Podcasts about Electrification

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Best podcasts about Electrification

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Latest podcast episodes about Electrification

The Greener Way
Making decarbonisation easy for SMEs

The Greener Way

Play Episode Listen Later Dec 29, 2025 10:20


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

Top Traders Unplugged
OI20: Why Commodities Refuse to Trend Forever ft. Doug King

Top Traders Unplugged

Play Episode Listen Later Dec 24, 2025 47:48 Transcription Available


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

Residential Tech Talks
Episode 225: ABB Aims to Innovate and Inform Around Electrification in our Homes

Residential Tech Talks

Play Episode Listen Later Dec 22, 2025 24:29


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

SGV Connect
SGV Connect 144: An AMA with Foothill Transit

SGV Connect

Play Episode Listen Later Dec 19, 2025 28:04


In the SGV Connect's end-of-year podcast, Damien Newton and Felicia Friesema of Foothill Transit discuss transit updates in response to questions submitted by readers. The discussion addresses: The delayed implementation of Line 289/197 combination/extension due to ongoing student needs at Ganesha High School. Foothill Transit's hydrogen bus program is paused due to funding cuts, with a focus on low-emission CNG buses. The 295 college connector line...and more! A lovingly edited transcript of the podcast can be found below. SGV Connect is supported by Foothill Transit, offering car-free travel throughout the San Gabriel Valley with connections to the new A Line Stations across the Foothills and Commuter Express lines traveling into the heart of downtown L.A. To plan your trip, visit Foothill Transit. "Foothill Transit. Going Good Places."Sign-up for our SGV Connect Newsletter, coming to your inbox on Fridays!   SGV Connect Podcast: End-of-Year AMA with Foothill Transit Recorded December 15, 2025 Host: Damien Newton Guest: Felicia Friesema, Foothill Transit Damien Newton: Welcome to SGV Connect. This is our end-of-the-year podcast with Felicia Friesema of Foothill Transit. I think this is the third year we've done this, but only the second year in a row. According to Chris, that means I can now call it an annual tradition. As always, we asked readers for questions, they sent them in, and we're posing them to Felicia. As a disclaimer, none of the questions were especially controversial. Since we wanted this to be informational, we did provide the questions to Felicia on Friday so she could review them and give us the best possible answers. Also, I'll say upfront, we don't have any really fun questions this time, so we may try to come up with something fun toward the end, depending on how long we spend on the wonky stuff. Before we dive in, a reminder that SGV Connect is sponsored by Foothill Transit, offering car-free transit throughout the San Gabriel Valley, with connections to A Line stations along the Foothill Extension and service into Downtown Los Angeles. To plan your trip, visit foothilltransit.org. Foothill Transit — going good places. That ad copy has been the same since before this podcast was even called SGV Connect. If you ever want to change it, let me know. Felicia Friesema: I'm just ecstatic that this has become an annual thing. I really love these AMAs. They're fantastic. Damien Newton: They're fun and easy on my end, so I'm a big fan too. It looks like we have five questions this year. The first two came with mini-essays attached — written in the first person, but not by me. The first question is about the implementation of the Foothill Forward Line 197 and a proposed combination with Line 289. The reader writes: "I'm excited for the proposed Line 289/197 extension from La Verne to Cal Poly Pomona. It would allow for a weekend connection from the A Line to Cal Poly Pomona — the 295 is weekday only. When will it be implemented? Other Foothill Forward improvements have moved forward, but this one has been pending for years." Felicia Friesema: The proposed combination of Lines 289 and 197 would be a great idea. However, that routing would remove a segment of the current Line 197 that serves Ganesha High School, and we're not quite ready to do that yet. We've been working with Pomona Unified School District and monitoring ridership trends at Ganesha to understand ongoing student needs. Right now, our focus is on continuing to provide that service. The connection from Line 197 to the A Line remains in our plans. We're working with the City of La Verne, the Gold Line Authority, and LA Metro to make enhancements at the station so buses can serve it effectively. As for timing, it's still up in the air. There are no firm plans for 2026. We need to do more due diligence on student demand before moving forward. Damien Newton: I'll just note that the quality of the questions was excellent. The writer even included links — presumably for me — but honestly, they were more useful for you. I've saved their info in case Chris Greenspan ever moves on. Felicia Friesema: Bus riders and bus fans often know the system better than we do, and that's fantastic. Damien Newton: The next question builds off that theme and focuses on Foothill Transit's hydrogen bus program. The reader asks about the future of hydrogen fuel, especially given recent shifts toward battery-electric fleets statewide. Felicia Friesema: That's a great question, and it's one we get a lot. Foothill Transit has been an early adopter of hydrogen fuel-cell buses, and we've learned a tremendous amount from that experience. Hydrogen has worked well for us operationally, especially for longer routes where range and refueling time really matter. That said, the landscape is changing. Battery-electric technology continues to improve, and funding priorities at the state and federal level are evolving. We're keeping a close eye on that and making decisions based on reliability, cost, and what best serves our riders. We're also part of a larger hydrogen hub conversation in California, so this isn't something we're abandoning lightly. But like everything else, it has to pencil out long term. Damien Newton: That makes sense. And I think people sometimes forget that Foothill Transit has always been willing to pilot new technology, even when it's risky. The next question is about ridership, specifically college routes. A reader asks whether Foothill has seen changes in demand now that many campuses are fully back in person, but with hybrid schedules still common. Felicia Friesema: We're definitely seeing a rebound, but it's uneven. Some college routes are close to pre-pandemic levels, while others are still lagging. Hybrid schedules have changed travel patterns, and students aren't necessarily commuting five days a week anymore. We're responding by being more flexible — adjusting schedules, monitoring demand closely, and working directly with campuses. Programs like student transit passes remain a huge part of our strategy, and they've been very successful where implemented. Damien Newton: That leads nicely into the next question, which is about major events — specifically the 2028 Olympics. Someone asks whether Foothill Transit expects to play a role, especially given the geographic spread of venues. Felicia Friesema: We've had preliminary conversations, but it's still early. Large events like the Olympics require coordination at every level — Metro, municipal operators, law enforcement, and local governments. For Foothill Transit, the challenge is balancing special-event service with our core mission: serving daily riders who rely on us to get to work, school, and appointments. We don't want to overextend ourselves in a way that hurts regular service. Damien Newton: That's a good segue to the Rose Bowl, which always generates questions whenever there's a big event. Someone asks whether Foothill plans to expand service there. Felicia Friesema: The Rose Bowl is always tricky. It's not just about buses — it's about traffic control, street closures, and coordination with Pasadena and other agencies. We do provide service for certain events, but expanding that requires partners at the table and funding to match. Damien Newton: Before we wrap up, I want to ask a lighter question — something we've done in past years. Do you have a book or podcast recommendation for listeners? Felicia Friesema: I was hoping you'd ask that. I've been reading a lot more nonfiction lately, especially books about leadership and organizational change. One I'd recommend is Turn the Ship Around! It's about empowering teams and decision-making, and I think it applies really well to public agencies. Damien Newton: That's a great recommendation. I'll add it to my list. Before we close, is there anything coming up in 2026 that riders should be paying attention to? Felicia Friesema: We'll continue rolling out Foothill Forward improvements where funding allows, and we're staying focused on service reliability. Electrification will remain a big theme for us, whether that's hydrogen, battery-electric, or a mix of both. We're also continuing conversations with cities and Metro about bus-priority projects. Those don't always get a lot of attention, but they make a huge difference for riders. Damien Newton: I want to thank everyone who submitted questions. They were thoughtful and detailed, which makes these AMAs much easier to do. Felicia, thanks again for joining us and for being willing to do this year after year. Felicia Friesema: Thank you for having me. I really appreciate the opportunity to talk directly to riders and advocates. These conversations matter. Damien Newton: And thanks to Foothill Transit for sponsoring SGV Connect and making this podcast possible. As always, you can find more San Gabriel Valley transportation coverage at Streetsblog Los Angeles. We'll be back in the new year with more episodes. Felicia Friesema: Looking forward to it. Damien Newton: All right. Thanks, Felicia. Talk to you again soon. Felicia Friesema: Thanks, Damien. Bye. End of recording.  

Climate 21
Decarbonising Shipping with Drop-In Waste-Based Fuels

Climate 21

Play Episode Listen Later Dec 17, 2025 39:35 Transcription Available


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.

AND is the Future
Technological Advancement AND Electric Flight with CEO of BETA Kyle Clark

AND is the Future

Play Episode Listen Later Dec 17, 2025 33:10


What happens when a passion for airplanes meets an unshakeable mission to decarbonize aviation? Kyle Clark the founder and CEO of BETA Technologies explains how electric flight could change the world! Ilham and Klye talk about what it feels like to pilot an electric aircraft, the future of long haul flights, the importance of lightweighting materials, and what makes Beta stand out of its competitors. Did you know that 20% of aviation emissions can be tackled today with existing electric technology?Syensqo is proud to partner with Beta to provide the lightweighting materials for their aircrafts. Kyle Clark is the founder and CEO of BETA Technologies, a company that's redefining sustainable air travel with all-electric aircraft and a scalable approach to certification and commercialization. BETA Technologies is working to make flight greener, safer, and more accessible by helping the world in the transition to electric-powered aviation. BETA builds eVTOL aircraft and charging systems enabling its customers to seamlessly move people and cargo around the world safely, cost-effectively, and with minimal environmental impact. For additional details about the podcast, show notes, and access to resources mentioned during the show, please visit https://www.syensqo.com/en/podcast

The Main Column
Revolutionizing power systems: The future of load smoothing, a discussion with Siemens Energy

The Main Column

Play Episode Listen Later Dec 16, 2025 36:42


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.

Just Another Solar Podcast
#98 - The GoodWe Guys w/ Shane & Gaven

Just Another Solar Podcast

Play Episode Listen Later Dec 15, 2025 60:07


Send us a textIt's been a big week in solar… and we somehow didn't make it worse (well… not intentionally).In this episode we unpack the latest on the Cheap Home Batteries program, including what's changing, why it matters, and how it impacts installers, retailers, and customers chasing those “too good to be true” mega-battery deals.Then we're joined by Shane Jurgenstein (Sales Manager) and Gaven Xu (Pre-Sales Engineer) from GoodWe for a proper chat about what's actually happening in the battery market right now — from the shift to all-in-one systems, backup and bypass switching, charge/discharge performance, and the realities of expanding systems over time. Plus: Prime Minister house visits, cricket brand ambassadors (Alex Carey), the GoodWe Rewards program for installers, and a few classic JASP technical difficulties along the way.As always: a bit of banter, a bit of chaos, and plenty of substance for anyone trying to keep up with Australia's fastest-moving electrification market.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. Subscribe on Spotify/YouTube so you don't miss the final wrap-up episode for the year.00:00:00 Welcome and Year-End Fatigue00:01:02 Cheap Home Batteries Controversy00:01:29 Scheme Changes Explained00:03:04 Government Funding Boost00:03:52 Rebate Tier Breakdown00:05:10 Sales Tactics and Oversizing00:06:15 Industry Impacts and Grid Benefits00:07:15 Market Scale and Global Context00:08:41 Christmas Season Reality Check00:09:19 New Australian Solar Factory00:10:45 Local Manufacturing Competition00:12:06 Spotify Wrapped Milestones00:13:55 Tesla Powerwall Charging Update00:15:10 Remote Control and Consumer Rights00:16:20 Introducing GoodWe Guests00:17:25 Career Journeys in Solar00:18:20 Company Growth and Culture00:21:05 Home Energy System Setup00:22:10 Electrification and EV Integration00:23:00 All-In-One Battery Systems00:24:30 Whole-Home Backup Explained00:26:15 Battery Safety Architecture00:28:10 Factory Tours and QA00:30:20 Supply Chains and Stock Levels00:31:30 Modular Batteries and Expansion00:33:10 Battery Longevity and Upgrades00:34:30 Fire Safety and Protection Layers00:37:30 Sports Sponsorship Strategy00:39:50 Cricket, Branding, and Culture00:42:20 Future Product Roadmap00:43:20 Commercial Storage Opportunities00:44:30 Peak Shaving and Grid Services00:46:00 Battery Attachment Rates Surge00:47:45 Inverter Oversupply Challenges00:49:55 Hybrid vs Non-Hybrid Reality00:52:25 Market Transformation Stories00:54:00 Final Thoughts from Guests00:55:25 Installer Rewards Program00:56:40 Social Media Ban Banter00:57:20 Industry Appreciation00:58:25 Closing Thanks and Sign-Off

Hardline
NYS Assemblyman Paul Bologna 12-14

Hardline

Play Episode Listen Later Dec 14, 2025 18:07


NYS Assemblyman Paul Bologna joins the show to discuss Electrification mandates, as well as the 2026 Election.

2 Car Guys Podcast
Did Genesis Just Out-Build Toyota? Magma GT vs New LFA!

2 Car Guys Podcast

Play Episode Listen Later Dec 12, 2025 32:54


Send us a textKeywordsKorean supercars, Genesis, Lexus LFA, performance cars, electrification, automotive industry, luxury cars, supercar market, brand heritage, car enthusiastsSummaryIn this conversation, Adam and John explore the evolving landscape of supercars, focusing on the emergence of Korean brands like Genesis and their ambitious new models. They discuss the implications of electrification, the legacy of the Lexus LFA, and the challenges faced by traditional European manufacturers. The hosts delve into the balance between prestige and performance, the importance of brand heritage, and the future of supercars in a rapidly changing automotive market.TakeawaysHyundai's luxury brand Genesis is entering the supercar market with bold ambitions.The Magma series from Genesis represents a significant shift towards performance.There is a debate on whether Genesis is chasing prestige or performance.The Lexus LFA remains a benchmark for sound and performance in supercars.Electrification is reshaping the supercar landscape, but may lack the visceral experience of traditional engines.Brand heritage plays a crucial role in consumer perception of supercars.Korean brands are challenging the dominance of European supercar manufacturers.The future of supercars may involve a mix of hybrid and electric technologies.Consumer preferences are shifting towards performance and reliability over brand legacy.The automotive industry is witnessing a new era of competition and innovation.TitlesKorean Supercars: A New Era BeginsGenesis and the Magma Series: Performance RedefinedSound bites"Is Genesis chasing prestige or performance?""The LFA is a crazy story.""Genesis is the newcomer with big ambitions."Chapters00:00 The Rise of Korean Supercars02:51 Genesis and the Magma Series05:49 Chasing Prestige vs. Performance08:39 The Legacy of the Lexus LFA11:29 The Future of Supercars14:22 The Impact of Electrification17:11 Market Dynamics and Brand Heritage20:01 The Challenge to European Dominance22:51 The Evolution of Performance Cars25:40 Consumer Preferences in the Supercar Market28:36 Final Thoughts on the New Era of SupercarsSupport the show

The BERcast
The BERcast | Season 2 Episode 12 | The 2025 NYSECCC and the Delay on Electrification

The BERcast

Play Episode Listen Later Dec 11, 2025 61:48


In the Season 2 finale of The BERcast, Chris McTaggart is joined by special guests Michael Caruso and Anthony LoCascio to discuss the delay of NY State's ban on installing fossil-fuel equipment in new residential buildings under seven stories, explore what a future all-electric code could look like, and examine the concerns, readiness, and pushback from builders, architects, contractors and other industry professionals—especially amid rising electricity costs.Energy Testing Services has released a helpful guide outlining the code's key updates to insulation and building envelope requirements, heating and cooling systems, energy modeling, and testing: https://www.energytestingservices.com/2025/09/08/new-york-state-energy-code-change-2025-eccc-of-nys/

Climate 21
Deep Sea Minerals and the Future of Climate Tech

Climate 21

Play Episode Listen Later Dec 10, 2025 47:35 Transcription Available


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.

H2TechTalk
Revolutionizing power systems: The future of load smoothing, a discussion with Siemens Energy

H2TechTalk

Play Episode Listen Later Dec 10, 2025 36:18


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.

Cleantech Talk
Electrification Beyond the Road: The Taiga Story

Cleantech Talk

Play Episode Listen Later Dec 8, 2025 32:56


In this episode, Taiga Motors CEO and Co-Founder Sam Bruneau shares the story behind building the world's first electric powersports company and why electrification on water and off-road matters now more than ever. From the launch of the new Orca WX3 — a versatile crossover watercraft designed for watersports and adventure — to innovations like bi-directional charging, geofencing, and speed limiting, Sam explains how electric vehicles unlock capabilities combustion could never match. He also dives into the technical challenges his team has overcome, scaling advanced battery manufacturing, and what it takes to lead the transition to clean, high-performance fun in some of the toughest environments.

CleanTech Talk
Electrification Beyond the Road: The Taiga Story

CleanTech Talk

Play Episode Listen Later Dec 8, 2025 32:56


In this episode, Taiga Motors CEO and Co-Founder Sam Bruneau shares the story behind building the world's first electric powersports company and why electrification on water and off-road matters now more than ever. From the launch of the new Orca WX3 — a versatile crossover watercraft designed for watersports and adventure — to innovations like bi-directional charging, geofencing, and speed limiting, Sam explains how electric vehicles unlock capabilities combustion could never match. He also dives into the technical challenges his team has overcome, scaling advanced battery manufacturing, and what it takes to lead the transition to clean, high-performance fun in some of the toughest environments.

Washington in Focus
Half of 2025 CCA spending went toward WSF fleet electrification

Washington in Focus

Play Episode Listen Later Dec 5, 2025 12:13


(The Center Square) – Funding for electrifying the Washington State Ferries system continues to dominate total Climate Commitment Act project spending, according to a new Department of Ecology report for fiscal year 2025. While Ecology is touting the investments as reducing 9 million metric tons of carbon over the past two fiscal years, some critics are questioning the true cost per ton for some of the projects.Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxxRead more: https://www.thecentersquare.com/washington/article_ae7a9398-30ca-48c8-a819-39d666ac0838.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Climate 21
The 30% Solar Breakthrough: Perovskites and the Future of Power

Climate 21

Play Episode Listen Later Dec 3, 2025 36:03 Transcription Available


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.

Clark County Today News
Half of 2025 CCA spending went toward WSF fleet electrification

Clark County Today News

Play Episode Listen Later Dec 3, 2025 5:47


A new Department of Ecology report finds that more than half of 2025 Climate Commitment Act project spending went to electrifying the Washington State Ferries fleet, including hundreds of millions of dollars for new hybrid vessels and terminal charging infrastructure, while Ecology touts an estimated nine million metric tons of carbon reductions over the last two fiscal years. Critics such as Washington Policy Center's Todd Myers are questioning whether some projects' reported reductions and cost-per-ton figures are realistic, pointing to examples like an Ellensburg home electrification program that Ecology credits with 3.5 million metric tons of reductions at just one dollar per ton. https://www.clarkcountytoday.com/news/half-of-2025-cca-spending-went-toward-wsf-fleet-electrification/ #WashingtonState #ClimateCommitmentAct #WSFerries #CarbonPolicy #Ecology #WAleg #ClimateSpending #EmissionReductions

EURACTIV Events
Industrial power demand - A strategic asset for Europe's electrification?

EURACTIV Events

Play Episode Listen Later Dec 3, 2025 93:13


Electrification is emerging as a key theme under the EU's Clean Industrial Deal. If incentivised correctly, it can support Europe's competitiveness, autonomy and resilience. However, electrification in Europe has been stalling in recent years, stuck at 23% of total energy for the past decade. At a time when electricity demand should be increasing, it instead dropped by 7.5% between 2021-23, before a small increase of 1% last year. This lag in demand is creating challenges in the power market, including RES curtailments and negative prices, which jeopardise the business case for the new investments we need in generation capacities.While the technologies and challenges involved on the supply side are well understood and progress is under way, attention is increasingly turning to demand, a crucial but complex part of the equation. Beyond simply electrifying their processes, industrial consumers can play an important role in supporting the electricity system. For example, large and predictable baseload consumption can help optimise grid planning, reducing uncertainty regarding future electricity demand in order to accurately size our electricity grids while avoiding overbuilds. Industrial consumers also facilitate the integration of renewable energy by consuming power when overall demand is low, helping to reduce curtailment. Flexibility services offered by industrial consumers, to the extent this is technically feasible and economically desirable, can also play an important role in keeping the electricity system in balance.Listen to this Euractiv Hybrid Conference to discuss the role of industrial power consumption in Europe, and what opportunities it can create for the power system. Questions to be discussed include:-How can predictable industrial demand help integrate more renewables and reduce system costs?-What is the flexibility potential of key industrial sectors, such as aluminium, steel and cement?-How can industry contribute to grid flexibility while remaining competitive globally?-What incentives are needed to make industrial electrification investments viable and timely?

Science (Video)
Economics Always Wins: Climate and Electrification in the 21st Century with Tom Steyer

Science (Video)

Play Episode Listen Later Dec 2, 2025 45:59


Climate investor and philanthropist Tom Steyer, recipient of the 2025 Charles David Keeling Memorial Lecture, talks about the current and future state of energy. In a conversation with Scott Lewis of Voice of San Diego, Steyer argues that capitalism and policy must work together at scale, and highlights the marketplace rise of renewables like solar and EVs alongside challenges like slow fossil-plant retirement, grid constraints, and the need for longer-duration storage. He also discusses emerging options such as advanced geothermal and nuclear. The Keeling Memorial Lecure is given by a prominent member of the global change community able to speak on topics that reflect the legacy of Keeling's work. [Science] [Business] [Show ID: 41034]

Climate Change (Video)
Economics Always Wins: Climate and Electrification in the 21st Century with Tom Steyer

Climate Change (Video)

Play Episode Listen Later Dec 2, 2025 45:59


Climate investor and philanthropist Tom Steyer, recipient of the 2025 Charles David Keeling Memorial Lecture, talks about the current and future state of energy. In a conversation with Scott Lewis of Voice of San Diego, Steyer argues that capitalism and policy must work together at scale, and highlights the marketplace rise of renewables like solar and EVs alongside challenges like slow fossil-plant retirement, grid constraints, and the need for longer-duration storage. He also discusses emerging options such as advanced geothermal and nuclear. The Keeling Memorial Lecure is given by a prominent member of the global change community able to speak on topics that reflect the legacy of Keeling's work. [Science] [Business] [Show ID: 41034]

University of California Audio Podcasts (Audio)
Economics Always Wins: Climate and Electrification in the 21st Century with Tom Steyer

University of California Audio Podcasts (Audio)

Play Episode Listen Later Dec 2, 2025 45:59


Climate investor and philanthropist Tom Steyer, recipient of the 2025 Charles David Keeling Memorial Lecture, talks about the current and future state of energy. In a conversation with Scott Lewis of Voice of San Diego, Steyer argues that capitalism and policy must work together at scale, and highlights the marketplace rise of renewables like solar and EVs alongside challenges like slow fossil-plant retirement, grid constraints, and the need for longer-duration storage. He also discusses emerging options such as advanced geothermal and nuclear. The Keeling Memorial Lecure is given by a prominent member of the global change community able to speak on topics that reflect the legacy of Keeling's work. [Science] [Business] [Show ID: 41034]

Energy (Video)
Economics Always Wins: Climate and Electrification in the 21st Century with Tom Steyer

Energy (Video)

Play Episode Listen Later Dec 2, 2025 45:59


Climate investor and philanthropist Tom Steyer, recipient of the 2025 Charles David Keeling Memorial Lecture, talks about the current and future state of energy. In a conversation with Scott Lewis of Voice of San Diego, Steyer argues that capitalism and policy must work together at scale, and highlights the marketplace rise of renewables like solar and EVs alongside challenges like slow fossil-plant retirement, grid constraints, and the need for longer-duration storage. He also discusses emerging options such as advanced geothermal and nuclear. The Keeling Memorial Lecure is given by a prominent member of the global change community able to speak on topics that reflect the legacy of Keeling's work. [Science] [Business] [Show ID: 41034]

Science (Audio)
Economics Always Wins: Climate and Electrification in the 21st Century with Tom Steyer

Science (Audio)

Play Episode Listen Later Dec 2, 2025 45:59


Climate investor and philanthropist Tom Steyer, recipient of the 2025 Charles David Keeling Memorial Lecture, talks about the current and future state of energy. In a conversation with Scott Lewis of Voice of San Diego, Steyer argues that capitalism and policy must work together at scale, and highlights the marketplace rise of renewables like solar and EVs alongside challenges like slow fossil-plant retirement, grid constraints, and the need for longer-duration storage. He also discusses emerging options such as advanced geothermal and nuclear. The Keeling Memorial Lecure is given by a prominent member of the global change community able to speak on topics that reflect the legacy of Keeling's work. [Science] [Business] [Show ID: 41034]

UC San Diego (Audio)
Economics Always Wins: Climate and Electrification in the 21st Century with Tom Steyer

UC San Diego (Audio)

Play Episode Listen Later Dec 2, 2025 45:59


Climate investor and philanthropist Tom Steyer, recipient of the 2025 Charles David Keeling Memorial Lecture, talks about the current and future state of energy. In a conversation with Scott Lewis of Voice of San Diego, Steyer argues that capitalism and policy must work together at scale, and highlights the marketplace rise of renewables like solar and EVs alongside challenges like slow fossil-plant retirement, grid constraints, and the need for longer-duration storage. He also discusses emerging options such as advanced geothermal and nuclear. The Keeling Memorial Lecure is given by a prominent member of the global change community able to speak on topics that reflect the legacy of Keeling's work. [Science] [Business] [Show ID: 41034]

Volts
Clean electrification is inevitable

Volts

Play Episode Listen Later Nov 21, 2025 82:34


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

Beyond Markets
The Week in Markets: Hawkish Fed commentary diminish December rate cut hopes

Beyond Markets

Play Episode Listen Later Nov 17, 2025 16:57


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.

Investor Connect Podcast
Investor Connect 853: Exploring the Future of Fleet Electrification with EV Realty's Iga Hallberg

Investor Connect Podcast

Play Episode Listen Later Nov 14, 2025 33:51


In this episode of Investor Connect, Hall Martin speaks with Iga Hallberg, Business Development Lead at EV Realty, which develops, deploys, and operates grid-ready charging hubs for commercial fleets. The discussion encompasses Hallberg's extensive experience in electrification and renewable energy, focusing on the creation of sophisticated commercial vehicle charging hubs. Backed by significant private equity investments, EV Realty aims to develop a national network of these sites, primarily in regions like California, Washington, New York, and New Jersey. The conversation shifts to the investable thesis for charging infrastructure, highlighting substantial trends in commercial fleet electrification, particularly within major ports and urban centers. Hallberg elaborates on the criticality of power access, grid constraints, and the strategic partnerships forming to support large-scale infrastructure projects. Hallberg delves into the main business models in the charging hub market, explaining how different sectors like last mile delivery, ride-share, and school buses influence infrastructure design and financing. She notes the growing involvement of real estate developers and utility companies in providing charging solutions and discusses the importance of de-risking projects through solid customer contracts. With the sector witnessing the transition from pilot projects to fully-financed infrastructure assets, Hallberg emphasizes the transformative impact of this shift on the broader energy and mobility landscape. The podcast also touches on the current challenges and opportunities in the industry, such as navigating federal and state policies, adapting to changes in the incentive landscape, and optimizing returns through strategic site selection. The episode concludes with a look at successful past projects and insights into optimal partnership structures between developers, utilities, real estate owners, and fleet operators. Hallberg highlights the significance of energy as a service and its potential to revolutionize various segments, from heavy-duty commercial vehicles to light-duty passenger electric vehicles. Listeners are encouraged to consider the evolving dynamics of the electric vehicle charging market and the compelling investment opportunities it presents. Visit EV Realty at evrealtyus.com/ Reach out to at leadiq.com/c/ev-realty/6373ca42d4454f2aa30473c2 and on mobile.x.com/evrealtyus _______________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https:/_/tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

Irish Tech News Audio Articles
How Black Friday Deliveries could have a lower environmental impact

Irish Tech News Audio Articles

Play Episode Listen Later Nov 14, 2025 4:01


Retailers don't have to wait for electric vehicles to cut emissions, operational efficiency can make a difference today. Black Friday keeps getting bigger every year. In the US alone, online sales will pass $10 billion over the weekend. Millions of parcels hit the roads, releasing millions of tonnes of CO in just a few days. And Ireland is no exception. The average Irish consumer is expected to spend €329 over the Black Friday period, with 63% of sales taking place online. That means a surge in home deliveries right across the country and a sharp rise in vehicle emissions as vans race to meet tight delivery windows (PWC). Sustainability strategies for Black Friday Some of the larger retailers are trying to get greener, but their plans are far off. IKEA has targets for electric deliveries by 2028, while Amazon and Currys aim for net zero by 2040. These goals are important, but they take time. Charging infrastructure, vehicle supply, and range limitations mean electric fleets cannot scale overnight. "The problem is that everyone's waiting for the future to fix the present," says David Walsh, CEO of SmartRoutes. "If retailers focused on using what they already have more efficiently, they could cut a fifth of delivery emissions almost overnight." Smarter planning can make a big difference. By consolidating stops, reducing duplicated routes, and grouping orders efficiently, retailers can reduce total distance driven by 15 to 20 percent. Over a peak week like Black Friday, that is the equivalent of taking more than 300,000 cars off the road. "The final mile is where a lot of the waste happens," Walsh adds. "You'll see two vans from the same retailer passing each other on the same street. That is completely avoidable." Consumers are also making more sustainable choices. Many choose to group deliveries if it means fewer trips. That creates pressure for retailers to reduce delivery emissions, not just focus on packaging or product sustainability. There is also a clear business case. Every mile avoided saves fuel and time. For large retailers, the savings can be significant, while still meeting customer expectations. Black Friday is the busiest delivery period of the year, but it also offers the biggest opportunity to make a measurable difference. Electrification will shape the future, but smarter delivery planning can reduce emissions today. Author bio: Caroline Hassett is a content marketer with over seven years of experience, working with SaaS companies to communicate complex technology and business topics. She writes about trends in technology, logistics and last-mile delivery. Company bio: SmartRoutes is an Irish delivery operations platform focused on helping businesses plan efficient, lower-emission delivery routes. Its research explores ways retailers can reduce carbon emissions in logistics and the final mile. See more breaking stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Bauerle and Bellavia
Follow up with Phil Nanula on the temporary pause of the New York State electrification mandate

Bauerle and Bellavia

Play Episode Listen Later Nov 13, 2025 30:42


He was on at the end of yesterday's show right after the news broke, but Phil Nanula of Essex Homes rejoins the show for a follow up on the the temporary pause of New York's electric mandate.

Climate 21
Decarbonising Heat: Why Half of Industrial Energy Is Ripe for Reinvention

Climate 21

Play Episode Listen Later Nov 12, 2025 49:22 Transcription Available


Send me a messageMost people never think about industrial heat. Yet half of all manufacturing emissions come from it. My guest this week, Addison Stark, CEO and co-founder of AtmosZero, is on a mission to electrify one of the dirtiest, most overlooked pieces of infrastructure on Earth: the steam boiler.In this episode, Addison and I uncover how a technology unchanged since the 1860s can finally go clean. We talk about the hidden carbon footprint of steam, why “waste heat recovery” can actually slow progress, and how heat-pump boilers can cut industrial energy use in half while delivering zero-emission steam. You'll hear how his team's first installation at a Colorado brewery is already brewing beer with carbon-free heat, proof that decarbonisation doesn't have to mean disruption.We also explore the bigger picture: how electrified heat could transform everything from food and pharma to chemicals and cosmetics, why Europe's gas crisis is accelerating the shift, and what policy tweaks could make clean steam the default everywhere.If you've ever wondered how to decarbonise the “hard-to-abate” sectors, this is the episode you've been waiting for.

Bauerle and Bellavia
New York State to delay electrification requirements for new builds, Phil Nanula on what this means

Bauerle and Bellavia

Play Episode Listen Later Nov 12, 2025 16:58


Remember the mandate passed down by New York State banning gas hookups in new builds starting January 1st, 2026? Well, the state has agreed to delay that phase of the electrification plan. Phil Nanula of Essex Homes, who has been fighting this electrification push every step of the way, joins the show to discuss this further

Get Connected
The Street Vendor Project on NYC Food Carts and The Vendor Electrification Project

Get Connected

Play Episode Listen Later Nov 10, 2025 17:56 Transcription Available


The Street Vendor Project, a program of the Urban Justice Center, advocates for New York City's 20,000+ street vendors, championing the rights of vendors as small businesses to earn a living and contribute to the culture and life of New York City. SVP's Managing Director Mohamed Attia talks about the organization's initiative to improve air-quality for both vendors and residents, via The Street Vendor Electrification Project, with a goal of converting carts from gas-powered generators to rechargeable batteries. 

Solar Insiders - a RenewEconomy Podcast
Would you like electrification with that?

Solar Insiders - a RenewEconomy Podcast

Play Episode Listen Later Nov 6, 2025 59:48


Energy Efficiency Council CEO Luke Menzel on how Australia must take a smorgasbord approach to home energy to make the most of Labor's free solar plan. Plus, news of the week.

The Interchange
Will energy storage save the grid? How batteries and the software behind them are reshaping reliability in the age of AI demand

The Interchange

Play Episode Listen Later Nov 4, 2025 47:45


Electrification is surging, AI data centres are multiplying, and volatility is rising on both sides of the meter. Can storage step in as the flexible backbone the US grid now needs? Host Sylvia Leyva Martinez is joined by Joanna Martin Ziegenfuss, General Manager for Strategic Market Development (North America), and Ruchira Shah, General Manager of Software Product Management at Wärtsilä Energy Storage. Together they unpack how high-performance hardware paired with sophisticated control software delivers real-time flexibility, from synthetic inertia and fast frequency response to price arbitrage and microgrid operation. The conversation tracks the shift from treating storage as a bolt-on to renewables to viewing it as a core reliability asset. Sylvia, Joanna and Ruchi explore how AI-driven load growth and volatile demand profiles change planning assumptions; why interconnection queues are pushing some data centres toward on-site generation plus batteries; and how market rules and policy must evolve to reward flexibility and sub-second response. They also dig into software's role in future-proofing assets as grid requirements tighten, and where innovators are already meeting new performance thresholds.If you're navigating project economics, market design or grid operations in a fast-changing landscape, this episode offers a pragmatic look at what's working, what's missing, and why storage is set to anchor a resilient, decarbonised grid. This episode is brought to you by Wärtsilä Energy Storage – Wärtsilä delivers high performing, large-scale energy storage systems by combining sophisticated software, robust safety, and long‑term reliability—empowering utility, IPP, and data center customers to maximize energy value and investment returns. To learn more, visit: https://www.wartsila.com/energy/energy-storage?utm_source=woodmac&utm_medium=podcast&utm_campaign=energy_storage_saving_the_grid&utm_content=hostSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Porsche & Mercedes Electrification U-Turn? What's Really Going On

Play Episode Listen Later Oct 31, 2025 9:30 Transcription Available


Porsche and Mercedes-Benz are shifting gears on electrification. In this video we dive into the changing EV plans of these German premium brands — what it means for you, your next car purchase, and the auto industry.Porsche Mercedes electrificationBuy me a coffee! https://www.paypal.com/paypalme/partsmanagerproGrab a copy of my book:https://partsmanagerpro.gumroad.com/l/qtqax"The Parts Manager Guide" - https://www.amazon.com/Parts-Manager-Guide-Strategies-Maximize-ebook/dp/B09S23HQ1P/ref=sr_1_4?crid=3UZYOGZJUNJ9K&keywords=parts+manager+guide&qid=1644443157&sprefix=parts+manager+guid%2Caps%2C244&sr=8-4Full video on Toutube:https://youtu.be/kZHAs6XTEY4?si=v0IwNGgfEiI8jkpwBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-motor-files-podcast--4960744/support.

Brookfield Perspectives
How Electrification and AI are Reshaping Power with Natalie Adomait and Scott Peak

Brookfield Perspectives

Play Episode Listen Later Oct 30, 2025 29:59


From data centers to electric vehicles, the world's need for reliable, scalable energy is growing fast. On Brookfield Perspectives, Natalie Adomait and Scott Peak share how Brookfield's renewable power and infrastructure businesses are helping to build the foundation for an electrified, AI-enabled world. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

All  Angles
Powering AI: Why Energy Is Back in Focus (and What's Driving It)

All Angles

Play Episode Listen Later Oct 29, 2025 27:46


Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In this episode, Sean Kenney sits down with MFS portfolio manager Jude Jason to decode what's really driving power demand, where the bottlenecks are and how investors can navigate the messy middle of the energy transition. They also reveal three durable lanes presenting attractive investment opportunities today and map out how the energy sector may evolve in the years ahead. Listen in for signals to help you cut through the hype and stay ahead.

Munro Live Podcast
ChargePoint CEO Rick Wilmer on Growth, Change, and the Future of Electrification

Munro Live Podcast

Play Episode Listen Later Oct 27, 2025 37:12


In this episode of the Munro Live Podcast, ChargePoint CEO Rick Wilmer joins us in the studio to discuss the work his company is doing to improve home, public, and fleet charging for an increasingly electrified future.https://www.chargepoint.com/

The Squeaky Clean Energy Podcast
Episode 128: Goodbye 25D/25C - What's Next for DERs and Household Electrification?

The Squeaky Clean Energy Podcast

Play Episode Listen Later Oct 27, 2025 35:07


On episode 128 of the Squeaky Clean Energy Podcast, we're turning back the clock to go back to the news of a little bit earlier this summer with the reconciliation bill. On this episode we're spending time with the CEO of Rewiring America to talk specifically about the impacts to residential household electrification and what the US needs to do to keep the downward pressure on technology and installation costs to continue seeing widespread deployment post-25D and 25C.  Presented by NC Sustainable Energy Association. Hosted by Matt Abele (Twitter: @MattAbele). Edited by Yash Mistry. Be sure to follow us on Instagram at @nccleanenergy.

WBEN Extras
Keith Zaccarine of Countryside Stove and Chimney on the demand for fireplaces as electrification in NYS nears

WBEN Extras

Play Episode Listen Later Oct 27, 2025 18:31


Keith Zaccarine of Countryside Stove and Chimney on the demand for fireplaces as electrification in NYS nears full 1111 Mon, 27 Oct 2025 07:53:00 +0000 jyaf51P1nj8ck0VNuHZ7Wqr8tbskerO7 news & politics,news WBEN Extras news & politics,news Keith Zaccarine of Countryside Stove and Chimney on the demand for fireplaces as electrification in NYS nears Archive of various reports and news events 2024 © 2021 Audacy, Inc. News & Politics News False

Chip Stock Investor Podcast
GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)

Chip Stock Investor Podcast

Play Episode Listen Later Oct 24, 2025 12:17


In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion. This move is a major catalyst for GEV's growth story, shifting its focus from primarily revenue growth to accelerated profit margin expansion.The full ownership of Prolec, a key supplier of transformers, is immediately accretive to adjusted EBITDA beginning in 2026. Critically, the acquisition removes a non-compete clause that previously restricted GEV's direct participation in the North American market. This is strategically timed to capitalize on the estimated doubling of the total North American Energy Grid market by 2030, driven significantly by the massive demand for Data Center Power, especially for AI infrastructure. With this use of its strong, nearly $10 billion net cash balance—funding the purchase with a mix of cash and debt—GEV is solidifying its position in the high-growth Electrification segment. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#GEVernova #GEV #ProlecAcquisition #EnergyGrid #DataCenterPower #AdjustedEBITDA #StockAnalysis #IndustrialStocks #SiemensEnergy #ABB#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

WBEN Extras
Tim Wenger & Domenic Cortese | Where is your electrification panic meter?

WBEN Extras

Play Episode Listen Later Oct 24, 2025 39:20


This episode features Domenic Cortese of Cortese Construction Services. Conversation on the confusion surrounding the gas/electric conversion deadlines in New York State.

Bauerle and Bellavia
Dominic Cortese answers your questions on electrification

Bauerle and Bellavia

Play Episode Listen Later Oct 16, 2025 44:10


Dominic Cortese of Hammertime Radio here on NewsRadio 930 WBEN joins the show on the heels to take some calls and answer your questions on New York State's push to go full electric

I Speak Jeep
Recon Mission: Electrification of Vehicles for Beginners

I Speak Jeep

Play Episode Listen Later Oct 15, 2025 82:38


We want to hear from you, Send us a TextIn this episode, Neil, Scott, and Jeff tackle many questions about EV and Hybrid vehicles. Jeep has been teasing the Recon all electric Jeep while we have been playing with the 4xe for couple years. Just before recording this episode 4xe went viral for an epic failure with an OTA Update. Tune in to learn about that as well as why 4xe are actually good. The guys break down charging systems and how you can own a 4xe without needing to pay an electrician to upgrade your home electric. Stay tuned for the weekend updates to find out what Scott recently acquired and try to guess along on the year it was made... Support the showThanks for listening, give us a review and check us out on YouTube -SFJ4x4 and visit our website to grab some great gear or products for your Jeep, SFJ4x4.com. Don't forget, you can email Jeffc@sfj4x4.com for special content requests, blind react videos, suggestions, special guests, or general questions. Check out our Patreon patreon.com/ISpeakJeep

BofA Global Research Podcasts
Yellow gold faces flashing amber; black gold eventually sees green

BofA Global Research Podcasts

Play Episode Listen Later Oct 14, 2025 23:03


Electrification requires copper but supply picture is dim The outlook for oil prices is bearish in the near term owing to excess supply, but beyond that, prices should firm as supply growth slows. Between geopolitics, economic growth and the dollar, there are plausible scenarios for both higher and lower oil, which Francisco discusses in some detail. And while Francisco and the commodity strategy team came into 2025 bullish on gold prices, they're less constructive following the substantial rally and suggest that copper may be more interesting at the moment, particularly with the metal's exposure to growth in electrification and continued supply challenges, which got more acute in the last few weeks. Francisco also addresses aluminum, which can be looked at as power in solid form, making it interesting in a time of persistent growth in power demand.    You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

Bauerle and Bellavia
Your thoughts on the electrification of New York State (10-10-25 Full Show; continued from yesterday)

Bauerle and Bellavia

Play Episode Listen Later Oct 10, 2025 98:37


Today's show is a continuation of yesterday, , taking more of your calls on the electrification of New York State

Bauerle and Bellavia
What are your thoughts on the electrification of New York State? (10-9-25 Full Show)

Bauerle and Bellavia

Play Episode Listen Later Oct 9, 2025 100:03


With each passing day, we inch closer to phase one of New York State's push toward blanket electrification. Starting in just about two months, new builds will be prohibited from have gas hookups. As we draw closer to phase one, where do you stand on this issue?

Weather Geeks
Planes, Trains, and Automobiles: Fighting for Clean Transportation

Weather Geeks

Play Episode Listen Later Oct 8, 2025 42:37


Guest: Dr. Rachel MuncriefWhen we think about tackling climate change, it's easy to picture solar panels and wind farms. But there's another piece of the puzzle that impacts us all, every single day: how we get from point A to point B. Transportation accounts for a major share of global greenhouse gas emissions, but it's also an area of rapid innovation and urgent opportunity. From cleaner fuels in shipping lanes to electric trucks on highways, the road to a stable climate runs straight through the way we travel and transport goods. Today on Weather Geeks, we're joined by Dr. Rachel Muncrief from The International Council on Clean Transportation, which is an organization leading the charge to transform global transportation systems with science-backed policy and practical solutions. We'll talk about where progress is being made, what challenges remain, and why rethinking transportation is critical for a climate-resilient future. Let's hit the road!Chapters00:00 The Role of Transportation in Climate Change14:57 Electrification of Vehicles: Opportunities and Challenges29:54 Decarbonizing Shipping and Aviation42:11 Equity in Clean TransportationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Still To Be Determined
281: Digitizing Home Electrification - Zero Homes CEO Grant Gunnison

Still To Be Determined

Play Episode Listen Later Sep 10, 2025 42:26


https://youtu.be/wcTP2wXrlHMMatt interviews Grant Gunnison, CEO and founder of Zero Homes, about their innovative approach to home electrification. Grant shares how his background as an MIT engineer and NASA contractor, combined with experience running his family's contracting business, led him to create a platform that uses smartphone photos and AI to generate accurate home energy assessments and quotes without requiring in-person sales visits. They discuss the challenges of retrofitting existing homes, why contractors resist new technologies, and how Zero Homes is expanding across multiple states while partnering with utilities to streamline the path from energy audit to installation. (00:00) - Intro (03:12) - Grant Gunnison Interview YouTube version of the podcast: https://www.youtube.com/stilltbdpodcastGet in touch: https://undecidedmf.com/podcast-feedbackSupport the show: https://pod.fan/still-to-be-determinedFollow us on X: @stilltbdfm @byseanferrell @mattferrell or @undecidedmfUndecided with Matt Ferrell: https://www.youtube.com/undecidedmf ★ Support this podcast ★