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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.
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.
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.
Failure to electrify Britain's railway is costing the UKbillions of poundsHow Network Rail is coping with the heat – we speak to NR'sDeputy CEO Jake KellyAnd an HS2 tunnel extension in Bromford is judged not tohave had the correct planning permission…** Book for the Green Signals Jolly on July 23rd hereIn this episode:(00:00) Intro(00:34) Electrification(25:34) HS2's Bromford Tunnel(29:58) Railway News round-up(30:02) Concerns over Railways Bill wording(31:59) CAF opens Manchester maintenance depot(32:42) New Scottish railway control hub(34:03) HS2 worker injured at Coleshill(35:06) WCML delayed by… cows(36:07) How Network Rail is coping with the heat(46:03) Alpine Belle video teaser(49:38) Heritage news round-up(49:42) Furka Pass 100th anniversary(50:58) Pulling with Purpose: The Steam Locomotive Challenge(52:08) REPTA donates £15k to Barclay No. 2068(52:52) Mallard inspires football kit(53:53) Thanks to supporters(55:21) The Quiz(57:44) Nala the station cat to receive statueCredits: Thumbnail image - LNERMembership: If you want to see even more from Green Signals, including exclusive content, become a member and support the channel further too.YouTube -https://www.youtube.com/@GreenSignals/joinPatreon -https://www.patreon.com/GreenSignalsGreen Signals: Website -http://www.greensignals.orgMerchandise - http://greensignals.etsy.comNewsletter -http://www.greensignals.org/#mailing-listFollow: X (Twitter) -https://twitter.com/greensignallers LinkedIn -https://www.linkedin.com/company/green-signals-productions-ltdImportant notes:Green Signals Productions Limited was commissioned to produce the Alpine Belle film by Belle Trains Limited. Our tickets and expenses were paid for by them.Notwithstanding that, the opinions expressed by us in the film are our own. You can view our legal disclaimer, copyright information and privacy policy here - https://www.greensignals.org/legal/
Dom talks with Genesis Energy CEO Malcolm Johns about the high cost of power, where and how its electricity is generated and distributed and hot button issues such as solar subsidies and the increasing electrification of NZ farms. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.
The following article of the Automotive industry is: 'Why Fleet Electrification is Leading the EV Transition in Latam' by Raul Moreno, President Founder & CEO, NextGen Intelligence.
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.
In this episode of What's Next, host Aki Anastasiou speaks with Riaan Esterhuysen, Senior Manager of PR and Corporate Communications at Lexus South Africa, about the brand's long-standing electrification journey and the future of luxury EVs in South Africa. Riaan reflects on his career with Toyota and explains how Lexus has evolved from pioneering hybrid SUVs with the RX in 2006 to launching fully electric battery-electric vehicles like the Lexus RZ. The discussion explores Lexus's “multi-pathway” strategy, which combines internal combustion, hybrid, plug-in hybrid, battery-electric, and even hydrogen technologies to suit different markets and customer needs. The conversation also dives into the design philosophy and customer-centric approach that define the Lexus experience. Riaan explains how Japanese craftsmanship, driver-focused interiors, and refined electric performance shape vehicles like the RZ, which aims to deliver luxury, serenity, and usability rather than just headline speed figures. The episode highlights how Lexus is adapting EV technology for South African realities, including charging infrastructure and driving distances, while positioning electrification as a core part of the brand's future in the country.
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.
Motheo Khoaripe speaks to Pregan Naidoo, Head of Purchasing and Foreign Trade at MAHLE South Africa about why Africa’s mobility future may look very different from the rest of the world. As global markets accelerate towards electric vehicles, MAHLE argues that a technology-neutral approach, one that embraces internal combustion engines, hybrids, battery-electric vehicles and hydrogen technologies is better suited to Africa’s unique realities. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Fleet electrification is scaling right now. Here is what fleet leaders and infrastructure experts are seeing on the ground. Headlines suggest fleet electrification is stalling, but the people building and operating EV fleets tell a different story. Siemens' Head of U.S. Fleet, Adam Orth, joins Mike Finnern and John Heaton of WSP to unpack what is actually happening across public transit, private service fleets, and the charging infrastructure that supports them. Drawing on real projects and Siemens' own experience, they explain how fleet electrification decisions play out in practice, and why progress looks uneven from the outside. Key takeaways: Why fleet electrification follows many paths, depending on duty cycles, geography, and operations How charging infrastructure and software shape fleet electrification outcomes as much as vehicles do What slows fleet electrification most often, including adoption, change management, and workforce readiness Lessons from Siemens as it passes the halfway point toward electrifying its full U.S. fleet by 2030 If you want a grounded view of fleet electrification beyond the headlines, this episode shows what scaling looks like when real fleets make the shift.
Venture Unlocked: The playbook for venture capital managers.
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.
Au sommaire :Le président Emmanuel Macron a lancé un appel à la mobilisation générale pour l'électrification de la France, avec de nombreuses annonces d'investissements et d'innovations de la part des entreprises du secteur de l'énergie.La France souhaite réduire sa dépendance aux hydrocarbures importés en misant sur l'électrification, un pari soutenu par les entreprises françaises leaders dans ce domaine comme Schneider Electric, Sonepar ou Nexans.La marque Ferrari a fait sensation en lançant son premier modèle de voiture électrique, la Luce, qui soulève cependant de nombreuses critiques sur son manque d'authenticité par rapport à l'ADN de la marque.Le député européen et philosophe Raphaël Glucksmann se lance dans la course à la présidentielle, avec un délai de 3 mois pour décider de sa candidature et s'imposer comme le candidat naturel de la gauche.Les autorités françaises renforcent la sécurité autour des lieux de culte musulmans à l'approche de la fête de l'Aïd el-Kébir, dans un contexte de recrudescence des actes antimusulmans.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
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.
President John Dramani Mahama has announced that 172 communities in the Savannah Region will soon be connected to electricity under Phase One of the government's rural electrification programme.
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. 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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:
Electrifying the transport system will require strong bi-partisan action. The Drive Electric State of the Nation report has found globally, one in four new vehicle purchases are electric – up from one in five in 2024. Chair Kirsten Corson says strides are being made in public transport, with New Plymouth's bus fleet being 100% electric, and Auckland Transport having more than 300 electric buses. She told Mike Hosking it's not an environmental decision anymore – it's an economic one. In the past three years they've seen the percentage of new vehicle sales that are electric increasing in countries like Ethiopia, Vietnam, Thailand, and Turkey, Corson says, as from an economic perspective, they no longer want to import fossil fuels. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In het artikel The Energy Transition Paradox – Why Electrification Could Stall Without a Policy Rethink beschrijven de auteurs hoe goedkope hernieuwbare stroom niet automatisch leidt tot een lagere energierekening of meer elektrificatie. Die rekening gaat juist omhoog, elektrificatie blijft achter. Over deze paradox, maar vooral over hoe de politiek die kan doorbreken, praat ik met Paul Nillesen, een van de auteurs. Nillesen leidt de Nederlandse energie- en economiepraktijk van consultant PwC.
Wind and solar resources are providing more clean, low-cost electricity to the grid than ever before, but the intermittent nature of renewable generation requires careful planning. In the latest episode of the Power Trends podcast, NYISO Director of Grid Transition Udayan Nair breaks down what the latest data reveals about wind and solar performance, and what it means for reliability in New York as electricity demand continues to grow.Notably, the electric grid has seen remarkable growth in behind-the-meter solar capacity in recent years, surpassing the solar goal in the state's Climate Leadership Community Protection Act (CLCPA).“We had a goal in CLCPA to reach 6000 megawatts by 2025,” Nair said. “We were at over 6,800 megawatts of capacity last year and it's grown by about 1,000 megawatts per year since 2020. That's a remarkable success in terms of the capacity that has been added to the grid.”Front-of-the-meter solar, which refers to grid-connected solar installments that participate in the NYISO's energy markets, has also seen increased capacity in recent years. While no new wind installments were added in 2025, existing units performed better than usual due to stronger wind patterns, Nair said. Nair discussed factors that contribute to renewable performance, including seasonal weather, demand patterns, and curtailments. He explained why solar and wind must be paired with transmission, storage, and flexible resources to keep the grid reliable, particularly during summer heat waves and winter cold snaps. The latest renewables data showcases the growing contribution of renewables in the current fuel mix and underscores the need for an all-of-the-above approach to development as New York's electric system continues to evolve. More resources: View the 2025 Renewables Report.Learn MoreFollow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.comRead our blogs and watch our videos
Every single scenario for the future that looks at a cleaner energy system has electrification growing to 60, 70, 80% or more, and yet we don't make rapid progress. Why? One of the reasons we don't make progress lies in narratives and culture wars. We hear about heat pumps that don't work, we hear about electric vehicles that don't work, we hear that electrification can't work for high temperature heat and so on, and then we hear a narrative that there is a false solution that will work much better: hydrogen. So how do we electrify things faster? By focussing on what we can do right now, commercially at scale, and removing the barriers that slow those sectors down. Presenting the Electrification Staircase, a tool that breaks down the “Electrify Everything” argument into what can be achieved now, what will be in the near future, and what needs more support to come into being by the middle of the century. This week on Cleaning Up, Michael is joined by the authors of the Electrification Staircase to explore their thinking behind it, how it can be used, and what can be done to get electrification moving even faster. The authors are Adrian Hiel, Director of the Electrification Alliance, Silvia Madeddu, Solutions Architect at Schneider Electric, William Drake, analyst at Liebreich Associates and Thomas Butler, associate at the Regulatory Assistance Project, as well as Michael Liebreich. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Electrification Staircase: https://electrification-alliance.eu/articles/the-electrification-staircase-is-out/ The Electrification Staircase Appendix: https://drive.google.com/file/d/1qfn6xR7g7dXSZTlfkxcpOa8Pp0WKj7BW/view?usp=sharing The Electrification Alliance: https://electrification-alliance.eu/ Regulatory Assistance Project: https://www.raponline.org/ Sylvia Madeddu's Past appearance on Cleanig Up: https://perspectives.se.com/youtube-sustainability-business-schneider-electric/ep103-dr-silvia-madeddu-industrial-heat-is-electrifying
The Angry Clean Energy Guy on the historic turning point of 2025: the definitive end of the fossil fuel growth era. With clean power effectively meeting every single unit of new global electricity demand, the legacy energy system is actively hollowing out from within. This episode breaks down the spectacular rise of “Anytime Solar” driven by battery costs cratering 45% in just one year, and how this transition permanently dismantles the strategic chokeholds of regions like the Strait of Hormuz. Escaping the dying fossil fuel cartel for cheap, abundant renewables is no longer simply a climate goal, but the ultimate national security imperative.
While some i.e. the current administration in America, aim to be fossil fools and bury their head in the sand, to the coming transition away from fossil fuels, others are embracing the change. The crew discusses what the coming electrification of archaeology will look like and what to expect. Transcripts For rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/330 Blogs and Resources: Bill White: Succinct Research Doug Rocks-MacQueen: Doug's Archaeology Chris Webster: DIGTECH LLC Kinkella Teaches Archaeology (Youtube) Blog: Kinkella Teaches Archaeology ArchPodNet APN Website: https://www.archpodnet.com APN on Facebook: https://www.facebook.com/archpodnet APN on Twitter: https://www.twitter.com/archpodnet APN on Instagram: https://www.instagram.com/archpodnet APN Shop Affiliates Motion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
While some i.e. the current administration in America, aim to be fossil fools and bury their head in the sand, to the coming transition away from fossil fuels, others are embracing the change. The crew discusses what the coming electrification of archaeology will look like and what to expect. Transcripts For rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/330 Blogs and Resources: Bill White: Succinct Research Doug Rocks-MacQueen: Doug's Archaeology Chris Webster: DIGTECH LLC Kinkella Teaches Archaeology (Youtube) Blog: Kinkella Teaches Archaeology ArchPodNet APN Website: https://www.archpodnet.com APN on Facebook: https://www.facebook.com/archpodnet APN on Twitter: https://www.twitter.com/archpodnet APN on Instagram: https://www.instagram.com/archpodnet APN Shop Affiliates Motion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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
Federal energy and climate minister Chris Bowen discusses fuel crisis, the renewables target, the problems with wind, EV road tax, electrification, and the upcoming COP31. Plus: ABC's EV fail and first Greens energy minister retires.
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
Get in touch - leave me a messageWhat if fossil fuels aren't energy security at all, but exposure dressed up as realism?This war is making that harder and harder to ignore.In this bonus episode of Climate Confident+, I unpack why the US and Israel's war against Iran is forcing a faster rethink of fossil fuels, renewables, EVs, and electrification. This is a solo episode with me, Tom Raftery, and the stakes couldn't be clearer: if your economy, business, or household still depends on fuels whose supply and price are hostage to geopolitics, then your energy security is far shakier than most politicians care to admit.You'll hear why I argue that fossil fuel dependence is not just an emissions problem, but an exposure problem. We dig into how war-driven shocks hit shipping, transport costs, inflation, industrial margins, and policy. And you might be surprised to learn why renewables, storage, grids, and EVs are starting to look less like climate tech talking points and more like strategic infrastructure for decarbonisation, emissions reduction, and real resilience.I also break down the numbers from IRENA and the IEA, including the cost advantage of new renewable power, the scale of clean energy investment, and the growing impact of electric vehicles on oil demand. Plus, I share a personal story from the Iberian blackout that brought home just how practical electrification can be in a crisis.
Matt and Rudy join RK to discuss several facets of the electric grid. We talk about the USSR's and China's attempts at electrification, how a modern grid looks like, the current US grid and its governing authorities, and a discussion on possible futures for electricity. References: RK's thoughts con rural cooperatives: https://jnanayuddha.wordpress.com/2022/08/16/reflections-on-rural-electric-cooperatives-and-socialist-organizing/ Matt T. Huber & Fred Stafford's articles: Socialist Politics and the Electricity Grid, The Utility of Utilities and Won't Somebody Please Think of the Grid? Further recommendations, National: The Grid: The Fraying Wires Between Americans and Our Energy Future by Gretchen Bakke, 2016 Short Circuiting Policy: Interest Groups and the Battle Over Clean Energy and Climate Policy in the American States by Leah Stokes, 2020 California Burning: The Fall of Pacific Gas & Electric, and What It Means for America's Power Grid by Katherine Blunt, 2022 The Price is Wrong: Why Capitalism Won't Save the Planet by Brett Christophers, 2024 International: The Low-Carbon Contradiction: Energy Transition, Geopolitics, and the Infrastructural State in Cuba by Gustav Cederlof, 2023 Recharging China in War and Revolution, 1882-1955 by Ying Jia Tan, 2021 Sinews of Power: The Politics of the State Grid Corporation of China by Yi-chong Xu, 2017 Electrifying India: Regional Political Economies of Development by Sunila S. Kale, 2014 The Electrification of Russia, 1880-1926 by Jonathan Coopersmith, 1992 Electrical Palestine: Capitalism and Technology From Empire to Nation by Fredrik Meiton, 2019