Podcasts about Electrification

B.C. plans $348 million electrification push, despite record deficit Barry Penner, Chair of the Energy Futures Institute Learn more about your ad choices. Visit megaphone.fm/adchoices

Send me a messageCoal produces 4,000–8,000x more waste per MWh than wind.But you can't take a photo of CO₂, so we ignore it.In this episode, I'm joined by climate futurist and long-term decarbonisation modeller Michael Barnard. We cut through headlines to examine where the energy transition is actually heading - from electrification and maritime shipping to mass timber, industrial relocation, and grid efficiency. The stakes? Whether we build a cheaper, cleaner energy system, or cling to fossil-era assumptions.You'll hear why electrifying everything could cut primary energy demand by up to half.We dig into how 40% of global shipping may simply disappear as fossil fuel trade declines.And you might be shocked to learn why solar panels and wind turbines create thousands of times less waste per MWh than coal, yet attract far more outrage.We also explore how cheap renewables are reshaping industrial geography, why Spain's sunshine could outcompete former gas hubs, and how making electricity cheaper than fossil fuels changes everything.Interestingly, Seville's iconic wooden “Setas” isn't just architecture, it's proof that mass timber can replace steel and concrete at scale, locking carbon into buildings instead of the atmosphere.This is climate tech grounded in physics, economics, and human behaviour, not hype.

Send a textThis week on JASP we unpack the shifting energy landscape — WA policy changes, electricity pricing reforms, and the battery rush ahead of May. What happens when rebates taper? Are we building a sustainable market, or just riding the surge?We debate big-box battery plays, VPP expectations, compliance across states, and the “invisible savings” problem facing the industry. Plus, a look at how AI is reshaping solar business operations behind the scenes.Jamie Marciniak joins us to share his journey and the thinking behind delivering fully integrated home electrification solutions — and where the real opportunity sits next.This episode is proudly brought to you by GoodWe Australia, a trusted partner to Australian solar retailers and installers, delivering reliable inverter and energy storage solutions designed for real-world conditions and backed by a strong local team.Just Another Solar Podcast is hosted by Luke Beattie, Karl Jensen, Nigel Morris and Jess MacPherson. It's a casual conversation that shouldn't be taken as business, financial or legal advice. 00:00:00 Welcome & Catch-Up00:03:20 Podcast Feedback Debate00:06:45 Renewables Hit Majority00:10:05 Battery Rush Before May00:13:30 Market After Rebates00:16:10 Big-Box Battery Debate00:18:25 Industry Support Stories00:21:00 Guest Introduction00:23:40 What Mack Trade Does00:27:05 VPP Programs Explained00:30:30 Battery Owner Expectations00:33:55 Invisible Savings Problem00:37:10 Retailer Targets Delayed00:40:30 Price Variation Events00:44:10 Compliance Across States00:48:05 AI and Customer Support00:52:10 Accessibility and Hardship00:56:00 Final Reflections01:01:20 Wrap-Up and Thanks

AI isn't just about Nvidia anymore — it's quietly rewiring the entire industrial economy, and most investors don't even realize where the real money will be made.In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Ivana Delevska, Founder and CIO of Spear Advisors, to unpack how AI is splitting the market — creating massive dispersion between winners and losers — and why passive index exposure may no longer be enough.While most investors believe they're diversified through Nasdaq or S&P 500 index funds, Delevska explains that passive exposure is heavily concentrated in mega-cap hyperscalers. The real opportunity, she argues, lies deeper in the AI value chain — in networking, optical components, semiconductor capital equipment, electrification, cybersecurity infrastructure, and even space.This conversation goes beyond the hype cycle. Delevska outlines why AI CapEx — projected to reach $600B this year — is fundamentally different from past tech cycles. The sheer dollar magnitude is forcing multi-year infrastructure buildouts, creating 10-year visibility rather than the traditional 3–5 year tech cycle. Yet while hardware beneficiaries remain durable, SaaS and application-layer companies face real disruption risk as AI-native competitors rapidly reshape the software landscape.For investors, this isn't about abandoning mega-cap tech — it's about understanding dispersion. In an AI-driven world, alpha will increasingly come from identifying where capital is flowing, how physical constraints shape adoption, and which companies sit at the most critical points in the industrial tech stack.

JOST Werke SE delivered a resilient performance in FY 2025 despite a mixed macroeconomic backdrop across global commercial vehicle markets. While freight volumes and trailer registrations normalized in parts of Europe and North America, structural demand drivers such as fleet renewal, efficiency requirements, and regulatory standards remained intact.Revenue remained stable, supported by geographic diversification and a broad product portfolio spanning truck and trailer systems, axle solutions, and agricultural components. The company maintained a solid adjusted EBITDA margin, demonstrating strong pricing discipline and cost control. Operating and free cash flow generation remained robust, underlining JOST's structural cash-generative profile.Margin stability in a moderating demand cycle reflects operational improvements implemented in recent years, including supply chain optimization, procurement efficiencies, and production flexibility. Agricultural and aftermarket activities provided additional resilience, while strong OEM relationships across Europe, North America, and Asia supported global positioning.The balance sheet remains solid, with controlled leverage, a healthy equity ratio, and continued deleveraging. Capital allocation stays disciplined, prioritizing organic growth, selective M&A, and sustainable shareholder returns.Strategically, JOST focuses on efficiency programs, digitalization, lightweight components, and sustainability-driven innovation. Electrification and evolving safety standards in commercial transport represent long-term growth opportunities.Overall, FY 2025 confirms JOST's ability to navigate cyclical fluctuations while protecting margins and cash flow — reinforcing its positioning as a structurally improved, financially disciplined industrial supplier within global transport supply chains.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

In this episode of Fluid Power Forum, host Eric Lanke interviews David Lundquist, Global Product Manager at Hydraulic Technologies, about high-pressure, heavy-load hydraulic systems and the push toward electrification and cordless jobsite performance. The conversation focuses on synchronous motion to reduce stress on heavy structures and improve safety. Lundquist compares the long-established MCS synchronous system with the newer eSync system, a modular, two-person-carry platform that can connect to many existing pumps and cylinders and is available in cordless configurations that eliminate generators for remote, low-fume, or noise-sensitive environments. Field examples include bridge bearing replacement lifts and lateral push/pull applications like skidding tunnel boring machines and precision compression work in data centers. Lundquist also shares major projects, including lifting the Palace Theater in Times, and highly precise rotor maintenance work at the Niagara Falls hydropower plant. Check out some of the video examples discussed at the links below: Palace Theater Lift Niagara Falls Rotor Maintenance Subscribe to the Fluid Power Forum today to never miss an episode. The podcast is available on all of your favorite podcast platforms, including Apple Podcasts, Spotify, and iHeart Radio. Additionally, we're launching Fluid Power Forum Plus, offering premium, members-only content designed just for our listeners. When you sign up on the NFPA website, you'll unlock a host of rewards, ranging from exclusive content to live panels and networking receptions. Connect with our host, Eric Lanke, at elanke@nfpa.com. Connect with our guest, David Lundquist, at david.lundquist@hytec.com.   Find and share more interesting fluid power technologies and unique applications using #onlyfluidpowercan and follow podcast and other fluid power industry-related updates at @TheNFPA.

Guy Adami interviews Michael Kao (@UrbanKaoboy), discussing the historic moves in gold and silver, the debate over fiat debasement versus speculative positioning, and why charts showing central bank gold eclipsing Treasury holdings can be misleading because much of the change is price appreciation rather than new buying. Kao argues true de-dollarization is unlikely due to the lack of a rival fiat ecosystem with comparable liquidity and deep bond markets, and says a shift from Treasuries to gold as a reserve anchor would imply economic austerity and slower global GDP growth. They explore how geopolitics (including post-Ukraine reserve seizure fears) and Trump-related tariff and deficit narratives have fueled gold, while Kao outlines a contrarian view that Trump 2.0 policies plus AI could be deflationary and potentially restore productivity-driven disinflationary growth similar to the late 1990s; he also critiques CBO debt projections for assuming low productivity growth. The conversation covers AI's disruptive impact on industry moats and equity multiple compression versus immediate default risk, touches briefly on Japan's bond market and the yen carry trade, and examines the “sanctity” of large AI CapEx plans and whether AI expands total addressable markets or mainly drives cost cutting. Kao highlights his thesis from his piece on AI electrification: U.S. electricity demand may accelerate sharply after decades of flat growth, creating an energy bottleneck that increases reliance on natural gas (given limits to coal and nuclear), amplified by data center buildouts and LNG exports. He explains his preference for natural gas mineral strategies that distribute cash flow over trading commodities or owning E&P equities due to capital allocation risks, and notes recent oil spikes have often faded since 2022. Show Notes AI, Electrification, and the Hidden Energy Bottleneck | Michael Kao The Fourth Turning by Strauss & Howe —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

How do you transition massive, remote mining operations to electricity without grinding production to a halt?In this episode of Mining NOW, host Jerrod Downey sits down with Jordan Armstrong, Ben Maytom, and Chris Lodge from Ampcontrol to tackle this exact challenge. They move beyond the theory and look at real-world hardware, like the Ampcontrol MegaWatt Charger. This liquid-cooled, megawatt charging solution is designed to withstand 45-degree heat and keep critical machinery running in the harshest environments.

Diesel generators have long been the default answer for powering upstream and midstream oil and gas sites. They are familiar, mobile, and deeply embedded in operating practice. Even in regions with abundant natural gas, operators often rely on fleets of diesel gens to run pumps, wireline units, and auxiliary equipment, treating gas as either waste or something to move to market while importing fuel to keep operations running. That status quo is becoming harder to defend. Diesel is expensive, noisy, logistically complex, and increasingly misaligned with emissions rules, carbon pricing, and community expectations. Operators face growing pressure to cut operating costs, reduce flaring, and lower emissions, while still maintaining reliability in the field. Yet infrastructure change moves slowly, driven more by habit and organizational friction than by technical limits. In this episode I'm speaking with Michael Lawson, Vice President of Business Development at Enterprise Group, about using stranded or low-value natural gas to electrify well pads and industrial sites. We discuss replacing dozens of diesel generators with a single gas-turbine microgrid, the economics of site electrification, what kinds of gas streams can be used, and why mindset, not technology, is often the real barrier. It's a practical conversation about cost, reliability, emissions, and why electricity is quietly becoming the enabler of digital innovation in the field.

Send me a messageAI's energy demand isn't a future problem. It's straining grids today. And most companies aren't ready.In this episode, I'm joined by Beatrice Clark, Vice President of Sustainability and Social Impact at Turtle and Hughes, a North American electrical distributor and systems integrator working at the sharp edge of the energy transition. We unpack what surging AI and data centre growth means for infrastructure, resilience, and real-world decarbonisation - not in theory, but on the ground.You'll hear why energy demand from AI is now “on the tip of everybody's tongue”, and how utilities and independent producers are scrambling to keep up. We dig into the tension between diesel reliability and microgrid ambition, and why hybrid redundancy may be the uncomfortable truth of the transition. You might be surprised to learn how fleet electrification looks when you're moving heavy loads across unpredictable routes. It's not ideology. It's maths, logistics, and physics.We also explore double materiality, Scope 3 collaboration, and why sustainability only works when it strengthens operational performance. Net zero isn't achieved in PowerPoint. It's delivered through infrastructure, policy, and accountability across the value chain.If you care about climate tech, grid transformation, emissions reduction, and what decarbonisation actually looks like inside energy-intensive businesses, this conversation cuts through the noise.Listen now to hear how Beatrice Clark and Turtle and Hughes are navigating the hard realities of the energy transition.Podcast subscribersI'd like to sincerely thank this podcast's amazing subscribers: Anita Krajnc Cecilia Skarupa Ben Gross Jerry Sweeney Andreas Werner Stephen Carroll Roger Arnold And 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.ContactIf you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show. CreditsMusic credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

Electric motors without rare earths, a hardware-first climate tech startup, and a mission to replace 1 billion gas engines in a decade. In this SPOTLIGHT episode, Abhay speaks with Ankit Somani, CEO and cofounder of Conifer, about redesigning electric motors and powertrains with simple, widely available materials so electrification can actually scale.They break down what rare earth materials really are, why they're so toxic and geopolitically fragile, and how that impacts everything from EVs and data centers to humanoid robots and everyday devices. Ankit explains why Conifer is betting on hardware in a software-obsessed world, what it takes to raise capital for hard tech, and how to tell a big, unconventional story that still feels real to customers and investors.The conversation also dives into affordability, why consumers choose “cool and fun” products long before they care about emissions, and how things like e‑bikes and cleaner small machines (like leaf blowers) can change daily life and local air quality. Ankit reflects on what he had to unlearn from big companies like Google, why patience and brutal feedback define startup culture, and how his Indian American journey, parenting, and the Bhagavad Gita shape his views on action, success, and legacy.00:00 – Introduction and why reimagining how we do things matters01:47 – Conifer's mission to replace 1 billion gas engines03:39 – Engines, electric motors, and rare earth materials 101 (toxicity, supply chains, and climate)12:32 – Building a hardware-first climate tech startup in a software-obsessed world15:36 – Raising capital for hard tech and telling an unconventional, big vision story18:13 – Sposor Break: Travelopod18:48 – Selling electrification: cool, fun, and affordable vs. abstract climate consciousness25:08 – From big tech to startups: patience, humility, and real-world feedback loops33:08 – Indian American founder, education, parenting, and the Bhagavad Gita on action and legacy39:09 – What Ankit wants Conifer to stand for: trust, honesty, and long-term impactShout out to ASAN (American South Asian Network) for everything they are doing, to Neesha for turning 30, to Farhan Akhtar for the upcoming sitar lessons, and to Akshay Bhatia for the effort and almost bringing it home at Pebble Beach!TRUST ME I KNOW WHAT I'M DOING is brought to you by TRAVELOPOD, with personalized travel support to help you explore the wonders of the world.  Start your next journey at vacation.travelopod.com

Electrification is transforming ground support equipment, but battery technology is at the center of making that transition practical and reliable. In this AviationPros podcast episode, Green Cubes' Jerry Crump and Darin Kiefer join Ground Support Worldwide Editor Jenny Lescohier to break down how lithium battery systems are helping ground handlers address real-world operational challenges. They explain how faster charging, opportunity charging, and improved battery capacity can help fleets operate effectively, even when charging infrastructure is limited or constantly changing. The discussion also covers how lithium batteries deliver more consistent performance, longer lifespan, and reduced maintenance compared to traditional lead-acid systems. Crump and Kiefer also share how battery management systems and telematics are providing valuable data to improve uptime, enable predictive maintenance, and optimize fleet operations. As adoption grows, education, customization, and strong service support are proving essential to helping operators successfully transition to electric GSE.

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Tiva Sharifi, Technology leader for Electrification på Traton R&D, samtalar med Mats-Ola Larsson om batterier till ellastbilar, vad som är viktigast för att ställa om till eldrift och viktiga forskningsfrågor för industrin. Samtalet förs på engelska. Ur innehållet What is the relation between Traton and Scania? How different are truck batteries from passenger car batteries? […] Inlägget Podd #100 Tiva Sharifi, Traton R&D (in English) dök först upp på omEV.

Send me a messageWhat if the biggest mistake in climate action is that we're still designing buildings for a climate that no longer exists?In this episode of the Climate Confident Podcast, I'm joined by David Sellers, principal architect at Hawaii Offgrid Architecture & Engineering. David designs net-zero and off-grid buildings on Maui, not as an experiment, but because the climate he's designing for is already shifting. Faster than most regulations, models, or assumptions can keep up.Buildings account for a huge share of global emissions, energy demand, and climate risk. Get the design wrong today, and we lock in higher emissions, higher costs, and lower resilience for decades. This conversation is about how to stop doing that.We dig into why designing with historical climate data is quietly undermining net zero goals, and why buildings completed today will spend most of their lives in a climate no human has experienced before. David explains how shifting wind patterns, rising temperatures, water scarcity, and fire risk are already breaking “best practice” design rules.You'll hear why off-grid no longer means uncomfortable or compromised, and how advances in solar, batteries, heat pumps, and building envelopes have changed the economics completely. We also talk about fire-resistant construction after the Lahaina fires, reusing waste surfboard foam to create ultra-insulated building blocks, and why resilience that only the wealthy can afford isn't resilience at all.This is a grounded, experience-driven look at climate tech, decarbonisation, and the energy transition, without the fantasy timelines or glossy nonsense.

As medium‑ and heavy-duty electric vehicles move rapidly from pilots to scaled deployments, utilities are navigating new pressures, opportunities, and load implications across their systems. In this episode of The EPRI Current, host Samantha Gilman meets with EPRI electric transportation experts Mike Rowand and Watson Collins to explore what 2026 has in store for fleet electrification. Drawing on decades of utility experience and EV experience, they reflect on key shifts observed in 2025, from evolving market behavior to the transition from pilot projects to large-scale deployments.   The conversation highlights why interest in fleet electrification remains strong, even amid broader industry uncertainty, and examines how EV load growth could eventually outpace data center demand. Mike and Watson also break down EPRI's latest EVs2Scale planning tools – eRoadMap and GridFAST – and discuss how these resources equip utilities to plan confidently for an increasingly electric transportation future.   Learn more about GridFAST: https://www.gridfast.com/about Learn more about eRoadMap: https://eroadmap.epri.com/   If you enjoy this podcast, please subscribe and share! And please consider leaving a review and rating on Apple Podcasts/iTunes.    Follow EPRI: LinkedIn https://www.linkedin.com/company/epri/  Twitter https://twitter.com/EPRINews    EPRI Current examines key issues and new R&D impacting the energy transition. Each episode features insights from EPRI, the world's preeminent independent, non-profit energy research and development organization, and from other energy industry leaders. We also discuss how innovative technologies are shaping the global energy future. Learn more at www.epri.com   

Assemblyman Paul Bologna joins the show to discuss the Medical Aid in Dying Act, and update on Electrification.

Electrification is a key climate solution in the transition to clean energy sources. But electricity rates are rising fast and face surging demand from artificial intelligence data centers. Expensive electricity and an insufficient power supply could endanger electrification efforts. Fortunately, in an age of high costs of living, policymakers are very interested in finding solutions. Join CCL's Research Manager Dana Nuccitelli, supported by CCL's Electrification Action Team to learn what's behind rising electricity rates and energy insecurity, and how we can solve these problems. Presentation Slides: https://cclusa.org/energy-affordability-slides  CCL's Permitting Reform Training Topic: https://community.citizensclimate.org/topics/clean-energy-permitting-reform CCL's Electrification Action Team:  https://community.citizensclimate.org/groups/home/974  Log your training: https://community.citizensclimate.org/log_training?sf_id=a5yUP000000F5SPYA0   DSIRE's database of incentives for efficiency and electrification:  https://www.dsireusa.org/  Skip ahead to the following section(s): (0:00) Intro & Agenda (1:16) Electrifying Everything (5:29) Gas Power Production (9:14) Renewable Power Production (10:42) Distribution & Transmission (14:04) Climate & Extreme Weather (16:01) Load Growth, Data Centers (20:16) State Renewables Policies & Investor-Owned Utility Profits (25:35) Potential Solutions (37:39) Guest Speaker: Peter Hubbard Additional Q&A Discussion ( https://vimeo.com/1162561816/ed5f1a7ba5 )

Send me a messageHeating cities by opening windows is not a joke. It's how many buildings still control temperature in winter, and it's a climate disaster hiding in plain sight.In this episode, I'm joined by Drew Maggio, Technical Director at Highmark Building Efficiency, to unpack why buildings are one of the biggest, most underestimated levers in the climate transition, especially in dense cities like New York.Buildings account for roughly 70% of New York City's emissions, yet much of the stock was designed for an era of cheap fossil fuels, crude controls, and worst-case thinking. Drew works at the sharp end of fixing that. We talk about what actually breaks when you try to electrify old buildings, and why bad assumptions, not bad technology, are slowing progress.You'll hear why oversizing heat pumps for rare freezing days drives up costs and kills projects. We dig into how treating heat as a resource, not waste, unlocks massive gains, from wastewater heat recovery to capturing subway heat that currently just bakes tunnels to 100º F. And you might be surprised by how much energy can be recovered before it ever leaves a building.We also get into Local Law 97, New York's landmark building emissions regulation, and why it's forcing real-world change instead of glossy pledges. This is a grounded, practical conversation about decarbonisation, climate tech, policy, and the uncomfortable reality that many “heritage” systems are simply uncontrolled systems we've tolerated for too long.

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

Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.3:05 – Adopting a geopolitical perspective5:50 – China, the “greatest disrupter to the legacy world order”11:15 – Strategic sectors and industries15:25 – Investing in the energy transition20:10 – Electrification of transportation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This time last year, Safran was granted the world's first EASA* certification for its next-generation electric motor ENGINeUS 100, setting the stage for new forms of air mobility. To celebrate this major milestone, Florent Nierlich, Technical Director at Safran Electrical & Power, and Stella Filippatos, Director of the Electric Aircraft Program at CAE**, joined the Radar podcast to shed light on the technical, commercial and human aspects of this electric revolution.In this new episode, we go behind the scenes of this world premiere to learn about the challenges faced by the teams in such areas as technological innovation, regulatory acceptance, developing new skills and adapting infrastructures. Today, the manufacturer Safran Electrical & Power, and its Canadian customer, CAE, join Radar to exchange their perspectives. Our two guests share their feedback, their practical vision for the electrification of aviation, and the market outlook. What is the situation today? Will we be flying all-electric planes in the future? Strap in for a fascinating discussion about the future of air travel in this latest episode of Radar!* European Union Aviation Safety Agency (EASA)** CAE is a Montreal-based company specializing in simulation and modeling technologies, as well as integrated training solutions for civil aviation, defense and security forces.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

VC backing for the world's most compact, modular, and cost-effective electric powertrains without rare earth minerals risk

Gagliardo, Zellner on electrification, energy in NYS full 562 Mon, 02 Feb 2026 11:09:47 +0000 lP37bGGmLok0gaiWF7oLUF20Kf7YH8tn news WBEN Extras news Gagliardo, Zellner on electrification, energy in NYS Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False https://player.amperwavepodcasting.com?f

Electricity prices are rising across New York, and understanding what drives those costs has never been more important. In this Power Trends podcast, NYISO Vice President of Market Structures Shaun Johnson breaks down the factors shaping today's electricity supply charges and explains how wholesale markets produce the most cost-efficient solutions to meet consumer demand. Wholesale electricity supply costs have been climbing as natural gas prices — New York's primary fuel for electricity — have nearly doubled in the past year. Most of what customers pay goes toward utility delivery charges, taxes, and other non-supply components. Electricity bills can be confusing, but Johnson breaks down the two primary charges: The supply cost makes up approximately one third of your bill. The other two thirds are the retail rates your utility company charges plus taxes and fees.The physical composition of the gas pipeline infrastructure factors into retail delivery costs as well. Because New York and New England sit at the tail end of a pipeline network that originates in the Colorado Rockies and the Gulf Coast, delivery costs to northeastern states are among the highest in the nation.As the state moves toward greater electrification and new large loads emerge, demand is expected to keep growing. At the same time, aging generation and long lead times for new resources are tightening supply. These realities put upward pressure on prices too.“Our market philosophy has always been sort of simple,” Johnson notes, “how do we keep the lights on at the lowest cost via competition.”Check out the complete podcast to explore how wholesale markets function, what's driving today's costs, and how NYISO works to maintain grid reliability at the lowest cost — even when fuel prices surge.More resourcesPlease visit our new winter pricing resource page to explain what's behind rising costs.Learn More Follow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.com Read our blogs and watch our videos

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Greg Brady is joined by Stephen Lecce, MPP for King—Vaughan and Minister of Energy and Electrification, to talk about Ontario moving ahead with a critical link to the Ring of Fire, the timelines, partnerships, and how this project fits into a broader electrification and economic strategy Learn more about your ad choices. Visit megaphone.fm/adchoices

From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Earnest Sweat, GP at Stresswood Ventures. In this conversation, Santosh and Earnest explore the evolving landscape of supply chain investment, emphasizing the importance of resilience among founders and investors. Earnest shares insights from his venture capital journey, the role of technology, and the significance of storytelling in investing. They also discuss challenges like labor shortages and opportunities in reverse logistics and labor optimization while also highlighting the need for conviction in non-AI investments, the critical role of human connection in the industry, and so much more.Highlights from their conversation include:Welcoming Back Earnest to the Show (0:45)Inspiration Behind "Stress Wood" (1:05)The Importance of Resilience (2:21)Value of Storytelling in Investing (9:17)Understanding the Supply Chain Landscape (12:27)Opportunities in Non-AI Companies (15:18)Future Investment Focus Areas (21:43)The Industrial Landscape and Labor Challenges (24:43)The Role of Investors in Series A (27:54)Importance of Industry Knowledge (30:17)Pre-Seed and Seed Investment Strategies (31:21)Customer Introductions as a Value Proposition (32:28)Future of Electrification (34:07)Best Ecosystems for Supply Chain Startups and Parting Thoughts (34:16)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send me a messageEurope is drowning in cheap clean power, and still wasting it.The problem isn't renewables. It's what happens when the grid can't cope with abundance.In this episode of the Climate Confident Podcast, I'm joined by Oonagh O'Grady, Vice President of International Origination at Hydrostor, a global leader in long-duration energy storage. We dig into one of the most under-discussed blockers of the energy transition: what happens after wind and solar scale, but before the grid is ready.Oonagh explains why short-duration batteries, while essential, aren't enough once renewables reach 40–50% of the system. We unpack why grids are hitting curtailment, negative pricing, and instability, and why eight to twenty-four hours of long-duration energy storage is fast becoming the backbone of a reliable, net-zero power system.You'll hear why advanced compressed air energy storage can deliver fossil-free, utility-scale flexibility for decades, how it compares with batteries and pumped hydro on cost and performance, and why inertia and grid stability are suddenly back in the spotlight after recent European outages. We also get into the policy side: what leading regions like California, Australia, and the UK are getting right, and what Europe must do now if it wants secure, affordable, decarbonised electricity in the 2030s.This is a grounded, evidence-led conversation about climate tech that actually works at scale - and a reminder that without long-duration storage, the energy transition stalls just when it should be accelerating.

In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification. Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January. Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry. The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.

In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification. Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January. Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry. The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.

Decarbonizing energy is just one part of the climate story. The other half is electrifying as much as possible. That is why electrification, not decarbonization, is likely going to be the most important climate story of 2026. Kingsmill Bond is a strategist at thinktank Ember and the author of a paper called the Electrotech Revolution. This week on Zero, Bond tells Akshat Rathi why he believes electrification is inevitable, and what happens to those that are left behind. Explore further: India Is Electrifying Faster Than China Using Cheap Green Tech Read Ember's Electric Revolution report. Read Ember's analysis of India's electrification. Read Bloomberg's Bottlenecks series. Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Sommer Saadi, Mohsis Andam, Sharon Chen and Laura Millan. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

Raj Patel thinks earnings growth can hit low double digits in 2025 as we see 4Q reports. He lays out his vision for markets in 2026 and compares the U.S. and international equities. He is strategically overweight U.S. but is “constructive” abroad. He looks at China's “tactical fiscal stimulus” as a potential opportunity. Raj covers geopolitical risks, the gold trade, and a “secular theme” in industrial metals and electrification.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Send me a messageEurope doesn't have a clean energy problem. It has a grid problem.Solar is cheap. Batteries are scaling. Demand is exploding. The system in the middle is cracking.In this episode, I'm joined by Rob Stait, Managing Director of Alight's behind-the-meter business, to unpack why the energy transition is now being held back less by technology and more by infrastructure, regulation, and outdated thinking. Alight develops and owns onsite solar and battery systems for large energy users across Europe, using long-term PPAs to lock in savings, cut emissions, and build resilience.We dig into why waiting for cheaper solar or batteries is often the wrong call, and why businesses that move early gain a structural advantage. You'll hear how behind-the-meter solar and battery storage bypass grid bottlenecks entirely, why blaming renewables for blackouts misses the real issue, and how decentralised generation is reshaping energy security, affordability, and decarbonisation all at once.We also explore the uncomfortable reality facing Europe's grids, the growing role of data centres and electrification, and why microgrids are starting to look less like an edge case and more like the logical endgame of the energy transition. This is a grounded conversation about climate tech that works, emissions reduction that scales, and why net zero will be built through economics as much as policy.

This week on the podcast, we welcome back Rob West, founder and CEO of Thunder Said Energy.  Founded in 2019, the firm provides research that helps decision-makers identify energy opportunities. Based in Estonia, nine time zones away, Rob is an exceptionally productive energy expert whose work spans a wide range of topics. We begin by walking through Rob's Top Ten Themes for Energy in 2026, including the continued steady growth in global oil demand, a waning focus on net zero, EVs, and decarbonization. With that lens, we also discuss Canada's Pathways carbon capture and storage (CCS) project. Rob then shares his bullish outlook for LNG demand growth, with positive implications for Canada's aspiration to grow LNG exports. Rob also argues that there is a growing investment case for grid-enhancing technologies to increase the utilization of existing infrastructure and meet rising electricity loads. We also touch on the outlook for copper demand driven by electrification, robotics, and AI data centers, as well as Rob's expectations for electricity load growth, which are more conservative than some other forecasts. Finally, Rob and Jackie revisit Jackie's “doomsday” scenario: what it would actually cost to back up her home during an extended power outage, comparing options such as using stored power from an electric vehicle, a home battery, and a natural gas generator. Content referenced on this podcast:Sign up for Rob's daily note at his website, https://thundersaidenergy.com/ Ten Themes for Energy in 2026 from Thunder Said Energy (January 1, 2026) Rob's video: US load growth: unpopular opinions (September 3, 2025) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Send me a message8% of global emissions come from the material we barely talk about.Concrete. Cement. The literal foundations of modern life, and one of the hardest climate problems we face.In this episode, I'm joined by Ana Luisa Vaz, VP of Product at Paebbl, to unpack why construction is such a stubborn emissions hotspot, and what it would take to genuinely change that.Ana explains why cement emits CO₂ by design, not by accident. Half its emissions come from chemistry, not fuel. You can electrify kilns and still be stuck with the carbon. That's why Paebbl is taking a different path: using accelerated mineralisation to turn captured CO₂ into a cement substitute, permanently locking carbon into concrete itself.We dig into what “permanence” really means in carbon removal, why performance matters more than good intentions, and how conservative industries like construction can adopt new materials without compromising safety. You'll hear how Paebbl can already replace up to 30% of cement today, why cost curves matter more than green premiums, and how digital tools, sensors, and models are accelerating learning in an industry that usually moves at a glacial pace.We also explore the role of policy, public procurement, and cities, the uncomfortable changes the sector needs to unlearn, and whether carbon-negative construction is a realistic goal this century, or just another climate promise that collapses under scrutiny.This is a conversation about climate tech that lives in the physical world. Hard to abate. Harder to ignore.

The Office of Future Mobility and Electrification (OFME) bridges state agencies and private industry to cement Michigan as the world's transportation proving ground.Recently recognized as a Leader in TIME100's Climate 2025 list, Justine Johnson shares how the OFME is driving a total transformation of the state's workforce and high-tech transit ecosystem across land, water and air. She also discusses industry changes during her 2 years as Chief Mobility Officer, highlights top projects and more.

New York's electric grid is at an inflection point. In the latest Power Trends podcast, Senior Vice President of System and Resource Planning Zach Smith unpacks two critical reliability reports recently issued by the NYISO: the Comprehensive Reliability Plan (CRP) and the 2025 Third Quarter Short-Term Assessment of Reliability (STAR).These studies reveal the grid's mounting challenges—from aging generation and accelerating power plant retirements to surging demand driven by electrification and large-scale industrial projects. Extreme weather and supply chain constraints add complexity in planning for the future, Smith says.He notes that assumptions over the next 10 years must also consider a reduced ability to depend on electricity imports from neighboring grids in the future.“We are part of the Eastern Interconnection and it's one of the most amazing machines in the world—it's the entire eastern half of North America,” says Smith, explaining that it has long been a key factor in supporting reliability. “However, our neighbors are experiencing these same strained conditions that we are.” To address these uncertainties, the NYISO is proposing to shift from a single forecast approach to one that considers multiple plausible futures to examine reliability under a range of scenarios. He highlights the urgent need for dispatchable resources to complement the build-out of renewables and energy storage, and the importance of projects like the Champlain Hudson Power Express for New York City and Long Island.Check out the full episode to learn how NYISO is adapting its planning process to maintain reliability during this pivotal moment. The current energy landscape requires an “all of the above” approach to generation, transmission, and demand-side solutions.Additional Resources:·        2025-2034 Comprehensive Reliability Plan (CRP)·        Short-Term Assessment of Reliability: 2025 Quarter 3 (STAR)Learn More Follow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.com Read our blogs and watch our videos Check out our Grid of the Future webpage

  If you've ever considered adding robot mowers and battery powered equipment to your operations tune in to this episode of Roots of Success, as host Kevin Keim from McFarlin Stanford sits down with Bob Carey of Kress Outdoor to talk electrification and autonomous mowing in the landscape industry. They bust common myths on power and reliability, break down the business drivers behind electrification, and reveal practical steps for piloting new equipment. You'll hear about how data-driven decisions maximize ROI, how robots are tackling large and small properties alike, and why the future of landscaping is as much about logistics and analytics as it is about green thumbs. Whether you're curious about new regulations, competitive edge, or labor-saving tech, this episode arms you with the knowledge to modernize your operations and plan for 2026 and beyond. THE BIG IDEA:   Your business is a logistics business and data from automation drives profitability.  KEY MOMENTS:  [06:05] Balancing Retention and Client Value [09:30] "Personalized Financial Growth Strategies" [12:57] "Optimizing Labor Through Digitization" [14:47] IoT Insights for Efficiency [17:20] "Team Planning and Workflow Optimization" [21:38] Energy Consumption Analysis for Battery Needs [23:56] "Proper Tools, Proper Application" [29:37] Landscaping Labor Shortage Solutions [32:47] Robotics Security and Reliability Concerns [36:00] "Plan, Measure, Align, Execute" [38:34] "Have a Plan for Change"  QUESTIONS WE ANSWER  What are some of the biggest myths surrounding battery-powered landscaping equipment?  How have advances in technology addressed earlier limitations of autonomous lawn mowers, such as functioning under tree cover?  In what ways can a landscaping company benefit from approaching their business as a logistics operation?  Which factors are most influential in driving the transition toward electrification in landscaping—regulation, customer demand, or economics?  How does data collection from new equipment help landscaping companies improve profitability and site-level efficiency?  What are some best practices for rolling out electrification in a landscaping maintenance division?  Where can landscaping businesses typically find the fastest return on investment when switching to battery-powered equipment?  How does automation with autonomous mowers impact labor allocation and overall service quality for large properties?  What are some common misconceptions or concerns clients have about deploying autonomous lawn mowers, and how can they be addressed?  Why is it important for a landscaping company to have a written plan and an integrator for implementing new technologies or automation strategies?   

Send me a messageWhat if the biggest barrier to decarbonising buildings isn't technology, cost, or ambition - but sheer complexity?The built environment produces nearly 40% of global emissions, yet we still make low-carbon construction harder than it needs to be.In this episode, I'm joined by Tommy Linstroth, founder of Green Badger, to unpack why construction remains one of the most overlooked climate battlegrounds, and why that's a mistake. We dig into LEED v5, embodied carbon, and the growing gap between climate ambition and what actually happens on building sites. The stakes are huge: buildings lock in emissions for decades, sometimes centuries.You'll hear why builders aren't resisting sustainability, they're drowning in shifting standards, paperwork, and fragmented data. We explore how LEED has evolved, why carbon now sits at the centre of green building standards, and how decisions made at the design stage quietly determine emissions for the next 100 years. Tommy also explains why third-party verification matters, how “build to code” often means “barely legal”, and why retrofitting existing buildings may be the hardest climate challenge nobody likes talking about.We also dig into where genuine momentum is emerging - from falling renewable costs to better data and smarter software, and how climate tech, including AI, could finally make the low-carbon choice the easy choice. If net zero, emissions reduction, and the energy transition are serious goals, then construction can't stay a side quest.

Ian and Randy help Patrick respond to listener feedback about the best way to help clients and home electrification before taking questions about window construction and improving the comfort of a badly-built bonus room above a garage. Tune in to Episode 718 of the Fine Homebuilding Podcast to learn more about:  Improving envelopes before new heating and cooling systems  The right window for a pretty good house Fixing comfort problems in above-garage living space  ➡️ Check Out the Full Show Notes: FHB Podcast 718 ➡️ Sign Up for Gary Striegler's eLearning Course 'Mastering Essential Jobsite Tools' ➡️ Follow Fine Homebuilding on Social Media:   Instagram • Facebook • TikTok • Pinterest • YouTube  ⭐⭐⭐⭐⭐  If you enjoy the show, please subscribe and rate us on iTunes, Spotify, YouTube Music, or wherever you prefer to listen.

Great partnerships can make all the difference.In this episode of The Greener Way, host Michelle Baltazar talks with Yossi Kraemer, co-head of capital partnerships and director of funds management at Salter Brothers.In the year where the future of sustainable investing was hotly debated following greenwashing claims and reversal of climate policies in the US, Salter Brothers defied general sentiment and partnered with Kilara Capital to launch KSB Sustainable Investments. Why now, and what are the results?Yossi explains the merits of sustainability and the impact of decarbonisation, electrification, and sustainable technologies on investment returns and how SMEs operate.00:30 Guest Introduction: Yossi Kraemer00:56 Background of Salter Brothers01:48 The fund behind major hotel brands and boutiques02:52 Teaming up with Kilara Capital04:26 Growth opportunities and market trends05:43 Electrification and energy efficiency06:34 Investor returns and risksThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Moritz Siebert speaks with Doug King about what it really means to trade commodities through cycles, distortions, and stress. Drawing on decades at Cargill and more than twenty years running a commodities hedge fund, Doug explains why innovation keeps scarcity narratives in check, why commodities resist buy and hold logic, and how real edge comes from cash markets rather than futures screens. He reflects on defining trades in oil, nickel, and agriculture, the limits of volatility targeting, and the discipline required to survive violent squeezes. The result is a grounded account of conviction, risk control, and why commodities reward patience more than prediction.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Twitter.Follow Doug on LinkedIn.Episode TimeStamps:00:00 - Opening remarks and introduction to Top Traders Unplugged01:24 - Introducing Doug King and his background04:49 - From Cargill to hedge funds and the pull of commodities07:05 - Why the fund is purely discretionary and fundamentals driven09:50 - Team size, selectivity, and waiting for the right trades10:45 - Why commodities are cyclical and innovation breaks scarcity13:46 - Electrification and where long term excitement may lie15:37 - Defining edge in commodities trading18:12 - Physical delivery, convergence, and real market signals20:23

Following up on a recent trip out to Phoenix for an up-close look at the ABB-NASCAR partnership, we sat down with a different division within the ABB umbrella to talk about the implications of electrification. Adam Mease, ABB's Business Line Leader for Electrical Distribution in the Smart Buildings Division, shares how the company is rapidly innovating to meet the power needs of the modern home, as well as the role integrators must play from both an installation and education perspective. https://www.youtube.com/watch?v=0K147DYpi4I

Send me a messageWhat if the fastest way to decarbonise shipping isn't a shiny new fuel, but the waste it's already throwing away?Shipping moves 90% of global trade, yet it's still one of the hardest sectors to decarbonise. In this episode, I'm joined by Nicholas Ball, CEO and founder of XFuel, to unpack why cost, physics, and adoption matter more than climate theatre when cutting emissions at scale.Nicholas leads a company turning difficult waste streams, including oily residues from ships themselves, into fully compliant drop-in fuels for shipping and aviation. These fuels work in existing engines, use existing infrastructure, and can deliver up to 85% lifecycle emissions reductions without charging shipowners three to five times more than fossil fuels. That last point matters. A lot.We dig into why shipping is so price-sensitive, why infrastructure uncertainty is paralysing fuel decisions, and why waiting for perfect solutions risks locking in higher emissions for decades. You'll hear why XFuel focuses on waste-based and recycled carbon fuels, how lifecycle emissions are verified under EU rules, and why “drop-in” isn't a marketing term, it's the difference between pilots and adoption.We also tackle hydrogen head-on. Why it's massively inefficient as a fuel. Why scarce renewable electricity should be used to decarbonise grids and industry first. And why electrification should happen everywhere it can, with fuels reserved for sectors that genuinely have no alternative.If you care about climate tech that actually scales, real-world decarbonisation, and cutting emissions in sectors that don't have easy answers, this conversation matters.

In this episode, Danny Clayton, Director of Sales for Electrification, Automation and Digitalization, and Bjørn Rasch, Head of Technology Management for Electrification, Automation and Digitalization, both from Siemens Energy. discuss the challenges and innovations in power systems, particularly focusing on load smoothing and stabilization in data centers. They delve into Siemens Energy's Blue Vault battery technology, its performance optimization through the Clean Grid Converter, and the importance of safety and reliability in battery systems. The conversation highlights Siemens Energy's comprehensive ecosystem approach to power generation and its applications across various industries, emphasizing the future of energy solutions.

Send me a messageWhat if the clean energy transition depended on potato-sized rocks four miles under the Pacific, and we've barely started talking about it?In this episode I'm joined by Oliver Gunasekara, CEO and co-founder of Impossible Metals, to tackle one of the most uncomfortable truths in climate tech: there is no net zero without mining. We dig into how deep sea polymetallic nodules, AI-driven underwater robots and smarter policy could reshape the energy transition, emissions reduction, and even the geopolitical balance with China.You'll hear why 84% of global mining today is still for fossil fuels – and what happens to decarbonisation when ore grades on land collapse to 0.2% while nodules sit at the 4% level. We get into how autonomous robots can hover above the seabed, detect and avoid life, and selectively collect nodules, and why the choice of mining technology matters as much as the decision to mine at all.We also explore the hard politics: critical minerals as a strategic vulnerability, the West's dependence on Chinese processing, and why delaying decisions on deep sea mining could mean more rainforest lost, higher battery prices, and a slower energy transition. Kismet: the market for nickel, cobalt, copper and manganese is on track to hit $1 trillion a year by 2035 – and we're still arguing about whether mining “counts” as climate tech.

Send me a messageWhat happens when solar stops being just “cheap” and becomes game-changingly efficient as well, pushing past 30% and reshaping global power economics?In this episode, I sit down with Aaron Thurlow, a 25-year solar veteran and commercial lead at Caelux, to unpack how perovskite-silicon tandem modules could transform not just clean energy - but the resilience, cost base, and strategic footing of every organisation betting on electrification. With AI, manufacturing, and data centres driving power demand through the roof, the timing couldn't be more critical.You'll hear how silicon, after 50 years of slow gains, is suddenly getting a step-change boost - not from exotic space tech, but from a thin layer of perovskites that can add 5–6 efficiency points in a single leap. We break down why this matters for utility-scale projects, residential economics, and global supply chain risk as manufacturing begins to regionalise.You might be surprised to learn how close this is to reality: Caelux has already shipped its first commercial product, with more deployments planned in 2026. And Aaron explains why this shift could help companies bridge policy uncertainty, lower project costs, and even change the global balance of energy independence.

Energy strategist Kingsmill Bond joins me to explain why the transition to “electrotech” is unstoppable, whether or not politicians care about climate change. It's not the reduced emissions, it's physics (electrotech is more efficient) and economics (it's cheaper). Despite political headwinds in the US, China and emerging economies are racing ahead with electrification and sector after sector is seeing peak fossil fuel consumption. There's no stopping it: electrons will triumph over 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/subscribe

Following hawkish commentary from six Federal Reserve presidents and promising indicators of October labour and consumer data, the market no longer expects a December rate cut. Meanwhile, recent technology stock performance suggests the market increasingly distinguishes between sustainable and speculative growth, and leverage. Over in Asia, China's stock market is supported by the country's leadership in electrification, more exports of high-technology products and services, a slowly appreciating Renminbi, and governmental efforts to promote equity investment and corporate governance reforms. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.