve into tackling the "hidden 80%", the mobility and heating sectors still dominated by fossil fuels; and explore why our current system is "astonishingly inefficient," wasting two-thirds of all energy inputs as heat. Jan explains how shifting to electrification at scale could cut total global energy demand in half and tackles the biggest myths and milestones of the transition: The Grid Threat: Why data centers pose a more significant regional challenge to the grid than 100 million electric vehicles. Critical Materials: Is the world really running out of lithium, or are we entering an era of "urban mining" where 95-97% of battery materials can be recycled? The China Factor: A look at the "mind-blowing" scale of solar adoption in China and the declining utilization of their coal plants. Beyond Climate: Why electrification is now a primary lever for energy security and economic resilience in a volatile world. From the efficiency of heat pumps to the emergence of industrial heat batteries , this episode connects the dots on what the next phase of the energy transition really looks like.     00:00 A little error... 03:22 Fragile Fuel Systems and Global Crises 05:53 The Myth of North Sea Energy Security 07:44 The Colossal Scale of Global Oil Consumption 08:44 The 20/80 Rule: Why Electricity Isn't Everything 10:41 Efficiency: Why Electrification Halves Energy Use 12:47 China's Solar Revolution and Coal Reality 15:52 The Mindset of the New Generation of Engineers 18:51 Market Tipping Points: Cheaper, Faster, Lighter 22:26 Data Centers vs. EV Grid Impact 28:04 Raw Materials, Lithium Mining, and Circular Economies 34:02 SMRs, Fusion, and Carbon Capture: The Reality Check 41:41 Energiewende and Global Energy Access 48:14 The Next Big Thing: Industrial Heat Batteries 52:40 Domestic Advice: Batteries vs. Solar   Why not come and join us at our next Everything Electric expo: www.everythingelectric.show    Check out our sister channel: https://www.youtube.com/c/EverythingElectricShow   Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show   EE NORTH (Harrogate) - 8th & 9th May 2026  EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026   Tags: #EnergyTransition #Electrification #CleanEnergy #RenewableEnergy #NetZero #ClimateSolutions #EnergyEfficiency #ElectricVehicles #EVs #HeatPumps #Decarbonization #Sustainability #FutureOfEnergy #CleanTech #GreenTechnology #EnergySecurity #BatteryRecycling #CircularEconomy #Lithium #UrbanMining #ChinaEnergy #GlobalEnergy #ClimateAction #LowCarbon #EverythingElectric #JanRosenow

Fluid Power Forum
From Engines to Electrons: Designing Hydraulics for Electrification

Fluid Power Forum

Play Episode Listen Later Apr 20, 2026 34:06


In this episode of Fluid Power Forum, host Eric Lanke interviews Marcus Herrera, advanced systems application engineer at HYDAC, about the NFPA white paper, "Energy Efficiency Gains from Advanced Hydraulics," and what OEMs should consider when replacing internal combustion engines with batteries or fuel cells. Herrera explains why electrification brings uncertainty around performance, charging infrastructure, supply chain maturity, cost, and market acceptance, and why hydraulic efficiency becomes more critical when onboard energy is fixed and recharge times are long. Using the paper's efficiency comparisons, he notes that improving hydraulic efficiency can have more than double the impact on usable energy in electrified machines, affecting shift length and battery size. They discuss major loss sources such as metering losses, strategies like proportional control, and how sensors, controls, and software enable user-assist automation that improves efficiency, safety, and productivity. Be sure to check out the full report here. Subscribe to the Fluid Power Forum today to never miss an episode. The podcast is available on all of your favorite podcast platforms, including Apple Podcasts, Spotify, and iHeart Radio. Connect with our host, Eric Lanke, at elanke@nfpa.com. Connect with our guest, Marcus Herrera, at Marcus.Herrera@hydacusa.com. Find and share more interesting fluid power technologies and unique applications using #onlyfluidpowercan and follow podcast and other fluid power industry-related updates at @TheNFPA. #FluidPowerForum #EnergyEfficiency #Electrification

Climate 21
Why the War on Iran Is Accelerating the Shift to Renewables and EVs

Climate 21

Play Episode Listen Later Apr 17, 2026 16:13 Transcription Available


Get in touch - leave me a messageWhat if fossil fuels aren't energy security at all, but exposure dressed up as realism?This war is making that harder and harder to ignore.In this bonus episode of Climate Confident+, I unpack why the US and Israel's war against Iran is forcing a faster rethink of fossil fuels, renewables, EVs, and electrification. This is a solo episode with me, Tom Raftery, and the stakes couldn't be clearer: if your economy, business, or household still depends on fuels whose supply and price are hostage to geopolitics, then your energy security is far shakier than most politicians care to admit.You'll hear why I argue that fossil fuel dependence is not just an emissions problem, but an exposure problem. We dig into how war-driven shocks hit shipping, transport costs, inflation, industrial margins, and policy. And you might be surprised to learn why renewables, storage, grids, and EVs are starting to look less like climate tech talking points and more like strategic infrastructure for decarbonisation, emissions reduction, and real resilience.I also break down the numbers from IRENA and the IEA, including the cost advantage of new renewable power, the scale of clean energy investment, and the growing impact of electric vehicles on oil demand. Plus, I share a personal story from the Iberian blackout that brought home just how practical electrification can be in a crisis.

Le Journal de l'Economie
Annonce du blocus du détroit d'Ormuz par Trump, électrification du pays et syndicats reçus par le gouvernement

Le Journal de l'Economie

Play Episode Listen Later Apr 13, 2026 10:43


Au sommaire :Donald Trump annonce le blocus du détroit d'Ormuz, ce qui fait repartir les cours du pétrole à la hausse et inquiète les marchés.Le gouvernement exclut de passer en force sur la question du travail le 1er mai et va recevoir les syndicats.Le gouvernement annonce 10 milliards d'euros pour accélérer l'électrification de la France et réduire la dépendance aux énergies fossiles.La France dispose d'un réseau de recharge suffisant pour la mobilité électrique, mais le rythme d'installation des bornes a ralenti.Les professionnels bancaires s'inquiètent de la création d'un euro numérique qui pourrait faire disparaître 200 milliards d'euros du bilan des banques.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Cosmopod
Communism = Soviets + Electrification: The Electric Grid

Cosmopod

Play Episode Listen Later Apr 9, 2026 96:47


Matt and Rudy join RK to discuss several facets of the electric grid. We talk about the USSR's and China's attempts at electrification, how a modern grid looks like, the current US grid and its governing authorities, and a discussion on possible futures for electricity. References: RK's thoughts con rural cooperatives: https://jnanayuddha.wordpress.com/2022/08/16/reflections-on-rural-electric-cooperatives-and-socialist-organizing/ Matt T. Huber & Fred Stafford's articles: Socialist Politics and the Electricity Grid, The Utility of Utilities and Won't Somebody Please Think of the Grid? Further recommendations, National: The Grid: The Fraying Wires Between Americans and Our Energy Future by Gretchen Bakke, 2016 Short Circuiting Policy: Interest Groups and the Battle Over Clean Energy and Climate Policy in the American States by Leah Stokes, 2020 California Burning: The Fall of Pacific Gas & Electric, and What It Means for America's Power Grid by Katherine Blunt, 2022 The Price is Wrong: Why Capitalism Won't Save the Planet by Brett Christophers, 2024 International: The Low-Carbon Contradiction: Energy Transition, Geopolitics, and the Infrastructural State in Cuba by Gustav Cederlof, 2023 Recharging China in War and Revolution, 1882-1955 by Ying Jia Tan, 2021  Sinews of Power: The Politics of the State Grid Corporation of China by Yi-chong Xu, 2017 Electrifying India: Regional Political Economies of Development by Sunila S. Kale, 2014 The Electrification of Russia, 1880-1926 by Jonathan Coopersmith, 1992 Electrical Palestine: Capitalism and Technology From Empire to Nation by Fredrik Meiton, 2019

The Green Building Matters Podcast with Charlie Cichetti
Electrification, Microgrids, & the Future of Buildings with Jordan Lerner

The Green Building Matters Podcast with Charlie Cichetti

Play Episode Listen Later Apr 8, 2026 48:46


✅ The Green Impact Report Quick take: Electrification isn't just about swapping out equipment — it's about rethinking how buildings, transportation, and infrastructure work together. In this episode, Schneider Electric's Jordan Lerner shares how microgrids, fleet electrification, and creative funding strategies are transforming schools, cities, and public facilities.

Climate 21
The Infrastructure Was Built for the Climate We Had. Not the Climate We're Getting

Climate 21

Play Episode Listen Later Apr 8, 2026 33:52 Transcription Available


Send me a messageHeat is becoming a business risk in plain sight. And if cooling demand is set to soar, the energy transition has a problem most people still aren't talking about. In this episode, I'm joined by Rob Atkin, co-founder and CEO of Pirta, a climate tech company developing passive cooling coatings and additives. We dig into a part of decarbonisation and the energy transition that gets far too little attention: how we keep buildings, warehouses, data centres, and infrastructure cool in a warming world without driving up electricity demand, emissions, and cost. You'll hear why Rob says “sustainability doesn't sell itself”, and why that blunt truth matters for every founder, policymaker, and business leader chasing net zero. We dig into how Pirta is trying to turn passive cooling from clever materials science into something customers will actually buy, deploy, and scale. And you might be surprised to learn that air conditioning already accounts for about 15% of global electricity demand, with that figure set to triple by 2050. We also get into the hidden role of titanium dioxide, why reducing it matters for emissions reduction, and where passive cooling could have the biggest impact first, from affordable housing to warehouses to AI-era data centres. One of the sharpest insights in this conversation is that some climate solutions win not because they sound noble, but because, as Rob puts it, “a paint's not gonna break down.” Grimly practical. Exactly the point. 

Transit Tangents
CalTrain Electrification - How's It Doing?

Transit Tangents

Play Episode Listen Later Apr 7, 2026 26:30 Transcription Available


Caltrain's Peninsula Corridor Electrification Project is the kind of US transit upgrade we desperately need more of: a 51-mile modernization between San Francisco and San Jose that turns a solid but peak-focused commuter rail line into something closer to all-day regional rail. We walk through what changed, what it cost, and why the results matter for anyone who cares about public transportation, climate goals, and practical mobility in the Bay Area. We get specific about the infrastructure and operations, not just the headline “electric trains.” New electric multiple units accelerate and stop faster, which cuts running time and makes schedules easier to keep. That performance unlocks more frequent service and a simpler service pattern, with local SF to San Jose time dropping from about 100 minutes to 77 minutes and planned express trips coming in under an hour. We also dig into the real rider experience upgrades, from Wi Fi and power outlets to better accessibility and clearer passenger information. After the first full year of electrified operations, Caltrain reached 9.1 million trips in FY2025, up 47% from the year before. The weekend story is the standout: service doubles from 32 to 66 trains per day and weekend ridership climbs to 136% of pre-pandemic levels, showing how frequency and “show up and go” service can create demand without adding new stations. If you like deep dives on transit modernization, electric rail, and ridership data that actually tells a story, subscribe, share this with a friend, and leave a review so more people can find the show.Send us Fan MailSupport the show

MRO Network Podcast
Barriers To Entry—What's Holding Back MRO's Hiring Pipeline?

MRO Network Podcast

Play Episode Listen Later Apr 7, 2026 20:10


Lindsay Bjerregaard and Sean Broderick discuss takeaways from the Aviation Technician Education Council conference, including the increase in high school career pathways, FAA testing hurdles and the maintenance instructor shortage. For more background on the FAA testing challenges discussed during this podcast, check out this episode from last summer: Electrification, Hydrogen And A&P Testing Barriers.

Climate 21
Why Fossil Fuel Dependence Is a Terrible Business Model

Climate 21

Play Episode Listen Later Apr 3, 2026 20:28


Send me a messageWhat if fossil fuels aren't just polluting, but a standing threat to economic stability?This episode makes the case that the energy transition is now as much about security and cost as it is about climate.In this solo Climate Confident+ episode, I dig into a brutal truth too many policymakers and business leaders still avoid: fossil fuels don't merely drive emissions, they drive volatility, fragility, and geopolitical risk. At a moment when war, price shocks, and supply disruption are once again rattling global markets, I unpack why this matters for climate tech, decarbonisation, and the wider energy transition.You'll hear why fossil dependence acts like “instability in a bottle”, and why renewables, storage, EVs, heat pumps, and grid upgrades are increasingly the smarter response, not just environmentally, but economically. We dig into how fuel shocks ripple through inflation, trade, competitiveness, and public finances. And you might be shocked to learn just how much fossil import dependence is still costing countries, businesses, and households, even before you count the pollution, health damage, and wider social harm.This is also a clear-eyed episode. I'm not pretending renewables solve everything by magic. We need grids, storage, flexibility, better policy, and faster deployment. But that's precisely the point: those are infrastructure challenges we can solve. Perpetual exposure to volatile fossil fuels is not a strategy. It's a liability.

Crosscurrents
Caltrain jumps into the future, from diesel trains to electrification

Crosscurrents

Play Episode Listen Later Mar 26, 2026 8:50


If you've ridden Caltrain anywhere between San Francisco and San Jose recently, you might have noticed that those trains have  made the jump to being fully electric. Gone are the days of the loud, lurching—and often smelly—diesel locomotives. And electrifying the 51 miles of railway along the Peninsula was not cheap. It was a multi-billion dollar modernization project. It's also just a small part of a larger, statewide ambition: the California High Speed Rail system.Last year, KALW's transportation reporter, Zain Iqbal went on one of the new trains to see what's changed with electrification.

Structure Talk
From Carpenter to HVAC Designer: Lessons on Building High-Performance Homes (with Sophie Ashley)

Structure Talk

Play Episode Listen Later Mar 16, 2026 45:31 Transcription Available


To watch a video version of this podcast, click here: https://youtu.be/U0ALmS9vUC0In this episode, Reuben Saltzman and Tessa Murry talk with Sophie Ashley of Energy Vanguard about her journey from hands‑on carpentry and post‑Katrina rebuilding work to becoming an HVAC designer for high‑performance homes. Sophie shares how her field experience shaped her understanding of building science and why proper load calculations, ventilation strategies, and dehumidification planning are essential for modern airtight homes.The conversation also explores the challenges of open‑cell spray foam, moisture buildup in encapsulated attics, and what builders and inspectors often overlook in new construction. Sophie breaks down heat‑pump retrofits, electrification trends, and the importance of balancing comfort, durability, and system design—offering practical, science‑based insights for anyone working with or living in high‑performance homes.Here's the link to Inspector Empire Builder: https://www.iebcoaching.com/eventsYou can check out Energy Vanguard website here: https://www.energyvanguard.com/TakeawaysTight, high‑performance homes often require dedicated dehumidification, even in northern climates.Open‑cell spray foam allows moisture movement, which can raise attic humidity and impact roof decks.Proper HVAC design requires accurate load calculations, not rule‑of‑thumb sizing.Balanced ventilation (HRVs/ERVs) is essential in tight homes; Minnesota enforces some of the strictest standards.Retrofitting heat pumps into existing homes requires duct evaluation—it's not a simple swap.Many builder issues stem from overlooked details: attic access leaks, duct issues, missing covers, and ceiling‑plane air leaks.Electrification is growing, but homeowners must understand system impacts and design considerations.Chapters00:00 — Introduction02:00 — Sophie's Background & Career Path05:00 — High‑Performance Building & HVAC Design11:00 — Ventilation, ERVs & Climate Differences15:00 — Dehumidification in Airtight Homes17:00 — Moisture Problems with Open‑Cell Foam22:00 — Solutions: Conditioning Attics & Diffusion Ports26:00 — Heat Pumps, Dual‑Fuel & Proper Sizing31:00 — Electrification Trends38:00 — Common New‑Construction Issues47:00 — Field Lessons & Moisture Failures52:00 — How to Reach Sophie53:00 — Closing Remarks