Podcasts about Electrification

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In Democracy in Power: A History of Electrification in the United States (University of Chicago Press, 2024), Sandeep Vaheesan recounts the rather overlooked story of how electricity spread across the U.S. economy during the 20th century. This book sheds careful light on the varied institutions and interests mediating the process, including investor-owned utilities and the rural electric cooperative. Vaheesan does not hesitate to critique the successes and failures cropping up along the way; rather, he lays them all bare in service of paving an actionable path toward the decarbonization and democratization of power. Sandeep Vaheesan is the legal director at the Open Markets Institute. He leads their legal research and advocacy, including the amicus program. He has written and spoken widely on antimonopoly law and policy and building a fair economy. Previously, he worked at the Consumer Financial Protection Bureau and American Antitrust Institute. Anna Olteanu is a senior in the College of Social Studies at Wesleyan University, where she focuses on intellectual history. Her interests include political ecology, the history of economic thought, and literary criticism. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Democracy in Power: A History of Electrification in the United States (University of Chicago Press, 2024), Sandeep Vaheesan recounts the rather overlooked story of how electricity spread across the U.S. economy during the 20th century. This book sheds careful light on the varied institutions and interests mediating the process, including investor-owned utilities and the rural electric cooperative. Vaheesan does not hesitate to critique the successes and failures cropping up along the way; rather, he lays them all bare in service of paving an actionable path toward the decarbonization and democratization of power. Sandeep Vaheesan is the legal director at the Open Markets Institute. He leads their legal research and advocacy, including the amicus program. He has written and spoken widely on antimonopoly law and policy and building a fair economy. Previously, he worked at the Consumer Financial Protection Bureau and American Antitrust Institute. Anna Olteanu is a senior in the College of Social Studies at Wesleyan University, where she focuses on intellectual history. Her interests include political ecology, the history of economic thought, and literary criticism. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Democracy in Power: A History of Electrification in the United States (University of Chicago Press, 2024), Sandeep Vaheesan recounts the rather overlooked story of how electricity spread across the U.S. economy during the 20th century. This book sheds careful light on the varied institutions and interests mediating the process, including investor-owned utilities and the rural electric cooperative. Vaheesan does not hesitate to critique the successes and failures cropping up along the way; rather, he lays them all bare in service of paving an actionable path toward the decarbonization and democratization of power. Sandeep Vaheesan is the legal director at the Open Markets Institute. He leads their legal research and advocacy, including the amicus program. He has written and spoken widely on antimonopoly law and policy and building a fair economy. Previously, he worked at the Consumer Financial Protection Bureau and American Antitrust Institute. Anna Olteanu is a senior in the College of Social Studies at Wesleyan University, where she focuses on intellectual history. Her interests include political ecology, the history of economic thought, and literary criticism. Learn more about your ad choices. Visit megaphone.fm/adchoices

Around the world, factories making food, drink, pharmaceuticals and other everyday products rely on steam, often produced by fossil-fuel boilers. James Macnaghten, founder and CEO of Caldera, is betting that thermal batteries can provide a cheaper and more flexible alternative that stores electricity as heat, and delivers steam on demand. This week on Cleaning Up, Bryony Worthington visits Caldera's factory to see how it makes its heat batteries: combining recycled aluminium and iron ore pellets to create a long-lasting, efficient heat store. The technology is designed for industrial processes up to 200°C, which James sees as a major opportunity for electrification. They discuss how thermal storage can help factories manage peaks in demand, use electricity when it is cheap or abundant, and reduce pressure on congested grids. They also explore Caldera's plans to scale, its journey from domestic heating to industry, and why James believes a more pragmatic approach to electrification is needed. Topics discussed in this episode: The hidden opportunity in industrial heat How Caldera's heat batteries work Why steam still matters Heat pumps and thermal storage Managing industrial demand spikes Turning surplus power into heat Scaling a UK climate-tech company The case for pragmatic electrification 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: James Macnaghten's bio: https://www.linkedin.com/in/james-macnaghten Caldera: https://www.caldera.co.uk/ Professor Ning Li on Cleaning Up: https://www.youtube.com/watch?v=xCUASv01bVY Subscribe to our newsletter: https://cleaninguppod.substack.com/ JVs - Joint Ventures IP - Intellectual Property Chapters: 00:00: Intro 01:53: About Caldera Batteries 03:42: Heat Storage 09:47: Caldera Factory Tour 14:40: Funding Caldera 17:44: Scaling Up 25:37: Thermal Storage 29:02: Energy Price Shocks 30:27: Flexible Demand 35:22: UK Success Story 37:32: Outro

Send me a messageHeavy equipment electrification has a hidden problem: the machinery itself can waste most of the energy you put into it. That means bigger batteries, higher capital costs and a weaker business case before the machine has even started work.My guest is Hiten Sonpal, CEO of Rise Robotics, who is working on replacing conventional hydraulics with belt-driven actuation. We get into why hydraulic systems can be roughly 25% efficient, how that inefficiency drives battery and charging requirements, and why downtime and maintenance failures may matter even more than the emissions case.We examine why better batteries are not always the answer, what changes when heavy machinery becomes drive-by-wire, and why industrial AI and autonomy depend on something far less glamorous: machines that can actually generate useful operational data. We also look at prognostics, digital twins, teleoperation and the prospect of one operator supervising several machines rather than controlling just one.Listen now to understand what is really constraining heavy-equipment electrification — and where better engineering can cut cost, downtime and operational friction.Could your supply chain take the hit? Download my free 15-minute resilience scorecard to uncover hidden vulnerabilities, calculate your score and turn the results into a practical 30-day action plan: tomraftery.com/scorecard  If disruption hit tomorrow, would you know where your supply chain was most exposed? In 15 minutes my free scorecard helps you assess 27 resilience statements, calculate your score, and turn the result into three priorities and a 30 day action plan. You can download the scorecard free at tomraftery.com/scorecard.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous Subscribers:Alicia FaragKieran OgnevGary LynchAnd remember you too can become a Resilient Supply Chain+ subscriber  - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one and give you access to bonus episodes of topical, timely supply chain resilience analysis.

From shifting commodity markets and explosive data center growth to drone delivery and AI-enabled workplaces, supply chain leaders are navigating change from every direction. In this episode of The Buzz, powered by Toyota Automated Logistics, Scott Luton and Dr. Rod Thomas are joined by Hans Kremer, partner and co-founder of Inchange, to unpack the latest supply chain headlines and explore what professionals and organizations need to thrive in a rapidly evolving business environment. The discussion shifts to professional development, where Hans shares why companies need to stop training in silos and create more cross-functional learning experiences. The group also explores lifelong learning, the value of hands-on operational experience, and why AI should be viewed as a capability multiplier, not simply a tool for cutting costs or increasing efficiency. They close with powerful insights on leadership, trust, empathy, and creating environments where people can succeed. Key Takeaways: Successful change starts with the people doing the work. Find true advocates early, listen carefully to resistance, communicate the “why” repeatedly, and give teams the time and resources needed to implement change. Supply chain has become a strategic differentiator. Competition increasingly happens between entire supply chain ecosystems, not simply individual companies. Tomorrow's supply chain professionals need more than technical expertise. Strategic inquiry, discernment, judgment, adaptability, communication, and influence will become increasingly important as AI expands access to technical capabilities. Copper and other critical resources could become major constraints on AI and electrification growth. Data centers, infrastructure investment, geopolitics, tariffs, and limited natural resources are creating complex global supply challenges. Professional development needs to become cross-functional. Giving employees opportunities to experience sales, operations, supply chain, finance, and other perspectives can help break down silos and improve organizational performance. AI should make people more capable, not simply more efficient. Organizations that use AI only to automate existing tasks may miss its greater potential to enable employees to solve problems and perform work they could not previously do. Leadership is about enabling the success of others. Strong leaders remove obstacles, protect their teams, model the right behaviors, build mutual trust, and create an environment people want to follow. This episode brings together timely supply chain news with practical lessons on leadership, learning, technology, and organizational performance. Whether you're preparing your workforce for AI, navigating major market shifts, developing the next generation of supply chain talent, or simply trying to become a stronger leader, Hans, Rod, and Scott offer actionable perspectives you can put to work right away.   Additional Links and Resources: Toyota Automated Logistics: https://toyota-automated-logistics.com/ With That Said: https://bit.ly/WTS-8-August-2026 Leading Beyond The Next Disruption: https://bit.ly/Mourad-Tamoud-SE Rod's LinkedIn Post: https://bit.ly/The-Perfect-SC-Manager Han's LinkedIn Post: https://bit.ly/Hans-Music-Stories Copper jumps to its highest level ever. What the metal is telling us: https://cnb.cx/4cvTGv8 Congo Issues Immediate Copper and Cobalt Ban as Smelters Pay Miners for Feedstock: https://bit.ly/DRC-Bans-Some-Exports Caterpillar sales surpass $20B as data center generators take off: https://bit.ly/CAT-has-big-2Q2026 DoorDash Takes to the Sky With Its Own Drones: https://on.wsj.com/4ccxIx7 Inchainge: https://inchainge.com/   The Readiness Rules: https://now.supplychainnow.com/the-readiness-rules Connect with Hans on LinkedIn: https://www.linkedin.com/in/hanskremer/ Connect with Rod on LinkedIn: https://www.linkedin.com/in/rod-thomas-a409a41/ Upcoming Live Programming:  https://supplychainnow.com/upcoming-live-programming/ Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now   Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join   Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVk WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt WEBINAR- SAP AI Inside the Supply Chain: From Silo to Orchestration: https://bit.ly/4bvpz6K This episode was hosted by Scott Luton and Rod Thomas, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-ai-copper-drone-delivery-future-supply-chain-leadership-1622  The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Electrifying an apartment building can be complicated, but sometimes the biggest barrier is simply getting started. Ash Sayers, Director at Keystone, a Melbourne strata management company, explains why residents and owners corporations often assume solar, batteries and EV chargers will be too difficult to install, or won't be approved. This can leave potentially viable projects stuck in the too-hard basket. While strata managers can't drive electrification without a mandate from owners, they can play a crucial role in navigating approvals, common property, contractors and the practical steps needed to get projects over the line. Sayers shares examples of apartment buildings that have succeeded, and others that have hit genuine infrastructure constraints, and why a good feasibility study can separate the real barriers from the assumed ones. For more information on apartment electrification, and to find out if your building is eligible for a free electrification feasibility plan, Electrify Yarra, All Electric Homes and Keystone are holding an information session on Tuesday, 18 August in the Fitzroy Town Hall reading room at 6 pm.

Get in touch - leave me a messageCheap solar, batteries and EVs are no longer merely cleaner alternatives. Their falling costs are undermining fossil-fuel economics, and leaders may be misjudging the speed of that shift.My guest is Peter Newman, Professor of Sustainability at Curtin University and a long-time IPCC contributor whose work has focused on cities, transport and automobile dependence. We examine how China's manufacturing scale is turning clean technology from a policy ambition into mass-market competition, while tariffs and legacy planning risk slowing adoption elsewhere.We look at why cities are the decisive arena: where renewable power, transit, density and affordable housing either reinforce one another or remain disconnected. We also challenge the assumption that EV charging will remain the infrastructure problem, and ask when petrol and diesel networks themselves become the constraint.Listen now to understand how clean-technology economics is changing fossil-fuel risk, and what cities, businesses and policymakers need to get right before the shift accelerates. Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

In this episode we chat to Graham Crew, a mining executive whose career has spanned engineering, operations, corporate leadership and investment. Fresh from leading Rupert Resources through its acquisition by Agnico Eagle, Graham shares his perspective on what the transaction says about today's mining industry and the changing landscape of project development.    We discuss leadership, permitting, ESG, energy transition, emissions reduction, lessons from previous commodity cycles, the future role of AI in mining, and the capabilities the next generation of mining leaders will need to succeed. To download the free whitepaper to uncover how ExxonMobil is redefining strategic approaches to energy transition in the mining sector: https://shorturl.at/89CLq KEY TAKEAWAYS Sustainable project development in modern mining relies on aligning the interests of investors, local communities, and governments to secure long-term support. Electrification and autonomous technologies offer major opportunities to enhance operational efficiency, safety, and emission reductions across the industry. Successful leaders look beyond short-term commodity price swings to focus on building strong organisational cultures, managing costs, and controlling what is directly within their power. Artificial intelligence serves as a powerful tool for organising and analysing vast amounts of operational data to drive faster, data-informed decision-making. BEST MOMENTS "High-quality ore bodies are not easy to find, and they're even harder to develop." "It takes people to make things work well, and it takes leadership to make operations and businesses work well." "Pick the tops and bottoms, leave that for market speculators... as an industry, try to build the most efficient mines we can." "The one thing that you can control is the culture of the organisation, how people treat it as owners, how efficiently people think, and how well they work together." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST RESOURCES https://www.linkedin.com/in/graham-crew-5ba79133/ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

The following article of the Automotive industry is: 'The Real Challenge of Public Transport Transition' by Yolanda Villegas, President, Mexican Association for Energy Storage, Electrification, and Mobility (AMAEM). 

Alain Favey, CEO von der Peugeot Brand spricht heute mit Jürgen Stackmann im Mobility Pioneers Podcast über:> Peugeot's market position and strategic orientation in Europe > Electrification and product strategy – success factors in the transition to e-mobility> Brand Management and Customer Loyalty in the Changing World of MobilityDie Episode wurde am 04.05.2026 aufgezeichnet. 

Full autonomy, big delivery numbers, and a push towards electrification that's moving global markets? We must be talking about electric forklifts! On today's uplifting episode of Quick Charge, we've got Big Joe CMO Martin Boyd here to walk us through some of the ways these battery powered equipment assets are making all our lives better.

In the 1920s, the newly established Irish Free State embarked on one of the most ambitious engineering projects in its history: the Shannon Scheme at Ardnacrusha.This was a state-of-the-art hydroelectric plant that paved the way for the electrification of Irish society. The scheme developed an almost mythic reputation, becoming a powerful symbol of independence, progress and modernisation.But behind the concrete and turbines was a darker story. Thousands of poorly paid labourers worked in brutal conditions, dozens were killed and hundreds suffered life-changing injuries. Many were left in poverty while Irish society celebrated their achievements. In this episode, I explore both sides of the Shannon Scheme: the remarkable project that helped transform Ireland, but also the terrible human cost that was largely written out of our history.Sound by Kate Dunlea.Support my work patreon.com/irishpodcast if you want to read more check out High Tension: Life on the Shannon Scheme https://www.abebooks.com/9781843510611/High-Tension-Life-Shannon-Scheme-1843510618/plpAndy Bielenberg's The Shannon Scheme and the Electrification of the Irish Free State is a good overview of the project. A Digital copy is also available on the E.S.B. Archives website for free https://esbarchives.ie/wp-content/uploads/2015/05/the-shannon-scheme.pdfMaurice Manning & More McDowell's History of the Electricity Supply Board is also a useful read and a digital copy is also available on the ESB Archive for free. https://esbarchives.ie/wp-content/uploads/2015/08/the-history-of-the-esb.pdf Hosted on Acast. See acast.com/privacy for more information.

Get in touch - leave me a messageBattery storage is getting cheaper, but the data used to trade and operate it may be badly wrong. When forecasts miss, penalties stack, warranties get messy, and returns can quietly unravel.My guest is Ash Vats of 3E, who works on battery intelligence for utility-scale assets. We look at the gap between what a battery management system reports and what the hardware can actually deliver - a gap with direct consequences for grid reliability, revenue and asset life.We examine why some battery sites show faults before day one, how state-of-charge estimates can be materially wrong, and why operators - not traders alone - need to shape commercial decisions. We also unpack what changes when owners, asset managers and traders stop working from three different versions of the same asset.Listen now to understand what is really limiting battery storage returns, and how better operational intelligence can recover capacity, reduce commercial risk and improve long-term performance.Sign up to Climate Confident+ for deep dive analysis of the major climate and energy stories of the day.Support the showPodcast subscribersI'd like to sincerely thank this podcast's amazing subscribers:Anita KrajncCecilia SkarupaBen GrossJerry SweeneyAndreas WernerStephen CarrollRoger ArnoldAnd remember you too can Subscribe to the Podcast  - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.

Allen covers Energy Capital Partners buying TPI’s blade factories, GE Vernova’s $1.7 billion rescue of LM Wind Power, offshore wind cutting oil burn during a heat wave, Scotland’s Caledonia approval, and 19 states suing the Pentagon over stalled wind reviews. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday everyone. A few months ago, we told you about a Houston bankruptcy court carving up TPI Composites. Well, that story just got a whole lot bigger. On July sixth, TPI walked out of Chapter Eleven. Zero debt. New owners. A private equity firm called Energy Capital Partners picked up TPI’s blade factories in Iowa and Juarez, Mexico for about twenty million dollars. Twenty million, against more than a billion dollars in liabilities. ECP did not stumble into wind blades. They bought Calpine back in twenty eighteen, inherited seventy-seven power plants, and became GE’s biggest private gas turbine customer in the Western Hemisphere. That relationship, forged in gas turbine halls, is what brought them to composite factories. GE Vernova signed a five-year supply deal requiring it to send blade orders to ECP’s factories. GE is ECP’s partner, its customer, and was even the backup buyer if the deal fell through. So TPI lives on, leaner, debt-free, with locked-in demand from one of the biggest turbine makers on earth. But now, the other side of that coin. While ECP picked up two blade factories for twenty million dollars, GE Vernova recently pumped one-point-seven billion dollars into its own blade company, LM Wind Power. LM’s equity had fallen to negative 575 million euros. Revenue dropped ninety-six percent in one year, from 2.1 billion Danish kroner down to just ninety-three million. The Danish workforce, cut to about twenty-five people. LM Wind Power has lost money every single year since GE bought it in twenty seventeen. Nine straight years of red ink. So think about that. Two American blade factories now serve GE Vernova’s onshore business. One in Grand Forks, North Dakota, owned by GE, inside a division losing four hundred million dollars a year. The other in Newton, Iowa, owned by ECP, zero debt, five-year supply deal. The independent contract blade business that TPI Composites built is gone. Vestas took the India and Mexico plants in-house. GE’s supply is locked to ECP. The OEMs and their financial partners now own the factories directly. And that is a new era for wind manufacturing. Now, let us talk about what those blades are doing once they are spinning. Earlier this month, a brutal heat wave hit the eastern United States. Air conditioners running full blast. Grid operators scrambling to keep up. And off the coast of New England, two offshore wind farms stepped up. Vineyard Wind, eight hundred and six megawatts off Massachusetts. Revolution Wind, seven hundred and four megawatts near Rhode Island. Together they pushed hundreds of megawatts into the grid right when people needed it most. And here is the number that matters. Oil-fired power plants met about ten percent of peak demand on July second this year. Last summer, at the height of a similar heat wave, oil plants covered nearly fifteen percent. That is more than a gigawatt less oil burned. The projects that survived lawsuits, survived construction shutdowns, survived lease freezes, are now keeping the lights on in New England. Across the Atlantic, Scotland just approved two massive offshore wind farms. The Caledonia North and South projects in the Moray Firth, up to one hundred and forty turbines spread across one hundred and sixty-five square miles. Enough power for two million homes. Ocean Wind is leading the development with a commitment of about 1.7 billion pounds. And here is what makes this project different. Caledonia South will mix fixed-bottom and floating turbines, up to thirty-nine floaters. That blend of proven and next-generation technology on a single project is something to watch. Back in the United States, nineteen state attorneys general are suing the Department of Defense. The reason, wind project reviews. Federal law says any wind turbine taller than two hundred feet must go through a Defense Department check, to make sure it does not interfere with military radar or flight paths. Last August, the Pentagon stopped reviewing those projects. No explanation. No timeline for starting again. Maryland Attorney General Anthony Brown is leading the coalition, joined by attorneys general from eighteen other states including California, New York, and New Jersey. They want a court to force the Defense Department to start doing its job again. And finally, a story from the sea floor. Down in southern New England, lobster populations have been falling for decades. Back in nineteen ninety-eight, there were about fifty million lobsters in those waters. By twenty twenty-two, fewer than ten million. But something else is moving in. Jonah crabs. Fishermen used to throw them back. Now they are hauling them in by the thousands, selling them as a cheaper option to lobster. And researchers at the University of Rhode Island are finding that offshore wind foundations are acting like artificial reefs. Algae grows first, then barnacles and mussels, then fish and crabs follow. The question scientists are working to answer is whether these structures create new marine life, or just pull it in from the surrounding ocean. Either way, the turbines are not just making electricity. They are making habitat. Now, here is what to watch. This Wednesday, July twenty-second, GE Vernova reports second quarter earnings. And the numbers we just talked about will be in the room. One-point-seven billion dollars pumped into LM Wind Power, a blade company that has lost money nine years straight. Twenty million dollars to let ECP walk away with two factories and a five-year supply deal. GE Vernova is guiding for four hundred million dollars in wind segment losses this year. Meanwhile, its Power and Electrification divisions are printing money, nearly five billion dollars in free cash flow last quarter alone. So the question on that earnings call is simple. If you are spending eighty times more to keep your in-house blade maker alive than a private equity firm paid to buy your contract supplier, how long do you keep doing both? Watch for what GE Vernova says about LM Wind Power’s future, about North American onshore blade strategy, and about whether that 1.7 billion dollar injection was a rescue, or a goodbye. The answer could reshape who makes blades in this industry for the next decade. And that is the state of the wind industry for the 19th of July, twenty twenty-six. Join us for the Uptime Wind Energy Podcast tomorrow.

Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, geopolitical tensions, and the growing demand for energy and raw materials adding to the mix, what questions should investors consider in today's market? In this episode, you'll hear what's driving markets such as copper, gold, oil, and agriculture, and why some investors are taking a fresh look at commodities for diversification and inflation protection. If demand keeps growing while supply remains constrained, what could that mean for portfolios in the years ahead? Join Hussein Allidina, Managing Director, Head of Commodities, TD Asset Management Inc. (TDAM), Humza Hussain, Vice President & Director, Commodities, TDAM, and Adam Grinbergs, Associate, Portfolio Research, TDAM as they examine the supply and demand forces shaping commodity markets and discuss the role they can play in portfolio diversification and inflation protection. Highlights include: 04:11 What commodities are and how investors gain exposure through futures markets 06:08 Why underinvestment, electrification, AI infrastructure, and reshoring are supporting commodity demand 11:03 Copper's supply challenge and why new production is taking longer to develop 16:00 The role commodities can play in diversification and inflation protection 23:19 Views on key commodity markets, including agriculture, natural gas, copper, gold, and oil       For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeMost of the energy decisions that touch daily life in America get made in state legislatures, and the people making them are increasingly new to the job. In smaller states, a freshly elected lawmaker gets a pad of paper, no staff, and about 150 lobbyists at the door, then votes on billion-dollar energy budgets in a landscape where the technology changes faster than anyone can track. On this episode of Volts, David Roberts talks with Hawaii state Senator Chris Lee, co-founder of the Electric Innovation Initiative, a bipartisan network betting that education moves electrification faster than mandates: put lawmakers in front of working technology, connect them across state lines, and let affordability carry the argument where climate framing will not. As Lee puts it, "nine times out of ten, people just don't know what they don't know."Chapters:00:00 Introduction03:39 How electrification clicked: the 2008 iPhone moment06:10 The education gap: why the initiative exists11:35 Proxy staff and cross-state validation15:44 What lands on the tours: eVTOL to the data-center win-win20:51 Plain 'electrification': the bipartisan framing bet26:28 Climate hushing and Hawaii's two-track proof30:17 Policy that spreads: e-buses, heat pumps, RFPs37:37 Utility business-model reform: Hawaii's PBR law42:03 Affordability after the federal subsidies45:22 Hawaii under pressure: LNG and the Lahaina grid51:53 State power against federal hostility55:19 The ten-year vision and the closing advice

Get in touch - leave me a messageHeavy machinery can waste three quarters of the energy fed into it. The battery may not be the real electrification bottleneck.In this episode, I speak with Hiten Sonpal, CEO of Rise Robotics, about a neglected part of the energy transition: the hydraulic systems inside construction, mining, and port machinery.You'll hear why conventional hydraulics are only around 25% efficient, how that forces manufacturers to install larger batteries, and why electric heavy equipment can become commercially unviable before it reaches the market.We dig into how Rise Robotics' beltdraulic systems replace oil and pressure with belts and pulleys - cutting battery size, charging demand, downtime, maintenance, and hydraulic leaks. Hiten also explains how drive-by-wire creates the data needed for teleoperation, digital twins, and autonomous machinery.You might be shocked to learn that better efficiency can matter more than better batteries. That shift could reduce costs across the machine, charging network, and grid, while accelerating decarbonisation, emissions reduction, and progress towards net zero.We also examine where adoption may happen first, from mining and ports to marine and food production, and why policy alone cannot solve this industrial transition.

Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world's largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure.In this episode:00:00 – Why electrification is the defining trend of the next decade03:59 – The four critical minerals: copper, lithium, nickel and cobalt08:25 – The biggest growth drivers: EVs, batteries and emerging markets12:48 – AI and data centres are driving electricity demand higher16:11 – Investment opportunities across Australian miners23:27 – ETFs for investing in the electrification theme24:22 – How Bryce and Ren are approaching the opportunity27:07 – Final thoughts on Australia's green metals futureStocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

As more Kiwi households are encouraged to go electric, there's concerns about the numbers of electricians available to wire everyone in. 

Quotes from the episode: "Heat pumps can't meet their promise if they're not properly maintained." "Vacuuming the filter matters, but it is not the same thing as deep cleaning the system." "If it has a coil and a fan, we can clean it." "Electrification only works as intended when the equipment keeps working as intended." In this episode of Building HVAC Science, Bill talks with Gabriel Erde-Cohen, founder of We Clean Heat Pumps, about an often-overlooked part of electrification: what happens to heat pumps after installation. Gabriel shares how his Vermont-based business grew from cleaning mini-splits for a family installation company into a specialized maintenance company operating across New England and in markets around the country. His core point is simple: heat pumps cannot deliver on their promise of efficiency, comfort, durability, and healthier indoor air if they are not properly cleaned and maintained. Gabriel explains the difference between basic homeowner filter care and true deep cleaning. His team removes covers, protects the home, uses low-pressure washing, alkaline soap, enzyme treatments, and active condensate-line vacuuming to remove biological buildup, dust, debris, and biofilm from coils, fans, pans, and outdoor units. He is careful to distinguish maintenance from repair, noting that his company refers service issues back to installer partners rather than competing with them. The discussion also covers ducted and ductless systems, PTACs, ERVs, HRVs, outdoor units, heat pump water heaters, and the importance of not simply killing biological material but actually removing it from the building. The conversation broadens into the future of the industry: annual cleaning, monitoring devices, commissioning, efficiency data, installer partnerships, and the potential for maintenance standards or even a trade association. Gabriel argues that annual deep cleaning is usually the right starting point, though real-world conditions can vary widely. He also shares early observations of efficiency improvements after cleaning and emphasizes that better data will be needed to help utilities, manufacturers, and programs recognize heat pump cleaning as part of the larger electrification and indoor air quality picture Email: Gabriel@WeCleanHeatPumps.com Website: www.WeCleanHeatPumps.com Installer Page: Linkedin: https://www.linkedin.com/in/gabriel-erde-cohen-591146226/   This episode was recorded in June 2026.

Get in touch - leave me a messageWhat if electrification is no longer just a climate solution — but an energy security strategy?In this episode of Climate Confident, I'm joined by Gavin Mooney, an independent energy transition advisor working across utilities, electrification, and energy markets. We look at Australia as a live test case for the energy transition: a country rich in coal, gas, sunshine, and wind, yet still exposed through imported diesel, freight, mining, agriculture, and long-distance transport. That contradiction matters. For climate tech, decarbonisation, net zero, emissions reduction, and policy, it changes the frame from “cleaner energy” to “who controls the energy system?”You'll hear why rooftop solar has become normal in Australia, with more than one in three homes now generating power from the roof, and why home batteries are scaling faster than many expected. We dig into how storage is changing the economics of solar, why virtual power plants are running into a trust problem rather than a technology problem, and why smart tariffs may prove more effective than utilities trying to take control of assets people bought themselves.You might be shocked to learn how quickly diesel vulnerability can reshape thinking on EVs, electric trucking, and resilience. We also touch on India, Pakistan, Nigeria, Lebanon, Ethiopia, Nepal, and Vietnam — places where the energy transition is moving in ways that rarely make the headlines, but absolutely should.

Every morning, 26 million children in the US get on a school bus. It is the largest mass transit system in America, and it has barely changed in 80 years. There is no real-time tracking, no route optimization, and no visibility for parents. Bus drivers still rely on walkie-talkies and dispatchers still use fax machines. Nearly half a million diesel buses are moving those 26 million children, producing more than eight million tons of carbon annually. It is one of the most overlooked, high-impact decarbonization opportunities in the country. The question isn't whether this system will change. It's who is going to change it. Our guest has spent the last decade building the solution. Ritu Narayan is the Founder and CEO of Zūm, a full-service school transportation platform that is modernizing and electrifying the yellow school bus. Ritu grew up in India and was raised to value education and dream big. After graduating from the Delhi Institute of Technology (now NSUT), she moved to California where she became a product leader at Oracle, Yahoo, and eBay. She left a career at eBay to take the leap into entrepreneurship and started Zūm to solve a deeply personal problem: modernizing and electrifying student transportation. In our conversation, Ritu walks me through her journey, and what it takes to reimagine a system the whole country depends on and nobody talks about. Today, Zum serves more than 5,000 schools across 18 states and completed over 60 million student rides last year. Zum has raised $430 million from investors including Sequoia, SoftBank, GIC, and TPG, and launched the nation's first all-electric, vehicle-to-grid school bus fleet at Oakland Unified School District, returning energy to the electric grid while children are at school. About Powerhouse Innovation and Powerhouse Ventures Powerhouse Ventures backs seed stage founders building the future power system across energy, infrastructure, and AI. If you are thinking about building something in this space, get in touch with our team. Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry. To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

Ditching reliance on fossil fuels could save households as much as $3000 a year according to new research from advocacy group Rewiring Aotearoa. Rewiring Aotearoa CEO Mike Casey spoke to John Campbell.

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.

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.

In this episode of The Flux Capacitor, host Francis Bradley speaks with former Hydro One CEO David Lebeter about the growing complexity of the electricity sector. They explore rising demand, grid expansion, and the challenge of balancing large-scale infrastructure investment with affordability. David reflects on leadership, reliability, Indigenous partnerships, and the real role of AI in operations, emphasizing that while technology matters, success ultimately depends on people, public trust, and maintaining focus on customers. They close the conversation with David's book recommendation.Links: David Lebeter on LinkedInBook recommendation:The Prophet, by Kahlil Gibran

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

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/

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.

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)

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)

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)

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.

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.

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/      

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

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. 

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.

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

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

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.

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.

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.

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. 

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:

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

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

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